StockDriftsStockDriftsTop 50 Integral Health Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| INSM | INSMED INC | 12.98% | 1.50M | $245.3M | +20.00%(+250.00K) | $58.13(+91.97%) | 2026-03-31 | |
| RVMD | REVOLUTION MEDICINES INC | 7.72% | 1.50M | $145.9M | +25.00%(+300.00K) | $61.05(+209.98%) | 2026-03-31 | |
| CYTK | CYTOKINETICS INC | 5.58% | 1.60M | $105.5M | +14.29%(+200.00K) | $54.23(+59.49%) | 2026-03-31 | |
| REGN | REGENERON PHARMACEUTICALS | 3.48% | 85.0K | $65.7M | -19.05%(-20.00K) | $663.69(-1.42%) | 2026-03-31 | |
| VERA | VERA THERAPEUTICS INC | 3.41% | 1.60M | $64.4M | -11.11%(-200.00K) | $34.80(+18.38%) | 2026-03-31 | |
| CAH | CARDINAL HEALTH INC | 3.02% | 270.0K | $57.1M | +35.00%(+70.00K) | $156.10(+53.07%) | 2026-03-31 | |
| ROIV | ROIVANT SCIENCES LTD | 2.93% | 2.00M | $55.4M | +135.29%(+1.15M) | $19.39(+81.22%) | 2026-03-31 | |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | 2.82% | 1.25M | $53.3M | +66.67%(+500.00K) | $26.10(+164.49%) | 2026-03-31 | |
| RYTM | RHYTHM PHARMACEUTICALS INC | 2.76% | 600.0K | $52.2M | +26.32%(+125.00K) | $88.93(+28.38%) | 2026-03-31 | |
| MRK | MERCK & CO INC | 2.71% | 425.0K | $51.1M | +70.00%(+175.00K) | $110.70(+17.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +29.92% | +119.27% |
| Top 20 Holdings Unweighted | +25.77% | +98.96% |
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