ORACLE INVESTMENT MANAGEMENT INC
Exempt adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | — | — |
| Apr 2025 to Mar 2026 | — | — |
| Apr 2024 to Mar 2025 | — | — |
| Jun 2023 to Mar 2024 | — | — |
| May 2023 | $209,132,870 | Pooled investment vehicles (100%) |
| Apr 2023 | $209,132,870 | Pooled investment vehicles (100%) |
Portfolio style
Measured from the filed 13F common-share book for Dec 31, 2025, never from the firm's own description.
Closest benchmark: the Russell 2000 as of 2025-12-31, active share 99.6%; sector active share 89.2% against the combined 13F book's sector weights.
Over time 24 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
17 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Portfolio Trend
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 98.8% | $150,734,209 |
| Consumer Cyclical | 0.8% | $1,228,459 |
| Unclassified | 0.4% | $564,915 |
| Industrials | 0.1% | $77,100 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PLTR | Palantir Technologies Inc. | 29,500 | $5,381,390 | |
| CNC | Centene Corp | 110,300 | $3,935,504 | |
| NVAX | Novavax Inc | 243,000 | $2,106,810 | |
| KOID | KraneShares Global Humanoid and Embodied Intelligence Index ETF | 22,400 | $718,592 | |
| BDSX | Biodesix Inc | 15,000 | $113,250 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WGS |
GeneDx Holdings Corp.
Healthcare
|
Reduced | 884,654 | $115,058,099 | 75.40% | |
| ARDX |
Ardelyx, Inc.
Healthcare
|
Added | 1,872,624 | $10,917,397 | 7.15% | |
| BHVN |
Biohaven Ltd.
Healthcare
|
Added | 772,181 | $8,717,923 | 5.71% | |
| QDEL |
QuidelOrtho Corp
Healthcare
|
Held | 118,291 | $3,378,390 | 2.21% | |
|
|
Held | 1,366,107 | $2,896,147 | 1.90% | ||
| PSNL |
Personalis, Inc.
Healthcare
|
Added | 339,343 | $2,701,170 | 1.77% | |
| TDOC |
Teladoc Health, Inc.
Healthcare
|
Reduced | 354,338 | $2,480,366 | 1.63% | |
| TSHA |
Taysha Gene Therapies, Inc.
Healthcare
|
NEW | 265,000 | $1,457,500 | 0.96% | |
| CAVA |
Cava Group, Inc.
Consumer Cyclical
|
Held | 17,100 | $1,003,599 | 0.66% | |
| EWTX |
Edgewise Therapeutics, Inc.
Healthcare
|
NEW | 38,343 | $951,481 | 0.62% | |
|
|
NEW | 100,000 | $932,000 | 0.61% | ||
|
|
NEW | 19,500 | $564,915 | 0.37% | ||
| SGMOQ |
Sangamo Therapeutics, Inc
Healthcare
|
Added | 1,035,742 | $435,011 | 0.29% | |
| BIIB |
Biogen Inc.
Healthcare
|
Held | 2,412 | $424,487 | 0.28% | |
| TEM |
Tempus AI, Inc.
Healthcare
|
NEW | 6,507 | $384,238 | 0.25% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 500 | $224,860 | 0.15% | |
| HTZ |
Hertz Global Holdings, Inc
Industrials
|
NEW | 15,000 | $77,100 | 0.05% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.