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Integral Health Asset Management, LLC
správce aktiv · portfolio $2.53 mld. · 92 pozic · zpráva k 30.06.2026
Akciové Pozice zpráva za 30.06.2026, podána 14.08.2026; změna — oproti 31.03.2026 · 115
| Společnost | Akcie | Hodnota | % portfolia | Změna za Čtvrtletí |
|---|---|---|---|---|
| Revolution Medicines, Inc. US:RVMD | 1 500 000 | $281 mil. | 11.53% | — |
| Insmed Inc US:INSM | 1 600 000 | $171 mil. | 7.00% | +100 000 |
| Cytokinetics Inc US:CYTK | 1 600 000 | $136 mil. | 5.59% | — |
| CVS Health Corp US:CVS | 1 100 000 | $114 mil. | 4.67% | +950 000 |
| Edgewise Therapeutics Inc US:EWTX | 2 000 000 | $81.3 mil. | 3.33% | +400 000 |
| Vera Therapeutics Inc US:VERA | 1 750 000 | $75.1 mil. | 3.08% | +150 000 |
| Axsome Therapeutics Inc US:AXSM | 300 000 | $73.4 mil. | 3.01% | +265 000 |
| Cardinal Health Inc US:CAH | 300 000 | $71.3 mil. | 2.92% | +30 000 |
| ROIVANT SCIENCES LTD CUSIP G76279101 | 2 000 000 | $70.8 mil. | 2.90% | — |
| Rhythm Pharmaceuticals Inc US:RYTM | 550 000 | $61.1 mil. | 2.51% | −50 000 |
| Edwards Lifesciences Corp US:EW | 625 000 | $56.5 mil. | 2.32% | +455 000 |
| Alignment Healthcare LLC US:ALHC | 2 000 000 | $47.6 mil. | 1.95% | −575 000 |
| MERCK & CO INC US:MRK | 350 000 | $45.0 mil. | 1.85% | −75 000 |
| Quest Diagnostics Incorporat… US:DGX | 200 000 | $42.4 mil. | 1.74% | +140 000 |
| UNIQURE NV CUSIP N90064101 | 900 000 | $41.5 mil. | 1.70% | — |
| Scholar Rock Holding Corp US:SRRK | 750 000 | $41.3 mil. | 1.69% | +250 000 |
| Boston Scientific Corp US:BSX | 900 000 | $38.4 mil. | 1.58% | +350 000 |
| BrightSpring Health Services… US:BTSG | 550 000 | $38.4 mil. | 1.57% | −700 000 |
| ABBOTT LABORATORIES US:ABT | 400 000 | $36.3 mil. | 1.49% | nová |
| UNITEDHEALTH GROUP INC US:UNH | 85 000 | $35.3 mil. | 1.45% | nová |
| LifeStance Health Group, Inc… US:LFST | 3 000 000 | $32.1 mil. | 1.32% | −1 300 000 |
| Novartis AG ADR US:NVS | 200 000 | $31.3 mil. | 1.29% | −50 000 |
| Tango Therapeutics, Inc. US:TNGX | 1 000 000 | $31.3 mil. | 1.28% | +550 000 |
| Tenet Healthcare Corporation US:THC | 165 000 | $30.9 mil. | 1.27% | nová |
| Spyre Therapeutics Inc. US:SYRE | 325 000 | $28.9 mil. | 1.18% | nová |
| Novo Nordisk A/S US:NVO | 600 000 | $28.8 mil. | 1.18% | nová |
| Definium Therapeutics, Inc. US:DFTX | 550 000 | $25.9 mil. | 1.06% | +150 000 |
| Neurocrine Biosciences Inc US:NBIX | 150 000 | $25.3 mil. | 1.04% | — |
| Regeneron Pharmaceuticals In… US:REGN | 40 000 | $24.9 mil. | 1.02% | −45 000 |
| Biogen Inc US:BIIB | 100 000 | $21.6 mil. | 0.89% | +40 000 |
| Travere Therapeutics Inc US:TVTX | 375 000 | $21.3 mil. | 0.87% | nová |
| Lantheus Holdings Inc US:LNTH | 190 000 | $21.1 mil. | 0.86% | +65 000 |
| Glaukos Corp US:GKOS | 150 000 | $21.0 mil. | 0.86% | −25 000 |
| Oric Pharmaceuticals, Inc. US:ORIC | 1 900 000 | $20.6 mil. | 0.84% | +500 000 |
| BridgeBio Pharma Inc US:BBIO | 275 000 | $20.5 mil. | 0.84% | — |
