Oracle Investment Management Inc. In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 15, 2025), Oracle Investment Management Inc. reported 9 stock positions worth $115.6 million . Its top holding was Genedx (WGS) at 73.7% of the portfolio, followed by Biohaven (BHVN, 8.2% ) and Ardelyx (ARDX, 4.9% ). Compared with Q1 2025, it sold out of 2, added to 1 and reduced 3. The biggest buy was Biohaven (BHVN, shares +1% ) and the biggest sale an exit from Springworks Therapeutics (SWTX).
Location GREENWICH, CT
CIK 0001012622
Portfolio Value $115.6M (Q2 2025) Holdings 9 stocks · $115.6M 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 2025 WGS Genedx Holdings Corp. 922,454 $85.2M Reduce -4.9% BHVN Biohaven Ltd. 673,166 $9.5M Add +1.1% ARDX Ardelyx Inc. 1,430,728 $5.6M Reduce -40.5% PLTR Palantir Technologies Inc. Class A 29,500 $4.0M No change QDEL Quidelortho Corp. 118,291 $3.4M No change TDOC Teladoc Health Inc. 381,000 $3.3M Reduce -32.7% FORA Forian Inc. 1,366,107 $2.7M No change CAVA Cava Group Inc. 18,600 $1.6M No change BIIB Biogen Inc. 2,412 $303K No change
Options reported separately and not counted above: GENEDX HOLDINGS CORP calls ($9.2M), SPRINGWORKS THERAPEUTICS INC calls ($7.0M), TELADOC HEALTH INC calls ($6.5M), ARDELYX INC calls ($4.6M), BIOHAVEN LTD calls ($2.8M).
Portfolio Sells Q1 2025 → Q2 2025 Portfolio Sells quarter Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▲ SWTX Springworks Therapeutics Inc. Sold out 0.00% −15.27 ARDX Ardelyx Inc. Reduce -40.5% 4.85% −2.83 RXRX Recursion Pharmaceuticals-A Sold out 0.00% −0.41 TDOC Teladoc Health Inc. Reduce -32.7% 2.87% −0.06 WGS Genedx Holdings Corp. Reduce -4.9% 73.69% +17.76
Portfolio Buys Q1 2025 → Q2 2025 Portfolio Buys quarter Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▼ BHVN Biohaven Ltd. Add +1.1% 8.22% −2.20
Options Activity Q1 2025 → Q2 2025 Security Type Change vs Q1 2025 Underlying Shares Value ▼ SPDR SERIES TRUST call Sold out 280,000 $22.7Mbefore exit GENEDX HOLDINGS CORP call New 100,000 $9.2M VIKING THERAPEUTICS INC call Sold out 336,700 $8.1Mbefore exit SPRINGWORKS THERAPEUTICS INC call New 150,000 $7.0M TELADOC HEALTH INC call Add +419.8% 750,100 $6.5M ARDELYX INC call Add +4.1% 1,179,800 $4.6M PELOTON INTERACTIVE INC call Sold out 500,000 $3.2Mbefore exit BIOHAVEN LTD call Add +23.5% 200,000 $2.8M
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