ORACLE INVESTMENT MANAGEMENT INC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| GENEDX HOLDINGS CORP | 889,954 | 884,654 | -5,300 | 95,883,644 | 115,058,099 | +19,174,455 |
| NOVAVAX INC(Call) | 0 | 0 | 0 | 0 | 4,032,000 | +4,032,000 |
| ARDELYX INC | 1,503,826 | 1,872,624 | +368,798 | 8,286,081 | 10,917,398 | +2,631,317 |
| TAYSHA GENE THERAPIES INC | 0 | 265,000 | +265,000 | 0 | 1,457,500 | +1,457,500 |
| PERSONALIS INC | 229,435 | 339,343 | +109,908 | 1,495,916 | 2,701,170 | +1,205,254 |
| EDGEWISE THERAPEUTICS INC | 0 | 38,343 | +38,343 | 0 | 951,482 | +951,482 |
| DAY ONE BIOPHARMACEUTICALS I | 0 | 100,000 | +100,000 | 0 | 932,000 | +932,000 |
| TELADOC HEALTH INC(Call) | 470,500 | 650,000 | +179,500 | 3,636,965 | 4,550,000 | +913,035 |
| PFIZER INC(Call) | 0 | 25,000 | +25,000 | 0 | 622,500 | +622,500 |
| ARK ETF TR | 0 | 19,500 | +19,500 | 0 | 564,915 | +564,915 |
| TEMPUS AI INC | 0 | 6,507 | +6,507 | 0 | 384,238 | +384,238 |
| BIOGEN INC | 2,412 | 2,412 | 0 | 337,873 | 424,488 | +86,615 |
| HERTZ GLOBAL HLDGS INC | 0 | 15,000 | +15,000 | 0 | 77,100 | +77,100 |
| ARDELYX INC(Call) | 632,800 | 600,000 | -32,800 | 3,486,728 | 3,498,000 | +11,272 |
| TESLA INC | 500 | 500 | 0 | 222,360 | 224,860 | +2,500 |
| CAVA GROUP INC | 17,100 | 17,100 | 0 | 1,033,011 | 1,003,599 | -29,412 |
| QUIDELORTHO CORP | 118,291 | 118,291 | 0 | 3,483,670 | 3,378,391 | -105,279 |
| BIODESIX INC | 15,000 | 0 | -15,000 | 113,250 | 0 | -113,250 |
| FORIAN INC | 1,366,107 | 1,366,107 | 0 | 3,073,741 | 2,896,147 | -177,594 |
| SANGAMO THERAPEUTICS INC | 1,004,724 | 1,035,742 | +31,018 | 676,581 | 435,012 | -241,569 |
| KRANESHARES TRUST | 22,400 | 0 | -22,400 | 718,592 | 0 | -718,592 |
| BIOHAVEN LTD(Call) | 275,000 | 232,900 | -42,100 | 4,127,750 | 2,629,441 | -1,498,309 |
| NOVAVAX INC | 243,000 | 0 | -243,000 | 2,106,810 | 0 | -2,106,810 |
| BIOHAVEN LTD | 739,986 | 772,181 | +32,195 | 11,107,190 | 8,717,923 | -2,389,267 |
| TELADOC HEALTH INC | 705,416 | 354,338 | -351,078 | 5,452,866 | 2,480,366 | -2,972,500 |
| CENTENE CORP DEL | 110,300 | 0 | -110,300 | 3,935,504 | 0 | -3,935,504 |
| PALANTIR TECHNOLOGIES INC | 29,500 | 0 | -29,500 | 5,381,390 | 0 | -5,381,390 |
| NOVAVAX INC(Call) | 635,000 | 0 | -635,000 | 5,505,450 | 0 | -5,505,450 |