| Vertex Pharmaceuticals Inc US:VRTX | 40 000 | $19.9 mil. | 0.82% | — |
| Alumis Inc US:ALMS | 700 000 | $19.7 mil. | 0.81% | −100 000 |
| Elevance Health Inc US:ELV | 50 000 | $19.3 mil. | 0.79% | −25 000 |
| Centene Corp US:CNC | 300 000 | $19.3 mil. | 0.79% | −350 000 |
| Erasca Inc US:ERAS | 1 000 000 | $18.3 mil. | 0.75% | +300 000 |
| Eli Lilly and Company US:LLY | 15 000 | $18.0 mil. | 0.74% | — |
| Arrowhead Pharmaceuticals In… US:ARWR | 200 000 | $16.3 mil. | 0.67% | −100 000 |
| Envista Holdings Corp US:NVST | 600 000 | $15.8 mil. | 0.65% | +250 000 |
| MEDTRONIC PLC CUSIP G5960L103 | 200 000 | $15.6 mil. | 0.64% | nová |
| Waters Corporation US:WAT | 40 000 | $15.0 mil. | 0.62% | nová |
| LIVANOVA PLC CUSIP G5509L101 | 180 000 | $14.8 mil. | 0.61% | +30 000 |
| FORTE BIOSCIENCES INC CUSIP 34962G208 | 675 000 | $14.3 mil. | 0.59% | +525 000 |
| Madrigal Pharmaceuticals Inc US:MDGL | 25 000 | $13.4 mil. | 0.55% | — |
| Praxis Precision Medicines I… US:PRAX | 40 000 | $13.4 mil. | 0.55% | — |
| Alto Neuroscience, Inc. US:ANRO | 500 000 | $13.2 mil. | 0.54% | — |
| Mineralys Therapeutics, Inc. US:MLYS | 450 000 | $12.1 mil. | 0.50% | −300 000 |
| Xenon Pharmaceuticals Inc US:XENE | 200 000 | $12.1 mil. | 0.50% | — |
| ASCENDIS PHARMA A/S CUSIP K08588103 | 45 000 | $12.0 mil. | 0.49% | nová |
| Acadia Healthcare Company, I… US:ACHC | 400 000 | $11.8 mil. | 0.48% | +200 000 |
| iRhythm Technologies Inc US:IRTC | 90 000 | $10.7 mil. | 0.44% | nová |
| BIOHAVEN LTD CUSIP G1110E107 | 700 000 | $10.4 mil. | 0.43% | −300 000 |
| Beam Therapeutics Inc. US:BEAM | 300 000 | $10.3 mil. | 0.42% | — |
| Integra LifeSciences Holding… US:IART | 550 000 | $9.88 mil. | 0.41% | nová |
| GE HealthCare Technologies I… US:GEHC | 150 000 | $9.60 mil. | 0.39% | nová |
| Regenxbio Inc US:RGNX | 800 000 | $9.58 mil. | 0.39% | −700 000 |
| Absci Corp US:ABSI | 800 000 | $9.27 mil. | 0.38% | nová |
| Bruker Corporation US:BRKR | 150 000 | $9.03 mil. | 0.37% | nová |
| Cencora, Inc. US:COR | 30 000 | $8.49 mil. | 0.35% | nová |
| Cogent Biosciences Inc US:COGT | 200 000 | $7.74 mil. | 0.32% | −150 000 |
| Enliven Therapeutics Inc. US:ELVN | 150 000 | $7.61 mil. | 0.31% | nová |
| BioAge Labs, Inc US:BIOA | 300 000 | $7.35 mil. | 0.30% | nová |
| JAZZ PHARMACEUTICALS PLC CUSIP G50871105 | 30 000 | $7.23 mil. | 0.30% | nová |
| Sana Biotechnology Inc US:SANA | 2 000 000 | $6.98 mil. | 0.29% | −1 200 000 |
| INVENTIVA US:IVA | 1 520 000 | $5.75 mil. | 0.24% | +1 120 000 |
| Protara Therapeutics Inc US:TARA | 1 500 000 | $5.73 mil. | 0.24% | −250 000 |
| ALKERMES PLC CUSIP G01767105 | 100 000 | $5.24 mil. | 0.21% | nová |
| LB PHARMACEUTICALS INC US:LBRX | 150 000 | $4.87 mil. | 0.20% | — |
| Kardigan, Inc. US:KARD | 200 000 | $4.77 mil. | 0.20% | nová |
| BioNTech SE US:BNTX | 50 000 | $4.65 mil. | 0.19% | nová |
| Inspire Medical Systems Inc US:INSP | 100 000 | $4.46 mil. | 0.18% | nová |
