DOSSIER · 13F-HR · Q4 2025

ORACLE INVESTMENT MANAGEMENT INC

ORACLE INVESTMENT's holding co. based in Greenwich, CT $168M in tracked AUM across 22 positions as of Q4 2025.

OI
ORACLE INVESTMENT·Greenwich, CT·Holding Co.
CIK 0001012622 · last filed Dec 31, 2025
Total AUM
$168M
11.3%
vs prior
Holdings
22
positions
Whale Score
66
66
tracked
Activity
no data
changes this Q
Top sector
Tech
15% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

Portfolio Overview

Oracle Investment Management Inc. presents a highly concentrated, high-conviction investment strategy as of the reporting period ending September 30, 2025. The portfolio, totaling approximately $134.77 million across just 12 holdings, reflects a "barbell" approach with a massive weighting in a single security and a long tail of smaller positions. The firm reduced its overall exposure by 7.6% during the quarter (down from $145.81M), driven largely by significant position r...

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
WGS
GENEDX HOLDINGS CORP
$115M885K68.5%
02
ARDX
ARDELYX INC
$11M1.9M6.5%
03
G1110E107
BIOHAVEN LTD
$9M772K5.2%
04
87918A905
TELADOC HEALTH INC
$5M650K2.7%
05
NVAX 5 12/15/27
NOVAVAX INC
$4M600K2.4%
06
039697907
ARDELYX INC
$3M600K2.1%
07
QDEL
QUIDELORTHO CORP
$3M118K2.0%
08
FORA
FORIAN INC
$3M1.4M1.7%
09
PSNL
PERSONALIS INC
$3M339K1.6%
10
G1110E907
BIOHAVEN LTD
$3M233K1.6%

Filing history

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