Oracle Investment Management Inc

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 17Value: $198.2MLatest: 2025Q1

ORACLE INVESTMENT MANAGEMENT INC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 17 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "WGS",
  "QDEL",
  "RXRX",
  "SWTX",
  null,
  null,
  null,
  "PLTR",
  null,
  null,
  "ARDX",
  null,
  "FORA",
  "BIIB",
  "BHVN",
  "TDOC",
  "CAVA"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 17
Total Value: 198208397
Accession Number: 0001085146-25-003330
Form Type: 13F-HR
CIK: oracle-investment-management
Manager Name: Oracle-Investment-Management

Data Enrichment

65% identified

11 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

17 positions • $198.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Sort by:

GeneDx Holdings Corp.

WGS|81663L200

Shares:970.0K

Value:$85.9M

% of Portfolio:43.3% ($85.9M/$198.2M)

SpringWorks Therapeutics, Inc.

SWTX|85205L107

Shares:531.4K

Value:$23.4M

% of Portfolio:11.8% ($23.4M/$198.2M)

78464A900

Shares:280.0K

Value:$22.7M

% of Portfolio:11.5% ($22.7M/$198.2M)

Biohaven Ltd.

BHVN|G1110E107

Shares:665.9K

Value:$16.0M

% of Portfolio:8.1% ($16.0M/$198.2M)

ARDELYX, INC.

ARDX|039697107

Shares:2.4M

Value:$11.8M

% of Portfolio:6.0% ($11.8M/$198.2M)

92686J906

Shares:336.7K

Value:$8.1M

% of Portfolio:4.1% ($8.1M/$198.2M)

039697907

Shares:1.1M

Value:$5.6M

% of Portfolio:2.8% ($5.6M/$198.2M)

Teladoc Health, Inc.

TDOC|87918A105

Shares:565.9K

Value:$4.5M

% of Portfolio:2.3% ($4.5M/$198.2M)

QuidelOrtho Corp

QDEL|219798105

Shares:118.3K

Value:$4.1M

% of Portfolio:2.1% ($4.1M/$198.2M)

G1110E907

Shares:161.9K

Value:$3.9M

% of Portfolio:2.0% ($3.9M/$198.2M)

70614W900

Shares:500.0K

Value:$3.2M

% of Portfolio:1.6% ($3.2M/$198.2M)

Forian Inc.

FORA|34630N106

Shares:1.4M

Value:$2.7M

% of Portfolio:1.4% ($2.7M/$198.2M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:29.5K

Value:$2.5M

% of Portfolio:1.3% ($2.5M/$198.2M)

CAVA GROUP, INC.

CAVA|148929102

Shares:18.6K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$198.2M)

87918A905

Shares:144.3K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$198.2M)

RECURSION PHARMACEUTICALS, INC.

RXRX|75629V104

Shares:120.0K

Value:$634.8K

% of Portfolio:0.3% ($634.8K/$198.2M)

BIOGEN INC.

