Oracle Investment Management INC — Quarterly 13F Portfolio Report

CIK: 0001012622

Concentrated strategySector-focusedMomentum follower

Total reported value

$167.9M

Reporting period: 2025-12-31 · Number of holdings: 22

ORACLE INVESTMENT MANAGEMENT INC disclosed 22 holdings in its latest 13F filing for the period ending 2025-12-31, with total reported value of $167.9M and a quarterly turnover rate of 35.5%.

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Personality snowflake

Concentration: 100
Portfolio Stability: 35.5
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 44
Sizing Uniformity: 68.36

Oracle Investment Management INC's disclosed holdings carry a Herfindahl concentration index of 0.480 — mathematically equivalent to about 2 equally-sized positions, well below its 22 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 3.16), with a handful of outsized bets alongside many smaller positions.

Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 2.5 percentage-point tilt) — a pattern consistent with a momentum-following approach.

Sector classification currently covers about 1% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Add WGS
-0.6%　$19.2M
Trim TDOC
-49.8%　-$3.0M
Trim BHVN
+4.4%　-$2.4M
Add ARDX
+24.5%　$2.6M
Trim G1110E907
-15.3%　-$1.5M
Add PSNL
+47.9%　$1.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	WGS	Genedx Holdings CORP	Stock-Other	68.51%	+8.61%	-0.60%
2	ARDX	Ardelyx INC	Stock-Other	6.50%	+1.32%	+24.52%
3	BHVN	Biohaven Ltd.	Stock-Other	5.19%	-1.75%	+4.35%
4	TDOC	Teladoc Health, Inc.	Stock-Healthcare	2.71%	+0.44%	+38.15%
5	NVAX 5 12-15-27	Novavax INC	Stock-Healthcare	2.40%	+2.40%	NEW
6	✓	Ardelyx INC	Stock-Other	2.08%	-0.10%	-5.18%
7	QDEL	Quidelortho CORP	Stock-Other	2.01%	-0.17%	—
8	FORA	Forian INC	Stock-Other	1.72%	-0.20%	—
9	PSNL	Personalis INC	Stock-Other	1.61%	+0.68%	+47.90%
10	✓	Biohaven LTD	Stock-Other	1.57%	-1.01%	-15.31%
11	TDOC	Teladoc Health INC	Stock-Healthcare	1.48%	-1.93%	-49.77%
12	TSHA	Taysha Gene Therapies INC	Stock-Other	0.87%	+0.87%	NEW
13	CAVA	Cava Group INC	Stock-Consumer Disc	0.60%	-0.05%	—
14	EWTX	Edgewise Therapeutics INC	Stock-Other	0.57%	+0.57%	NEW
15	DAWNGBX	Day One Biopharmaceuticals I	Stock-Other	0.55%	+0.56%	NEW
16	PFE	Pfizer Inc.	Stock-Healthcare	0.37%	+0.37%	NEW
17	ARKG	Ark Genomic Revolution ETF	ETF-Other	0.34%	+0.34%	NEW
18	SGMOQ	Sangamo Therapeutics INC	Stock-Other	0.26%	-0.16%	+3.09%
19	BIIB	Biogen INC	Stock-Healthcare	0.25%	+0.04%	—
20	TEM	Tempus Ai Inc-cl A	Stock-Healthcare	0.23%	+0.23%	NEW
21	TSLA	Tesla INC	Stock-Consumer Disc	0.13%	-0.01%	—
22	HTZ	Hertz Global Hldgs INC	Stock-Other	0.05%	+0.05%	NEW

Portfolio Performance

Performance for Q3 2026

+8.3%

Performance Last 4 Quarters

-19.2%

Based on 86% of reported portfolio value with available pricing

Stdev: +55.2%
Beta: +1.04
Alpha: +8.2%
Max Drawdown: -54.5%
Annualized Perf: +11.3%
Batting Avg vs S&P: +40%
Sortino: +0.82
Stutzer: +0.13
Treynor: +0.24
Sterling: +0.21
Calmar: +0.21
Information Ratio: +0.17
Tracking Error: +53.4%
Stdev Down: +30.2%
Winning Months %: +43.3%
Losing Months %: +56.7%
Best 12 Months: +96.8%
Worst 12 Months: -19.3%
Efficiency Ratio: +0.08
Sharpe: +0.45
Stdev Sectors: +23.5%
Skewness: +0.46
Kurtosis: -0.97
Upside Potential: +3.06

