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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
+37.05%
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
$184M
AUM Growth
+$16.8M
Cap. Flow
+$5.1M
Cap. Flow %
2.77%
Top 10 Hldgs %
92.33%
Holding
25
New
3
Increased
6
Reduced
5
Closed
6

Top Buys

Rank Stock Value
1
SWTX
SpringWorks Therapeutics
SWTX
+$7.71M
2
BHVN icon
Biohaven
BHVN
+$6.84M
3
ARDX icon
Ardelyx
ARDX
+$3.98M
4
PLTR icon
Palantir
PLTR
+$58.2K
5
FORA
Forian
FORA
+$20.7K

Top Sells

Rank Stock Value
1
PHAT icon
Phathom Pharmaceuticals
PHAT
+$7.49M
2
MYGN icon
Myriad Genetics
MYGN
+$3.68M
3
WGS icon
GeneDx Holdings
WGS
+$1.56M
4
PACB icon
Pacific Biosciences
PACB
+$875K
5
BDSX icon
Biodesix
BDSX
+$51.5K

Sector Composition

Rank Sector Weight
1 Healthcare 78.78%
2 Technology 1.17%
3 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WGS icon
1
GeneDx Holdings
WGS
$1.84B
$78.7M 42.83%
1,023,468
-22,300
-2% -$1.56M
BHVN icon
2
Biohaven
BHVN
$2.07B
$31.8M 17.32%
851,770
+146,520
+21% +$6.84M
XLV icon
3
PUT
State Street Health Care Select Sector SPDR ETF
XLV
$43.2B
$15.8M 8.61%
+115,000
New +$16.8M
ARDX icon
4
Ardelyx
ARDX
$1.25B
$10.6M 5.77%
2,089,431
+720,231
+53% +$3.98M
SWTX
5
DELISTED
SpringWorks Therapeutics
SWTX
$9.2M 5.01%
254,773
+220,573
+645% +$7.71M
BHVN icon
6
CALL
Biohaven
BHVN
$2.07B
$7.47M 4.07%
200,000
-102,700
-34% -$4.79M
QDEL icon
7
QuidelOrtho
QDEL
$1.14B
$5.27M 2.87%
118,291
– –
BCRX icon
8
BioCryst Pharmaceuticals
BCRX
$2.48B
$4.03M 2.19%
535,558
– –
NVAX icon
9
CALL
Novavax
NVAX
$1.21B
$3.75M 2.04%
466,000
-68,600
-13% -$661K
ARDX icon
10
CALL
Ardelyx
ARDX
$1.25B
$2.96M 1.61%
584,700
+154,500
+36% +$854K
FORA
11
DELISTED
Forian
FORA
$2.81M 1.53%
1,366,107
+10,000
+0.7% +$20.7K
TDOC icon
12
CALL
Teladoc Health
TDOC
$1.69B
$2.71M 1.47%
+297,700
New +$2.87M
PLTR icon
13
Palantir
PLTR
$296B
$2.16M 1.17%
28,500
+1,000
+4% +$58.2K
CAVA icon
14
CAVA Group
CAVA
$7.57B
$2.1M 1.14%
18,600
– –
SWTX
15
CALL
DELISTED
SpringWorks Therapeutics
SWTX
$2.02M 1.1%
+55,800
New +$1.95M
PHAT icon
16
Phathom Pharmaceuticals
PHAT
$930M
$1.18M 0.64%
145,064
-604,423
-81% -$7.49M
PACB icon
17
Pacific Biosciences
PACB
$432M
$512K 0.28%
279,638
-448,239
-62% -$875K
BIIB icon
18
Biogen
BIIB
$30.4B
$369K 0.2%
2,412
– –
EYPT icon
19
EyePoint Inc
EYPT
$1B
$242K 0.13%
32,500
– –
BDSX icon
20
Biodesix
BDSX
$218M
– –
-1,446
Closed -$51.5K
EYPT icon
21
CALL
EyePoint Inc
EYPT
$1B
– –
-350,000
Closed -$2.8M
MYGN icon
22
Myriad Genetics
MYGN
$502M
– –
-134,500
Closed -$3.68M
PHAT icon
23
CALL
Phathom Pharmaceuticals
PHAT
$930M
– –
-192,700
Closed -$3.48M
PLTR icon
24
CALL
Palantir
PLTR
$296B
– –
-20,000
Closed -$744K
XNTK icon
25
CALL
State Street SPDR NYSE Technology ETF
XNTK
$2B
– –
-100,000
Closed -$9.88M

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Oracle Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, Oracle Investment Management held 25 positions worth $184M, up 10% from $167M the previous quarter. Its ten largest holdings account for 92% of the portfolio.

Oracle Investment Management's Q4 2024 filing shows 3 new, 6 increased, 5 reduced and 6 closed positions. The largest sale was Phathom Pharmaceuticals, an estimated $7.49M.

By sector, the portfolio is most concentrated in Healthcare at 79% of assets, up from 73% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Oracle Investment Management added most to SpringWorks Therapeutics in Q4 2024, an estimated $7.71M increase.
  • Oracle Investment Management's biggest Q4 2024 reduction was Phathom Pharmaceuticals, cutting an estimated $7.49M.
  • Oracle Investment Management fully exited Myriad Genetics in Q4 2024, selling an estimated $3.68M.
  • Oracle Investment Management's ten largest holdings make up 92% of its $184M portfolio in Q4 2024.
  • Oracle Investment Management opened 3 new positions and closed 6 in Q4 2024.
  • Oracle Investment Management's portfolio value rose 10% quarter-over-quarter to $184M.

Based on Oracle Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.