Integral Health Asset Management, LLC holds a focused book of 86 stocks worth $1.9B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Regeneron Pharmaceuticals. Their largest long position is Insmed Inc at 13% of the equity book. They also disclosed $72.9M in put options (a bearish bet) and $128.1M in call options (bullish), shown separately below and excluded from the equity book.
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Use Arkolith to show Integral Health Asset Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Insmed Inc COM PAR $.01 | $245.3M | 1.50M | 13.0% | ▲+20% Added · +250K sh | |
| 2 | Revolution Medicines Inc COM | $145.9M | 1.50M | 7.7% | ▲+25% Added · +300K sh | |
| 3 | Cytokinetics Inc COM NEW | $105.5M | 1.60M | 5.6% | ▲+14% Added · +200K sh | |
| 4 | Regeneron Pharmaceuticals COM | $65.7M | 85.0K | 3.5% | ▼−19% Reduced · −20K sh | |
| 5 | Vera Therapeutics Inc CL A | $64.4M | 1.60M | 3.4% | ▼−11% Reduced · −200K sh | |
| 6 | Cardinal Health Inc COM | $57.1M | 270.0K | 3.0% | ▲+35% Added · +70K sh | |
| 7 | Roivant Sciences Ltd SHS | $55.4M | 2.00M | 2.9% | ▲+135% Added · +1.1M sh | |
| 8 | Brightspring Health Svcs Inc COM | $53.3M | 1.25M | 2.8% | ▲+67% Added · +500K sh | |
| 9 | Rhythm Pharmaceuticals Inc COM | $52.2M | 600.0K | 2.8% | ▲+26% Added · +125K sh | |
| 10 | Merck & Co Inc COM | $51.1M | 425.0K | 2.7% | ▲+70% Added · +175K sh | |
| 11 | Edgewise Therapeutics Inc COM | $50.4M | 1.60M | 2.7% | ▲+6.7% Added · +100K sh | |
| 12 | AstraZeneca PLC ORD | $49.3M | 250.0K | 2.6% | ▲New New position | |
| 13 | Alignment Healthcare Inc COM | $45.4M | 2.58M | 2.4% | ▲+17% Added · +375K sh | |
| 14 | Novartis AG SPONSORED ADR | $38.2M | 250.0K | 2.0% | —Held | |
| 15 | Boston Scientific Corp COM | $34.5M | 550.0K | 1.8% | ▲+144% Added · +325K sh | |
| 16 | Lifestance Health Group Inc COM | $27.4M | 4.30M | 1.4% | ▲+43% Added · +1.3M sh | |
| 17 | Ascendis Pharma A/s SPONSORED ADR | $26.3M | 115.0K | 1.4% | ▲+28% Added · +25K sh | |
| 18 | Scholar Rock Hldg Corp COM | $24.6M | 500.0K | 1.3% | ▲+67% Added · +200K sh | |
| 19 | Elevance Health Inc Formerly COM | $22.0M | 75.0K | 1.2% | ▲+25% Added · +15K sh | |
| 20 | Centene Corp Del COM | $21.3M | 650.0K | 1.1% | —Held | |
| 21 | Bridgebio Pharma Inc COM | $20.4M | 275.0K | 1.1% | ▲New New position | |
| 22 | Mineralys Therapeutics Inc COM | $20.3M | 750.0K | 1.1% | —Held | |
| 23 | Neurocrine Biosciences Inc COM | $19.8M | 150.0K | 1.0% | —Held | |
| 24 | Glaukos Corp COM | $18.8M | 175.0K | 1.0% | ▼−46% Reduced · −150K sh | |
| 25 | Arrowhead Pharmaceuticals In COM | $18.8M | 300.0K | 1.0% | ▲+200% Added · +200K sh | |
| 26 | Vertex Pharmaceuticals Inc COM | $17.9M | 40.0K | 0.9% | ▲New New position | |
| 27 | Oric Pharmaceuticals Inc COM | $17.7M | 1.40M | 0.9% | ▲+17% Added · +200K sh | |
| 28 | Alumis Inc COM | $17.6M | 800.0K | 0.9% | ▲New New position | |
| 29 | Fresenius Medical Care AG SPONSORED ADR | $17.5M | 775.0K | 0.9% | ▲+19% Added · +125K sh | |
| 30 | Intuitive Surgical Inc COM NEW | $16.1M | 35.0K | 0.9% | ▼−68% Reduced · −75K sh | |
| 31 | Uniqure NV SHS | $14.7M | 900.0K | 0.8% | —Held | |
| 32 | Tarsus Pharmaceuticals Inc COM | $14.0M | 200.0K | 0.7% | —Held | |
| 33 | Gilead Sciences Inc COM | $13.9M | 100.0K | 0.7% | ▲New New position | |
