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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
PLTR icon
26
Palantir
PLTR
$296B
– –
-29,500
Closed -$5.38M
KOID
27
KraneShares Global Humanoid Robotics and Physical AI Index ETF
KOID
$281M
– –
-22,400
Closed -$719K
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.