ORACLE INVESTMENT MANAGEMENT INC

Est. AUM

$167.9M

13F long equity, this entity only

Positions

Period

Dec 2025 (Q4)

SEC EDGAR

Dec 2025 (Q4)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	GENEDX HOLDINGS CORP	COM CL A	$115.1M	884654	68.51%	SOLE
2	ARDELYX INC	COM	$10.9M	1872624	6.50%	SOLE
3	BIOHAVEN LTD	COM	$8.7M	772181	5.19%	SOLE
4	TELADOC HEALTH INCCALL	CALL	$4.5M	650000	2.71%	SOLE
5	NOVAVAX INCCALL	NOTE 5.000%12/1	$4.0M	600000	2.40%	SOLE
6	ARDELYX INCCALL	CALL	$3.5M	600000	2.08%	SOLE
7	QUIDELORTHO CORP	COM	$3.4M	118291	2.01%	SOLE
8	FORIAN INC	COM	$2.9M	1366107	1.72%	SOLE
9	PERSONALIS INC	COM	$2.7M	339343	1.61%	SOLE
10	BIOHAVEN LTDCALL	CALL	$2.6M	232900	1.57%	SOLE
11	TELADOC HEALTH INC	COM	$2.5M	354338	1.48%	SOLE
12	TAYSHA GENE THERAPIES INC	COM SHS	$1.5M	265000	0.87%	SOLE
13	CAVA GROUP INC	COM	$1.0M	17100	0.60%	SOLE
14	EDGEWISE THERAPEUTICS INC	COM	$951K	38343	0.57%	SOLE
15	DAY ONE BIOPHARMACEUTICALS I	COM	$932K	100000	0.55%	SOLE
16	PFIZER INCCALL	CALL	$623K	25000	0.37%	SOLE
17	ARK ETF TR	GENOMIC REV ETF	$565K	19500	0.34%	SOLE
18	SANGAMO THERAPEUTICS INC	COM	$435K	1035742	0.26%	SOLE
19	BIOGEN INC	COM	$424K	2412	0.25%	SOLE
20	TEMPUS AI INC	CL A	$384K	6507	0.23%	SOLE
21	TESLA INC	COM	$225K	500	0.13%	SOLE
22	HERTZ GLOBAL HLDGS INC	COM NEW	$77K	15000	0.05%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.