Oracle Investment Management Inc 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Oracle Investment Management Inc disclosed 9 US equity positions worth $115.6m in its Q2 2025 13F filing. The largest position was WGS at 73.7% of the reported book, followed by BHVN and ARDX. Against the Q1 2025 filing, it opened 0 new positions, added to 1 and reduced 3 among the top 9 holdings.
What did Oracle Investment Management Inc own in Q2 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | WGS GENEDX HOLDINGS CORP | Healthcare | 73.7% | $85.2m | 922,454 | -5% | reduced |
| 2 | BHVN BIOHAVEN LTD | Healthcare | 8.2% | $9.5m | 673,166 | 1% | added |
| 3 | ARDX ARDELYX INC | Healthcare | 4.9% | $5.6m | 1,430,728 | -40% | reduced |
| 4 | PLTR PALANTIR TECHNOLOGIES INC | Technology | 3.5% | $4.0m | 29,500 | 0% | held |
| 5 | QDEL QUIDELORTHO CORP | Healthcare | 3.0% | $3.4m | 118,291 | 0% | held |
| 6 | TDOC TELADOC HEALTH INC | Healthcare | 2.9% | $3.3m | 381,000 | -33% | reduced |
| 7 | FORIAN INC | 2.3% | $2.7m | 1,366,107 | 0% | held | |
| 8 | CAVA CAVA GROUP INC | Consumer Cyclical | 1.4% | $1.6m | 18,600 | 0% | held |
| 9 | BIIB BIOGEN INC | Healthcare | 0.3% | $302.9k | 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.