OIM

Oracle Investment Management Portfolio holdings

AUM $153M
1-Year Est. Return 42.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.53M
3
+$1.89M
4
PSNL icon
Personalis
PSNL
+$1.31M
5
BHVN icon
Biohaven
BHVN
+$973K

Top Sells

1
+$3.54M
2
+$114K

Sector Composition

1 Healthcare 94.87%
2 Technology 3.76%
3 Consumer Discretionary 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WGS icon
1
GeneDx Holdings
WGS
$2.28B
$95.9M 66.91%
889,954
-32,500
BHVN icon
2
Biohaven
BHVN
$1.44B
$11.1M 7.75%
739,986
+66,820
ARDX icon
3
Ardelyx
ARDX
$1.42B
$8.29M 5.78%
1,503,826
+73,098
TDOC icon
4
Teladoc Health
TDOC
$958M
$5.45M 3.81%
705,416
+324,416
PLTR icon
5
Palantir
PLTR
$361B
$5.38M 3.76%
29,500
CNC icon
6
Centene
CNC
$16.9B
$3.94M 2.75%
+110,300
QDEL icon
7
QuidelOrtho
QDEL
$1.16B
$3.48M 2.43%
118,291
FORA icon
8
Forian
FORA
$63.7M
$3.07M 2.14%
1,366,107
NVAX icon
9
Novavax
NVAX
$1.67B
$2.11M 1.47%
+243,000
PSNL icon
10
Personalis
PSNL
$703M
$1.5M 1.04%
+229,435
CAVA icon
11
CAVA Group
CAVA
$9.54B
$1.03M 0.72%
17,100
-1,500
KOID
12
KraneShares Global Humanoid and Embodied Intelligence Index ETF
KOID
$124M
$719K 0.5%
+22,400
SGMO icon
13
Sangamo Therapeutics
SGMO
$141M
$677K 0.47%
+1,004,724
BIIB icon
14
Biogen
BIIB
$26.6B
$338K 0.24%
2,412
TSLA icon
15
Tesla
TSLA
$1.47T
$222K 0.16%
+500
BDSX icon
16
Biodesix
BDSX
$176M
$113K 0.08%
+15,000
SWTX
17
DELISTED
SpringWorks Therapeutics
SWTX
– –
0