13F HOLDINGS REPORT
ORACLE INVESTMENT MANAGEMENT INC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001085146-24-004012
Total Value
$107.2M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GENEDX HOLDINGS CORP | WGSWW | 1,105,768 | $28.9M | 26.97% |
| 2 | BIOHAVEN LTD | BHVN | 700,450 | $24.3M | 22.68% |
| 3 | ARDELYX INC | ARDX | 1,488,131 | $11.0M | 10.29% |
| 4 | SPRINGWORKS THERAPEUTICS INC | 85205L107 | 233,200 | $8.8M | 8.20% |
| 5 | BIOHAVEN LTD | BHVN | 115,000 | $4.0M | 3.72% |
| 6 | QUIDELORTHO CORP | QDEL | 118,291 | $3.9M | 3.67% |
| 7 | EYEPOINT PHARMACEUTICALS INC | EYPT | 438,100 | $3.8M | 3.56% |
| 8 | FORIAN INC | FORA | 1,356,107 | $3.6M | 3.35% |
| 9 | BIOCRYST PHARMACEUTICALS INC | BCRX | 535,558 | $3.3M | 3.09% |
| 10 | PHATHOM PHARMACEUTICALS INC | PHAT | 225,000 | $2.3M | 2.16% |
| 11 | EYEPOINT PHARMACEUTICALS INC | EYPT | 231,857 | $2.0M | 1.88% |
| 12 | ARDELYX INC | ARDX | 259,600 | $1.9M | 1.79% |
| 13 | MYRIAD GENETICS INC | MYGN | 74,500 | $1.8M | 1.70% |
| 14 | PALANTIR TECHNOLOGIES INC | PLTR | 70,000 | $1.8M | 1.65% |
| 15 | CAVA GROUP INC | CAVA | 18,600 | $1.7M | 1.61% |
| 16 | MYRIAD GENETICS INC | MYGN | 60,000 | $1.5M | 1.37% |
| 17 | SPRINGWORKS THERAPEUTICS INC | 85205L907 | 17,800 | $670,526 | 0.63% |
| 18 | PACIFIC BIOSCIENCES CALIF IN | 69404D108 | 423,138 | $579,699 | 0.54% |
| 19 | BIOGEN INC | BIIB | 2,412 | $559,150 | 0.52% |
| 20 | WALGREENS BOOTS ALLIANCE INC | 931427108 | 27,500 | $332,613 | 0.31% |
| 21 | AGENUS INC | AGEN | 17,500 | $293,125 | 0.27% |
| 22 | BIODESIX INC | BDSX | 28,916 | $44,241 | 0.04% |