Investor Details
| Filer Name: | INTEGRAL HEALTH ASSET MANAGEMENT, LLC |
|---|---|
| CIK: | 1773206 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 83 |
| Portfolio Value: | $1.17B |
Integral Health Asset Management, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| INSM | US | INSMED INC | 1,550,000 | $107M | 9.12% | -65.5% | - |
| THC | US | TENET HEALTHCARE CORP | 400,000 | $50M | 4.30% | -24.5% | - |
| BSX | US | BOSTON SCIENTIFIC CORP | 550,000 | $49M | 4.19% | - | - |
| VERA | US | VERA THERAPEUTICS INC | 1,150,000 | $49M | 4.15% | 130.0% | - |
| CYTK | US | CYTOKINETICS INC | 1,000,000 | $47M | 4.01% | 33.3% | - |
| INSM | US | INSMED INC | 500,000 | $35M | 2.94% | -65.5% | Call |
| CNC | US | CENTENE CORP | 500,000 | $30M | 2.58% | 100.0% | - |
| CAH | US | CARDINAL HEALTH INC | 250,000 | $30M | 2.52% | 100.0% | - |
| LLY | US | ELI LILLY & CO | 38,000 | $29M | 2.50% | 280.0% | - |
| EHC | US | ENCOMPASS HEALTH CORP | 300,000 | $28M | 2.36% | 9.1% | - |
| RVMD | US | REVOLUTION MEDICINES INC | 550,000 | $24M | 2.05% | 57.1% | - |
| BPMC | US | BLUEPRINT MEDICINES CORP | 275,000 | $24M | 2.04% | -5.2% | - |
| CVS | US | CVS HEALTH CORP | 500,000 | $22M | 1.91% | 100.0% | - |
| NBIX | US | NEUROCRINE BIOSCIENCES INC | 160,000 | $22M | 1.86% | 100.0% | - |
| ISRG | US | INTUITIVE SURGICAL INC | 40,000 | $21M | 1.78% | 100.0% | - |
| MCK | US | MCKESSON CORP | 35,000 | $20M | 1.70% | 100.0% | - |
| MRK | US | MERCK & CO. INC. | 200,000 | $20M | 1.70% | - | - |
| BMY | US | BRISTOL-MYERS SQUIBB CO | 350,000 | $20M | 1.69% | 100.0% | - |
| DGX | US | QUEST DIAGNOSTICS INC | 130,000 | $20M | 1.67% | 8.3% | - |
| QURE | US | UNIQURE NV | 1,100,000 | $19M | 1.66% | 175.0% | - |