Oracle Investment Management Inc 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Oracle Investment Management Inc disclosed 15 US equity positions worth $125.1m in its Q3 2024 13F filing. The largest position was WGS at 35.5% of the reported book, followed by BHVN and PHAT.
What did Oracle Investment Management Inc own in Q3 2024? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | WGS GENEDX HOLDINGS CORP | Healthcare | 35.5% | $44.4m | 1,045,768 | – | |
| 2 | BHVN BIOHAVEN LTD | Healthcare | 28.2% | $35.2m | 705,250 | – | |
| 3 | PHAT PHATHOM PHARMACEUTICALS INC | 10.8% | $13.6m | 749,487 | – | ||
| 4 | ARDX ARDELYX INC | Healthcare | 7.5% | $9.4m | 1,369,200 | – | |
| 5 | QDEL QUIDELORTHO CORP | Healthcare | 4.3% | $5.4m | 118,291 | – | |
| 6 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 3.3% | $4.1m | 535,558 | – | |
| 7 | MYGN MYRIAD GENETICS INC | Healthcare | 2.9% | $3.7m | 134,500 | – | |
| 8 | FORIAN INC | 2.3% | $2.9m | 1,356,107 | – | ||
| 9 | CAVA CAVA GROUP INC | Consumer Cyclical | 1.8% | $2.3m | 18,600 | – | |
| 10 | PACB PACIFIC BIOSCIENCES CALIF IN | Healthcare | 1.0% | $1.2m | 727,877 | – | |
| 11 | SWTXUSD SPRINGWORKS THERAPEUTICS INC | 0.9% | $1.1m | 34,200 | – | ||
| 12 | PLTR PALANTIR TECHNOLOGIES INC | Technology | 0.8% | $1.0m | 27,500 | – | |
| 13 | BIIB BIOGEN INC | Healthcare | 0.4% | $467.5k | 2,412 | – | |
| 14 | EYPT EYEPOINT PHARMACEUTICALS INC | Healthcare | 0.2% | $259.7k | 32,500 | – | |
| 15 | BDSX BIODESIX INC | 0.0% | $51.5k | 28,916 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.