According to its SEC 13F filed on Aug 14, 2026, Integral Health Asset Management reported 89 long positions worth $2.53B as of Jun 30, 2026. RVMD is 11.1% of the portfolio and the top 10 holdings are 45%. Against Q1 2026 it opened 30 new positions, added to 23, trimmed 22 and exited 28. 20 holdings have a dated FDA decision or data readout in the next 90 days, and 21 more expect one in a stated window such as "H2 2026".
Dated FDA decisions and data readouts for its holdings in the next 90 days, with our probability of approval
18 more with a subscription
Full lists with a subscription
13F value by quarter, Q1 2021 to Q2 2026
By company stage (share of value)
Every position in the 13F, with the change since the fund's previous filing, how many of the 45 specialist funds also own it, and its next FDA catalyst. Option positions are labelled CALL or PUT.
| Stock | Company Name | Shares Held | Market Value | % of Portfolio | QoQ Change | Position Change | Also Held By | Stage | Next Catalyst |
|---|---|---|---|---|---|---|---|---|---|
FBRX | FORTE BIOSCIENCES INC | 675.00 K | 14.34 M | 0.6 | Added +350% | Clinical | None in 90 days | ||
DFTX | DEFINIUM THERAPEUTICS INC | 550.00 K | 25.87 M | 1 | Added +38% | Clinical | Expected 2026 Phase 2a data readout | ||
RGNX | REGENXBIO INC | 800.00 K | 9.58 M | 0.4 | Trimmed -47% | Clinical | Expected Q4 2026 Phase 3 topline data readout | ||
QURE | UNIQURE NV | 900.00 K | 41.45 M | 1.6 | Unchanged | Clinical | None in 90 days | ||
ERAS | ERASCA INC | 1.00 M | 18.32 M | 0.7 | Added +43% | Clinical | Nov 20, 2026 Pre-clinical data presentation | ||
ABSI | ABSCI CORPORATION | 800.00 K | 9.27 M | 0.4 | New | Clinical | Expected H2 2026 Phase 1/2a interim results |
Size = share of the portfolio. Option positions show CALL or PUT.
All Stock Holdings ranks every biotech stock by how many of the 45 specialist funds own it, and whether that number rose or fell this quarter. Click "of 45 funds" on any row above, or open the full view.
89 stocks worth $2.53B at Jun 30, 2026, as reported in its 13F, led by RVMD (11.1% of the portfolio). The full list is in the Holdings table above.
Against Q1 2026: 30 new positions, 23 increases, 22 reductions and 28 full exits, from its 13F filings.
13F filings are due 45 days after each quarter ends, so they show positions at quarter end, not today. The next filing (Q3 2026) is due Nov 16, 2026.
Those are option positions (calls and puts). The 13F reports them as the shares underlying the option, with no strike or expiry, so they are listed apart from share positions.
Source: SEC EDGAR Form 13F-HR filed by INTEGRAL HEALTH ASSET MANAGEMENT, LLC, accession 0001172661-26-003449, filed Aug 14, 2026. Values as filed; option positions are shown at the value of the underlying shares and labelled CALL or PUT.