13F HOLDINGS REPORT
ORACLE INVESTMENT MANAGEMENT INC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001085146-24-005974
Total Value
$166.9M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GENEDX HOLDINGS CORP | WGSWW | 1,045,768 | $44.4M | 26.60% |
| 2 | BIOHAVEN LTD | BHVN | 705,250 | $35.2M | 21.12% |
| 3 | BIOHAVEN LTD | BHVN | 302,700 | $15.1M | 9.06% |
| 4 | PHATHOM PHARMACEUTICALS INC | PHAT | 749,487 | $13.6M | 8.12% |
| 5 | SPDR SER TR | 78464A900 | 100,000 | $9.9M | 5.92% |
| 6 | ARDELYX INC | ARDX | 1,369,200 | $9.4M | 5.65% |
| 7 | NOVAVAX INC | NVAX | 534,600 | $6.8M | 4.05% |
| 8 | QUIDELORTHO CORP | QDEL | 118,291 | $5.4M | 3.23% |
| 9 | BIOCRYST PHARMACEUTICALS INC | BCRX | 535,558 | $4.1M | 2.44% |
| 10 | MYRIAD GENETICS INC | MYGN | 134,500 | $3.7M | 2.21% |
| 11 | PHATHOM PHARMACEUTICALS INC | PHAT | 192,700 | $3.5M | 2.09% |
| 12 | ARDELYX INC | ARDX | 430,200 | $3.0M | 1.78% |
| 13 | FORIAN INC | FORA | 1,356,107 | $2.9M | 1.76% |
| 14 | EYEPOINT PHARMACEUTICALS INC | EYPT | 350,000 | $2.8M | 1.68% |
| 15 | CAVA GROUP INC | CAVA | 18,600 | $2.3M | 1.38% |
| 16 | PACIFIC BIOSCIENCES CALIF IN | 69404D108 | 727,877 | $1.2M | 0.74% |
| 17 | SPRINGWORKS THERAPEUTICS INC | 85205L107 | 34,200 | $1.1M | 0.66% |
| 18 | PALANTIR TECHNOLOGIES INC | PLTR | 27,500 | $1.0M | 0.61% |
| 19 | PALANTIR TECHNOLOGIES INC | PLTR | 20,000 | $744,000 | 0.45% |
| 20 | BIOGEN INC | BIIB | 2,412 | $467,542 | 0.28% |
| 21 | EYEPOINT PHARMACEUTICALS INC | EYPT | 32,500 | $259,675 | 0.16% |
| 22 | BIODESIX INC | BDSX | 28,916 | $51,470 | 0.03% |