Oracle Investment Management Inc. In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Oracle Investment Management Inc. reported 16 stock positions worth $93.2 million . Its top holding was Genedx (WGS) at 31.0% of the portfolio, followed by Biohaven (BHVN, 26.1% ) and Ardelyx (ARDX, 11.8% ). Compared with Q1 2024, it opened 2 new positions, sold out of 4, added to 2 and reduced 9. The biggest buy was a new position in Phathom Pharmaceuticals (PHAT) and the biggest sale Biohaven (BHVN, shares −13% ).
Location GREENWICH, CT
CIK 0001012622
Portfolio Value $93.2M (Q2 2024) Holdings 16 stocks · $93.2M 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 Q1 2024 WGS Genedx Holdings Corp. 1,105,768 $28.9M Reduce -1.9% BHVN Biohaven Ltd. 700,450 $24.3M Reduce -13.0% ARDX Ardelyx Inc. 1,488,131 $11.0M Reduce -27.0% SWTX Springworks Therapeutics Inc. 233,200 $8.8M Reduce -44.7% QDEL Quidelortho Corp. 118,291 $3.9M Reduce -24.8% FORA Forian Inc. 1,356,107 $3.6M Add +0.0% BCRX Biocryst Pharmaceuticals Inc. 535,558 $3.3M No change PHAT Phathom Pharmaceuticals Inc. 225,000 $2.3M New EYPT Eyepoint Inc. 231,857 $2.0M Reduce -49.8% CAVA Cava Group Inc. 18,600 $1.7M Add +5.7% MYGN Myriad Genetics Inc. 60,000 $1.5M New PACB Pacific Biosciences of Calif 423,138 $580K Reduce -68.8% BIIB Biogen Inc. 2,412 $559K No change WBA Walgreens Boots Alliance Inc. 27,500 $333K No change AGEN Agenus Inc. 17,500 $293K Reduce -67.2% BDSX Biodesix Inc. 28,916 $44K Reduce -4.7%
Options reported separately and not counted above: BIOHAVEN LTD calls ($4.0M), EYEPOINT PHARMACEUTICALS INC calls ($3.8M), ARDELYX INC calls ($1.9M), MYRIAD GENETICS INC calls ($1.8M), PALANTIR TECHNOLOGIES INC calls ($1.8M), SPRINGWORKS THERAPEUTICS INC calls ($671K).
Portfolio Sells Q1 2024 → Q2 2024 Portfolio Sells quarter Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▲ BHVN Biohaven Ltd. Reduce -13.0% 26.09% −9.35 SWTX Springworks Therapeutics Inc. Reduce -44.7% 9.43% −7.28 EYPT Eyepoint Inc. Reduce -49.8% 2.16% −5.52 PACB Pacific Biosciences of Calif Reduce -68.8% 0.62% −3.47 QDEL Quidelortho Corp. Reduce -24.8% 4.22% −1.85 IMMP Immutep Ltd.-SP ADR Sold out 0.00% −1.06 OPTINOSE INC Sold out 0.00% −0.38 AGEN Agenus Inc. Reduce -67.2% 0.31% −0.18 ARDX Ardelyx Inc. Reduce -27.0% 11.83% −0.16 AXDXQ Accelerate Diagnostics Inc. Sold out 0.00% −0.03 DMTKQ Dermtech Inc. Sold out 0.00% −0.03 BDSX Biodesix Inc. Reduce -4.7% 0.05% +0.01 WGS Genedx Holdings Corp. Reduce -1.9% 31.01% +22.73
Portfolio Buys Q1 2024 → Q2 2024 Portfolio Buys quarter Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▼ PHAT Phathom Pharmaceuticals Inc. New 2.49% +2.49 MYGN Myriad Genetics Inc. New 1.57% +1.57 CAVA Cava Group Inc. Add +5.7% 1.85% +0.86 FORA Forian Inc. Add +0.0% 3.86% +0.23
Options Activity Q1 2024 → Q2 2024 Security Type Change vs Q1 2024 Underlying Shares Value ▼ WALGREENS BOOTS ALLIANCE INC call Sold out 410,000 $8.9Mbefore exit BIOHAVEN LTD call Reduce -3.8% 115,000 $4.0M EYEPOINT PHARMACEUTICALS INC call Add +1431.8% 438,100 $3.8M XBI SS SPDR S&P Biotech ETF call Sold out 35,000 $3.3Mbefore exit ARDELYX INC call Reduce -4.2% 259,600 $1.9M MYRIAD GENETICS INC call New 74,500 $1.8M PALANTIR TECHNOLOGIES INC call Add +180.0% 70,000 $1.8M STAAR SURGICAL CO call Sold out 35,000 $1.3Mbefore exit PACIFIC BIOSCIENCES CALIF IN call Sold out 250,000 $938Kbefore exit SPRINGWORKS THERAPEUTICS INC call Reduce -58.5% 17,800 $671K
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