13F HOLDINGS REPORT
ORACLE INVESTMENT MANAGEMENT INC
Quarter ended Q2 2025 · Filed August 15, 2025 · Accession 0001085146-25-005305
Total Value
$145.8M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GENEDX HOLDINGS CORP | WGSWW | 922,454 | $85.2M | 58.40% |
| 2 | BIOHAVEN LTD | BHVN | 673,166 | $9.5M | 6.51% |
| 3 | GENEDX HOLDINGS CORP | WGSWW | 100,000 | $9.2M | 6.33% |
| 4 | SPRINGWORKS THERAPEUTICS INC | 85205L907 | 150,000 | $7.0M | 4.83% |
| 5 | TELADOC HEALTH INC | TDOC | 750,100 | $6.5M | 4.48% |
| 6 | ARDELYX INC | ARDX | 1,430,728 | $5.6M | 3.85% |
| 7 | ARDELYX INC | ARDX | 1,179,800 | $4.6M | 3.17% |
| 8 | PALANTIR TECHNOLOGIES INC | PLTR | 29,500 | $4.0M | 2.76% |
| 9 | QUIDELORTHO CORP | QDEL | 118,291 | $3.4M | 2.34% |
| 10 | TELADOC HEALTH INC | TDOC | 381,000 | $3.3M | 2.28% |
| 11 | BIOHAVEN LTD | BHVN | 200,000 | $2.8M | 1.94% |
| 12 | FORIAN INC | FORA | 1,366,107 | $2.7M | 1.84% |
| 13 | CAVA GROUP INC | CAVA | 18,600 | $1.6M | 1.07% |
| 14 | BIOGEN INC | BIIB | 2,412 | $302,923 | 0.21% |