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2025-12-31	22	$167.9M	36	1WGS 2ARDX 3BHVN Top holdings2025-12-31 1.WGS 2.ARDX 3.BHVN 4.TDOC 5.NVAX 5 12-15-27 6.039697 7.QDEL 8.FORA 9.PSNL 10.G1110E
2025-09-30	20	$160.1M	66	1WGS 2BHVN 3ARDX Top holdings2025-09-30 1.WGS 2.BHVN 3.ARDX 4.NVAX 5.TDOC 6.PLTR 7.G1110E 8.CNC 9.TDOC 10.039697
2025-06-30	14	$145.8M	0	1WGS 2BHVN381663L Top holdings2025-06-30 1.WGS 2.BHVN 3.81663L 4.85205L 5.TDOC 6.ARDX 7.039697 8.PLTR 9.QDEL 10.TDOC
2025-03-31	17	$198.2M	100	1WGS 2SWTXUSD378464A Top holdings2025-03-31 1.WGS 2.SWTXUSD 3.78464A 4.BHVN 5.ARDX 6.92686J 7.039697 8.TDOC 9.QDEL 10.G1110E
2024-12-31	19	$183.7M	0	1WGS 2BHVN381369Y Top holdings2024-12-31 1.WGS 2.BHVN 3.81369Y 4.ARDX 5.SWTXUSD 6.G1110E 7.QDEL 8.BCRX 9.NVAX 10.039697
2024-09-30	22	$166.9M	0	1WGS 2BHVN3G1110E Top holdings2024-09-30 1.WGS 2.BHVN 3.G1110E 4.PHAT 5.78464A 6.ARDX 7.NVAX 8.QDEL 9.BCRX 10.MYGN
2024-06-30	22	$107.2M	0	1WGS 2BHVN 3ARDX Top holdings2024-06-30 1.WGS 2.BHVN 3.ARDX 4.SWTXUSD 5.G1110E 6.QDEL 7.30233G 8.FORA 9.BCRX 10.PHAT
2024-03-31	27	$150.5M	0	1BHVN 2SWTXUSD 3ARDX Top holdings2024-03-31 1.BHVN 2.SWTXUSD 3.ARDX 4.WGS 5.EYPT 6.931427 7.QDEL 8.G1110E 9.PACB 10.FORA
2023-12-31	26	$164.4M	0	1BHVN269404D3TDOC Top holdings2023-12-31 1.BHVN 2.69404D 3.TDOC 4.PACB 5.QDEL 6.219798 7.EYPT 8.85205L 9.039697 10.SWTXUSD
2023-09-30	23	$325.8M	0	1219798269404D3G1110E Top holdings2023-09-30 1.219798 2.69404D 3.G1110E 4.BHVN 5.QDEL 6.PACB 7.219798 8.BCRX 9.WGS 10.ARDX
2023-06-30	29	$135.7M	0	1PACB 2QDEL 3BHVN Top holdings2023-06-30 1.PACB 2.QDEL 3.BHVN 4.OPK 5.86881A 6.69404D 7.219798 8.MRTXEUR 9.WGS 10.AGENEUR
2023-03-31	27	$103.3M	0	1PACB 2QDEL 3SMFRUSD Top holdings2023-03-31 1.PACB 2.QDEL 3.SMFRUSD 4.BHVN 5.MRTXEUR 6.AGENEUR 7.FORA 8.BCRX 9.OPK 10.ARDX
2022-12-31	24	$119.9M	0	1QDEL 2PACB 3AGENEUR Top holdings2022-12-31 1.QDEL 2.PACB 3.AGENEUR 4.MRNA 5.BHVN 6.BCRX 7.OPK 8.FORA 9.TQQQ 10.MRTXEUR
2022-09-30	24	$176.0M	0	1BHVN 2QDEL 3MRTXEUR Top holdings2022-09-30 1.BHVN 2.QDEL 3.MRTXEUR 4.OPK 5.AGENEUR 6.BCRX 7.PACB 8.SMFRUSD 9.FORA 10.00430H
2022-06-30	27	$329.2M	0	1BHVN 2QDEL 3OPK Top holdings2022-06-30 1.BHVN 2.QDEL 3.OPK 4.MRNA 5.MRTXEUR 6.AGENEUR 7.SMFRUSD 8.BCRX 9.CFRXUSD 10.FORA
2022-03-31	32	$505.7M	0	1BHVN 2QDELUSD 3OPK Top holdings2022-03-31 1.BHVN 2.QDELUSD 3.OPK 4.BCRX 5.AGENEUR 6.ARKK 7.SMFRUSD 8.PACB 9.DMTKQ 10.FORA
2021-12-31	32	$703.7M	0	1BHVN 2QDELUSD 3OPK Top holdings2021-12-31 1.BHVN 2.QDELUSD 3.OPK 4.PFE 5.VIR 6.AGENEUR 7.PACB 8.BCRX 9.00430H 10.FORA
2021-09-30	40	$803.2M	0	1BHVN 2QDELUSD 3VIR Top holdings2021-09-30 1.BHVN 2.QDELUSD 3.VIR 4.AGENEUR 5.OPK 6.PACB 7.04537Y 8.BCRX 9.00430H 10.DMTKQ
2021-06-30	29	$725.6M	30	1BHVN 2QDELUSD 3OPK Top holdings2021-06-30 1.BHVN 2.QDELUSD 3.OPK 4.AGENEUR 5.04537Y 6.PACB 7.VIR 8.00430H 9.BCRX 10.DMTKQ
2021-03-31	28	$667.8M	47	1BHVN 2QDELUSD304537Y Top holdings2021-03-31 1.BHVN 2.QDELUSD 3.04537Y 4.OPK 5.PACB 6.DMTKQ 7.00430H 8.AGENEUR 9.BCRX 10.VIR
2020-12-31	22	$798.0M	35	1QDELUSD 2BHVN304537Y Top holdings2020-12-31 1.QDELUSD 2.BHVN 3.04537Y 4.OPK 5.PACB 6.AGENEUR 7.00430H 8.BCRX 9.DMTKQ 10.ATRSEUR
2020-09-30	20	$758.8M	16	1QDELUSD 2BHVN 3AGENEUR Top holdings2020-09-30 1.QDELUSD 2.BHVN 3.AGENEUR 4.OPK 5.00430H 6.04537Y 7.PACB 8.SLNOEUR 9.BCRX 10.ATRSEUR
2020-06-30	19	$788.2M	84	1QDELUSD 2BHVN300430H Top holdings2020-06-30 1.QDELUSD 2.BHVN 3.00430H 4.OPK 5.04537Y 6.AGENEUR 7.023111 8.BCRX 9.SLNOEUR 10.62014P
2020-03-31	19	$336.6M	68	1QDELUSD 2BHVN300430H Top holdings2020-03-31 1.QDELUSD 2.BHVN 3.00430H 4.AGENEUR 5.SLNOEUR 6.92407M 7.023111 8.OPK 9.PACB 10.ATRSEUR
2019-12-31	20	$532.6M	34	1QDELUSD20231113BHVN Top holdings2019-12-31 1.QDELUSD 2.023111 3.BHVN 4.00430H 5.DERMEUR 6.SLNOEUR 7.AGENEUR 8.62014P 9.92407M 10.OPK
2019-09-30	21	$406.6M	19	1QDELUSD200430H3BHVN Top holdings2019-09-30 1.QDELUSD 2.00430H 3.BHVN 4.023111 5.OPK 6.DERMEUR 7.62014P 8.SLNOEUR 9.PACB 10.92407M
