John Del Virginia
Integral Health Asset Management, Llc
Assets Managed
$2.091B
Holdings
86
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
3.82%(2Q avg: 20.04%)
Sustained Growth
4 quarters
Portfolio positions
This chart displays the top 10 holdings in Integral Health Asset Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 86 positions.
Assets under management
The assets under management (AUM) of Integral Health Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.091B in assets, with a quarterly growth rate of 3.82% and a 2-quarter average growth rate of 20.04%. The portfolio is managed by John Del Virginia, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
RVMD Revolution Medicines Inc
| 12.8% | $267.438M↓ Put 2.75M shares@ $97.25 avg price | Increased 129.17% |
INSM Insmed Inc
| 11.74% | $245.28M 1.5M shares@ $163.52 avg price | Increased 20% |
CYTK Cytokinetics Inc
| 8.2% | $171.366M↑ Call 2.6M shares@ $65.91 avg price | Increased 36.85% |
REGN Regeneron Pharmaceuticals
| 3.15% | $65.674M 85,000 shares@ $772.64 avg price | Decreased -19.04% |
VERA Vera Therapeutics Inc
| 3.08% | $64.368M 1.6M shares@ $40.23 avg price | Decreased -11.11% |
CAH Cardinal Health Inc
| 2.73% | $57.054M 270,000 shares@ $211.31 avg price | Increased 35% |
ROIV Roivant Sciences Ltd
| 2.65% | $55.4M 2M shares@ $27.7 avg price | Increased 135.3% |
BTSG Brightspring Health Services
| 2.55% | $53.263M 1.25M shares@ $42.61 avg price | Increased 66.67% |
RYTM Rhythm Pharmaceuticals Inc
| 2.5% | $52.182M 600,000 shares@ $86.97 avg price | Increased 26.32% |
MRK Merck & Co. Inc.
| 2.45% | $51.123M 425,000 shares@ $120.29 avg price | Increased 70% |
1-10 of 86