StockDriftsStockDriftsTop 50 Integral Health Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RVMD | REVOLUTION MEDICINES INC | 11.53% | 1.50M | $280.9M | +0.00%(+0) | $61.05(+230.88%) | 2026-06-30 | |
| INSM | INSMED INC | 7% | 1.60M | $170.6M | +6.67%(+100.00K) | $62.62(+101.73%) | 2026-06-30 | |
| CYTK | CYTOKINETICS INC | 5.59% | 1.60M | $136.3M | +0.00%(+0) | $54.23(+35.45%) | 2026-06-30 | |
| CVS | CVS HEALTH CORP | 4.67% | 1.10M | $113.8M | +633.33%(+950.00K) | $84.38(+12.57%) | 2026-06-30 | |
| EWTX | EDGEWISE THERAPEUTICS INC | 3.33% | 2.00M | $81.3M | +25.00%(+400.00K) | $23.98(+80.89%) | 2026-06-30 | |
| VERA | VERA THERAPEUTICS INC | 3.08% | 1.75M | $75.1M | +9.38%(+150.00K) | $35.29(-18.14%) | 2026-06-30 | |
| AXSM | AXSOME THERAPEUTICS INC. | 3.01% | 300.0K | $73.4M | +757.14%(+265.00K) | $199.51(+7.10%) | 2026-06-30 | |
| CAH | CARDINAL HEALTH INC | 2.92% | 300.0K | $71.3M | +11.11%(+30.00K) | $162.68(+42.14%) | 2026-06-30 | |
| ROIV | ROIVANT SCIENCES LTD | 2.9% | 2.00M | $70.8M | +0.00%(+0) | $19.39(+87.15%) | 2026-06-30 | |
| RYTM | RHYTHM PHARMACEUTICALS INC | 2.51% | 550.0K | $61.1M | -8.33%(-50.00K) | $88.93(+31.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +35.74% | +150.11% | +15.61% | +106.49% |
| Top 20 Holdings Unweighted | +33.56% | +138.26% | +14.34% | +95.47% |
Integral Health Asset Management LLC reports $2.53B in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are RVMD (11.5%), INSM (7.0%) and CYTK (5.6%). The top 20 holdings account for 63.88% of reported assets. Its disclosed equity book has returned +150.11% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Integral Health Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1773206). View Integral Health Asset Management LLC’s 13F filings on SEC