2019-06-30	18	$464.9M	16	1QDELUSD200430H3023111 Top holdings2019-06-30 1.QDELUSD 2.00430H 3.023111 4.BHVN 5.DERMEUR 6.62014P 7.SLNOEUR 8.OPK 9.92407M 10.BIOLEUR
2019-03-31	18	$470.0M	65	1QDELUSD2023111300430H Top holdings2019-03-31 1.QDELUSD 2.023111 3.00430H 4.BHVN 5.DERMEUR 6.BIOLEUR 7.92407M 8.62014P 9.OPK 10.PACB
2018-12-31	19	$322.4M	50	1QDELUSD2023111300430H Top holdings2018-12-31 1.QDELUSD 2.023111 3.00430H 4.T8S 5.PACB 6.OPK 7.CFRXEUR 8.62014P 9.BHVN 10.SLNOEUR
2018-09-30	19	$456.8M	39	1QDELUSD200430H3023111 Top holdings2018-09-30 1.QDELUSD 2.00430H 3.023111 4.PACB 5.T8S 6.BIOLEUR 7.OPK 8.ADAPY 9.CFRXEUR 10.92407M
2018-06-30	21	$413.7M	82	1QDELUSD200430H3PACB Top holdings2018-06-30 1.QDELUSD 2.00430H 3.PACB 4.T8S 5.OPK 6.ADAPY 7.023111 8.92407M 9.BIOLEUR 10.CFRXEUR
2018-03-31	21	$412.7M	37	1QDELUSD 2ACEL 3T8S Top holdings2018-03-31 1.QDELUSD 2.ACEL 3.T8S 4.PACB 5.023111 6.57886P 7.ADAPY 8.92407M 9.090911 10.OPK
2017-12-31	24	$503.3M	32	1ACEL 2QDELUSD 3T8S Top holdings2017-12-31 1.ACEL 2.QDELUSD 3.T8S 4.57886P 5.023111 6.PACB 7.92407M 8.OPK 9.090911 10.ADAPY
2017-09-30	22	$609.7M	34	1T8S257886P3ACEL Top holdings2017-09-30 1.T8S 2.57886P 3.ACEL 4.QDELUSD 5.PACB 6.OPK 7.023111 8.92407M 9.090911 10.00847G
2017-06-30	20	$632.9M	51	1T8S 2ACEL357886P Top holdings2017-06-30 1.T8S 2.ACEL 3.57886P 4.QDELUSD 5.67072V 6.PACB 7.023111 8.OPK 9.92407M 10.XONUSD
2017-03-31	21	$641.4M	50	1T8S200430H357886P Top holdings2017-03-31 1.T8S 2.00430H 3.57886P 4.67072V 5.QDELUSD 6.PACB 7.OPK 8.023111 9.090911 10.92407M
2016-12-31	17	$602.9M	28	1T8S 2ACEL367072V Top holdings2016-12-31 1.T8S 2.ACEL 3.67072V 4.57886P 5.QDELUSD 6.OPK 7.023111 8.PACB 9.090911 10.XONUSD
2016-09-30	17	$648.9M	47	1ACEL 2T8S357886P Top holdings2016-09-30 1.ACEL 2.T8S 3.57886P 4.67072V 5.QDELUSD 6.OPK 7.PACB 8.090911 9.023111 10.XONUSD
2016-06-30	19	$429.6M	21	1ACEL267072V3T8S Top holdings2016-06-30 1.ACEL 2.67072V 3.T8S 4.57886P 5.QDELUSD 6.OPK 7.PACB 8.ARAY 9.090911 10.023111
2016-03-31	20	$384.6M	46	1ACEL 2QDELUSD 3OPK Top holdings2016-03-31 1.ACEL 2.QDELUSD 3.OPK 4.67072V 5.57886P 6.T8S 7.PACB 8.ARAY 9.090911 10.XONUSD
2015-12-31	23	$577.1M	33	1ACEL267072V3QDELUSD Top holdings2015-12-31 1.ACEL 2.67072V 3.QDELUSD 4.PACB 5.OPK 6.00484M 7.57886P 8.T8S 9.XONUSD 10.ARAY
2015-09-30	25	$488.9M	52	1ACEL267072V3QDELUSD Top holdings2015-09-30 1.ACEL 2.67072V 3.QDELUSD 4.CMRXEUR 5.OPK 6.57886P 7.XONUSD 8.00484M 9.T8S 10.92407M
2015-06-30	27	$824.2M	28	1ACEL 2OPK 3QDELUSD Top holdings2015-06-30 1.ACEL 2.OPK 3.QDELUSD 4.885175 5.67072V 6.CMRXEUR 7.045685 8.XONUSD 9.411307 10.57886P
2015-03-31	28	$788.1M	37	1ACEL 2QDELUSD 3OPK Top holdings2015-03-31 1.ACEL 2.QDELUSD 3.OPK 4.67072V 5.885175 6.CMRXEUR 7.00484M 8.TTH1EUR 9.T8S 10.XONUSD
2014-12-31	28	$762.6M	29	1ACEL 2QDELUSD367072V Top holdings2014-12-31 1.ACEL 2.QDELUSD 3.67072V 4.88033G 5.OPK 6.00484M 7.885175 8.CMRXEUR 9.TTH1EUR 10.ARAY
2014-09-30	27	$722.9M	27	1ACEL 2QDELUSD388033G Top holdings2014-09-30 1.ACEL 2.QDELUSD 3.88033G 4.00484M 5.67072V 6.OPK 7.57886P 8.TTH1EUR 9.885175 10.411307
2014-06-30	30	$823.9M	65	1ACEL288033G300484M Top holdings2014-06-30 1.ACEL 2.88033G 3.00484M 4.QDELUSD 5.57886P 6.67072V 7.885175 8.OPK 9.TTH1EUR 10.ARAY
2014-03-31	30	$875.6M	63	100430H2QDELUSD 3THC Top holdings2014-03-31 1.00430H 2.QDELUSD 3.THC 4.00484M 5.57886P 6.885175 7.OPK 8.411307 9.67072V 10.TTH1EUR
2013-12-31	25	$726.4M	41	1QDELUSD2885175388033G Top holdings2013-12-31 1.QDELUSD 2.885175 3.88033G 4.57886P 5.ACEL 6.00484M 7.OPK 8.67072V 9.ARAY 10.411307
2013-09-30	26	$701.2M	55	1QDELUSD28851753THC Top holdings2013-09-30 1.QDELUSD 2.885175 3.THC 4.00484M 5.ACEL 6.57886P 7.OPK 8.67072V 9.560879 10.T8S
2013-06-30	25	$579.8M	0	1QDELUSD288033G300484M Top holdings2013-06-30 1.QDELUSD 2.88033G 3.00484M 4.885175 5.OPK 6.67072V 7.ACEL 8.57886P 9.40052B 10.T8S

