13F HOLDINGS REPORT
ORACLE INVESTMENT MANAGEMENT INC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001085146-25-003330
Total Value
$198.2M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GENEDX HOLDINGS CORP | WGSWW | 969,954 | $85.9M | 43.34% |
| 2 | SPRINGWORKS THERAPEUTICS INC | 85205L107 | 531,351 | $23.4M | 11.83% |
| 3 | SPDR SER TR | 78464A900 | 280,000 | $22.7M | 11.46% |
| 4 | BIOHAVEN LTD | BHVN | 665,945 | $16.0M | 8.08% |
| 5 | ARDELYX INC | ARDX | 2,404,438 | $11.8M | 5.96% |
| 6 | VIKING THERAPEUTICS INC | VKTX | 336,700 | $8.1M | 4.10% |
| 7 | ARDELYX INC | ARDX | 1,133,500 | $5.6M | 2.81% |
| 8 | TELADOC HEALTH INC | TDOC | 565,900 | $4.5M | 2.27% |
| 9 | QUIDELORTHO CORP | QDEL | 118,291 | $4.1M | 2.09% |
| 10 | BIOHAVEN LTD | BHVN | 161,900 | $3.9M | 1.96% |
| 11 | PELOTON INTERACTIVE INC | PTON | 500,000 | $3.2M | 1.59% |
| 12 | FORIAN INC | FORA | 1,366,107 | $2.7M | 1.38% |
| 13 | PALANTIR TECHNOLOGIES INC | PLTR | 29,500 | $2.5M | 1.26% |
| 14 | CAVA GROUP INC | CAVA | 18,600 | $1.6M | 0.81% |
| 15 | TELADOC HEALTH INC | TDOC | 144,300 | $1.1M | 0.58% |
| 16 | RECURSION PHARMACEUTICALS IN | RXRX | 120,000 | $634,800 | 0.32% |
| 17 | BIOGEN INC | BIIB | 2,412 | $330,058 | 0.17% |