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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
+0.53%
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
$146M
AUM Growth
-$52.4M
(-26%)
Cap. Flow
-$47.4M
Cap. Flow
% of AUM
-32.54%
Top 10 Holdings %
Top 10 Hldgs %
94.95%
Holding
19
New
2
Increased
4
Reduced
3
Closed
5
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Biohaven
BHVN
|
+$129K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
SWTX
SpringWorks Therapeutics
SWTX
|
+$23.6M |
| 2 |
Ardelyx
ARDX
|
+$4.02M |
| 3 |
GeneDx Holdings
WGS
|
+$3.73M |
| 4 |
Teladoc Health
TDOC
|
+$1.34M |
| 5 |
Recursion Pharmaceuticals
RXRX
|
+$635K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 75.42% |
| 2 | Technology | 2.76% |
| 3 | Consumer Discretionary | 1.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
GeneDx Holdings
WGS
$2.01B
| $85.2M | 58.4% |
922,454
-47,500
| -5% | -$3.73M |
|
|
2
Biohaven
BHVN
$2.01B
| $9.5M | 6.51% |
673,166
+7,221
| +1% | +$129K |
|
|
3
CALL
GeneDx Holdings
WGS
$2.01B
| $9.23M | 6.33% |
+100,000
| New | +$7.85M |
|
|
SWTX
4
CALL
DELISTED
SpringWorks Therapeutics
SWTX
| $7.05M | 4.83% |
+150,000
| New | +$6.67M |
|
|
5
CALL
Teladoc Health
TDOC
$1.21B
| $6.53M | 4.48% |
750,100
+605,800
| +420% | +$4.39M |
|
|
6
Ardelyx
ARDX
$1.23B
| $5.61M | 3.85% |
1,430,728
-973,710
| -40% | -$4.02M |
|
|
7
CALL
Ardelyx
ARDX
$1.23B
| $4.62M | 3.17% |
1,179,800
+46,300
| +4% | +$191K |
|
8
Palantir
PLTR
$301B
| $4.02M | 2.76% |
29,500
| – | – |
|
9
QuidelOrtho
QDEL
$1.21B
| $3.41M | 2.34% |
118,291
| – | – |
|
|
10
Teladoc Health
TDOC
$1.21B
| $3.32M | 2.28% |
381,000
-184,900
| -33% | -$1.34M |
|
|
11
CALL
Biohaven
BHVN
$2.01B
| $2.82M | 1.94% |
200,000
+38,100
| +24% | +$679K |
|
|
FORA
12
DELISTED
Forian
FORA
| $2.68M | 1.84% |
1,366,107
| – | – |
|
13
CAVA Group
CAVA
$7.51B
| $1.57M | 1.07% |
18,600
| – | – |
|
14
Biogen
BIIB
$29.8B
| $303K | 0.21% |
2,412
| – | – |
|
15
CALL
Peloton Interactive
PTON
$2.79B
| – | – |
-500,000
| Closed | -$3.16M |
|
|
16
Recursion Pharmaceuticals
RXRX
$1.69B
| – | – |
-120,000
| Closed | -$635K |
|
|
SWTX
17
DELISTED
SpringWorks Therapeutics
SWTX
| – | – |
-531,351
| Closed | -$23.6M |
|
18
CALL
Viking Therapeutics
VKTX
$3.8B
| – | – |
-336,700
| Closed | -$8.13M |
|
19
CALL
State Street SPDR NYSE Technology ETF
XNTK
$2.11B
| – | – |
-280,000
| Closed | -$22.7M |
|
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Oracle Investment Management's Q2 2025 Portfolio in Review
As of Q2 2025, Oracle Investment Management held 19 positions worth $146M, down 26% from $198M the previous quarter. Its ten largest holdings account for 95% of the portfolio.
Oracle Investment Management withdrew a net $47.4M in Q2 2025, closing 5 positions and reducing 3 holdings. Its most notable exit was SpringWorks Therapeutics, an estimated $23.6M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 75% of assets, down from 75% a quarter earlier, followed by Technology and Consumer Discretionary.
Against the trend, Oracle Investment Management added an estimated $129K to Biohaven.
- Oracle Investment Management added most to Biohaven in Q2 2025, an estimated $129K increase.
- Oracle Investment Management's biggest Q2 2025 reduction was Ardelyx, cutting an estimated $4.02M.
- Oracle Investment Management fully exited SpringWorks Therapeutics in Q2 2025, selling an estimated $23.6M.
- Oracle Investment Management's ten largest holdings make up 95% of its $146M portfolio in Q2 2025.
- Oracle Investment Management opened 2 new positions and closed 5 in Q2 2025.
- Oracle Investment Management's portfolio value fell 26% quarter-over-quarter to $146M.
Based on Oracle Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.