13F HOLDINGS REPORT
ORACLE INVESTMENT MANAGEMENT INC
Quarter ended Q3 2025 · Filed November 19, 2025 · Accession 0001012622-25-000003
Total Value
$160.1M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GENEDX HOLDINGS CORP | WGSWW | 889,954 | $95.9M | 59.90% |
| 2 | BIOHAVEN LTD | BHVN | 739,986 | $11.1M | 6.94% |
| 3 | ARDELYX INC | ARDX | 1,503,826 | $8.3M | 5.18% |
| 4 | NOVAVAX INC | NVAX | 635,000 | $5.5M | 3.44% |
| 5 | TELADOC HEALTH INC | TDOC | 705,416 | $5.5M | 3.41% |
| 6 | PALANTIR TECHNOLOGIES INC | PLTR | 29,500 | $5.4M | 3.36% |
| 7 | BIOHAVEN LTD | BHVN | 275,000 | $4.1M | 2.58% |
| 8 | CENTENE CORP DEL | CNC | 110,300 | $3.9M | 2.46% |
| 9 | TELADOC HEALTH INC | TDOC | 470,500 | $3.6M | 2.27% |
| 10 | ARDELYX INC | ARDX | 632,800 | $3.5M | 2.18% |
| 11 | QUIDELORTHO CORP | QDEL | 118,291 | $3.5M | 2.18% |
| 12 | FORIAN INC | FORA | 1,366,107 | $3.1M | 1.92% |
| 13 | NOVAVAX INC | NVAX | 243,000 | $2.1M | 1.32% |
| 14 | PERSONALIS INC | PSNL | 229,435 | $1.5M | 0.93% |
| 15 | CAVA GROUP INC | CAVA | 17,100 | $1.0M | 0.65% |
| 16 | KRANESHARES TRUST | 500767751 | 22,400 | $718,592 | 0.45% |
| 17 | SANGAMO THERAPEUTICS INC | SGMO | 1,004,724 | $676,581 | 0.42% |
| 18 | BIOGEN INC | BIIB | 2,412 | $337,873 | 0.21% |
| 19 | TESLA INC | TSLA | 500 | $222,360 | 0.14% |
| 20 | BIODESIX INC | BDSX | 15,000 | $113,250 | 0.07% |