| 34 | Eli Lilly & Co COM | $13.8M | 15.0K | 0.7% | ▼−25% Reduced · −5K sh | |
| 35 | Edwards Lifesciences Corp COM | $13.6M | 170.0K | 0.7% | ▼−48% Reduced · −155K sh | |
| 36 | Cogent Biosciences Inc COM | $13.5M | 350.0K | 0.7% | ▲New New position | |
| 37 | Elanco Animal Health Inc COM | $13.2M | 550.0K | 0.7% | ▲+120% Added · +300K sh | |
| 38 | Madrigal Pharmaceuticals Inc COM | $13.1M | 25.0K | 0.7% | ▲New New position | |
| 39 | Praxis Precision Medicines I COM NEW | $12.9M | 40.0K | 0.7% | —Held | |
| 40 | Dianthus Therapeutics Inc COM | $12.6M | 150.0K | 0.7% | ▼−45% Reduced · −125K sh | |
| 41 | Regenxbio Inc COM | $12.6M | 1.50M | 0.7% | ▲+25% Added · +300K sh | |
| 42 | Quest Diagnostics Inc COM | $11.8M | 60.0K | 0.6% | ▼−20% Reduced · −15K sh | |
| 43 | Xenon Pharmaceuticals Inc COM | $11.6M | 200.0K | 0.6% | ▲New New position | |
| 44 | Erasca Inc COM | $11.3M | 700.0K | 0.6% | ▲New New position | |
| 45 | Alto Neuroscience Inc COM SHS | $11.2M | 500.0K | 0.6% | ▲+33% Added · +125K sh | |
| 46 | Biogen Inc COM | $11.0M | 60.0K | 0.6% | ▼−40% Reduced · −40K sh | |
| 47 | Dexcom Inc COM | $11.0M | 175.0K | 0.6% | ▼−65% Reduced · −325K sh | |
| 48 | Soleno Therapeutics Inc COM | $10.9M | 325.0K | 0.6% | —Held | |
| 49 | Disc Medicine Inc COM | $10.9M | 170.0K | 0.6% | ▲New New position | |
| 50 | Nurix Therapeutics Inc COM | $10.8M | 700.0K | 0.6% | ▲+133% Added · +400K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | REVOLUTION MEDICINES INCRVMD | $72.9M | 750K |
| CALL · bullish | CYTOKINETICS INCCYTK | $65.9M | 1.0M |
| CALL · bullish | REVOLUTION MEDICINES INCRVMD | $48.6M | 500K |
| CALL · bullish | MINERALYS THERAPEUTICS INCMLYS | $13.5M | 500K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 90 | $2.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 86 | $2.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 76 | $1.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 72 | $1.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 81 | $939.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 83 | $1.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 66 | $888.7M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 72 | $1.1B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 80 | $1.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 69 | $734.3M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 65 | $722.3M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 73 | $807.6M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 9, 2023 | 71 | $496.4M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 61 | $476.4M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 65 | $514.8M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 3, 2022 | 65 | $486.2M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 12, 2022 | 71 | $384.3M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 2, 2022 | 71 | $361.4M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 70 | $347.9M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 30, 2021 | 71 | $363.2M | 13F-HR/A |
| Q1 2021 | Mar 31, 2021 | May 10, 2021 | 69 | $350.0M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 57 | $336.2M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 72 | $327.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.