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OIM

Oracle Investment Management Portfolio holdings

AUM $168M
1-Year Est. Return 42.86%
This Fund
S&P 500
This Quarter Est. Return
+15.74%
1 Year Est. Return
+42.86%
3 Year Est. Return
+864.89%
5 Year Est. Return
+1,153.35%
10 Year Est. Return
+22,228.86%
AUM
$168M
AUM Growth
+$7.87M
Cap. Flow
-$12.4M
Cap. Flow %
-7.39%
Top 10 Hldgs %
94.31%
Holding
28
New
7
Increased
5
Reduced
4
Closed
6

Top Buys

Rank Stock Value
1
ARDX icon
Ardelyx
ARDX
+$2.05M
2
TSHA icon
Taysha Gene Therapies
TSHA
+$1.29M
3
PSNL icon
Personalis
PSNL
+$961K
4
DAWN
Day One Biopharmaceuticals
DAWN
+$835K
5
EWTX icon
Edgewise Therapeutics
EWTX
+$770K

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$5.38M
2
CNC icon
Centene
CNC
+$3.94M
3
TDOC icon
Teladoc Health
TDOC
+$2.75M
4
NVAX icon
Novavax
NVAX
+$2.11M
5
WGS icon
GeneDx Holdings
WGS
+$727K

Sector Composition

Rank Sector Weight
1 Healthcare 89.76%
2 Consumer Discretionary 0.73%
3 Industrials 0.05%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WGS icon
1
GeneDx Holdings
WGS
$1.84B
$115M 68.51%
884,654
-5,300
-0.6% -$727K
ARDX icon
2
Ardelyx
ARDX
$1.25B
$10.9M 6.5%
1,872,624
+368,798
+25% +$2.05M
BHVN icon
3
Biohaven
BHVN
$2.07B
$8.72M 5.19%
772,181
+32,195
+4% +$399K
TDOC icon
4
CALL
Teladoc Health
TDOC
$1.69B
$4.55M 2.71%
650,000
+179,500
+38% +$1.41M
ARDX icon
5
CALL
Ardelyx
ARDX
$1.25B
$3.5M 2.08%
600,000
-32,800
-5% -$183K
QDEL icon
6
QuidelOrtho
QDEL
$1.14B
$3.38M 2.01%
118,291
– –
FORA
7
DELISTED
Forian
FORA
$2.9M 1.72%
1,366,107
– –
PSNL icon
8
Personalis
PSNL
$1.27B
$2.7M 1.61%
339,343
+109,908
+48% +$961K
BHVN icon
9
CALL
Biohaven
BHVN
$2.07B
$2.63M 1.57%
232,900
-42,100
-15% -$522K
TDOC icon
10
Teladoc Health
TDOC
$1.69B
$2.48M 1.48%
354,338
-351,078
-50% -$2.75M
TSHA icon
11
Taysha Gene Therapies
TSHA
$1.57B
$1.46M 0.87%
+265,000
New +$1.29M
CAVA icon
12
CAVA Group
CAVA
$7.57B
$1M 0.6%
17,100
– –
EWTX icon
13
Edgewise Therapeutics
EWTX
$4.34B
$951K 0.57%
+38,343
New +$770K
DAWN
14
DELISTED
Day One Biopharmaceuticals
DAWN
$932K 0.56%
+100,000
New +$835K
PFE icon
15
CALL
Pfizer
PFE
$144B
$623K 0.37%
+25,000
New +$630K
ARKG icon
16
ARK Genomic Revolution ETF
ARKG
$1.54B
$565K 0.34%
+19,500
New +$585K
SGMO
17
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
$435K 0.26%
1,035,742
+31,018
+3% +$16.4K
BIIB icon
18
Biogen
BIIB
$30.4B
$424K 0.25%
2,412
– –
TEM
19
Tempus AI
TEM
$7.72B
$384K 0.23%
+6,507
New +$509K
TSLA icon
20
Tesla
TSLA
$1.21T
$225K 0.13%
500
– –
HTZ icon
21
Hertz
HTZ
$556M
$77.1K 0.05%
+15,000
New +$81.9K
BDSX icon
22
Biodesix
BDSX
$218M
– –
-15,000
Closed -$113K
CNC icon
23
Centene
CNC
$31.6B
– –
-110,300
Closed -$3.94M
NVAX icon
24
CALL
Novavax
NVAX
$1.21B
– –
-635,000
Closed -$5.51M
NVAX icon
25
Novavax
NVAX
$1.21B
– –
-243,000
Closed -$2.11M
1
2

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Oracle Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Oracle Investment Management held 28 positions worth $168M, up 4.9% from $160M the previous quarter. Its ten largest holdings account for 94% of the portfolio.

Oracle Investment Management withdrew a net $12.4M in Q4 2025, closing 6 positions and reducing 4 holdings. Its most notable exit was Palantir, an estimated $5.38M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 90% of assets, up from 85% a quarter earlier, followed by Consumer Discretionary and Industrials.

Against the trend, Oracle Investment Management opened a new position in Taysha Gene Therapies worth $1.46M.

  • Oracle Investment Management's largest Q4 2025 buy was Taysha Gene Therapies: 265,000 shares worth $1.46M.
  • Oracle Investment Management added most to Ardelyx in Q4 2025, an estimated $2.05M increase.
  • Oracle Investment Management's biggest Q4 2025 reduction was Teladoc Health, cutting an estimated $2.75M.
  • Oracle Investment Management fully exited Palantir in Q4 2025, selling an estimated $5.38M.
  • Oracle Investment Management's ten largest holdings make up 94% of its $168M portfolio in Q4 2025.
  • Oracle Investment Management opened 7 new positions and closed 6 in Q4 2025.
  • Oracle Investment Management's portfolio value rose 4.9% quarter-over-quarter to $168M.

Based on Oracle Investment Management's 13F filing for Q4 2025, filed 18 Feb 2026.