ORACLE INVESTMENT MANAGEMENT INC — 13F holdings

ORACLE INVESTMENT MANAGEMENT INC reported 22 holdings worth $168M in its 13F filing for Q4 2025, filed February 18, 2026.

Largest positions

1. WGS GENEDX HOLDINGS CORP — $115M (68.5%)
2. ARDX ARDELYX INC — $10.9M (6.5%)
3. BHVN BIOHAVEN LTD — $8.72M (5.2%)
4. TELADOC HEALTH INC — $4.55M (2.7%)
5. NOVAVAX INC — $4.03M (2.4%)
6. ARDELYX INC — $3.50M (2.1%)
7. QDEL QUIDELORTHO CORP — $3.38M (2.0%)
8. FORA FORIAN INC — $2.90M (1.7%)
9. PSNL Personalis Inc — $2.70M (1.6%)
10. BIOHAVEN LTD — $2.63M (1.6%)