Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ORACLE INVESTMENT MANAGEMENT INC (CIK 1012622) reported $167.9M across 17 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: WGS ($115.1M, 68.51%), ARDX ($10.9M, 6.50%), BHVN ($8.7M, 5.19%), TDOC ($4.5M, 2.71%), NVAX ($4.0M, 2.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WGS | GENEDX HOLDINGS CORP | $115.1M | 68.51% | 884,654 | Trimmed |
| 2 | ARDX | ARDELYX INC | $10.9M | 6.50% | 1.9M | Added |
| 3 | BHVN | BIOHAVEN LTD | $8.7M | 5.19% | 772,181 | Added |
| 4 | TDOC | TELADOC HEALTH INC | $4.5M | 2.71% | 650,000 | Added |
| 5 | NVAX | NOVAVAX INC | $4.0M | 2.40% | 600,000 | New |
| 6 | ARDX | ARDELYX INC | $3.5M | 2.08% | 600,000 | Trimmed |
| 7 | QDEL | QUIDELORTHO CORP | $3.4M | 2.01% | 118,291 | Hold |
| 8 | FORA | FORIAN INC | $2.9M | 1.72% | 1.4M | Hold |
| 9 | PSNL | PERSONALIS INC | $2.7M | 1.61% | 339,343 | Added |
| 10 | BHVN | BIOHAVEN LTD | $2.6M | 1.57% | 232,900 | Trimmed |
| 11 | TDOC | TELADOC HEALTH INC | $2.5M | 1.48% | 354,338 | Trimmed |
| 12 | TSHA | TAYSHA GENE THERAPIES INC | $1.5M | 0.87% | 265,000 | New |
| 13 | CAVA | CAVA GROUP INC | $1.0M | 0.60% | 17,100 | Hold |
| 14 | EWTX | EDGEWISE THERAPEUTICS INC | $951,482 | 0.57% | 38,343 | New |
| 15 | DAWN | DAY ONE BIOPHARMACEUTICALS I | $932,000 | 0.55% | 100,000 | New |
| 16 | PFE | PFIZER INC | $622,500 | 0.37% | 25,000 | New |
| 17 | ARKG | ARK ETF TR | $564,915 | 0.34% | 19,500 | New |
| 18 | SGMO | SANGAMO THERAPEUTICS INC | $435,012 | 0.26% | 1.0M | Added |
| 19 | BIIB | BIOGEN INC | $424,488 | 0.25% | 2,412 | Hold |
| 20 | TEM | TEMPUS AI INC | $384,238 | 0.23% | 6,507 | New |
| 21 | TSLA | TESLA INC | $224,860 | 0.13% | 500 | Hold |
| 22 | HTZ | HERTZ GLOBAL HLDGS INC | $77,100 | 0.05% | 15,000 | New |
| 23 | PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
| 24 | NVAX | NOVAVAX INC | $0 | 0.00% | 0 | Exited |
| 25 | KOID | KRANESHARES TRUST | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2025-12-31