We are live on !
Find out more
Oracle Investment Management Portfolio holdings
AUM
$168M
Turnover
46.43%
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
(+4.9%)
Cap. Flow
-$8.23M
Cap. Flow % of AUM
Cap. Flow %
-4.9%
Top 10 Holdings %
Top 10 Hldgs %
94.31%
Holding
28
New
7
Increased
5
Reduced
4
Closed
6
Avg Time Held
Equity + Options
2.2
years
Top 10 Avg Time Held
Equity + Options
0.9
years
Top 20 Avg Time Held
Equity + Options
1.8
years
Avg Time Held Equity only
2.5
years
Top 10 Avg Time Held Equity only
2.5
years
Top 20 Avg Time Held Equity only
2
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Ardelyx
ARDX
|
+$2.05M |
| 2 |
Taysha Gene Therapies
TSHA
|
+$1.29M |
| 3 |
Personalis
PSNL
|
+$961K |
| 4 |
Day One Biopharmaceuticals
DAWN
|
+$835K |
| 5 |
Edgewise Therapeutics
EWTX
|
+$770K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Palantir
PLTR
|
+$5.38M |
| 2 |
Centene
CNC
|
+$3.94M |
| 3 |
Teladoc Health
TDOC
|
+$2.75M |
| 4 |
Novavax
NVAX
|
+$2.11M |
| 5 |
GeneDx Holdings
WGS
|
+$727K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 89.76% |
| 2 | Miscellaneous | 9.47% |
| 3 | Consumer Discretionary | 0.73% |
| 4 | Industrials | 0.05% |
| 5 | Technology | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
GeneDx Holdings
WGS
$1.87B
| $115M | 68.51% |
884,654
-5,300
| -0.6% | -$727K |
2022 Q1
15 quarters
|
|
|
2
Ardelyx
ARDX
$775M
| $10.9M | 6.5% |
1,872,624
+368,798
| +25% | +$2.05M |
2022 Q4
12 quarters
|
|
3
Biohaven
BHVN
$2.31B
| $8.72M | 5.19% |
772,181
+32,195
| +4% | +$399K |
2022 Q3
13 quarters
|
|
|
4
CALL
Teladoc Health
TDOC
$1.17B
| $4.55M | 2.71% |
650,000
+179,500
| +38% | +$1.41M |
2024 Q4
4 quarters
|
|
|
5
CALL
Ardelyx
ARDX
$775M
| $3.5M | 2.08% |
600,000
-32,800
| -5% | -$183K |
2023 Q4
8 quarters
|
|
6
QuidelOrtho
QDEL
$932M
| $3.38M | 2.01% |
118,291
| – | – |
2013 Q2
50 quarters
|
|
7
DELISTED
Forian
FORA
| $2.9M | 1.72% |
1,366,107
| – | – |
2021 Q1
19 quarters
|
|
|
8
Personalis
PSNL
$1.71B
| $2.7M | 1.61% |
339,343
+109,908
| +48% | +$961K |
2025 Q3
1 quarter
|
|
|
9
CALL
Biohaven
BHVN
$2.31B
| $2.63M | 1.57% |
232,900
-42,100
| -15% | -$522K |
2023 Q2
10 quarters
|
|
|
10
Teladoc Health
TDOC
$1.17B
| $2.48M | 1.48% |
354,338
-351,078
| -50% | -$2.75M |
2025 Q1
3 quarters
|
|
|
11
Taysha Gene Therapies
TSHA
$1.38B
| $1.46M | 0.87% |
+265,000
| New | +$1.29M |
2025 Q4
0 quarters
|
|
12
CAVA Group
CAVA
$6.06B
| $1M | 0.6% |
17,100
| – | – |
2024 Q1
7 quarters
|
|
|
13
Edgewise Therapeutics
EWTX
$4.29B
| $951K | 0.57% |
+38,343
| New | +$770K |
2025 Q4
0 quarters
|
|
|
14
DELISTED
Day One Biopharmaceuticals
DAWN
| $932K | 0.56% |
+100,000
| New | +$835K |
2025 Q4
0 quarters
|
|
15
CALL
Pfizer
PFE
$170B
| $622K | 0.37% |
+25,000
| New | +$630K |
2025 Q4
0 quarters
|
|
16
ARK Genomic Revolution ETF
ARKG
$2.06B
| $565K | 0.34% |
+19,500
| New | +$585K |
2025 Q4
0 quarters
|
|
17
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
| $435K | 0.26% |
1,035,742
+31,018
| +3% | +$16.4K |
2025 Q3
1 quarter
|
|
18
Biogen
BIIB
$37.3B
| $424K | 0.25% |
2,412
| – | – |
2013 Q2
50 quarters
|
|
19
Tempus AI
TEM
$13.1B
| $384K | 0.23% |
+6,507
| New | +$509K |
2025 Q4
0 quarters
|
|
20
Tesla
TSLA
$1.61T
| $225K | 0.13% |
500
| – | – |
2025 Q3
1 quarter
|
|
21
Hertz
HTZ
$709M
| $77.1K | 0.05% |
+15,000
| New | +$81.9K |
2025 Q4
0 quarters
|
|
22
Biodesix
BDSX
$232M
| – | – |
-15,000
| Closed | -$113K | – |
|
|
23
Centene
CNC
$34B
| – | – |
-110,300
| Closed | -$3.94M | – |
|
|
24
CALL
Novavax
NVAX
$1.65B
| – | – |
-635,000
| Closed | -$5.51M | – |
|
|
25
Novavax
NVAX
$1.65B
| – | – |
-243,000
| Closed | -$2.11M | – |
|
Similar funds
ACA
CWA
CNFG
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 $8.23M 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 Miscellaneous and Consumer Discretionary.
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.