Oracle Investment Management Inc 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Oracle Investment Management Inc disclosed 11 US equity positions worth $153.6m in its Q1 2025 13F filing. The largest position was WGS at 55.9% of the reported book, followed by SWTXUSD and BHVN. Against the Q4 2024 filing, it opened 2 new positions, added to 3 and reduced 2 among the top 11 holdings.
What did Oracle Investment Management Inc own in Q1 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | WGS GENEDX HOLDINGS CORP | Healthcare | 55.9% | $85.9m | 969,954 | -5% | reduced |
| 2 | SWTXUSD SPRINGWORKS THERAPEUTICS INC | 15.3% | $23.4m | 531,351 | 109% | added | |
| 3 | BHVN BIOHAVEN LTD | Healthcare | 10.4% | $16.0m | 665,945 | -22% | reduced |
| 4 | ARDX ARDELYX INC | Healthcare | 7.7% | $11.8m | 2,404,438 | 15% | added |
| 5 | TDOC TELADOC HEALTH INC | Healthcare | 2.9% | $4.5m | 565,900 | – | new |
| 6 | QDEL QUIDELORTHO CORP | Healthcare | 2.7% | $4.1m | 118,291 | 0% | held |
| 7 | FORIAN INC | 1.8% | $2.7m | 1,366,107 | 0% | held | |
| 8 | PLTR PALANTIR TECHNOLOGIES INC | Technology | 1.6% | $2.5m | 29,500 | 4% | added |
| 9 | CAVA CAVA GROUP INC | Consumer Cyclical | 1.0% | $1.6m | 18,600 | 0% | held |
| 10 | RXRX RECURSION PHARMACEUTICALS IN | Healthcare | 0.4% | $634.8k | 120,000 | – | new |
| 11 | BIIB BIOGEN INC | Healthcare | 0.2% | $330.1k | 2,412 | 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.