ORACLE INVESTMENT MANAGEMENT INC — 13F Holdings & Portfolio
CIK 1012622 · latest 13F-HR filed 2026-02-18
ORACLE INVESTMENT MANAGEMENT INC manages $167.9M in 13F-reported U.S. long-equity assets across 22 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are WGS (68.51%), ARDX (6.50%), BHVN (5.19%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 6 new positions and exited 5; 4 existing positions rose in reported value and 4 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-02-18
vs 2025-09-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q4 25Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q3 25 → Q4 25Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
2 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 98%Cumulative share of the portfolio held in the largest N positions.
SUITE 400
GREENWICH, CT 06830
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| FEINBERG, LARRY, NEIL Control | SOLE OWNER OF ORACLE INVESTMENT MANAGEMENT, INC. AND MANAGING MEMBER OF ORACLE ASSOCIATES, LLC (RELYING ADVISER) | 75% or more | Individual |
| VOGEL, MITCHELL, DAVID Control | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | Less than 5% | Individual |
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- GENEDX HOLDINGS CORP$19.2M +20.0%
- ARDELYX INC$2.6M +31.8%
- PERSONALIS INC$1.2M +80.6%
- BIOGEN INC$86.6K +25.6%
Top Trims
- TELADOC HEALTH INC-$3.0M -54.5%
- BIOHAVEN LTD-$2.4M -21.5%
- SANGAMO THERAPEUTICS INC-$241.6K -35.7%
- FORIAN INC-$177.6K -5.8%
New Positions
- TAYSHA GENE THERAPIES INC$1.5M
- EDGEWISE THERAPEUTICS INC$951.5K
- DAY ONE BIOPHARMACEUTICALS I$932.0K
- ARK ETF TR$564.9K
- TEMPUS AI INC$384.2K
Exited Positions
- PALANTIR TECHNOLOGIES INC$5.4M
- CENTENE CORP DEL$3.9M
- NOVAVAX INC$2.1M
- KRANESHARES TRUST$718.6K
- BIODESIX INC$113.2K
ORACLE INVESTMENT MANAGEMENT INC Holdings (2025-12-31)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | GENEDX HOLDINGS CORP | WGS | 81663L200 | $115.1M | 68.51% | 884,654 | SH |
| 2 | ARDELYX INC | ARDX | 039697107 | $10.9M | 6.50% | 1,872,624 | SH |
| 3 | BIOHAVEN LTD | BHVN | G1110E107 | $8.7M | 5.19% | 772,181 | SH |
| 4 | TELADOC HEALTH INC Call | TDOC | 87918A905 | $4.5M | 2.71% | 650,000 | SH |
| 5 | NOVAVAX INC Call | NVAX | 670002AD6 | $4.0M | 2.40% | 600,000 | PRN |
| 6 | ARDELYX INC Call | ARDX | 039697907 | $3.5M | 2.08% | 600,000 | SH |
| 7 | QUIDELORTHO CORP | QDEL | 219798105 | $3.4M | 2.01% | 118,291 | SH |
| 8 | FORIAN INC | FORA | 34630N106 | $2.9M | 1.72% | 1,366,107 | SH |
| 9 | PERSONALIS INC | PSNL | 71535D106 | $2.7M | 1.61% | 339,343 | SH |
| 10 | BIOHAVEN LTD Call | BHVN | G1110E907 | $2.6M | 1.57% | 232,900 | SH |
| 11 | TELADOC HEALTH INC | TDOC | 87918A105 | $2.5M | 1.48% | 354,338 | SH |
| 12 | TAYSHA GENE THERAPIES INC | TSHA | 877619106 | $1.5M | 0.87% | 265,000 | SH |
| 13 | CAVA GROUP INC | CAVA | 148929102 | $1.0M | 0.60% | 17,100 | SH |
| 14 | EDGEWISE THERAPEUTICS INC | EWTX | 28036F105 | $951.5K | 0.57% | 38,343 | SH |
| 15 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 23954D109 | $932.0K | 0.55% | 100,000 | SH |
| 16 | PFIZER INC Call | PFE | 717081903 | $622.5K | 0.37% | 25,000 | SH |
| 17 | ARK ETF TR | ARKG | 00214Q302 | $564.9K | 0.34% | 19,500 | SH |
| 18 | SANGAMO THERAPEUTICS INC | SGMOQ | 800677106 | $435.0K | 0.26% | 1,035,742 | SH |
| 19 | BIOGEN INC | BIIB | 09062X103 | $424.5K | 0.25% | 2,412 | SH |
| 20 | TEMPUS AI INC | TEM | 88023B103 | $384.2K | 0.23% | 6,507 | SH |
| 21 | TESLA INC | TSLA | 88160R101 | $224.9K | 0.13% | 500 | SH |
| 22 | HERTZ GLOBAL HLDGS INC | HTZ | 42806J700 | $77.1K | 0.05% | 15,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2025-12-31 | 2026-02-18 | $167.9M | 22 | 0001012622-26-000001 |
| 2025-09-30 | 2025-11-19 | $160.1M | 20 | 0001012622-25-000003 |