Oracle Investment Management Inc 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Oracle Investment Management Inc disclosed 13 US equity positions worth $148.9m in its Q4 2024 13F filing. The largest position was WGS at 52.8% of the reported book, followed by BHVN and ARDX. Against the Q3 2024 filing, it opened 0 new positions, added to 5 and reduced 3 among the top 13 holdings.
What did Oracle Investment Management Inc own in Q4 2024? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | WGS GENEDX HOLDINGS CORP | Healthcare | 52.8% | $78.7m | 1,023,468 | -2% | reduced |
| 2 | BHVN BIOHAVEN LTD | Healthcare | 21.4% | $31.8m | 851,770 | 21% | added |
| 3 | ARDX ARDELYX INC | Healthcare | 7.1% | $10.6m | 2,089,431 | 53% | added |
| 4 | SWTXUSD SPRINGWORKS THERAPEUTICS INC | 6.2% | $9.2m | 254,773 | 645% | added | |
| 5 | QDEL QUIDELORTHO CORP | Healthcare | 3.5% | $5.3m | 118,291 | 0% | held |
| 6 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 2.7% | $4.0m | 535,558 | 0% | held |
| 7 | FORIAN INC | 1.9% | $2.8m | 1,366,107 | 1% | added | |
| 8 | PLTR PALANTIR TECHNOLOGIES INC | Technology | 1.4% | $2.2m | 28,500 | 4% | added |
| 9 | CAVA CAVA GROUP INC | Consumer Cyclical | 1.4% | $2.1m | 18,600 | 0% | held |
| 10 | PHAT PHATHOM PHARMACEUTICALS INC | 0.8% | $1.2m | 145,064 | -81% | reduced | |
| 11 | PACB PACIFIC BIOSCIENCES CALIF IN | Healthcare | 0.3% | $511.7k | 279,638 | -62% | reduced |
| 12 | BIIB BIOGEN INC | Healthcare | 0.2% | $368.8k | 2,412 | 0% | held |
| 13 | EYPT EYEPOINT PHARMACEUTICALS INC | Healthcare | 0.2% | $242.1k | 32,500 | 0% | held |
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.