13F HOLDINGS REPORT
ORACLE INVESTMENT MANAGEMENT INC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001085146-25-001704
Total Value
$183.7M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GENEDX HOLDINGS CORP | WGSWW | 1,023,468 | $78.7M | 42.83% |
| 2 | BIOHAVEN LTD | BHVN | 851,770 | $31.8M | 17.32% |
| 3 | SELECT SECTOR SPDR TR | 81369Y959 | 115,000 | $15.8M | 8.61% |
| 4 | ARDELYX INC | ARDX | 2,089,431 | $10.6M | 5.77% |
| 5 | SPRINGWORKS THERAPEUTICS INC | 85205L107 | 254,773 | $9.2M | 5.01% |
| 6 | BIOHAVEN LTD | BHVN | 200,000 | $7.5M | 4.07% |
| 7 | QUIDELORTHO CORP | QDEL | 118,291 | $5.3M | 2.87% |
| 8 | BIOCRYST PHARMACEUTICALS INC | BCRX | 535,558 | $4.0M | 2.19% |
| 9 | NOVAVAX INC | NVAX | 466,000 | $3.7M | 2.04% |
| 10 | ARDELYX INC | ARDX | 584,700 | $3.0M | 1.61% |
| 11 | FORIAN INC | FORA | 1,366,107 | $2.8M | 1.53% |
| 12 | TELADOC HEALTH INC | TDOC | 297,700 | $2.7M | 1.47% |
| 13 | PALANTIR TECHNOLOGIES INC | PLTR | 28,500 | $2.2M | 1.17% |
| 14 | CAVA GROUP INC | CAVA | 18,600 | $2.1M | 1.14% |
| 15 | SPRINGWORKS THERAPEUTICS INC | 85205L907 | 55,800 | $2.0M | 1.10% |
| 16 | PHATHOM PHARMACEUTICALS INC | PHAT | 145,064 | $1.2M | 0.64% |
| 17 | PACIFIC BIOSCIENCES CALIF IN | 69404D108 | 279,638 | $511,738 | 0.28% |
| 18 | BIOGEN INC | BIIB | 2,412 | $368,843 | 0.20% |
| 19 | EYEPOINT PHARMACEUTICALS INC | EYPT | 32,500 | $242,125 | 0.13% |