Oracle Investment Management Inc 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Oracle Investment Management Inc disclosed 16 US equity positions worth $143.3m in its Q3 2025 13F filing. The largest position was WGS at 66.9% of the reported book, followed by BHVN and ARDX. Against the Q2 2025 filing, it opened 7 new positions, added to 3 and reduced 2 among the top 16 holdings.
What did Oracle Investment Management Inc own in Q3 2025? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | WGS GENEDX HOLDINGS CORP | Healthcare | 66.9% | $95.9m | 889,954 | -4% | reduced |
| 2 | BHVN BIOHAVEN LTD | Healthcare | 7.8% | $11.1m | 739,986 | 10% | added |
| 3 | ARDX ARDELYX INC | Healthcare | 5.8% | $8.3m | 1,503,826 | 5% | added |
| 4 | TDOC TELADOC HEALTH INC | Healthcare | 3.8% | $5.5m | 705,416 | 85% | added |
| 5 | PLTR PALANTIR TECHNOLOGIES INC | Technology | 3.8% | $5.4m | 29,500 | 0% | held |
| 6 | CNC CENTENE CORP DEL | Healthcare | 2.7% | $3.9m | 110,300 | – | new |
| 7 | QDEL QUIDELORTHO CORP | Healthcare | 2.4% | $3.5m | 118,291 | 0% | held |
| 8 | FORIAN INC | 2.1% | $3.1m | 1,366,107 | 0% | held | |
| 9 | NVAX NOVAVAX INC | Healthcare | 1.5% | $2.1m | 243,000 | – | new |
| 10 | PSNL PERSONALIS INC | Healthcare | 1.0% | $1.5m | 229,435 | – | new |
| 11 | CAVA CAVA GROUP INC | Consumer Cyclical | 0.7% | $1.0m | 17,100 | -8% | reduced |
| 12 | KRANESHARES TRUST | 0.5% | $718.6k | 22,400 | – | new | |
| 13 | SGMOQ SANGAMO THERAPEUTICS INC | Healthcare | 0.5% | $676.6k | 1,004,724 | – | new |
| 14 | BIIB BIOGEN INC | Healthcare | 0.2% | $337.9k | 2,412 | 0% | held |
| 15 | TSLA TESLA INC | Consumer Cyclical | 0.2% | $222.4k | 500 | – | new |
| 16 | BDSX BIODESIX INC | 0.1% | $113.2k | 15,000 | – | new |
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.