| Trevi Therapeutics Inc US:TRVI | 200 000 | $3.73 mil. | 0.15% | nová |
| Ideaya Biosciences Inc US:IDYA | 100 000 | $3.73 mil. | 0.15% | nová |
| Celldex Therapeutics Inc US:CLDX | 100 000 | $3.72 mil. | 0.15% | nová |
| Savara Inc US:SVRA | 600 000 | $3.70 mil. | 0.15% | — |
| Relmada Therapeutics Inc US:RLMD | 500 000 | $3.46 mil. | 0.14% | +50 000 |
| Mobia Medical, Inc. US:MOBI | 250 000 | $3.35 mil. | 0.14% | nová |
| Sionna Therapeutics, Inc. US:SION | 75 000 | $3.30 mil. | 0.14% | +25 000 |
| Veradermics, Incorporated US:MANE | 25 000 | $3.07 mil. | 0.13% | nová |
| Inhibikase Therapeutics Inc US:IKT | 1 350 000 | $2.74 mil. | 0.11% | — |
| Rezolute, Inc. US:RZLT | 500 000 | $2.60 mil. | 0.11% | −1 500 000 |
| Denali Therapeutics Inc US:DNLI | 100 000 | $2.57 mil. | 0.11% | nová |
| Tenax Therapeutics Inc US:TENX | 167 000 | $2.43 mil. | 0.10% | — |
| Olema Pharmaceuticals Inc US:OLMA | 100 000 | $1.25 mil. | 0.05% | −50 000 |
| Aura Biosciences Inc US:AURA | 170 000 | $1.21 mil. | 0.05% | nová |
| Immunocore Holdings Ltd US:IMCR | 0 (bylo 100 000) | — | — | prodána |
| Intuitive Surgical Inc US:ISRG | 0 (bylo 35 000) | — | — | prodána |
| Ionis Pharmaceuticals Inc US:IONS | 0 (bylo 125 000) | — | — | prodána |
| IQVIA Holdings Inc US:IQV | 0 (bylo 35 000) | — | — | prodána |
| Maze Therapeutics, Inc. US:MAZE | 0 (bylo 100 000) | — | — | prodána |
| Ascendis Pharma AS US:ASND | 0 (bylo 115 000) | — | — | prodána |
| Nurix Therapeutics Inc US:NRIX | 0 (bylo 700 000) | — | — | prodána |
| Capricor Therapeutics Inc US:CAPR | 0 (bylo 200 000) | — | — | prodána |
| Protagonist Therapeutics Inc US:PTGX | 0 (bylo 50 000) | — | — | prodána |
| Celcuity LLC US:CELC | 0 (bylo 80 000) | — | — | prodána |
| SOLENO THERAPEUTICS INC CUSIP 834203309 | 0 (bylo 325 000) | — | — | prodána |
| The Cooper Companies, Inc US:COO | 0 (bylo 150 000) | — | — | prodána |
| Syndax Pharmaceuticals Inc US:SNDX | 0 (bylo 350 000) | — | — | prodána |
| DexCom Inc US:DXCM | 0 (bylo 175 000) | — | — | prodána |
| Tarsus Pharmaceuticals Inc US:TARS | 0 (bylo 200 000) | — | — | prodána |
| Dianthus Therapeutics Inc. US:DNTH | 0 (bylo 150 000) | — | — | prodána |
| Thermo Fisher Scientific Inc US:TMO | 0 (bylo 20 000) | — | — | prodána |
| Disc Medicine Inc. US:IRON | 0 (bylo 170 000) | — | — | prodána |
| Unicycive Therapeutics Inc US:UNCY | 0 (bylo 225 000) | — | — | prodána |
| Elanco Animal Health US:ELAN | 0 (bylo 550 000) | — | — | prodána |
| Viking Therapeutics Inc US:VKTX | 0 (bylo 250 000) | — | — | prodána |
| Evommune, Inc. US:EVMN | 0 (bylo 225 000) | — | — | prodána |
| Zimmer Biomet Holdings Inc US:ZBH | 0 (bylo 50 000) | — | — | prodána |
| Fresenius Medical Care AG &… US:FMS | 0 (bylo 775 000) | — | — | prodána |
| ASTRAZENECA PLC CUSIP G0593M107 | 0 (bylo 250 000) | — | — | prodána |
| Gilead Sciences Inc US:GILD | 0 (bylo 100 000) | — | — | prodána |
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