ORACLE INVESTMENT MANAGEMENT INC 13F Holdings

CIK 0001012622 · GREENWICH, CT

As of Sep 30, 2025, ORACLE INVESTMENT MANAGEMENT INC reported 20 positions worth 60.1M in its SEC Form 13F filing.

Top 20 holdings

SecurityTickerSectorSharesValue% of portfolio
GENEDX HOLDINGS CORPWGSHealthcare889,954$95.9M59.90%
BIOHAVEN LTDBHVNHealthcare739,986 1.1M6.94%
ARDELYX INCARDXHealthcare1,503,826$8.3M5.18%
NOVAVAX INC——635,000$5.5M3.44%
TELADOC HEALTH INCTDOCHealthcare705,416$5.5M3.41%
PALANTIR TECHNOLOGIES INCPLTRTechnology29,500$5.4M3.36%
BIOHAVEN LTD——275,000$4.1M2.58%
CENTENE CORPCNCHealthcare110,300$3.9M2.46%
TELADOC HEALTH INC——470,500$3.6M2.27%
ARDELYX INC——632,800$3.5M2.18%
QUIDELORTHO CORPQDELHealthcare118,291$3.5M2.18%
FORIAN INCFORAHealthcare1,366,107$3.1M1.92%
NOVAVAX INCNVAXHealthcare243,000$2.1M1.32%
PERSONALIS INCPSNLHealthcare229,435 .5M0.93%
CAVA GROUP INCCAVAConsumer Cyclical17,100 .0M0.65%
KRANESHARES TRUSTKOID—22,400$718.6K0.45%
SANGAMO THERAPEUTICS INCSGMOHealthcare1,004,724$676.6K0.42%
BIOGEN INCBIIBHealthcare2,412$337.9K0.21%
TESLA INCTSLAConsumer Cyclical500$222.4K0.14%
BIODESIX INCBDSXHealthcare15,000 13.3K0.07%