Holding changes this quarter

Oracle Investment Management INC's most significant position changes for 2025-12-31: Sold out: Novavax, Inc. (NVAX); Sold out: Palantir Technologies Inc-a (PLTR); New buy: Novavax INC (NVAX 5 12-15-27); Sold out: Centene CORP (CNC); Sold out: Novavax INC (NVAX).

Position changes disclosed by Oracle Investment Management INC for the quarter ending 2025-12-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	WGS	Genedx Holdings CORP	+8.6%	-0.60%	Trim
2	ARDX	Ardelyx INC	+1.3%	+24.52%	Add
3	PSNL	Personalis INC	+0.7%	+47.90%	Add
4	TDOC	Teladoc Health, Inc.	+0.4%	+38.15%	Add
5	BIIB	Biogen INC	0%	—	Unchanged
6	TSLA	Tesla INC	0%	—	Unchanged
7	CAVA	Cava Group INC	-0.1%	—	Unchanged
8	✓	Ardelyx INC	-0.1%	-5.18%	Trim
9	SGMOQ	Sangamo Therapeutics INC	-0.2%	+3.09%	Add
10	QDEL	Quidelortho CORP	-0.2%	—	Unchanged
11	FORA	Forian INC	-0.2%	—	Unchanged
12	✓	Biohaven LTD	-1%	-15.31%	Trim
13	BHVN	Biohaven Ltd.	-1.8%	+4.35%	Add
14	TDOC	Teladoc Health INC	-1.9%	-49.77%	Trim
15	NVAX	Novavax, Inc.	—	EXIT	Sold out
16	PLTR	Palantir Technologies Inc-a	—	EXIT	Sold out
17	NVAX 5 12-15-27	Novavax INC	—	NEW	New buy
18	CNC	Centene CORP	—	EXIT	Sold out
19	NVAX	Novavax INC	—	EXIT	Sold out
20	TSHA	Taysha Gene Therapies INC	—	NEW	New buy
21	EWTX	Edgewise Therapeutics INC	—	NEW	New buy
22	DAWNGBX	Day One Biopharmaceuticals I	—	NEW	New buy
23	KOID	Kraneshares Global Humanoid	—	EXIT	Sold out
24	PFE	Pfizer Inc.	—	NEW	New buy
25	ARKG	Ark Genomic Revolution ETF	—	NEW	New buy
26	TEM	Tempus Ai Inc-cl A	—	NEW	New buy
27	BDSX	Biodesix INC	—	EXIT	Sold out
28	HTZ	Hertz Global Hldgs INC	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2025-12-31	2026-02-18	13F-HR	View on EDGAR
2025-09-30	2025-11-19	13F-HR	View on EDGAR
2025-06-30	2025-08-15	13F-HR	View on EDGAR
2025-03-31	2025-05-15	13F-HR	View on EDGAR
2024-12-31	2025-02-14	13F-HR	View on EDGAR
2024-09-30	2024-11-14	13F-HR	View on EDGAR
2024-06-30	2024-08-14	13F-HR	View on EDGAR
2024-03-31	2024-05-15	13F-HR	View on EDGAR
2023-12-31	2024-02-14	13F-HR	View on EDGAR
2023-09-30	2023-11-14	13F-HR	View on EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-08-15	13F-HR	View on EDGAR
2022-03-31	2022-05-16	13F-HR	View on EDGAR
2021-12-31	2022-02-14	13F-HR	View on EDGAR
2021-09-30	2021-11-15	13F-HR	View on EDGAR
2021-06-30	2021-08-16	13F-HR	View on EDGAR
2021-03-31	2021-05-17	13F-HR	View on EDGAR
2020-12-31	2021-02-16	13F-HR	View on EDGAR
2020-09-30	2020-11-16	13F-HR	View on EDGAR
2020-06-30	2020-08-14	13F-HR	View on EDGAR
2020-03-31	2020-05-15	13F-HR	View on EDGAR
2019-12-31	2020-02-14	13F-HR	View on EDGAR
2019-09-30	2019-11-14	13F-HR	View on EDGAR
2019-06-30	2019-08-14	13F-HR	View on EDGAR
2019-03-31	2019-05-15	13F-HR	View on EDGAR
2018-12-31	2019-02-14	13F-HR	View on EDGAR
2018-09-30	2018-11-14	13F-HR	View on EDGAR
2018-06-30	2018-08-14	13F-HR	View on EDGAR
2018-03-31	2018-05-15	13F-HR	View on EDGAR
2017-12-31	2018-02-14	13F-HR	View on EDGAR
2017-09-30	2017-11-14	13F-HR	View on EDGAR
2017-06-30	2017-08-14	13F-HR	View on EDGAR
2017-03-31	2017-05-15	13F-HR	View on EDGAR
2016-12-31	2017-02-14	13F-HR	View on EDGAR
2016-09-30	2016-11-14	13F-HR	View on EDGAR
2016-06-30	2016-08-15	13F-HR	View on EDGAR
2016-03-31	2016-08-15	Amendment	View on EDGAR
2016-03-31	2016-05-16	13F-HR	View on EDGAR
2015-12-31	2016-02-09	13F-HR	View on EDGAR
2015-09-30	2015-11-16	13F-HR	View on EDGAR
2015-09-30	2015-11-16	Amendment	View on EDGAR
2015-06-30	2015-08-14	13F-HR	View on EDGAR
2015-03-31	2015-05-15	13F-HR	View on EDGAR
2014-12-31	2015-02-17	13F-HR	View on EDGAR
2014-09-30	2014-11-14	13F-HR	View on EDGAR
2014-06-30	2014-08-14	13F-HR	View on EDGAR
2014-03-31	2014-05-15	13F-HR	View on EDGAR
2013-12-31	2014-02-14	13F-HR	View on EDGAR
2013-09-30	2013-11-14	13F-HR	View on EDGAR
2013-06-30	2013-08-14	13F-HR	View on EDGAR

FAQ

What is Oracle Investment Management INC and what type of investor is it?

Oracle Investment Management INC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-12-31), the firm manages a tracked equity portfolio valued at approximately $167.9M, spread across 22 disclosed positions.

What are Oracle Investment Management INC's largest equity positions?

Based on the latest 13F filing, Oracle Investment Management INC's top holdings by market value are: 1. Genedx Holdings CORP (WGS) — $115.1M (68.5%) 2. Ardelyx INC (ARDX) — $10.9M (6.5%) 3. Biohaven Ltd. (BHVN) — $8.7M (5.2%) 4. Teladoc Health, Inc. (TDOC) — $4.6M (2.7%) 5. Novavax INC (NVAX 5 12-15-27) — $4.0M (2.4%)

What changes did Oracle Investment Management INC make in its most recent portfolio filing?

In the latest reported quarter, Oracle Investment Management INC made 23 notable position adjustments: 8 new positions were initiated, 5 existing holdings were added to, 4 positions were partially reduced, and 6 were completely exited. The largest of these moves: Sold out: Novavax, Inc. (NVAX); Sold out: Palantir Technologies Inc-a (PLTR); New buy: Novavax INC (NVAX 5 12-15-27); Sold out: Centene CORP (CNC); Sold out: Novavax INC (NVAX)

What sectors does Oracle Investment Management INC focus on?

