☆ORACLE INVESTMENT MANAGEMENT INC
Quality Q
0.701
AUM ($M)
153
Positions
17
Turnover
0.13
Top-10 wt
98%
Herfindahl
0.579
History (qtrs)
4
Excess Return
not eligible
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Holdings · 22 positions · portfolio value $153M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆WGS funds › | GENEDX HOLDINGS CORP | TRIM | — | 75.4% | +8.5% | 115.1 | 884,654 | -5,300 | 3 | — |
| ☆ARDX funds › | ARDELYX INC | ADD | — | 7.2% | +1.4% | 10.9 | 1,872,624 | +368,798 | 3 | — |
| ☆BHVN funds › | BIOHAVEN LTD | ADD | — | 5.7% | -2.0% | 8.7 | 772,181 | +32,195 | 3 | — |
| ☆QDEL funds › | QUIDELORTHO CORP | HOLD | — | 2.2% | -0.2% | 3.4 | 118,291 | +0 | 3 | — |
| ☆CUSIP:34630N106 funds › | FORIAN INC | HOLD | — | 1.9% | -0.2% | 2.9 | 1,366,107 | +0 | 3 | — |
| ☆PSNL funds › | PERSONALIS INC | ADD | — | 1.8% | +0.7% | 2.7 | 339,343 | +109,908 | 2 | — |
| ☆TDOC funds › | TELADOC HEALTH INC | TRIM | — | 1.6% | -2.2% | 2.5 | 354,338 | -351,078 | 3 | — |
| ☆TSHA funds › | TAYSHA GENE THERAPIES INC | NEW | — | 1.0% | +1.0% | 1.5 | 265,000 | +265,000 | 1 | — |
| ☆CAVA funds › | CAVA GROUP INC | HOLD | — | 0.7% | -0.1% | 1.0 | 17,100 | +0 | 3 | — |
| ☆EWTX funds › | EDGEWISE THERAPEUTICS INC | NEW | — | 0.6% | +0.6% | 1.0 | 38,343 | +38,343 | 1 | — |
| ☆CUSIP:23954D109 funds › | DAY ONE BIOPHARMACEUTICALS I | NEW | — | 0.6% | +0.6% | 0.9 | 100,000 | +100,000 | 1 | — |
| ☆ARKG funds › | ARK ETF TR | NEW | — | 0.4% | +0.4% | 0.6 | 19,500 | +19,500 | 1 | — |
| ☆SGMOQ funds › | SANGAMO THERAPEUTICS INC | ADD | — | 0.3% | -0.2% | 0.4 | 1,035,742 | +31,018 | 2 | — |
| ☆BIIB funds › | BIOGEN INC | HOLD | — | 0.3% | +0.0% | 0.4 | 2,412 | +0 | 3 | — |
| ☆TEM funds › | TEMPUS AI INC | NEW | — | 0.3% | +0.3% | 0.4 | 6,507 | +6,507 | 1 | — |
| ☆TSLA funds › | TESLA INC | HOLD | — | 0.1% | -0.0% | 0.2 | 500 | +0 | 2 | — |
| ☆HTZ funds › | HERTZ GLOBAL HLDGS INC | NEW | — | 0.1% | +0.1% | 0.1 | 15,000 | +15,000 | 1 | — |
| ☆CNC funds › | CENTENE CORP DEL | EXIT | — | 0.0% | -2.7% | 0.0 | 0 | -110,300 | 0 | — |
| ☆NVAX funds › | NOVAVAX INC | EXIT | — | 0.0% | -1.5% | 0.0 | 0 | -243,000 | 0 | — |
| ☆BDSX funds › | BIODESIX INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -15,000 | 0 | — |
| ☆KOID funds › | KRANESHARES TRUST | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -22,400 | 0 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | EXIT | — | 0.0% | -3.8% | 0.0 | 0 | -29,500 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2025Q4 | 153 | 17 | 0.13 | 98% | 0.579 | 0.666 | — | in |
| 2025Q3 | 143 | 16 | 0.09 | 98% | 0.462 | 0.745 | — | in |
| 2025Q2 | 116 | 9 | 0.21 | 100% | 0.556 | 0.540 | — | entered |
| 2025Q1 | 154 | 11 | 0.00 | 100% | 0.355 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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