Oracle Investment Management as of Sept. 30, 2025
Portfolio Holdings for Oracle Investment Management
Oracle Investment Management holds 20 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Genedx Holdings Corp Com Cl A (WGS) | 59.9 | $96M | 890k | 107.74 | |
| Biohaven (BHVN) | 6.9 | $11M | 740k | 15.01 | |
| Ardelyx (ARDX) | 5.2 | $8.3M | 1.5M | 5.51 | |
| Novavax Call Call Option | 3.4 | $5.5M | 635k | 8.67 | |
| Teladoc (TDOC) | 3.4 | $5.5M | 705k | 7.73 | |
| Palantir Technologies Cl A (PLTR) | 3.4 | $5.4M | 30k | 182.42 | |
| Biohaven Call Call Option | 2.6 | $4.1M | 275k | 15.01 | |
| Centene Corporation (CNC) | 2.5 | $3.9M | 110k | 35.68 | |
| Teladoc Health Call Call Option | 2.3 | $3.6M | 471k | 7.73 | |
| Ardelyx Call Call Option | 2.2 | $3.5M | 633k | 5.51 | |
| Quidel Corp (QDEL) | 2.2 | $3.5M | 118k | 29.45 | |
| Forian Ord (FORA) | 1.9 | $3.1M | 1.4M | 2.25 | |
| Novavax Com New (NVAX) | 1.3 | $2.1M | 243k | 8.67 | |
| Personalis Ord (PSNL) | 0.9 | $1.5M | 229k | 6.52 | |
| Cava Group Ord (CAVA) | 0.6 | $1.0M | 17k | 60.41 | |
| Kraneshares Trust Global Humanoid (KOID) | 0.4 | $719k | 22k | 32.08 | |
| Sangamo Biosciences (SGMO) | 0.4 | $677k | 1.0M | 0.67 | |
| Biogen Idec (BIIB) | 0.2 | $338k | 2.4k | 140.08 | |
| Tesla Motors (TSLA) | 0.1 | $222k | 500.00 | 444.72 | |
| Biodesix | 0.1 | $113k | 15k | 7.55 |
