Oracle Investment Management’s Biohaven BHVN Stock Holding History

Oracle Investment Management’s Portfolio BHVN Stock Details BHVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.63M	Sell	232,900 -42,100	-15%	-$522K	1.57%	10
2025 Q3	$4.13M	Buy	275,000 +75,000	+38%	+$1.09M	2.58%	7
2025 Q2	$2.82M	Buy	200,000 +38,100	+24%	+$679K	1.94%	11
2025 Q1	$3.89M	Sell	161,900 -38,100	-19%	-$1.34M	1.96%	10
2024 Q4	$7.47M	Sell	200,000 -102,700	-34%	-$4.79M	4.07%	6
2024 Q3	$15.1M	Buy	302,700 +187,700	+163%	+$7.3M	9.06%	3
2024 Q2	$3.99M	Sell	115,000 -4,500	-4%	-$178K	3.72%	5
2024 Q1	$6.54M	Buy	119,500 +44,500	+59%	+$2.2M	4.34%	8
2023 Q4	$3.21M	Sell	75,000 -1,498,000	-95%	-$46.6M	1.95%	14
2023 Q3	$40.9M	Buy	1,573,000 +1,524,400	+3,137%	+$31.7M	12.56%	3
2023 Q2	$1.16M	Buy	+48,600	New	+$837K	0.86%	19
2023 Q1	–	Sell	-50,000	Closed	-$103K	–	28
2022 Q4	$103K	Buy	+50,000	New	+$706K	0.09%	21

Other funds holding BHVN

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IAM

Infinitum Asset Management Fort Lauderdale, Florida $801M AUM 8.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RPSM

Royalty Pharma Sub-Manager New York $173M AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oracle Investment Management's BHVN Position: Q4 2025 in Review

Oracle Investment Management increased its Biohaven (BHVN) stake by 4.4% in Q4 2025, buying an estimated $399K and bringing the position to 772,181 shares worth $8.72M. The position accounts for 5.19% of the portfolio, ranked #3.

Oracle Investment Management first reported a position in BHVN in Q3 2022 and has held it in 14 quarters since. The position peaked at $59.3M in Q3 2022. 272 funds tracked by Wall St. Rank hold BHVN as of Q4 2025.

Oracle Investment Management held 772,181 shares of Biohaven worth $8.72M as of Q4 2025.
Oracle Investment Management bought 32,195 Biohaven shares in Q4 2025, an estimated $399K.
Biohaven made up 5.19% of Oracle Investment Management's portfolio in Q4 2025, its #3 holding.
Oracle Investment Management first reported a position in Biohaven in Q3 2022 and has held it in 14 quarters since.
Oracle Investment Management's Biohaven position peaked at $59.3M in Q3 2022.
272 funds tracked by Wall St. Rank held Biohaven as of Q4 2025.

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