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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
+14.98%
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
$160M
AUM Growth
+$14.3M
Cap. Flow
-$7.15M
Cap. Flow %
-4.47%
Top 10 Hldgs %
91.71%
Holding
22
New
8
Increased
4
Reduced
4
Closed
2

Top Buys

Rank Stock Value
1
CNC icon
Centene
CNC
+$3.33M
2
TDOC icon
Teladoc Health
TDOC
+$2.53M
3
NVAX icon
Novavax
NVAX
+$1.89M
4
PSNL icon
Personalis
PSNL
+$1.31M
5
BHVN icon
Biohaven
BHVN
+$973K

Top Sells

Rank Stock Value
1
WGS icon
GeneDx Holdings
WGS
+$3.54M
2
CAVA icon
CAVA Group
CAVA
+$114K

Sector Composition

Rank Sector Weight
1 Healthcare 84.94%
2 Technology 3.36%
3 Consumer Discretionary 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WGS icon
1
GeneDx Holdings
WGS
$1.84B
$95.9M 59.9%
889,954
-32,500
-4% -$3.54M
BHVN icon
2
Biohaven
BHVN
$2.07B
$11.1M 6.94%
739,986
+66,820
+10% +$973K
ARDX icon
3
Ardelyx
ARDX
$1.25B
$8.29M 5.18%
1,503,826
+73,098
+5% +$397K
NVAX icon
4
CALL
Novavax
NVAX
$1.21B
$5.51M 3.44%
+635,000
New +$4.94M
TDOC icon
5
Teladoc Health
TDOC
$1.69B
$5.45M 3.41%
705,416
+324,416
+85% +$2.53M
PLTR icon
6
Palantir
PLTR
$296B
$5.38M 3.36%
29,500
– –
BHVN icon
7
CALL
Biohaven
BHVN
$2.07B
$4.13M 2.58%
275,000
+75,000
+38% +$1.09M
CNC icon
8
Centene
CNC
$31.6B
$3.94M 2.46%
+110,300
New +$3.33M
TDOC icon
9
CALL
Teladoc Health
TDOC
$1.69B
$3.64M 2.27%
470,500
-279,600
-37% -$2.18M
ARDX icon
10
CALL
Ardelyx
ARDX
$1.25B
$3.49M 2.18%
632,800
-547,000
-46% -$2.97M
QDEL icon
11
QuidelOrtho
QDEL
$1.14B
$3.48M 2.18%
118,291
– –
FORA
12
DELISTED
Forian
FORA
$3.07M 1.92%
1,366,107
– –
NVAX icon
13
Novavax
NVAX
$1.21B
$2.11M 1.32%
+243,000
New +$1.89M
PSNL icon
14
Personalis
PSNL
$1.27B
$1.5M 0.93%
+229,435
New +$1.31M
CAVA icon
15
CAVA Group
CAVA
$7.57B
$1.03M 0.65%
17,100
-1,500
-8% -$114K
KOID
16
KraneShares Global Humanoid Robotics and Physical AI Index ETF
KOID
$281M
$719K 0.45%
+22,400
New +$643K
SGMO
17
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
$677K 0.42%
+1,004,724
New +$542K
BIIB icon
18
Biogen
BIIB
$30.4B
$338K 0.21%
2,412
– –
TSLA icon
19
Tesla
TSLA
$1.21T
$222K 0.14%
+500
New +$173K
BDSX icon
20
Biodesix
BDSX
$218M
$113K 0.07%
+15,000
New +$115K
SWTX
21
CALL
DELISTED
SpringWorks Therapeutics
SWTX
– –
-150,000
Closed -$7.05M
WGS icon
22
CALL
GeneDx Holdings
WGS
$1.84B
– –
-100,000
Closed -$9.23M

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OBWA
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EECFX
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PW
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PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
AIMU
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HIA
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ACA
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Oracle Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Oracle Investment Management held 22 positions worth $160M, up 9.8% from $146M the previous quarter. Its ten largest holdings account for 92% of the portfolio.

Oracle Investment Management withdrew a net $7.15M in Q3 2025, closing 2 positions and reducing 4 holdings. Its largest reduction was GeneDx Holdings, cutting an estimated $3.54M.

By sector, the portfolio is most concentrated in Healthcare at 85% of assets, up from 75% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Oracle Investment Management opened a new position in Centene worth $3.94M.

  • Oracle Investment Management's largest Q3 2025 buy was Centene: 110,300 shares worth $3.94M.
  • Oracle Investment Management added most to Teladoc Health in Q3 2025, an estimated $2.53M increase.
  • Oracle Investment Management's biggest Q3 2025 reduction was GeneDx Holdings, cutting an estimated $3.54M.
  • Oracle Investment Management's ten largest holdings make up 92% of its $160M portfolio in Q3 2025.
  • Oracle Investment Management opened 8 new positions and closed 2 in Q3 2025.
  • Oracle Investment Management's portfolio value rose 9.8% quarter-over-quarter to $160M.

Based on Oracle Investment Management's 13F filing for Q3 2025, filed 19 Nov 2025.