Integral Health Asset Management, LLC
Top Portfolio Positions
86 positions ·
$2,090,923,180 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
2,750,000 | $267,437,500 | 12.79% | |
| INSM |
INSMED Inc
Healthcare
|
1,500,000 | $245,280,000 | 11.73% | |
| CYTK |
Cytokinetics Inc
Healthcare
|
2,600,000 | $171,366,000 | 8.20% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
85,000 | $65,674,400 | 3.14% | |
| VERA |
Vera Therapeutics, Inc.
Healthcare
|
1,600,000 | $64,368,000 | 3.08% | |
| CAH |
Cardinal Health Inc
Healthcare
|
270,000 | $57,053,700 | 2.73% | |
| ROIV |
Roivant Sciences Ltd.
Healthcare
|
2,000,000 | $55,400,000 | 2.65% | |
| BTSG |
BrightSpring Health Services, Inc.
Healthcare
|
1,250,000 | $53,262,500 | 2.55% | |
| RYTM |
Rhythm Pharmaceuticals, Inc.
Healthcare
|
600,000 | $52,182,000 | 2.50% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
425,000 | $51,123,250 | 2.45% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MLYS
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,317,500 | 750,000 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $13,545,000 | 500,000 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $9,072,500 | 250,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $27,217,500 | 750,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $56,880,000 | 1,500,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $36,531,000 | 2,700,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $36,524,000 | 2,300,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,771,250 | 875,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,311,160 | 356,000 | Shares | Sole | 2024-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||