Oracle Investment Management INC is concentrated in the following sectors based on its current disclosed equity portfolio: • Health Care: 73.5% • Consumer Discretionary: 26.5%

Peer Institutions

Institutions with a similar AUM

Catalina Capital Group, LLC

CIK 0002018090

Total reported value

$167.9M

176 stks

2026-03-31

Concentration11.2

Portfolio Stability16.8

Sector conviction71.7

AUM within 0.0% of this institution

View detail

Disciplined Investors, L.L.C.

CIK 0002056242

Total reported value

$168.0M

139 stks

2026-03-31

Concentration8.8

Portfolio Stability20.6

Sector conviction45.8

AUM within 0.0% of this institution

View detail

Vector Capital, Ltd.

CIK 0001780631

Total reported value

$167.9M

1 stks

2019-12-31

Stale — no recent filing

Concentration100.0

Portfolio Stability0.0

Sector conviction0.0

AUM within 0.1% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

Gagnon Securities LLC

CIK 0001125725

Total reported value

$433.2M

85 stks

2026-03-31

Concentration13.6

Portfolio Stability33.4

Sector conviction100.0

1 of the top 5 holdings overlap, including Genedx Holdings CORP

View detail

Zweig-DiMenna Associates LLC

CIK 0001533950

Total reported value

$722.2M

61 stks

2026-03-31

Concentration13.4

Portfolio Stability100.0

Sector conviction100.0

1 of the top 5 holdings overlap, including Genedx Holdings CORP

View detail

Casdin Capital, LLC

CIK 0001534261

Total reported value

$1.3B

40 stks

2026-03-31

Concentration36.1

Portfolio Stability48.0

Sector conviction100.0

1 of the top 5 holdings overlap, including Genedx Holdings CORP

View detail

Oracle Investment Management INC — Quarterly 13F Portfolio Report

CIK: 0001012622

Concentrated strategySector-focusedMomentum follower

Total reported value

$167.9M

Reporting period: 2025-12-31 · Number of holdings: 22

ORACLE INVESTMENT MANAGEMENT INC disclosed 22 holdings in its latest 13F filing for the period ending 2025-12-31, with total reported value of $167.9M and a quarterly turnover rate of 35.5%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "O"

Personality snowflake

Concentration: 100
Portfolio Stability: 35.5
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 44
Sizing Uniformity: 68.36

Position sizes vary widely across the portfolio (a coefficient of variation of 3.16), with a handful of outsized bets alongside many smaller positions.

Recent moves

Add WGS
-0.6%　$19.2M
Trim TDOC
-49.8%　-$3.0M
Trim BHVN
+4.4%　-$2.4M
Add ARDX
+24.5%　$2.6M
Trim G1110E907
-15.3%　-$1.5M
Add PSNL
+47.9%　$1.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	WGS	Genedx Holdings CORP	Stock-Other	68.51%	+8.61%	-0.60%
2	ARDX	Ardelyx INC	Stock-Other	6.50%	+1.32%	+24.52%
3	BHVN	Biohaven Ltd.	Stock-Other	5.19%	-1.75%	+4.35%
4	TDOC	Teladoc Health, Inc.	Stock-Healthcare	2.71%	+0.44%	+38.15%
5	NVAX 5 12-15-27	Novavax INC	Stock-Healthcare	2.40%	+2.40%	NEW
6	✓	Ardelyx INC	Stock-Other	2.08%	-0.10%	-5.18%
7	QDEL	Quidelortho CORP	Stock-Other	2.01%	-0.17%	—
8	FORA	Forian INC	Stock-Other	1.72%	-0.20%	—
9	PSNL	Personalis INC	Stock-Other	1.61%	+0.68%	+47.90%
10	✓	Biohaven LTD	Stock-Other	1.57%	-1.01%	-15.31%
11	TDOC	Teladoc Health INC	Stock-Healthcare	1.48%	-1.93%	-49.77%
12	TSHA	Taysha Gene Therapies INC	Stock-Other	0.87%	+0.87%	NEW
13	CAVA	Cava Group INC	Stock-Consumer Disc	0.60%	-0.05%	—
14	EWTX	Edgewise Therapeutics INC	Stock-Other	0.57%	+0.57%	NEW
15	DAWNGBX	Day One Biopharmaceuticals I	Stock-Other	0.55%	+0.56%	NEW
16	PFE	Pfizer Inc.	Stock-Healthcare	0.37%	+0.37%	NEW
17	ARKG	Ark Genomic Revolution ETF	ETF-Other	0.34%	+0.34%	NEW
18	SGMOQ	Sangamo Therapeutics INC	Stock-Other	0.26%	-0.16%	+3.09%
19	BIIB	Biogen INC	Stock-Healthcare	0.25%	+0.04%	—
20	TEM	Tempus Ai Inc-cl A	Stock-Healthcare	0.23%	+0.23%	NEW
21	TSLA	Tesla INC	Stock-Consumer Disc	0.13%	-0.01%	—
22	HTZ	Hertz Global Hldgs INC	Stock-Other	0.05%	+0.05%	NEW

Portfolio Performance

Performance for Q3 2026

+8.3%

Performance Last 4 Quarters

-19.2%

Based on 86% of reported portfolio value with available pricing

Stdev: +55.2%
Beta: +1.04
Alpha: +8.2%
Max Drawdown: -54.5%
Annualized Perf: +11.3%
Batting Avg vs S&P: +40%
Sortino: +0.82
Stutzer: +0.13
Treynor: +0.24
Sterling: +0.21
Calmar: +0.21
Information Ratio: +0.17
Tracking Error: +53.4%
Stdev Down: +30.2%
Winning Months %: +43.3%
Losing Months %: +56.7%
Best 12 Months: +96.8%
Worst 12 Months: -19.3%
Efficiency Ratio: +0.08
Sharpe: +0.45
Stdev Sectors: +23.5%
Skewness: +0.46
Kurtosis: -0.97
Upside Potential: +3.06

