Oracle Investment Management Inc. In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Oracle Investment Management Inc. reported 18 stock positions worth $124.2 million . Its top holding was Biohaven (BHVN) at 35.4% of the portfolio, followed by Springworks Therapeutics (SWTX, 16.7% ) and Ardelyx (ARDX, 12.0% ). Compared with Q4 2023, it opened 3 new positions, sold out of 3, added to 6 and reduced 6. The biggest buy was Springworks Therapeutics (SWTX, shares +168% ) and the biggest sale Pacific Biosciences of Calif (PACB, shares −2% ).
Location GREENWICH, CT
CIK 0001012622
Portfolio Value $124.2M (Q1 2024) Holdings 18 stocks · $124.2M Holdings quarter Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2023 BHVN Biohaven Ltd. 804,850 $44.0M Add +12.3% SWTX Springworks Therapeutics Inc. 421,583 $20.8M Add +168.4% ARDX Ardelyx Inc. 2,039,700 $14.9M Add +135.9% WGS Genedx Holdings Corp. 1,126,607 $10.3M Add +531.7% EYPT Eyepoint Inc. 461,857 $9.5M Add +15.0% QDEL Quidelortho Corp. 157,201 $7.5M Reduce -11.0% PACB Pacific Biosciences of Calif 1,356,026 $5.1M Reduce -1.5% FORA Forian Inc. 1,355,807 $4.5M Reduce -0.9% BCRX Biocryst Pharmaceuticals Inc. 535,558 $2.7M No change IMMP Immutep Ltd.-SP ADR 564,879 $1.3M Add +9.4% CAVA Cava Group Inc. 17,600 $1.2M New AGEN Agenus Inc. 1,066,963 $619K Reduce -24.7% WBA Walgreens Boots Alliance Inc. 27,500 $596K New BIIB Biogen Inc. 2,412 $520K No change OPTINOSE INC 325,000 $475K New BDSX Biodesix Inc. 30,351 $43K Reduce -50.2% AXDXQ Accelerate Diagnostics Inc. 42,101 $42K Reduce -62.3% DMTKQ Dermtech Inc. 47,687 $33K No change
Options reported separately and not counted above: WALGREENS BOOTS ALLIANCE INC calls ($8.9M), BIOHAVEN LTD calls ($6.5M), XBI calls ($3.3M), SPRINGWORKS THERAPEUTICS INC calls ($2.1M), ARDELYX INC calls ($2.0M), STAAR SURGICAL CO calls ($1.3M), PACIFIC BIOSCIENCES CALIF IN calls ($938K), EYEPOINT PHARMACEUTICALS INC calls ($591K), PALANTIR TECHNOLOGIES INC calls ($575K).
Portfolio Sells Q4 2023 → Q1 2024 Portfolio Sells quarter Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▲ PACB Pacific Biosciences of Calif Reduce -1.5% 4.09% −10.66 QDEL Quidelortho Corp. Reduce -11.0% 6.07% −8.14 TDOC Teladoc Health Inc. Sold out 0.00% −2.66 AGEN Agenus Inc. Reduce -24.7% 0.50% −0.78 FORA Forian Inc. Reduce -0.9% 3.62% −0.75 AXDXQ Accelerate Diagnostics Inc. Reduce -62.3% 0.03% −0.44 VTNRQ Vertex Energy Inc. Sold out 0.00% −0.19 BDSX Biodesix Inc. Reduce -50.2% 0.03% −0.09 INKT Mink Therapeutics Inc. Sold out 0.00% −0.04
Portfolio Buys Q4 2023 → Q1 2024 Portfolio Buys quarter Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▼ SWTX Springworks Therapeutics Inc. Add +168.4% 16.71% +10.44 WGS Genedx Holdings Corp. Add +531.7% 8.28% +7.75 ARDX Ardelyx Inc. Add +135.9% 11.99% +6.13 BHVN Biohaven Ltd. Add +12.3% 35.44% +1.95 CAVA Cava Group Inc. New 0.99% +0.99 WBA Walgreens Boots Alliance Inc. New 0.48% +0.48 OPTINOSE INC New 0.38% +0.38 IMMP Immutep Ltd.-SP ADR Add +9.4% 1.06% −0.29 EYPT Eyepoint Inc. Add +15.0% 7.69% −2.45
Options Activity Q4 2023 → Q1 2024 Security Type Change vs Q4 2023 Underlying Shares Value ▼ TELADOC HEALTH INC call Sold out 639,600 $13.8Mbefore exit QUIDELORTHO CORP call Sold out 172,100 $12.7Mbefore exit WALGREENS BOOTS ALLIANCE INC call Add +310.0% 410,000 $8.9M BIOHAVEN LTD call Add +59.3% 119,500 $6.5M XBI SS SPDR S&P Biotech ETF call New 35,000 $3.3M SPRINGWORKS THERAPEUTICS INC call Reduce -82.8% 42,900 $2.1M ARDELYX INC call Reduce -81.0% 270,900 $2.0M STAAR SURGICAL CO call New 35,000 $1.3M PACIFIC BIOSCIENCES CALIF IN call Reduce -86.0% 250,000 $938K EYEPOINT PHARMACEUTICALS INC call Reduce -87.0% 28,600 $591K PALANTIR TECHNOLOGIES INC call New 25,000 $575K
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q4 2025 17 $152.6M WGS, ARDX, BHVN, QDEL, FORA Q3 2025 16 $143.3M WGS, BHVN, ARDX, TDOC, PLTR Q2 2025 9 $115.6M WGS, BHVN, ARDX, PLTR, QDEL Q1 2025 11 $153.6M WGS, SWTX, BHVN, ARDX, TDOC Q4 2024 13 $148.9M WGS, BHVN, ARDX, SWTX, QDEL Q3 2024 15 $125.1M WGS, BHVN, PHAT, ARDX, QDEL Q2 2024 16 $93.2M WGS, BHVN, ARDX, SWTX, QDEL Q1 2024 18 $124.2M BHVN, SWTX, ARDX, WGS, EYPT