ORACLE INVESTMENT MANAGEMENT INC
13F Reported Value
ⓘ$167.9M
incl. option notional
Equity Holdings
ⓘ$152.6M
Option Notional
ⓘ$15.3M
$0 puts / $15.3M calls
Holdings
22
Latest Filing
2025-12-31
Filing Quarter
Q4 2025
Portfolio Overview
ORACLE INVESTMENT MANAGEMENT INC disclosed 22 positions worth $167.9M in its Form 13F-HR for Q4 2025 — $152.6M in common stock plus $15.3M of put/call option positions (reported at underlying notional value, not premium at risk), led by $WGS (GeneDx Holdings Corp.) at 75.4% of the equity portfolio, followed by $ARDX and $BHVN. During the quarter the fund opened 7 new positions and exited 5 — including a new stake in $TSHA and a full exit from $PLTR. The portfolio is most concentrated in Healthcare (96.6% of disclosed assets). All figures are sourced directly from ORACLE INVESTMENT MANAGEMENT INC’s Form 13F-HR filing with the SEC under CIK 1012622.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q4 2025
Click any card to unlockTop Holdings
- 35.4#2,307
Quality
$115.1M884,654 sh - 41.9#2,039
Quality
$10.9M1,872,624 sh - —
Quality
$8.7M772,181 sh - 40.8
Quality
$4.5M650,000 sh - 18.0
Quality
$4.0M600,000 sh - 41.9
Quality
$3.5M600,000 sh - 28.2
Quality
$3.4M118,291 sh - 33.0
Quality
$2.9M1,366,107 sh - 11.3
Quality
$2.7M339,343 sh - —
Quality
$2.6M232,900 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 GeneDx Holdings Corp.$WGS | 35.4#2,307 | $115.1M | 884,654 |
 ARDELYX, INC.$ARDX | 41.9#2,039 | $10.9M | 1,872,624 |
 Biohaven Ltd.$BHVN | — | $8.7M | 772,181 |
 Teladoc Health, Inc.$TDOCCALL | 40.8 | $4.5M | 650,000 |
 NOVAVAX INC$NVAXCALL | 18.0 | $4.0M | 600,000 |
| ARDELYX, INC.$ARDXCALL | 41.9 | $3.5M | 600,000 |
 QuidelOrtho Corp$QDEL | 28.2 | $3.4M | 118,291 |
 Forian Inc.$FORA | 33.0 | $2.9M | 1,366,107 |
 Personalis, Inc.$PSNL | 11.3 | $2.7M | 339,343 |
| Biohaven Ltd.$BHVNCALL | — | $2.6M | 232,900 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ORACLE INVESTMENT MANAGEMENT INC's 22 positions.
Showing top 10 of 22 holdings.
Sector Allocation
Healthcare
$147.5M
Technology
$3.3M
Consumer Discretionary
$1.1M
Other
$564,915
Industrials
$224,860
Full Holdings — ORACLE INVESTMENT MANAGEMENT INC (Q4 2025)
All 22 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $WGS | GeneDx Holdings Corp. | $115.1M | 75.4% | -1% | 35.4 |
| 2 | $ARDX | ARDELYX, INC. | $10.9M | 7.2% | +25% | 41.9 |
| 3 | $BHVN | Biohaven Ltd. | $8.7M | 5.7% | +4% | — |
| 4 | $TDOCCALL | Teladoc Health, Inc. | $4.5M | — | +38% | 40.8 |
| 5 | $NVAXCALL | NOVAVAX INC | $4.0M | — | -6% | 18 |
| 6 | $ARDXCALL | ARDELYX, INC. | $3.5M | — | -5% | 41.9 |
| 7 | $QDEL | QuidelOrtho Corp | $3.4M | 2.2% | +0% | 28.2 |
| 8 | $FORA | Forian Inc. | $2.9M | 1.9% | +0% | 33 |
| 9 | $PSNL | Personalis, Inc. | $2.7M | 1.8% | +48% | 11.3 |
| 10 | $BHVNCALL | Biohaven Ltd. | $2.6M | — | -15% | — |
| 11 | $TDOC | Teladoc Health, Inc. | $2.5M | 1.6% | -50% | 40.8 |
| 12 |  $TSHA | Taysha Gene Therapies, Inc. | $1.5M | 1.0% | NEW | 4.9 |
| 13 |  $CAVA | CAVA GROUP, INC. | $1.0M | 0.7% | +0% | 57.1 |
| 14 |  $EWTX | Edgewise Therapeutics, Inc. | $951,482 | 0.6% | NEW | — |
| 15 |  $DAWN | Day One Biopharmaceuticals, Inc. | $932,000 | 0.6% | NEW | 26 |
| 16 |  $PFECALL | PFIZER INC | $622,500 | — | NEW | 62 |
| 17 | — | ARK ETF TR | $564,915 | 0.4% | NEW | — |
| 18 |  $SGMO | SANGAMO THERAPEUTICS, INC | $435,012 | 0.3% | +3% | 23.5 |
| 19 |  $BIIB | BIOGEN INC. | $424,488 | 0.3% | +0% | 64.7 |
| 20 |  $TEM | Tempus AI, Inc. | $384,238 | 0.3% | NEW | 41.2 |
| 21 |  $TSLA | Tesla, Inc. | $224,860 | 0.1% | +0% | 53.9 |
| 22 |  $HTZ | HERTZ GLOBAL HOLDINGS, INC | $77,100 | 0.1% | NEW | 48.6 |
New Positions (7)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for ORACLE INVESTMENT MANAGEMENT INC including:
Track ORACLE INVESTMENT MANAGEMENT INC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for ORACLE INVESTMENT MANAGEMENT INC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: ORACLE INVESTMENT MANAGEMENT INC
13F Pro is an AI hedge fund tracker and stock research platform. For ORACLE INVESTMENT MANAGEMENT INC (SEC CIK: 1012622), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in ORACLE INVESTMENT MANAGEMENT INC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.