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2025-12-31	22	$167.9M	36	1WGS 2ARDX 3BHVN Top holdings2025-12-31 1.WGS 2.ARDX 3.BHVN 4.TDOC 5.NVAX 5 12-15-27 6.039697 7.QDEL 8.FORA 9.PSNL 10.G1110E
2025-09-30	20	$160.1M	66	1WGS 2BHVN 3ARDX Top holdings2025-09-30 1.WGS 2.BHVN 3.ARDX 4.NVAX 5.TDOC 6.PLTR 7.G1110E 8.CNC 9.TDOC 10.039697
2025-06-30	14	$145.8M	0	1WGS 2BHVN381663L Top holdings2025-06-30 1.WGS 2.BHVN 3.81663L 4.85205L 5.TDOC 6.ARDX 7.039697 8.PLTR 9.QDEL 10.TDOC
2025-03-31	17	$198.2M	100	1WGS 2SWTXUSD378464A Top holdings2025-03-31 1.WGS 2.SWTXUSD 3.78464A 4.BHVN 5.ARDX 6.92686J 7.039697 8.TDOC 9.QDEL 10.G1110E
2024-12-31	19	$183.7M	0	1WGS 2BHVN381369Y Top holdings2024-12-31 1.WGS 2.BHVN 3.81369Y 4.ARDX 5.SWTXUSD 6.G1110E 7.QDEL 8.BCRX 9.NVAX 10.039697
2024-09-30	22	$166.9M	0	1WGS 2BHVN3G1110E Top holdings2024-09-30 1.WGS 2.BHVN 3.G1110E 4.PHAT 5.78464A 6.ARDX 7.NVAX 8.QDEL 9.BCRX 10.MYGN
2024-06-30	22	$107.2M	0	1WGS 2BHVN 3ARDX Top holdings2024-06-30 1.WGS 2.BHVN 3.ARDX 4.SWTXUSD 5.G1110E 6.QDEL 7.30233G 8.FORA 9.BCRX 10.PHAT
2024-03-31	27	$150.5M	0	1BHVN 2SWTXUSD 3ARDX Top holdings2024-03-31 1.BHVN 2.SWTXUSD 3.ARDX 4.WGS 5.EYPT 6.931427 7.QDEL 8.G1110E 9.PACB 10.FORA
2023-12-31	26	$164.4M	0	1BHVN269404D3TDOC Top holdings2023-12-31 1.BHVN 2.69404D 3.TDOC 4.PACB 5.QDEL 6.219798 7.EYPT 8.85205L 9.039697 10.SWTXUSD
2023-09-30	23	$325.8M	0	1219798269404D3G1110E Top holdings2023-09-30 1.219798 2.69404D 3.G1110E 4.BHVN 5.QDEL 6.PACB 7.219798 8.BCRX 9.WGS 10.ARDX
2023-06-30	29	$135.7M	0	1PACB 2QDEL 3BHVN Top holdings2023-06-30 1.PACB 2.QDEL 3.BHVN 4.OPK 5.86881A 6.69404D 7.219798 8.MRTXEUR 9.WGS 10.AGENEUR
2023-03-31	27	$103.3M	0	1PACB 2QDEL 3SMFRUSD Top holdings2023-03-31 1.PACB 2.QDEL 3.SMFRUSD 4.BHVN 5.MRTXEUR 6.AGENEUR 7.FORA 8.BCRX 9.OPK 10.ARDX
2022-12-31	24	$119.9M	0	1QDEL 2PACB 3AGENEUR Top holdings2022-12-31 1.QDEL 2.PACB 3.AGENEUR 4.MRNA 5.BHVN 6.BCRX 7.OPK 8.FORA 9.TQQQ 10.MRTXEUR
2022-09-30	24	$176.0M	0	1BHVN 2QDEL 3MRTXEUR Top holdings2022-09-30 1.BHVN 2.QDEL 3.MRTXEUR 4.OPK 5.AGENEUR 6.BCRX 7.PACB 8.SMFRUSD 9.FORA 10.00430H
2022-06-30	27	$329.2M	0	1BHVN 2QDEL 3OPK Top holdings2022-06-30 1.BHVN 2.QDEL 3.OPK 4.MRNA 5.MRTXEUR 6.AGENEUR 7.SMFRUSD 8.BCRX 9.CFRXUSD 10.FORA
2022-03-31	32	$505.7M	0	1BHVN 2QDELUSD 3OPK Top holdings2022-03-31 1.BHVN 2.QDELUSD 3.OPK 4.BCRX 5.AGENEUR 6.ARKK 7.SMFRUSD 8.PACB 9.DMTKQ 10.FORA
2021-12-31	32	$703.7M	0	1BHVN 2QDELUSD 3OPK Top holdings2021-12-31 1.BHVN 2.QDELUSD 3.OPK 4.PFE 5.VIR 6.AGENEUR 7.PACB 8.BCRX 9.00430H 10.FORA
2021-09-30	40	$803.2M	0	1BHVN 2QDELUSD 3VIR Top holdings2021-09-30 1.BHVN 2.QDELUSD 3.VIR 4.AGENEUR 5.OPK 6.PACB 7.04537Y 8.BCRX 9.00430H 10.DMTKQ
2021-06-30	29	$725.6M	30	1BHVN 2QDELUSD 3OPK Top holdings2021-06-30 1.BHVN 2.QDELUSD 3.OPK 4.AGENEUR 5.04537Y 6.PACB 7.VIR 8.00430H 9.BCRX 10.DMTKQ
2021-03-31	28	$667.8M	47	1BHVN 2QDELUSD304537Y Top holdings2021-03-31 1.BHVN 2.QDELUSD 3.04537Y 4.OPK 5.PACB 6.DMTKQ 7.00430H 8.AGENEUR 9.BCRX 10.VIR
2020-12-31	22	$798.0M	35	1QDELUSD 2BHVN304537Y Top holdings2020-12-31 1.QDELUSD 2.BHVN 3.04537Y 4.OPK 5.PACB 6.AGENEUR 7.00430H 8.BCRX 9.DMTKQ 10.ATRSEUR
2020-09-30	20	$758.8M	16	1QDELUSD 2BHVN 3AGENEUR Top holdings2020-09-30 1.QDELUSD 2.BHVN 3.AGENEUR 4.OPK 5.00430H 6.04537Y 7.PACB 8.SLNOEUR 9.BCRX 10.ATRSEUR
2020-06-30	19	$788.2M	84	1QDELUSD 2BHVN300430H Top holdings2020-06-30 1.QDELUSD 2.BHVN 3.00430H 4.OPK 5.04537Y 6.AGENEUR 7.023111 8.BCRX 9.SLNOEUR 10.62014P
2020-03-31	19	$336.6M	68	1QDELUSD 2BHVN300430H Top holdings2020-03-31 1.QDELUSD 2.BHVN 3.00430H 4.AGENEUR 5.SLNOEUR 6.92407M 7.023111 8.OPK 9.PACB 10.ATRSEUR
2019-12-31	20	$532.6M	34	1QDELUSD20231113BHVN Top holdings2019-12-31 1.QDELUSD 2.023111 3.BHVN 4.00430H 5.DERMEUR 6.SLNOEUR 7.AGENEUR 8.62014P 9.92407M 10.OPK
2019-09-30	21	$406.6M	19	1QDELUSD200430H3BHVN Top holdings2019-09-30 1.QDELUSD 2.00430H 3.BHVN 4.023111 5.OPK 6.DERMEUR 7.62014P 8.SLNOEUR 9.PACB 10.92407M
