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ORACLE INVESTMENT MANAGEMENT INC

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13F filer, CIK 1012622, GREENWICH, CT

ORACLE INVESTMENT MANAGEMENT INC reported $145,814,510 across 14 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-15. Its ten largest share positions make up 100% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-005305

Period
2025-06-30
Reported value
$146M
Holdings
14
Top 10 weight
100%
New
2
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BHVNadded+7,221$102K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPRINGWORKS THERAPEUTICS INCexited-531,351-$23.4M
WGSreduced-47,500-$4.38M
ARDXreduced-973,710-$3.82M
TDOCreduced-184,900-$1.61M
RXRXexited-120,000-$635K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001085146-25-005305, largest first. % of portfolio is the value over $115,554,823, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WGSGENEDX HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,126,607 shares; 2024Q2: 1,105,768 shares; 2024Q3: 1,045,768 shares; 2024Q4: 1,023,468 shares; 2025Q1: 969,954 shares; 2025Q2: 922,454 shares 922,454$85.2M73.69%-47,500Timeline
BHVNBIOHAVEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 804,850 shares; 2024Q2: 700,450 shares; 2024Q3: 705,250 shares; 2024Q4: 851,770 shares; 2025Q1: 665,945 shares; 2025Q2: 673,166 shares 673,166$9.5M8.22%+7,221Timeline
ARDXARDELYX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,039,700 shares; 2024Q2: 1,488,131 shares; 2024Q3: 1,369,200 shares; 2024Q4: 2,089,431 shares; 2025Q1: 2,404,438 shares; 2025Q2: 1,430,728 shares 1,430,728$5.61M4.85%-973,710Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 27,500 shares; 2024Q4: 28,500 shares; 2025Q1: 29,500 shares; 2025Q2: 29,500 shares 29,500$4.02M3.48%0Timeline
QDELQUIDELORTHO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 157,201 shares; 2024Q2: 118,291 shares; 2024Q3: 118,291 shares; 2024Q4: 118,291 shares; 2025Q1: 118,291 shares; 2025Q2: 118,291 shares 118,291$3.41M2.95%0Timeline
TDOCTELADOC HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 565,900 shares; 2025Q2: 381,000 shares 381,000$3.32M2.87%-184,900Timeline
FORAFORIAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,355,807 shares; 2024Q2: 1,356,107 shares; 2024Q3: 1,356,107 shares; 2024Q4: 1,366,107 shares; 2025Q1: 1,366,107 shares; 2025Q2: 1,366,107 shares 1,366,107$2.68M2.32%0Timeline
CAVACAVA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,600 shares; 2024Q2: 18,600 shares; 2024Q3: 18,600 shares; 2024Q4: 18,600 shares; 2025Q1: 18,600 shares; 2025Q2: 18,600 shares 18,600$1.57M1.36%0Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,412 shares; 2024Q2: 2,412 shares; 2024Q3: 2,412 shares; 2024Q4: 2,412 shares; 2025Q1: 2,412 shares; 2025Q2: 2,412 shares 2,412$303K0.26%0Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
GENEDX HOLDINGS CORPGENEDX HOLDINGS CORP COM CL Acall100,000$9.23Mnew
SPRINGWORKS THERAPEUTICS INCSPRINGWORKS THERAPEUTICS INC CALLcall150,000$7.05Mnew
TELADOC HEALTH INCTELADOC HEALTH INC OPTIONcall750,100$6.53M+605,800
ARDELYX INCARDELYX INC COMcall1,179,800$4.62M+46,300
BIOHAVEN LTDBIOHAVEN LTD COMcall200,000$2.82M+38,100

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SPRINGWORKS THERAPEUTICS INCSPRINGWORKS THERAPEUTICS INC531,351$23.4Mshares
SPDR SERIES TRUSTSPDR SERIES TRUST280,000$22.7Mcall
VIKING THERAPEUTICS INCVIKING THERAPEUTICS INC336,700$8.13Mcall
PELOTON INTERACTIVE INCPELOTON INTERACTIVE INC500,000$3.16Mcall
RXRXRECURSION PHARMACEUTICALS IN120,000$635Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-005305 base2025-08-15acceptance time not in the bulk data set