ORACLE INVESTMENT MANAGEMENT INC
Top Portfolio Positions
16 positions ·
$152,039,767 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| WGS |
GeneDx Holdings Corp.
Healthcare
|
884,654 | $115,058,099 | 75.68% | |
| ARDX |
Ardelyx, Inc.
Healthcare
|
1,872,624 | $10,917,397 | 7.18% | |
| BHVN |
Biohaven Ltd.
Healthcare
|
772,181 | $8,717,923 | 5.73% | |
| QDEL |
QuidelOrtho Corp
Healthcare
|
118,291 | $3,378,390 | 2.22% | |
| FORA |
Forian Inc.
Healthcare
|
1,366,107 | $2,896,146 | 1.90% | |
| PSNL |
Personalis, Inc.
Healthcare
|
339,343 | $2,701,170 | 1.78% | |
| TDOC |
Teladoc Health, Inc.
Healthcare
|
354,338 | $2,480,366 | 1.63% | |
| TSHA |
Taysha Gene Therapies, Inc.
Healthcare
|
265,000 | $1,457,500 | 0.96% | |
| CAVA |
Cava Group, Inc.
Consumer Cyclical
|
17,100 | $1,003,599 | 0.66% | |
| EWTX |
Edgewise Therapeutics, Inc.
Healthcare
|
38,343 | $951,481 | 0.63% |
Portfolio Trend
24 quarters · across all stocks
Holdings in TDOC
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $2,480,366 | 354,338 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,452,865 | 705,416 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $3,318,510 | 381,000 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $4,504,564 | 565,900 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 | $2,432,154 | 112,861 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||