Filed: 8/15/2025ACC: 0001085146-25-005305
📋 What this filing means
ORACLE INVESTMENT MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $145.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$145.81M
Total AUM (reported)
7.32M
Total Shares
Allocation by class
COM CL A$85.15M58.4%
CALL$30.26M20.8%
COM$26.38M18.1%
CL A$4.02M2.8%
Portfolio Concentration
Top 3$103.88M71.2%
4–10$34.56M23.7%
11–25$7.37M5.1%
Top 3 weight
71.2%
Top 10 weight
94.9%
Voting Authority Distribution
Total shares with voting rights: 7.32M
Sole
Full voting authority
7.32M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
GENEDX HOLDINGS CORP
SOLEShares922.45K
TypeSH
Market value$85.15M
58.40%
Sole
922.45K
Shared
0.00
None
0.00
BIOHAVEN LTD
SOLEShares673.17K
TypeSH
Market value$9.50M
6.51%
Sole
673.17K
Shared
0.00
None
0.00
GENEDX HOLDINGS CORP
SOLEShares100K
TypeSH
Market value$9.23M
6.33%
Sole
100K
Shared
0.00
None
0.00
SPRINGWORKS THERAPEUTICS INC
SOLEShares150K
TypeSH
Market value$7.05M
4.83%
Sole
150K
Shared
0.00
None
0.00
TELADOC HEALTH INC
SOLEShares750.10K
TypeSH
Market value$6.53M
4.48%
Sole
750.10K
Shared
0.00
None
0.00
ARDELYX INC
SOLEShares1.43M
TypeSH
Market value$5.61M
3.85%
Sole
1.43M
Shared
0.00
None
0.00
ARDELYX INC
SOLEShares1.18M
TypeSH
Market value$4.62M
3.17%
Sole
1.18M
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares29.50K
TypeSH
Market value$4.02M
2.76%
Sole
29.50K
Shared
0.00
None
0.00
QUIDELORTHO CORP
SOLEShares118.29K
TypeSH
Market value$3.41M
2.34%
Sole
118.29K
Shared
0.00
None
0.00
TELADOC HEALTH INC
SOLEShares381K
TypeSH
Market value$3.32M
2.28%
Sole
381K
Shared
0.00
None
0.00
BIOHAVEN LTD
SOLEShares200K
TypeSH
Market value$2.82M
1.94%
Sole
200K
Shared
0.00
None
0.00
FORIAN INC
SOLEShares1.37M
TypeSH
Market value$2.68M
1.84%
Sole
1.37M
Shared
0.00
None
0.00
CAVA GROUP INC
SOLEShares18.60K
TypeSH
Market value$1.57M
1.07%
Sole
18.60K
Shared
0.00
None
0.00
BIOGEN INC
SOLEShares2.41K
TypeSH
Market value$302.9K
0.21%
Sole
2.41K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GENEDX HOLDINGS CORPSOLE | COM CL A | 922.45K | SH | $85.15M 58.40% | 922.45K | 0.00 | 0.00 |
BIOHAVEN LTDSOLE | COM | 673.17K | SH | $9.50M 6.51% | 673.17K | 0.00 | 0.00 |
GENEDX HOLDINGS CORPSOLE | CALL | 100K | SH | $9.23M 6.33% | 100K | 0.00 | 0.00 |
SPRINGWORKS THERAPEUTICS INCSOLE | CALL | 150K | SH | $7.05M 4.83% | 150K | 0.00 | 0.00 |
TELADOC HEALTH INCSOLE | CALL | 750.10K | SH | $6.53M 4.48% | 750.10K | 0.00 | 0.00 |
ARDELYX INCSOLE | COM | 1.43M | SH | $5.61M 3.85% | 1.43M | 0.00 | 0.00 |
ARDELYX INCSOLE | CALL | 1.18M | SH | $4.62M 3.17% | 1.18M | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 29.50K | SH | $4.02M 2.76% | 29.50K | 0.00 | 0.00 |
QUIDELORTHO CORPSOLE | COM | 118.29K | SH | $3.41M 2.34% | 118.29K | 0.00 | 0.00 |
TELADOC HEALTH INCSOLE | COM | 381K | SH | $3.32M 2.28% | 381K | 0.00 | 0.00 |
BIOHAVEN LTDSOLE | CALL | 200K | SH | $2.82M 1.94% | 200K | 0.00 | 0.00 |
FORIAN INCSOLE | COM | 1.37M | SH | $2.68M 1.84% | 1.37M | 0.00 | 0.00 |
CAVA GROUP INCSOLE | COM | 18.60K | SH | $1.57M 1.07% | 18.60K | 0.00 | 0.00 |
BIOGEN INCSOLE | COM | 2.41K | SH | $302.9K 0.21% | 2.41K | 0.00 | 0.00 |