Oracle Investment Management Inc. In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 18, 2026), Oracle Investment Management Inc. reported 17 stock positions worth $152.6 million . Its top holding was Genedx (WGS) at 75.4% of the portfolio, followed by Ardelyx (ARDX, 7.2% ) and Biohaven (BHVN, 5.7% ). Compared with Q3 2025, it opened 6 new positions, sold out of 5, added to 4 and reduced 2. The biggest buy was Ardelyx (ARDX, shares +25% ) and the biggest sale an exit from Palantir Technologies Class A (PLTR).
Location GREENWICH, CT
CIK 0001012622
Portfolio Value $152.6M (Q4 2025) Holdings 17 stocks · $152.6M 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 Q3 2025 WGS Genedx Holdings Corp. 884,654 $115.1M Reduce -0.6% ARDX Ardelyx Inc. 1,872,624 $10.9M Add +24.5% BHVN Biohaven Ltd. 772,181 $8.7M Add +4.3% QDEL Quidelortho Corp. 118,291 $3.4M No change FORA Forian Inc. 1,366,107 $2.9M No change PSNL Personalis Inc. 339,343 $2.7M Add +47.9% TDOC Teladoc Health Inc. 354,338 $2.5M Reduce -49.8% TSHA Taysha Gene Therapies Inc. 265,000 $1.5M New CAVA Cava Group Inc. 17,100 $1.0M No change EWTX Edgewise Therapeutics Inc. 38,343 $951K New DAWN Day One Biopharmaceuticals I 100,000 $932K New ARKG ARK Genomic Revolution ETF 19,500 $565K New SGMOQ Sangamo Therapeutics Inc. 1,035,742 $435K Add +3.1% BIIB Biogen Inc. 2,412 $424K No change TEM Tempus AI Inc. Class A 6,507 $384K New TSLA Tesla Inc. 500 $225K No change HTZ Hertz Global Hldgs Inc. 15,000 $77K New
Options reported separately and not counted above: TELADOC HEALTH INC calls ($4.5M), NOVAVAX INC (NVAX 5 12/15/27) calls ($4.0M), ARDELYX INC calls ($3.5M), BIOHAVEN LTD calls ($2.6M), PFIZER INC calls ($623K).
Portfolio Sells Q3 2025 → Q4 2025 Portfolio Sells quarter Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2025 % Of Portfolio Change To Portfolio ▲ PLTR Palantir Technologies Inc. Class A Sold out 0.00% −3.76 CNC Centene Corp. Sold out 0.00% −2.75 TDOC Teladoc Health Inc. Reduce -49.8% 1.63% −2.18 NVAX Novavax Inc. Sold out 0.00% −1.47 KOID Kraneshares Global Humanoid Sold out 0.00% −0.50 BDSX Biodesix Inc. Sold out 0.00% −0.08 WGS Genedx Holdings Corp. Reduce -0.6% 75.40% +8.49
Portfolio Buys Q3 2025 → Q4 2025 Portfolio Buys quarter Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2025 % Of Portfolio Change To Portfolio ▼ ARDX Ardelyx Inc. Add +24.5% 7.15% +1.37 TSHA Taysha Gene Therapies Inc. New 0.96% +0.96 PSNL Personalis Inc. Add +47.9% 1.77% +0.73 EWTX Edgewise Therapeutics Inc. New 0.62% +0.62 DAWN Day One Biopharmaceuticals I New 0.61% +0.61 ARKG ARK Genomic Revolution ETF New 0.37% +0.37 TEM Tempus AI Inc. Class A New 0.25% +0.25 HTZ Hertz Global Hldgs Inc. New 0.05% +0.05 SGMOQ Sangamo Therapeutics Inc. Add +3.1% 0.29% −0.19 BHVN Biohaven Ltd. Add +4.3% 5.71% −2.04
Options Activity Q3 2025 → Q4 2025 Security Type Change vs Q3 2025 Underlying Shares Value ▼ NOVAVAX INC call Sold out 635,000 $5.5Mbefore exit TELADOC HEALTH INC call Add +38.1% 650,000 $4.5M NOVAVAX INC (NVAX 5 12/15/27) call New 600,000 $4.0M ARDELYX INC call Reduce -5.2% 600,000 $3.5M BIOHAVEN LTD call Reduce -15.3% 232,900 $2.6M PFIZER INC call New 25,000 $623K
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