BIIB|09062X103

Shares:2.4K

Value:$330.1K

% of Portfolio:0.2% ($330.1K/$198.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GeneDx Holdings Corp.(WGScusip81663L200)	970.0K	QoQ -5.22% (-53.5K) YoY -13.90% (-156.7K)	All Managers (Combined)	$85.9M	43.3% ($85.9M/$198.2M)	QoQ +9.20% (-$7.2M) YoY +735.16% (-$75.6M)
SpringWorks Therapeutics, Inc.(SWTXcusip85205L107)	531.4K	QoQ +108.55% (+276.6K) YoY +26.03% (+109.8K)	All Managers (Combined)	$23.4M	11.8% ($23.4M/$198.2M)	QoQ +154.73% (+$14.2M) YoY +13.00% (+$2.7M)
(cusip78464A900)✕	280.0K	QoQ NEW(+280.0K) YoY NEW(+280.0K)	All Managers (Combined)	$22.7M	11.5% ($22.7M/$198.2M)	QoQ NEW(+$22.7M) YoY NEW(+$22.7M)
Biohaven Ltd.(BHVNcusipG1110E107)	665.9K	QoQ -21.81% (-185.8K) YoY -17.25% (-138.9K)	All Managers (Combined)	$16.0M	8.1% ($16.0M/$198.2M)	QoQ -49.67% (-$15.8M) YoY -63.62% (-$28.0M)
ARDELYX, INC.(ARDXcusip039697107)	2.4M	QoQ +15.07% (+315.0K) YoY +17.88% (-364.7K)	All Managers (Combined)	$11.8M	6.0% ($11.8M/$198.2M)	QoQ +11.44% (+$1.2M) YoY -20.71% (-$3.1M)
(cusip92686J906)✕	336.7K	QoQ NEW(+336.7K) YoY NEW(+336.7K)	All Managers (Combined)	$8.1M	4.1% ($8.1M/$198.2M)	QoQ NEW(+$8.1M) YoY NEW(+$8.1M)
(cusip039697907)✕	1.1M	QoQ +93.86% (+548.8K) YoY +318.42% (+862.6K)	All Managers (Combined)	$5.6M	2.8% ($5.6M/$198.2M)	QoQ +87.74% (+$2.6M) YoY +181.43% (+$3.6M)
Teladoc Health, Inc.(TDOCcusip87918A105)	565.9K	QoQ NEW(+565.9K) YoY NEW(+565.9K)	All Managers (Combined)	$4.5M	2.3% ($4.5M/$198.2M)	QoQ NEW(+$4.5M) YoY NEW(+$4.5M)
QuidelOrtho Corp(QDELcusip219798105)	118.3K	QoQ 0.00% (-0) YoY -24.75% (-38.9K)	All Managers (Combined)	$4.1M	2.1% ($4.1M/$198.2M)	QoQ -21.50% (-$1.1M) YoY -45.10% (-$3.4M)
(cusipG1110E907)✕	161.9K	QoQ -19.05% (-38.1K) YoY +35.48% (-42.4K)	All Managers (Combined)	$3.9M	2.0% ($3.9M/$198.2M)	QoQ -47.89% (-$3.6M) YoY -40.44% (-$2.6M)
(cusip70614W900)✕	500.0K	QoQ NEW(+500.0K) YoY NEW(+500.0K)	All Managers (Combined)	$3.2M	1.6% ($3.2M/$198.2M)	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
Forian Inc.(FORAcusip34630N106)	1.4M	QoQ 0.00% (-0) YoY +0.75% (-10.3K)	All Managers (Combined)	$2.7M	1.4% ($2.7M/$198.2M)	QoQ -2.91% (-$82.0K) YoY -39.30% (-$1.8M)
Palantir Technologies Inc.(PLTRcusip69608A108)	29.5K	QoQ +3.50% (+1.0K) YoY NEW(+29.5K)	All Managers (Combined)	$2.5M	1.3% ($2.5M/$198.2M)	QoQ +15.51% (+$334.3K) YoY NEW(+$2.5M)
CAVA GROUP, INC.(CAVAcusip148929102)	18.6K	QoQ 0.00% (-0) YoY +5.68% (+1.0K)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$198.2M)	QoQ -23.39% (-$490.9K) YoY +30.36% (+$374.3K)
(cusip87918A905)✕	144.3K	QoQ -51.52% (-153.4K) YoY NEW(+144.3K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$198.2M)	QoQ -57.55% (-$1.6M) YoY NEW(+$1.1M)
RECURSION PHARMACEUTICALS, INC.(RXRXcusip75629V104)	120.0K	QoQ NEW(+120.0K) YoY NEW(+120.0K)	All Managers (Combined)	$634.8K	0.3% ($634.8K/$198.2M)	QoQ NEW(+$634.8K) YoY NEW(+$634.8K)
BIOGEN INC.(BIIBcusip09062X103)	2.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$330.1K	0.2% ($330.1K/$198.2M)	QoQ -10.51% (-$38.8K) YoY -36.53% (-$190.0K)