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Integral Health Asset Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Integral Health Asset Management, LLC

报告期 2026-03-31 · CIK 0001773206

持仓数

90

前50大市值合计

$1.83B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

INSM INSMED INC

COM PAR $.01

$245.3M

1,500,000

13.4%

RVMD REVOLUTION MEDICINES INC

COM

$145.9M

1,500,000

8.0%

CYTK CYTOKINETICS INC

COM NEW

$105.5M

1,600,000

5.8%

RVMD REVOLUTION MEDICINES INC

COM · 认沽

$72.9M

750,000

4.0%

CYTK CYTOKINETICS INC

COM NEW · 认购

$65.9M

1,000,000

3.6%

REGN REGENERON PHARMACEUTICALS

COM

$65.7M

85,000

3.6%

VERA VERA THERAPEUTICS INC

CL A

$64.4M

1,600,000

3.5%

CAH CARDINAL HEALTH INC

COM

$57.1M

270,000

3.1%

— ROIVANT SCIENCES LTD

SHS

$55.4M

2,000,000

3.0%

BTSG BRIGHTSPRING HEALTH SVCS INC

COM

$53.3M

1,250,000

2.9%

RYTM RHYTHM PHARMACEUTICALS INC

COM

$52.2M

600,000

2.9%

MRK MERCK & CO INC

COM

$51.1M

425,000

2.8%

EWTX EDGEWISE THERAPEUTICS INC

COM

$50.4M

1,600,000

2.8%

— ASTRAZENECA PLC

ORD

$49.3M

250,000

2.7%

RVMD REVOLUTION MEDICINES INC

COM · 认购

$48.6M

500,000

2.7%

ALHC ALIGNMENT HEALTHCARE INC

COM

$45.4M

2,575,000

2.5%

NVS NOVARTIS AG

SPONSORED ADR

$38.2M

250,000

2.1%

BSX BOSTON SCIENTIFIC CORP

COM

$34.5M

550,000

1.9%

LFST LIFESTANCE HEALTH GROUP INC

COM

$27.4M

4,300,000

1.5%

— ASCENDIS PHARMA A/S

SPONSORED ADR

$26.3M

115,000

1.4%

SRRK SCHOLAR ROCK HLDG CORP

COM

$24.6M

500,000

1.3%

ELV ELEVANCE HEALTH INC FORMERLY

COM

$22.0M

75,000

1.2%

CNC CENTENE CORP DEL

COM

$21.3M

650,000

1.2%

BBIO BRIDGEBIO PHARMA INC

COM

$20.4M

275,000

1.1%

MLYS MINERALYS THERAPEUTICS INC

COM

$20.3M

750,000

1.1%

NBIX NEUROCRINE BIOSCIENCES INC

COM

$19.8M

150,000

1.1%

GKOS GLAUKOS CORP

COM

$18.8M

175,000

1.0%

ARWR ARROWHEAD PHARMACEUTICALS IN

COM

$18.8M

300,000

1.0%

VRTX VERTEX PHARMACEUTICALS INC

COM

$17.9M

40,000

1.0%

ORIC ORIC PHARMACEUTICALS INC

COM

$17.7M

1,400,000

1.0%

ALMS ALUMIS INC

COM

$17.6M

800,000

1.0%

FMS FRESENIUS MEDICAL CARE AG

SPONSORED ADR

$17.5M

775,000

1.0%

ISRG INTUITIVE SURGICAL INC

COM NEW

$16.1M

35,000

0.9%

— UNIQURE NV

SHS

$14.7M

900,000

0.8%

TARS TARSUS PHARMACEUTICALS INC

COM

$14.0M

200,000

0.8%

GILD GILEAD SCIENCES INC

COM

$13.9M

100,000

0.8%

LLY ELI LILLY & CO

COM

$13.8M

15,000

0.8%

EW EDWARDS LIFESCIENCES CORP

COM

$13.6M

170,000

0.7%

MLYS MINERALYS THERAPEUTICS INC

COM · 认购

$13.5M

500,000

0.7%

COGT COGENT BIOSCIENCES INC

COM

$13.5M

350,000

0.7%

ELAN ELANCO ANIMAL HEALTH INC

COM

$13.2M

550,000

0.7%

MDGL MADRIGAL PHARMACEUTICALS INC

COM

$13.1M

25,000

0.7%

PRAX PRAXIS PRECISION MEDICINES I

COM NEW

$12.9M

40,000

0.7%

DNTH DIANTHUS THERAPEUTICS INC

COM

$12.6M

150,000

0.7%

RGNX REGENXBIO INC

COM

$12.6M

1,500,000

0.7%

DGX QUEST DIAGNOSTICS INC

COM

$11.8M

60,000

0.6%

XENE XENON PHARMACEUTICALS INC

COM

$11.6M

200,000

0.6%

ERAS ERASCA INC

COM

$11.3M

700,000

0.6%

ANRO ALTO NEUROSCIENCE INC

COM SHS

$11.2M

500,000

0.6%

BIIB BIOGEN INC

COM

$11.0M

60,000

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

38%前 6 大占比

INSM13.4%RVMD8.0%CYTK5.8%RVMD4.0%CYTK3.6%REGN3.6%