ORACLE INVESTMENT MANAGEMENT INC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| GENEDX HOLDINGS CORP(WGS) | 922,454 | 889,954 | -32,500 | 85,151,729 | 95,883,644 | 66.91% | +10,731,915 |
| NOVAVAX INC(NVAX)(Call) | 0 | 635,000 | +635,000 | 0 | 5,505,450 | — | +5,505,450 |
| CENTENE CORP DEL(CNC) | 0 | 110,300 | +110,300 | 0 | 3,935,504 | 2.75% | +3,935,504 |
| ARDELYX INC | 1,430,728 | 1,503,826 | +73,098 | 5,608,454 | 8,286,081 | 5.78% | +2,677,627 |
| TELADOC HEALTH INC(TDOC) | 381,000 | 705,416 | +324,416 | 3,318,510 | 5,452,866 | 3.80% | +2,134,356 |
| NOVAVAX INC(NVAX) | 0 | 243,000 | +243,000 | 0 | 2,106,810 | 1.47% | +2,106,810 |
| BIOHAVEN LTD(BHVN) | 673,166 | 739,986 | +66,820 | 9,498,372 | 11,107,190 | 7.75% | +1,608,818 |
| PERSONALIS INC(PSNL) | 0 | 229,435 | +229,435 | 0 | 1,495,916 | 1.04% | +1,495,916 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 29,500 | 29,500 | 0 | 4,021,440 | 5,381,390 | 3.76% | +1,359,950 |
| BIOHAVEN LTD(BHVN)(Call) | 200,000 | 275,000 | +75,000 | 2,822,000 | 4,127,750 | — | +1,305,750 |
| KRANESHARES TRUST | 0 | 22,400 | +22,400 | 0 | 718,592 | 0.50% | +718,592 |
| SANGAMO THERAPEUTICS INC(SGMOQ) | 0 | 1,004,724 | +1,004,724 | 0 | 676,581 | 0.47% | +676,581 |
| FORIAN INC | 1,366,107 | 1,366,107 | 0 | 2,677,570 | 3,073,741 | 2.14% | +396,171 |
| TESLA INC(TSLA) | 0 | 500 | +500 | 0 | 222,360 | 0.16% | +222,360 |
| BIODESIX INC | 0 | 15,000 | +15,000 | 0 | 113,250 | 0.08% | +113,250 |
| QUIDELORTHO CORP(QDEL) | 118,291 | 118,291 | 0 | 3,409,147 | 3,483,670 | 2.43% | +74,523 |
| BIOGEN INC(BIIB) | 2,412 | 2,412 | 0 | 302,923 | 337,873 | 0.24% | +34,950 |
| CAVA GROUP INC(CAVA) | 18,600 | 17,100 | -1,500 | 1,566,678 | 1,033,011 | 0.72% | -533,667 |
| ARDELYX INC(Call) | 1,179,800 | 632,800 | -547,000 | 4,624,816 | 3,486,728 | — | -1,138,088 |
| TELADOC HEALTH INC(TDOC)(Call) | 750,100 | 470,500 | -279,600 | 6,533,371 | 3,636,965 | — | -2,896,406 |
| SPRINGWORKS THERAPEUTICS INC(Call) | 150,000 | 0 | -150,000 | 7,048,500 | 0 | — | -7,048,500 |
| GENEDX HOLDINGS CORP(WGS)(Call) | 100,000 | 0 | -100,000 | 9,231,000 | 0 | — | -9,231,000 |