ORACLE INVESTMENT MANAGEMENT INC — 13F Holdings

2025 Q4  ·  28 Positions

2025 Q4 Portfolio Activity

In 2025 Q4, ORACLE INVESTMENT MANAGEMENT INC maintained a portfolio of 28 distinct positions. The most significant new addition was TAYSHA GENE THERAPIES INC, now representing 0.87% of the total fund value. They heavily accumulated shares in ARDELYX INC, increasing the position by 24.5%. Conversely, ORACLE INVESTMENT MANAGEMENT INC completely exited their position in PALANTIR TECHNOLOGIES INC.
Position History hover any row below to update
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ORACLE INVESTMENT MANAGEMENT INC Greenwich, CT Hedge Fund / Healthcare Specialist AUM $168M
PCA Score Concentration Risk
Risk ENB
Total Positions
28
Quarter
2025 Q4
Top Holding
WGS (68.5%)
Top 10 Concentration
94.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-28 of 28

ORACLE INVESTMENT MANAGEMENT INC Full Holdings List — 2025 Q4

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
WGS
GENEDX HOLDINGS...
Healthcare 68.51% 59.90% #1
Prev: #1
6.5
-5,300 -0.6%
P
S
884,654 $115,058,099 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ARDX
ARDELYX INC
Healthcare 6.50% 5.18% #2 1
Prev: #3
6.6
368,798 24.5%
P
S
1,872,624 $10,917,398 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BHVN
BIOHAVEN LTD
Healthcare 5.19% 6.94% #3 1
Prev: #2
3.6
32,195 4.4%
P
S
772,181 $8,717,923 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
TELADOC HEALTH ...
CALL
CALL Option 2.71% 2.27% #4 5
Prev: #9
4.1
179,500 38.2%
P
S
650,000 $4,550,000 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
NOVAVAX INC
CALL
CALL Option 2.40% #5
Prev: #—
5.0
600,000
NEW
600,000 $4,032,000 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
ARDELYX INC
CALL
CALL Option 2.08% 2.18% #6 4
Prev: #10
1.3
-32,800 -5.2%
P
S
600,000 $3,498,000 13F Filing 2025-12-31 2026-02-14 (Est.)
QDEL
QUIDELORTHO COR...
Healthcare 2.01% 2.18% #7 4
Prev: #11
1.8
no change no change
P
S
118,291 $3,378,391 2004 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FORA
FORIAN INC
Healthcare 1.72% 1.92% #8 4
Prev: #12
1.7
no change no change
P
S
1,366,107 $2,896,147 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PSNL
PERSONALIS INC
Healthcare 1.61% 0.93% #9 5
Prev: #14
3.1
109,908 47.9%
P
S
339,343 $2,701,170 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
BIOHAVEN LTD
CALL
CALL Option 1.57% 2.58% #10 3
Prev: #7
1.1
-42,100 -15.3%
P
S
232,900 $2,629,441 13F Filing 2025-12-31 2026-02-14 (Est.)
TDOC
TELADOC HEALTH ...
Healthcare 1.48% 3.41% #11 6
Prev: #5
0.6
-351,078 -49.8%
P
S
354,338 $2,480,366 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TSHA
TAYSHA GENE THE...
Healthcare 0.87% #12
Prev: #—
3.8
265,000
NEW
265,000 $1,457,500 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CAVA
CAVA GROUP INC
Consumer Cyclical 0.60% 0.65% #13 2
Prev: #15
1.2
no change no change
P
S
17,100 $1,003,599 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EWTX
EDGEWISE THERAP...
Healthcare 0.57% #14
Prev: #—
3.7
38,343
NEW
38,343 $951,482 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DAWN
DAY ONE BIOPHAR...
Healthcare 0.55% #15
Prev: #—
3.7
100,000
NEW
100,000 $932,000 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
PFIZER INC
CALL
CALL Option 0.37% #16
Prev: #—
3.6
25,000
NEW
25,000 $622,500 13F Filing 2025-12-31 2026-02-14 (Est.)
ARKG
ARK ETF TR
ETF 0.34% #17
Prev: #—
3.6
19,500
NEW
19,500 $564,915 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SGMO
SANGAMO THERAPE...
Healthcare 0.26% 0.42% #18 1
Prev: #17
0.6
31,018 3.1%
P
S
1,035,742 $435,012 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BIIB
BIOGEN INC
Healthcare 0.25% 0.21% #19 1
Prev: #18
1.1
no change no change
P
S
2,412 $424,488 2004 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TEM
TEMPUS AI INC
Healthcare 0.23% #20
Prev: #—
3.6
6,507
NEW
6,507 $384,238 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLA
TESLA INC
Consumer Cyclical 0.13% 0.14% #21 2
Prev: #19
1.1
no change no change
P
S
500 $224,860 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HTZ
HERTZ GLOBAL HL...
Industrials 0.05% #22
Prev: #—
3.5
15,000
NEW
15,000 $77,100 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BDSX
BIODESIX INC
Healthcare 0.00% 0.07%
Sold All 😨
(Was: #20)
0.0
-15,000 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KOID
KRANESHARES TRU...
Unknown 0.00% 0.45%
Sold All 😨
(Was: #16)
0.0
-22,400 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVAX
NOVAVAX INC
Healthcare 0.00% 1.32%
Sold All 😨
(Was: #13)
0.0
-243,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CNC
CENTENE CORP DE...
Healthcare 0.00% 2.46%
Sold All 😨
(Was: #8)
0.0
-110,300 -100.0%
CLOSED
$— 2005 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PLTR
PALANTIR TECHNO...
Technology 0.00% 3.36%
Sold All 😨
(Was: #6)
0.0
-29,500 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
NOVAVAX INC
CALL
CALL Option 0.00% 3.44%
Sold All 😨
(Was: #4)
0.0
-635,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-28 of 28 holdings

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