2019-06-30	18	$464.9M	16	1QDELUSD200430H3023111 Top holdings2019-06-30 1.QDELUSD 2.00430H 3.023111 4.BHVN 5.DERMEUR 6.62014P 7.SLNOEUR 8.OPK 9.92407M 10.BIOLEUR
2019-03-31	18	$470.0M	65	1QDELUSD2023111300430H Top holdings2019-03-31 1.QDELUSD 2.023111 3.00430H 4.BHVN 5.DERMEUR 6.BIOLEUR 7.92407M 8.62014P 9.OPK 10.PACB
2018-12-31	19	$322.4M	50	1QDELUSD2023111300430H Top holdings2018-12-31 1.QDELUSD 2.023111 3.00430H 4.T8S 5.PACB 6.OPK 7.CFRXEUR 8.62014P 9.BHVN 10.SLNOEUR
2018-09-30	19	$456.8M	39	1QDELUSD200430H3023111 Top holdings2018-09-30 1.QDELUSD 2.00430H 3.023111 4.PACB 5.T8S 6.BIOLEUR 7.OPK 8.ADAPY 9.CFRXEUR 10.92407M
2018-06-30	21	$413.7M	82	1QDELUSD200430H3PACB Top holdings2018-06-30 1.QDELUSD 2.00430H 3.PACB 4.T8S 5.OPK 6.ADAPY 7.023111 8.92407M 9.BIOLEUR 10.CFRXEUR
2018-03-31	21	$412.7M	37	1QDELUSD 2ACEL 3T8S Top holdings2018-03-31 1.QDELUSD 2.ACEL 3.T8S 4.PACB 5.023111 6.57886P 7.ADAPY 8.92407M 9.090911 10.OPK
2017-12-31	24	$503.3M	32	1ACEL 2QDELUSD 3T8S Top holdings2017-12-31 1.ACEL 2.QDELUSD 3.T8S 4.57886P 5.023111 6.PACB 7.92407M 8.OPK 9.090911 10.ADAPY
2017-09-30	22	$609.7M	34	1T8S257886P3ACEL Top holdings2017-09-30 1.T8S 2.57886P 3.ACEL 4.QDELUSD 5.PACB 6.OPK 7.023111 8.92407M 9.090911 10.00847G
2017-06-30	20	$632.9M	51	1T8S 2ACEL357886P Top holdings2017-06-30 1.T8S 2.ACEL 3.57886P 4.QDELUSD 5.67072V 6.PACB 7.023111 8.OPK 9.92407M 10.XONUSD
2017-03-31	21	$641.4M	50	1T8S200430H357886P Top holdings2017-03-31 1.T8S 2.00430H 3.57886P 4.67072V 5.QDELUSD 6.PACB 7.OPK 8.023111 9.090911 10.92407M
2016-12-31	17	$602.9M	28	1T8S 2ACEL367072V Top holdings2016-12-31 1.T8S 2.ACEL 3.67072V 4.57886P 5.QDELUSD 6.OPK 7.023111 8.PACB 9.090911 10.XONUSD
2016-09-30	17	$648.9M	47	1ACEL 2T8S357886P Top holdings2016-09-30 1.ACEL 2.T8S 3.57886P 4.67072V 5.QDELUSD 6.OPK 7.PACB 8.090911 9.023111 10.XONUSD
2016-06-30	19	$429.6M	21	1ACEL267072V3T8S Top holdings2016-06-30 1.ACEL 2.67072V 3.T8S 4.57886P 5.QDELUSD 6.OPK 7.PACB 8.ARAY 9.090911 10.023111
2016-03-31	20	$384.6M	46	1ACEL 2QDELUSD 3OPK Top holdings2016-03-31 1.ACEL 2.QDELUSD 3.OPK 4.67072V 5.57886P 6.T8S 7.PACB 8.ARAY 9.090911 10.XONUSD
2015-12-31	23	$577.1M	33	1ACEL267072V3QDELUSD Top holdings2015-12-31 1.ACEL 2.67072V 3.QDELUSD 4.PACB 5.OPK 6.00484M 7.57886P 8.T8S 9.XONUSD 10.ARAY
2015-09-30	25	$488.9M	52	1ACEL267072V3QDELUSD Top holdings2015-09-30 1.ACEL 2.67072V 3.QDELUSD 4.CMRXEUR 5.OPK 6.57886P 7.XONUSD 8.00484M 9.T8S 10.92407M
2015-06-30	27	$824.2M	28	1ACEL 2OPK 3QDELUSD Top holdings2015-06-30 1.ACEL 2.OPK 3.QDELUSD 4.885175 5.67072V 6.CMRXEUR 7.045685 8.XONUSD 9.411307 10.57886P
2015-03-31	28	$788.1M	37	1ACEL 2QDELUSD 3OPK Top holdings2015-03-31 1.ACEL 2.QDELUSD 3.OPK 4.67072V 5.885175 6.CMRXEUR 7.00484M 8.TTH1EUR 9.T8S 10.XONUSD
2014-12-31	28	$762.6M	29	1ACEL 2QDELUSD367072V Top holdings2014-12-31 1.ACEL 2.QDELUSD 3.67072V 4.88033G 5.OPK 6.00484M 7.885175 8.CMRXEUR 9.TTH1EUR 10.ARAY
2014-09-30	27	$722.9M	27	1ACEL 2QDELUSD388033G Top holdings2014-09-30 1.ACEL 2.QDELUSD 3.88033G 4.00484M 5.67072V 6.OPK 7.57886P 8.TTH1EUR 9.885175 10.411307
2014-06-30	30	$823.9M	65	1ACEL288033G300484M Top holdings2014-06-30 1.ACEL 2.88033G 3.00484M 4.QDELUSD 5.57886P 6.67072V 7.885175 8.OPK 9.TTH1EUR 10.ARAY
2014-03-31	30	$875.6M	63	100430H2QDELUSD 3THC Top holdings2014-03-31 1.00430H 2.QDELUSD 3.THC 4.00484M 5.57886P 6.885175 7.OPK 8.411307 9.67072V 10.TTH1EUR
2013-12-31	25	$726.4M	41	1QDELUSD2885175388033G Top holdings2013-12-31 1.QDELUSD 2.885175 3.88033G 4.57886P 5.ACEL 6.00484M 7.OPK 8.67072V 9.ARAY 10.411307
2013-09-30	26	$701.2M	55	1QDELUSD28851753THC Top holdings2013-09-30 1.QDELUSD 2.885175 3.THC 4.00484M 5.ACEL 6.57886P 7.OPK 8.67072V 9.560879 10.T8S
2013-06-30	25	$579.8M	0	1QDELUSD288033G300484M Top holdings2013-06-30 1.QDELUSD 2.88033G 3.00484M 4.885175 5.OPK 6.67072V 7.ACEL 8.57886P 9.40052B 10.T8S

