Integral Health Asset Management, LLC: 13F holdings
CIK 17732062026Q2
| Positions | 90 |
|---|
| Reported value | $2.5bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 90 (+4 vs prior quarter) |
|---|
| Reported value | $2.5bn (+21.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| RVMD REVOLUTION MEDICINES INC | 1,500,000 | $280.9m | 11.1% |
| INSM INSMED INC | 1,600,000 | $170.6m | 6.7% |
| CYTK CYTOKINETICS INC | 1,600,000 | $136.3m | 5.4% |
| CVS CVS HEALTH CORP | 1,100,000 | $113.8m | 4.5% |
| EWTX EDGEWISE THERAPEUTICS INC | 2,000,000 | $81.3m | 3.2% |
| VERA VERA THERAPEUTICS INC | 1,750,000 | $75.1m | 3.0% |
| AXSM AXSOME THERAPEUTICS INC. | 300,000 | $73.4m | 2.9% |
| CAH CARDINAL HEALTH INC | 300,000 | $71.3m | 2.8% |
| ROIVANT SCIENCES LTD | 2,000,000 | $70.8m | 2.8% |
| RYTM RHYTHM PHARMACEUTICALS INC | 550,000 | $61.1m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1773206")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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