13F HOLDINGS REPORT
ORACLE INVESTMENT MANAGEMENT INC
Quarter ended Q4 2025 · Filed February 18, 2026 · Accession 0001012622-26-000001
Total Value
$167.9M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GENEDX HOLDINGS CORP | WGSWW | 884,654 | $115.1M | 68.51% |
| 2 | ARDELYX INC | ARDX | 1,872,624 | $10.9M | 6.50% |
| 3 | BIOHAVEN LTD | BHVN | 772,181 | $8.7M | 5.19% |
| 4 | TELADOC HEALTH INC | TDOC | 650,000 | $4.5M | 2.71% |
| 5 | NOVAVAX INC | NVAX | 600,000 | $4.0M | 2.40% |
| 6 | ARDELYX INC | ARDX | 600,000 | $3.5M | 2.08% |
| 7 | QUIDELORTHO CORP | QDEL | 118,291 | $3.4M | 2.01% |
| 8 | FORIAN INC | FORA | 1,366,107 | $2.9M | 1.72% |
| 9 | PERSONALIS INC | PSNL | 339,343 | $2.7M | 1.61% |
| 10 | BIOHAVEN LTD | BHVN | 232,900 | $2.6M | 1.57% |
| 11 | TELADOC HEALTH INC | TDOC | 354,338 | $2.5M | 1.48% |
| 12 | TAYSHA GENE THERAPIES INC | TSHA | 265,000 | $1.5M | 0.87% |
| 13 | CAVA GROUP INC | CAVA | 17,100 | $1.0M | 0.60% |
| 14 | EDGEWISE THERAPEUTICS INC | EWTX | 38,343 | $951,482 | 0.57% |
| 15 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 100,000 | $932,000 | 0.55% |
| 16 | PFIZER INC | PFE | 25,000 | $622,500 | 0.37% |
| 17 | ARK ETF TR | 00214Q302 | 19,500 | $564,915 | 0.34% |
| 18 | SANGAMO THERAPEUTICS INC | SGMO | 1,035,742 | $435,012 | 0.26% |
| 19 | BIOGEN INC | BIIB | 2,412 | $424,488 | 0.25% |
| 20 | TEMPUS AI INC | TEM | 6,507 | $384,238 | 0.23% |
| 21 | TESLA INC | TSLA | 500 | $224,860 | 0.13% |
| 22 | HERTZ GLOBAL HLDGS INC | HTZWW | 15,000 | $77,100 | 0.05% |