Holding changes this quarter

Position changes disclosed by Oracle Investment Management INC for the quarter ending 2025-12-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	WGS	Genedx Holdings CORP	+8.6%	-0.60%	Trim
2	ARDX	Ardelyx INC	+1.3%	+24.52%	Add
3	PSNL	Personalis INC	+0.7%	+47.90%	Add
4	TDOC	Teladoc Health, Inc.	+0.4%	+38.15%	Add
5	BIIB	Biogen INC	0%	—	Unchanged
6	TSLA	Tesla INC	0%	—	Unchanged
7	CAVA	Cava Group INC	-0.1%	—	Unchanged
8	✓	Ardelyx INC	-0.1%	-5.18%	Trim
9	SGMOQ	Sangamo Therapeutics INC	-0.2%	+3.09%	Add
10	QDEL	Quidelortho CORP	-0.2%	—	Unchanged
11	FORA	Forian INC	-0.2%	—	Unchanged
12	✓	Biohaven LTD	-1%	-15.31%	Trim
13	BHVN	Biohaven Ltd.	-1.8%	+4.35%	Add
14	TDOC	Teladoc Health INC	-1.9%	-49.77%	Trim
15	NVAX	Novavax, Inc.	—	EXIT	Sold out
16	PLTR	Palantir Technologies Inc-a	—	EXIT	Sold out
17	NVAX 5 12-15-27	Novavax INC	—	NEW	New buy
18	CNC	Centene CORP	—	EXIT	Sold out
19	NVAX	Novavax INC	—	EXIT	Sold out
20	TSHA	Taysha Gene Therapies INC	—	NEW	New buy
21	EWTX	Edgewise Therapeutics INC	—	NEW	New buy
22	DAWNGBX	Day One Biopharmaceuticals I	—	NEW	New buy
23	KOID	Kraneshares Global Humanoid	—	EXIT	Sold out
24	PFE	Pfizer Inc.	—	NEW	New buy
25	ARKG	Ark Genomic Revolution ETF	—	NEW	New buy
26	TEM	Tempus Ai Inc-cl A	—	NEW	New buy
27	BDSX	Biodesix INC	—	EXIT	Sold out
28	HTZ	Hertz Global Hldgs INC	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2025-12-31	2026-02-18	13F-HR	View on EDGAR
2025-09-30	2025-11-19	13F-HR	View on EDGAR
2025-06-30	2025-08-15	13F-HR	View on EDGAR
2025-03-31	2025-05-15	13F-HR	View on EDGAR
2024-12-31	2025-02-14	13F-HR	View on EDGAR
2024-09-30	2024-11-14	13F-HR	View on EDGAR
2024-06-30	2024-08-14	13F-HR	View on EDGAR
2024-03-31	2024-05-15	13F-HR	View on EDGAR
2023-12-31	2024-02-14	13F-HR	View on EDGAR
2023-09-30	2023-11-14	13F-HR	View on EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-08-15	13F-HR	View on EDGAR
2022-03-31	2022-05-16	13F-HR	View on EDGAR
2021-12-31	2022-02-14	13F-HR	View on EDGAR
2021-09-30	2021-11-15	13F-HR	View on EDGAR
2021-06-30	2021-08-16	13F-HR	View on EDGAR
2021-03-31	2021-05-17	13F-HR	View on EDGAR
2020-12-31	2021-02-16	13F-HR	View on EDGAR
2020-09-30	2020-11-16	13F-HR	View on EDGAR
2020-06-30	2020-08-14	13F-HR	View on EDGAR
2020-03-31	2020-05-15	13F-HR	View on EDGAR
2019-12-31	2020-02-14	13F-HR	View on EDGAR
2019-09-30	2019-11-14	13F-HR	View on EDGAR
2019-06-30	2019-08-14	13F-HR	View on EDGAR
2019-03-31	2019-05-15	13F-HR	View on EDGAR
2018-12-31	2019-02-14	13F-HR	View on EDGAR
2018-09-30	2018-11-14	13F-HR	View on EDGAR
2018-06-30	2018-08-14	13F-HR	View on EDGAR
2018-03-31	2018-05-15	13F-HR	View on EDGAR
2017-12-31	2018-02-14	13F-HR	View on EDGAR
2017-09-30	2017-11-14	13F-HR	View on EDGAR
2017-06-30	2017-08-14	13F-HR	View on EDGAR
2017-03-31	2017-05-15	13F-HR	View on EDGAR
2016-12-31	2017-02-14	13F-HR	View on EDGAR
2016-09-30	2016-11-14	13F-HR	View on EDGAR
2016-06-30	2016-08-15	13F-HR	View on EDGAR
2016-03-31	2016-08-15	Amendment	View on EDGAR
2016-03-31	2016-05-16	13F-HR	View on EDGAR
2015-12-31	2016-02-09	13F-HR	View on EDGAR
2015-09-30	2015-11-16	13F-HR	View on EDGAR
2015-09-30	2015-11-16	Amendment	View on EDGAR
2015-06-30	2015-08-14	13F-HR	View on EDGAR
2015-03-31	2015-05-15	13F-HR	View on EDGAR
2014-12-31	2015-02-17	13F-HR	View on EDGAR
2014-09-30	2014-11-14	13F-HR	View on EDGAR
2014-06-30	2014-08-14	13F-HR	View on EDGAR
2014-03-31	2014-05-15	13F-HR	View on EDGAR
2013-12-31	2014-02-14	13F-HR	View on EDGAR
2013-09-30	2013-11-14	13F-HR	View on EDGAR
2013-06-30	2013-08-14	13F-HR	View on EDGAR

FAQ

What is Oracle Investment Management INC and what type of investor is it?

What are Oracle Investment Management INC's largest equity positions?

What changes did Oracle Investment Management INC make in its most recent portfolio filing?

What sectors does Oracle Investment Management INC focus on?

Oracle Investment Management INC is concentrated in the following sectors based on its current disclosed equity portfolio: • Health Care: 73.5% • Consumer Discretionary: 26.5%