Oracle Investment Management Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Oracle Investment Management Inc. reported 13 stock positions worth $148.9 million. Its top holding was Genedx (WGS) at 52.8% of the portfolio, followed by Biohaven (BHVN, 21.4%) and Ardelyx (ARDX, 7.1%). Compared with Q3 2024, it sold out of 2, added to 5 and reduced 3. The biggest buy was Springworks Therapeutics (SWTX, shares +645%) and the biggest sale Phathom Pharmaceuticals (PHAT, shares −81%).

Most Recent 13F
Q4 2025
Location
GREENWICH, CT
CIK
0001012622
Portfolio Value
$148.9M (Q4 2024)
SEC Filing
0001085146-25-001704 ↗ filed Feb 14, 2025

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 Q3 2024 Q4 2024: $148.9M $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 13 stocks · $148.9M
WGS Genedx Holdings Corp. 52.82% 1,023,468 $78.7M Reduce -2.1%
BHVN Biohaven Ltd. 21.36% 851,770 $31.8M Add +20.8%
ARDX Ardelyx Inc. 7.11% 2,089,431 $10.6M Add +52.6%
SWTX Springworks Therapeutics Inc. 6.18% 254,773 $9.2M Add +645.0%
QDEL Quidelortho Corp. 3.54% 118,291 $5.3M No change
BCRX Biocryst Pharmaceuticals Inc. 2.70% 535,558 $4.0M No change
FORA Forian Inc. 1.89% 1,366,107 $2.8M Add +0.7%
PLTR Palantir Technologies Inc. Class A 1.45% 28,500 $2.2M Add +3.6%
CAVA Cava Group Inc. 1.41% 18,600 $2.1M No change
PHAT Phathom Pharmaceuticals Inc. 0.79% 145,064 $1.2M Reduce -80.6%
PACB Pacific Biosciences of Calif 0.34% 279,638 $512K Reduce -61.6%
BIIB Biogen Inc. 0.25% 2,412 $369K No change
EYPT Eyepoint Inc. 0.16% 32,500 $242K No change

Options reported separately and not counted above: SELECT SECTOR SPDR TR puts ($15.8M), BIOHAVEN LTD calls ($7.5M), NOVAVAX INC calls ($3.7M), ARDELYX INC calls ($3.0M), TELADOC HEALTH INC calls ($2.7M), SPRINGWORKS THERAPEUTICS INC calls ($2.0M).

Portfolio Sells Q3 2024 → Q4 2024
PHAT Phathom Pharmaceuticals Inc. Reduce -80.6% 0.79% −10.04
MYGN Myriad Genetics Inc. Sold out 0.00% −2.94
PACB Pacific Biosciences of Calif Reduce -61.6% 0.34% −0.65
BDSX Biodesix Inc. Sold out 0.00% −0.04
WGS Genedx Holdings Corp. Reduce -2.1% 52.82% +17.34

Portfolio Buys Q3 2024 → Q4 2024
SWTX Springworks Therapeutics Inc. Add +645.0% 6.18% +5.30
PLTR Palantir Technologies Inc. Class A Add +3.6% 1.45% +0.63
ARDX Ardelyx Inc. Add +52.6% 7.11% −0.43
FORA Forian Inc. Add +0.7% 1.89% −0.45
BHVN Biohaven Ltd. Add +20.8% 21.36% −6.81

Options Activity Q3 2024 → Q4 2024
SELECT SECTOR SPDR TR put New 115,000 $15.8M
SPDR SERIES TRUST call Sold out 100,000 $9.9Mbefore exit
BIOHAVEN LTD call Reduce -33.9% 200,000 $7.5M
NOVAVAX INC call Reduce -12.8% 466,000 $3.7M
PHATHOM PHARMACEUTICALS INC call Sold out 192,700 $3.5Mbefore exit
ARDELYX INC call Add +35.9% 584,700 $3.0M
EYEPOINT PHARMACEUTICALS INC call Sold out 350,000 $2.8Mbefore exit
TELADOC HEALTH INC call New 297,700 $2.7M
SPRINGWORKS THERAPEUTICS INC call New 55,800 $2.0M
PALANTIR TECHNOLOGIES INC call Sold out 20,000 $744Kbefore 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