ORACLE INVESTMENT MANAGEMENT INC

GREENWICH, CT · CIK 1012622 · 13F filing filed 2026-02-18

Exempt reporting adviser since 2023 · corporation

As an employer

$152.6m reported value +6.5% vs Q3 2025

17positions

98.0%in top 10

6 new 4 added 2 reduced 5 sold out vs Q3 2025

Options: 5 call positions ($15.3m notional), 0 put positions (— notional) – listed below, not included above.

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	GENEDX HOLDINGS CORP COM CL A WGS	WGS	884,654	$115.1m75.40%	75.40%	Reduced -5.3k	-5,300 -0.6%
2	ARDELYX INC COM ARDX	ARDX	1,872,624	$10.9m7.15%	7.15%	Added +368.8k	+368,798 24.5%
3	BIOHAVEN LTD COM BHVN	BHVN	772,181	$8.7m5.71%	5.71%	Added +32.2k	+32,195 4.3%
4	QUIDELORTHO CORP COM QDEL	QDEL	118,291	$3.4m2.21%	2.21%	Unchanged
5	FORIAN INC COM COM		1,366,107	$2.9m1.90%	1.90%	Unchanged
6	PERSONALIS INC COM PSNL	PSNL	339,343	$2.7m1.77%	1.77%	Added +109.9k	+109,908 47.9%
7	TELADOC HEALTH INC COM TDOC	TDOC	354,338	$2.5m1.63%	1.63%	Reduced -351.1k	-351,078 -49.8%
8	TAYSHA GENE THERAPIES INC COM SHS TSHA	TSHA	265,000	$1.5m0.96%	0.96%	New
9	CAVA GROUP INC COM CAVA	CAVA	17,100	$1.0m0.66%	0.66%	Unchanged
10	EDGEWISE THERAPEUTICS INC COM EWTX	EWTX	38,343	$951.5k0.62%	0.62%	New
11	DAY ONE BIOPHARMACEUTICALS I COM COM		100,000	$932.0k0.61%	0.61%	New
12	ARK ETF TR GENOMIC REV ETF ARKG	ARKG	19,500	$564.9k0.37%	0.37%	New
13	SANGAMO THERAPEUTICS INC COM SGMOQ	SGMOQ	1,035,742	$435.0k0.29%	0.29%	Added +31.0k	+31,018 3.1%
14	BIOGEN INC COM BIIB	BIIB	2,412	$424.5k0.28%	0.28%	Unchanged
15	TEMPUS AI INC CL A TEM	TEM	6,507	$384.2k0.25%	0.25%	New
16	TESLA INC COM TSLA	TSLA	500	$224.9k0.15%	0.15%	Unchanged
17	HERTZ GLOBAL HLDGS INC COM NEW HTZ	HTZ	15,000	$77.1k0.05%	0.05%	New

Security	Ticker	Shares held before	Value then
PALANTIR TECHNOLOGIES INC PLTR	PLTR	29,500	$5.4m29.5k shares
CENTENE CORP DEL CNC	CNC	110,300	$3.9m110.3k shares
NOVAVAX INC NVAX	NVAX	243,000	$2.1m243.0k shares
KRANESHARES TRUST KOID	KOID	22,400	$718.6k22.4k shares
BIODESIX INC BDSX	BDSX	15,000	$113.2k15.0k shares

Underlying	Ticker	Type	Shares controlled	Notional	Change
TELADOC HEALTH INC TDOC · Call	TDOC	Call	650,000	$4.5m650.0k shares	Added
NOVAVAX INC NVAX 5 12.15.27 · Call	NVAX 5 12.15.27	Call	600,000	$4.0m600.0k shares	New
ARDELYX INC ARDX · Call	ARDX	Call	600,000	$3.5m600.0k shares	Reduced
BIOHAVEN LTD BHVN · Call	BHVN	Call	232,900	$2.6m232.9k shares	Reduced
PFIZER INC PFE · Call	PFE	Call	25,000	$622.5k25.0k shares	New