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ORACLE INVESTMENT MANAGEMENT INC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for ORACLE INVESTMENT MANAGEMENT INC with $142.6M in long positions as of Q3 2025, 95% allocated to Healthcare, and 98% concentrated in top 10 positions.

Portfolio Value
$142.6M
Top 10 Concentration
98%
Top Sector
Healthcare (95%)
US Exposure
100%
Market Cap Focus
Mid Cap
Countries
1

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Healthcare: 95.30%HealthcareTechnology: 3.80%Consumer Cyclical: 0.90%
Healthcare
95.30%
Technology
3.80%
Consumer Cyclical
0.90%

Industry Breakdown

9 industries across all sectors

Medical - Healthcare Information Services: 73.22%Medical - Healthcare Information ServicesBiotechnology: 15.55%BiotechnologySoftware - Infrastructure: 3.77%Medical - Healthcare Plans: 2.76%Medical - Instruments & Supplies: 2.44%Medical - Diagnostics & Research: 1.13%3 more: 1.12%
Medical - Healthcare Information Services
Healthcare
73.22%
Biotechnology
Healthcare
15.55%
Software - Infrastructure
Technology
3.77%
Medical - Healthcare Plans
Healthcare
2.76%
Medical - Instruments & Supplies
Healthcare
2.44%
Medical - Diagnostics & Research
Healthcare
1.13%
Restaurants
Consumer Cyclical
0.72%
Drug Manufacturers - General
Healthcare
0.24%
Auto - Manufacturers
Consumer Cyclical
0.16%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 3.93%Large Cap ($10B - $200B): 3.00%Mid Cap ($2B - $10B): 67.97%Mid Cap ($2B - $10B)Small Cap ($300M - $2B): 22.39%Small Cap ($300M - $2B)Micro Cap ($50M - $300M): 2.71%
Mega Cap (> $200B)
3.93%
Large Cap ($10B - $200B)
3.00%
Mid Cap ($2B - $10B)
67.97%
Small Cap ($300M - $2B)
22.39%
Micro Cap ($50M - $300M)
2.71%

Portfolio Concentration

Top 10 Holdings %
98.33%
Top 20 Holdings %
100.0%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
100.0%
International
-
Countries
1
United States of America
100.00% ($142.6M)
15 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
11.8 quarters
Avg. Top 20
11.5 quarters
Avg. All Positions
11.5 quarters
Median Holding Period
4 quarters
Persistence Rate
53.33%
Persistent Holdings Weight
90.18%
Persistent Positions
8
Longest Held
Biogen Inc. Common Stock logo
Biogen Inc. Common StockBIIB - 49 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
1.18%
Avg. Position Weight
6.67%
Largest Position
GeneDx Holdings Corp. Class A Common Stock logo
GeneDx Holdings Corp. Class A Common StockWGS - 67.24%
Largest Ownership Stake
Forian Inc. Common Stock logo
Forian Inc. Common StockFORA - 4.39%
Avg. Ownership Stake
2.30%
Ownership Stake >5%
0
Ownership Stake >1%
2

Historical (Since Q2 2013)

Avg. New Position
2.22%
Avg. Ownership Stake
4.36%
Largest Position
GeneDx Holdings Corp. Class A Common Stock logo
GeneDx Holdings Corp. Class A Common StockWGS - 73.69% (Q2 2025)
Largest Ownership Stake
Aspira Women's Health Inc. Common Stock logo
Aspira Women's Health Inc. Common StockAWH - 9.18% (Q2 2020)

Portfolio Turnover

Current Quarter

Turnover Ratio
5.6%
Value Traded
$8.03M
Positions Added
5
Positions Exited
0

Historical (Since Q2 2013)

Avg. Turnover Ratio
9.3%
Avg. Positions Added
2
Avg. Positions Exited
2
Highest Turnover
36.6%
Q2 2022
Lowest Turnover
0.9%
Q2 2016

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