Latest ORACLE INVESTMENT MANAGEMENT INC Stock Portfolio
ORACLE INVESTMENT MANAGEMENT INC Performance:
2025 Q4: 12.31%YTD: 26.18%2024: 45.21%
Performance for 2025 Q4 is 12.31%, and YTD is 26.18%, and 2024 is 45.21%.
About ORACLE INVESTMENT MANAGEMENT INC and 13F Hedge Fund Stock Holdings
ORACLE INVESTMENT MANAGEMENT INC is a hedge fund based in Greenwich, CT. On 2026-02-18, the fund reported it's updated stock portfolio. In the 13F Holdings report, ORACLE INVESTMENT MANAGEMENT INC reported an equity portfolio of $167.9 Millions as of 31 Dec, 2025.
The top stock holdings of ORACLE INVESTMENT MANAGEMENT INC are SMFR, ARDX, . The fund has invested 68.5% of it's portfolio in GENEDX HOLDINGS CORP and 6.5% of portfolio in ARDELYX INC.
The fund managers got completely rid off PALANTIR TECHNOLOGIES INC (PLTR), CENTENE CORP DEL (CNC) and NOVAVAX INC (NVAX) stocks. They significantly reduced their stock positions in TELADOC HEALTH INC (TDOC) and GENEDX HOLDINGS CORP (SMFR). ORACLE INVESTMENT MANAGEMENT INC opened new stock positions in TAYSHA GENE THERAPIES INC (TSHA), EDGEWISE THERAPEUTICS INC (EWTX) and DAY ONE BIOPHARMACEUTICALS I (DAWN). The fund showed a lot of confidence in some stocks as they added substantially to PERSONALIS INC (PSNL), ARDELYX INC (ARDX) and BIOHAVEN LTD.
The top stock holdings of ORACLE INVESTMENT MANAGEMENT INC are SMFR, ARDX, . The fund has invested 68.5% of it's portfolio in GENEDX HOLDINGS CORP and 6.5% of portfolio in ARDELYX INC.
The fund managers got completely rid off PALANTIR TECHNOLOGIES INC (PLTR), CENTENE CORP DEL (CNC) and NOVAVAX INC (NVAX) stocks. They significantly reduced their stock positions in TELADOC HEALTH INC (TDOC) and GENEDX HOLDINGS CORP (SMFR). ORACLE INVESTMENT MANAGEMENT INC opened new stock positions in TAYSHA GENE THERAPIES INC (TSHA), EDGEWISE THERAPEUTICS INC (EWTX) and DAY ONE BIOPHARMACEUTICALS I (DAWN). The fund showed a lot of confidence in some stocks as they added substantially to PERSONALIS INC (PSNL), ARDELYX INC (ARDX) and BIOHAVEN LTD.
ORACLE INVESTMENT MANAGEMENT INC Annual Return Estimates Vs S&P 500
Our best estimate is that ORACLE INVESTMENT MANAGEMENT INC made a return of 12.31% in the last quarter. In trailing 12 months, it's portfolio return was 26.18%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| taysha gene therapies inc | 1,457,500 |
| edgewise therapeutics inc | 951,482 |
| day one biopharmaceuticals i | 932,000 |
| ark etf tr | 564,915 |
| tempus ai inc | 384,238 |
| hertz global hldgs inc | 77,100 |
New stocks bought by ORACLE INVESTMENT MANAGEMENT INC
Additions
| Ticker | % Inc. |
|---|---|
| personalis inc | 47.9 |
| ardelyx inc | 24.52 |
| biohaven ltd | 4.35 |
| sangamo therapeutics inc | 3.09 |
Additions to existing portfolio by ORACLE INVESTMENT MANAGEMENT INC
Reductions
| Ticker | % Reduced |
|---|---|
| teladoc health inc | -49.77 |
| genedx holdings corp | -0.6 |
ORACLE INVESTMENT MANAGEMENT INC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| novavax inc | -2,106,810 |
| centene corp del | -3,935,500 |
| palantir technologies inc | -5,381,390 |
| kraneshares trust | -718,592 |
| biodesix inc | -113,250 |
ORACLE INVESTMENT MANAGEMENT INC got rid off the above stocks
Sector Distribution
ORACLE INVESTMENT MANAGEMENT INC has about 75.4% of it's holdings in sector.
- Healthcare
- Others
| Sector | % |
|---|---|
| 75.4 | |
| Healthcare | 17.4 |
| Others | 7 |
Market Cap. Distribution
ORACLE INVESTMENT MANAGEMENT INC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- MID-CAP
- SMALL-CAP
- UNALLOCATED
- MICRO-CAP
| Category | % |
|---|---|
| MID-CAP | 76 |
| SMALL-CAP | 14.4 |
| UNALLOCATED | 7 |
| MICRO-CAP | 2.2 |
Stocks belong to which Index?
About 8.7% of the stocks held by ORACLE INVESTMENT MANAGEMENT INC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 90.9 |
| RUSSELL 2000 | 8.7 |
ORACLE INVESTMENT MANAGEMENT INC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of ORACLE INVESTMENT MANAGEMENT INC
ORACLE INVESTMENT MANAGEMENT INC has 17 stocks in it's portfolio. About 89.1% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. SMFR was the most profitable stock for ORACLE INVESTMENT MANAGEMENT INC last quarter.
Last Reported on: 18 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ARDX | ardelyx inc | 6.50 | 1,872,620 | 10,917,400 | added | 24.52 | ||
| ARKF | ark etf tr | 0.34 | 19,500 | 564,915 | new | |||
| BDSX | biodesix inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BIIB | biogen inc | 0.25 | 2,412 | 424,488 | unchanged | 0.00 | ||
| BNDD | kraneshares trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CNC | centene corp del | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| DAWN | day one biopharmaceuticals i | 0.56 | 100,000 | 932,000 | new | |||
| EWTX | edgewise therapeutics inc | 0.57 | 38,343 | 951,482 | new | |||
| FORA | forian inc | 1.73 | 1,366,110 | 2,896,150 | unchanged | 0.00 | ||
| HTZ | hertz global hldgs inc | 0.05 | 15,000 | 77,100 | new | |||
| NVAX | novavax inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| PLTR | palantir technologies inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| PSNL | personalis inc | 1.61 | 339,343 | 2,701,170 | added | 47.9 | ||
| QDEL | quidelortho corp | 2.01 | 118,291 | 3,378,390 | unchanged | 0.00 | ||
| SGMO | sangamo therapeutics inc | 0.26 | 1,035,740 | 435,012 | added | 3.09 | ||
| SMFR | genedx holdings corp | 68.51 | 884,654 | 115,058,000 | reduced | -0.6 | ||
| TDOC | teladoc health inc | 1.48 | 354,338 | 2,480,370 | reduced | -49.77 | ||
| TSHA | taysha gene therapies inc | 0.87 | 265,000 | 1,457,500 | new | |||
| TSLA | tesla inc | 0.13 | 500 | 224,860 | unchanged | 0.00 | ||
| biohaven ltd | 5.19 | 772,181 | 8,717,920 | added | 4.35 | |||