Oracle Investment Management Inc.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Oracle Investment Management Inc. reported 15 stock positions worth $125.1 million. Its top holding was Genedx (WGS) at 35.5% of the portfolio, followed by Biohaven (BHVN, 28.2%) and Phathom Pharmaceuticals (PHAT, 10.8%). Compared with Q2 2024, it opened 1 new position, sold out of 2, added to 4 and reduced 4. The biggest buy was Phathom Pharmaceuticals (PHAT, shares +233%) and the biggest sale Springworks Therapeutics (SWTX, shares −85%).

Most Recent 13F
Q4 2025
Location
GREENWICH, CT
CIK
0001012622
Portfolio Value
$125.1M (Q3 2024)
SEC Filing
0001085146-24-005974 ↗ filed Nov 14, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $124.2M Q1 2024 Q2 2024: $93.2M Q2 2024 Q3 2024: $125.1M $125.1M Q3 2024 Q4 2024: $148.9M Q4 2024 Q1 2025: $153.6M Q1 2025 Q2 2025: $115.6M Q2 2025 Q3 2025: $143.3M Q3 2025 Q4 2025: $152.6M Q4 2025

Holdings 15 stocks · $125.1M
WGS Genedx Holdings Corp. 35.47% 1,045,768 $44.4M Reduce -5.4%
BHVN Biohaven Ltd. 28.17% 705,250 $35.2M Add +0.7%
PHAT Phathom Pharmaceuticals Inc. 10.83% 749,487 $13.6M Add +233.1%
ARDX Ardelyx Inc. 7.54% 1,369,200 $9.4M Reduce -8.0%
QDEL Quidelortho Corp. 4.31% 118,291 $5.4M No change
BCRX Biocryst Pharmaceuticals Inc. 3.25% 535,558 $4.1M No change
MYGN Myriad Genetics Inc. 2.94% 134,500 $3.7M Add +124.2%
FORA Forian Inc. 2.34% 1,356,107 $2.9M No change
CAVA Cava Group Inc. 1.84% 18,600 $2.3M No change
PACB Pacific Biosciences of Calif 0.99% 727,877 $1.2M Add +72.0%
SWTX Springworks Therapeutics Inc. 0.88% 34,200 $1.1M Reduce -85.3%
PLTR Palantir Technologies Inc. Class A 0.82% 27,500 $1.0M New
BIIB Biogen Inc. 0.37% 2,412 $468K No change
EYPT Eyepoint Inc. 0.21% 32,500 $260K Reduce -86.0%
BDSX Biodesix Inc. 0.04% 28,916 $51K No change

Options reported separately and not counted above: BIOHAVEN LTD calls ($15.1M), SPDR SERIES TRUST calls ($9.9M), NOVAVAX INC calls ($6.8M), PHATHOM PHARMACEUTICALS INC calls ($3.5M), ARDELYX INC calls ($3.0M), EYEPOINT PHARMACEUTICALS INC calls ($2.8M), PALANTIR TECHNOLOGIES INC calls ($744K).

Portfolio Sells Q2 2024 → Q3 2024
SWTX Springworks Therapeutics Inc. Reduce -85.3% 0.88% −8.55
ARDX Ardelyx Inc. Reduce -8.0% 7.54% −4.29
EYPT Eyepoint Inc. Reduce -86.0% 0.21% −1.96
WBA Walgreens Boots Alliance Inc. Sold out 0.00% −0.36
AGEN Agenus Inc. Sold out 0.00% −0.31
WGS Genedx Holdings Corp. Reduce -5.4% 35.47% +4.46

Portfolio Buys Q2 2024 → Q3 2024
PHAT Phathom Pharmaceuticals Inc. Add +233.1% 10.83% +8.34
BHVN Biohaven Ltd. Add +0.7% 28.17% +2.08
MYGN Myriad Genetics Inc. Add +124.2% 2.94% +1.37
PLTR Palantir Technologies Inc. Class A New 0.82% +0.82
PACB Pacific Biosciences of Calif Add +72.0% 0.99% +0.37

Options Activity Q2 2024 → Q3 2024
BIOHAVEN LTD call Add +163.2% 302,700 $15.1M
SPDR SERIES TRUST call New 100,000 $9.9M
NOVAVAX INC call New 534,600 $6.8M
PHATHOM PHARMACEUTICALS INC call New 192,700 $3.5M
ARDELYX INC call Add +65.7% 430,200 $3.0M
EYEPOINT PHARMACEUTICALS INC call Reduce -20.1% 350,000 $2.8M
MYRIAD GENETICS INC call Sold out 74,500 $1.8Mbefore exit
PALANTIR TECHNOLOGIES INC call Reduce -71.4% 20,000 $744K
SPRINGWORKS THERAPEUTICS INC call Sold out 17,800 $671Kbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q4 2025 17$152.6MWGS, ARDX, BHVN, QDEL, FORA
Q3 2025 16$143.3MWGS, BHVN, ARDX, TDOC, PLTR
Q2 2025 9$115.6MWGS, BHVN, ARDX, PLTR, QDEL
Q1 2025 11$153.6MWGS, SWTX, BHVN, ARDX, TDOC
Q4 2024 13$148.9MWGS, BHVN, ARDX, SWTX, QDEL
Q3 2024 15$125.1MWGS, BHVN, PHAT, ARDX, QDEL
Q2 2024 16$93.2MWGS, BHVN, ARDX, SWTX, QDEL
Q1 2024 18$124.2MBHVN, SWTX, ARDX, WGS, EYPT