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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
$1.83B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 91 项
建仓 28
增持 29
减持 16
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
VKTX
VIKING THERAPEUTICS INC
+$52.2M
750,000
+50%
增持
INSM
INSMED INC
+$38.0M
1,800,000
+414%
建仓
MRK
MERCK & CO INC
+$31.0M
235,000
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
CYTK
CYTOKINETICS INC
-$26.9M
450,000
-36%
建仓
HUM
HUMANA INC
+$20.8M
60,000
清仓
SNY
SANOFI
-$19.9M
0
-100%
增持
TARS
TARSUS PHARMACEUTICALS INC
+$19.4M
590,000
+490%
增持
BSX
BOSTON SCIENTIFIC CORP
+$19.4M
600,000
+60%
增持
THC
TENET HEALTHCARE CORP
+$18.2M
425,000
+21%
清仓
TFX
TELEFLEX INCORPORATED
-$17.5M
0
-100%
增持
ELV
ELEVANCE HEALTH INC
+$16.5M
50,000
+150%
增持
—
LONGBOARD PHARMACEUTICALS IN
+$15.6M
975,000
+8%
建仓
VERA
VERA THERAPEUTICS INC
+$15.5M
360,000
建仓
—
CRISPR THERAPEUTICS AG
+$15.0M
220,000
建仓
CI
THE CIGNA GROUP
+$14.5M
40,000
增持
BRKR
BRUKER CORP
+$13.3M
220,000
+120%
清仓
—
COOPER COS INC
-$13.2M
0
-100%
建仓
—
SHOCKWAVE MED INC
+$13.0M
40,000
增持
EHC
ENCOMPASS HEALTH CORP
+$12.2M
350,000
+40%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$12.2M
0
-100%
增持
UHS
UNIVERSAL HLTH SVCS INC
+$12.1M
125,000
+79%
建仓
TNYA
TENAYA THERAPEUTICS INC
+$11.8M
2,250,000
建仓
COO
COOPER COS INC
+$11.2M
110,000
建仓
EXAS
EXACT SCIENCES CORP
+$10.4M
150,000
增持
RGNX
REGENXBIO INC
+$10.2M
760,000
+134%
清仓
—
MEDTRONIC PLC
-$9.9M
0
-100%
建仓
SANA
SANA BIOTECHNOLOGY INC
+$9.8M
980,000
清仓
CNC
CENTENE CORP DEL
-$9.6M
0
-100%
减持
NTRA
NATERA INC
-$9.5M
50,000
-78%
建仓
—
ALPINE IMMUNE SCIENCES INC
+$9.1M
230,000
增持
—
ARCELLX INC
+$8.9M
255,000
+59%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$8.8M
150,000
+67%
建仓
—
APELLIS PHARMACEUTICALS INC
+$8.8M
150,000
增持
AVTR
AVANTOR INC
+$8.2M
500,000
+150%
增持
CRNX
CRINETICS PHARMACEUTICALS IN
+$8.1M
325,000
+63%
建仓
TNDM
TANDEM DIABETES CARE INC
+$8.0M
225,000
增持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
+$7.8M
420,000
+91%
增持
RVMD
REVOLUTION MEDICINES INC
+$7.8M
420,000
+110%
建仓
OSCR
OSCAR HEALTH INC
+$7.4M
500,000
建仓
—
MERUS N V
+$7.4M
165,000
清仓
ARVN
ARVINAS INC
-$7.2M
0
-100%
清仓
—
HOLOGIC INC
-$7.1M
0
-100%
增持
—
BLUEPRINT MEDICINES CORP
+$7.0M
210,000
+50%
减持
—
LABORATORY CORP AMER HLDGS
-$7.0M
20,000
-60%
减持
LLY
ELI LILLY & CO
-$7.0M
12,000
-57%
清仓
ILMN
ILLUMINA INC
-$7.0M
0
-100%
清仓
SIBN
SI-BONE INC
-$6.6M
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$6.5M
50,000
+25%
建仓
—
ROIVANT SCIENCES LTD
+$6.3M
600,000
建仓
ONC
BEIGENE LTD
+$6.3M
40,000
减持
REGN
REGENERON PHARMACEUTICALS
-$5.6M
17,000
-32%
增持
PEN
PENUMBRA INC
+$5.6M
70,000
+75%
建仓
RVTY
REVVITY INC
+$5.3M
50,000
增持
—
ICON PLC
+$5.2M
45,000
+29%
减持
INSP
INSPIRE MED SYS INC
-$5.1M
33,000
-45%
减持
CABA
CABALETTA BIO INC
-$4.6M
425,000
-18%
建仓
A
AGILENT TECHNOLOGIES INC
+$4.4M
30,000
清仓
—
AGILON HEALTH INC
-$4.1M
0
-100%
清仓
ACAD
ACADIA PHARMACEUTICALS INC
-$4.1M
0
-100%
清仓
—
REVANCE THERAPEUTICS INC
-$4.0M
0
-100%
增持
SRRK
SCHOLAR ROCK HLDG CORP
+$3.9M
325,000
+225%
减持
—
INTRA-CELLULAR THERAPIES INC
-$3.9M
125,000
-29%
建仓
SYRE
SPYRE THERAPEUTICS INC
+$3.8M
100,000
清仓
ZNTL
ZENTALIS PHARMACEUTICALS INC
-$3.8M
0
-100%
减持
KRYS
KRYSTAL BIOTECH INC
+$3.7M
80,000
-6%
建仓
—
89BIO INC
+$3.5M
300,000
建仓
EDIT
EDITAS MEDICINE INC
+$3.3M
450,000
减持
ALGN
ALIGN TECHNOLOGY INC
-$3.3M
15,000
-50%
建仓
AUTL
AUTOLUS THERAPEUTICS PLC
+$3.2M
500,000
建仓
MREO
MEREO BIOPHARMA GROUP PLC
+$3.1M
950,000
增持
—
INARI MED INC
+$3.1M
200,000
+100%
建仓
GH
GUARDANT HEALTH INC
+$3.1M
150,000
增持
MGNX
MACROGENICS INC
+$3.0M
500,000
+11%
清仓
—
PATTERSON COS INC
-$2.8M
0
-100%
建仓
APGE
APOGEE THERAPEUTICS INC
+$2.7M
40,000
建仓
KROS
KEROS THERAPEUTICS INC
+$2.6M
40,000
建仓
AXSM
AXSOME THERAPEUTICS INC
+$2.4M
30,000
减持
COR
CENCORA INC
-$2.2M
50,000
-29%
清仓
OGN
ORGANON & CO
-$2.2M
0
-100%
清仓
TDOC
TELADOC HEALTH INC
-$2.2M
0
-100%
减持
FATE
FATE THERAPEUTICS INC
-$1.9M
200,000
-78%
减持
ABBV
ABBVIE INC
-$1.8M
135,000
-21%
减持
DXCM
DEXCOM INC
-$1.6M
100,000
-20%
增持
ELAN
ELANCO ANIMAL HEALTH INC
+$1.5M
550,000
+10%
清仓
—
VENTYX BIOSCIENCES INC
-$1.2M
0
-100%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$1.1M
50,000
+11%
减持
RGEN
REPLIGEN CORP
-$693.0K
50,000
-9%
增持
RLAY
RELAY THERAPEUTICS INC
-$588.5K
725,000
+21%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$524.0K
1,300,000
+18%
减持
FDMT
4D MOLECULAR THERAPEUTICS IN
+$367.5K
250,000
-33%
增持
—
ALKERMES PLC
-$139.8K
250,000
+0%