Equal-WT
WhaleScore 2.0
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Oracle Investment Management is based out of Greenwich. Oracle Investment Management is a hedge fund Their last reported 13F filing for Q4 2024 included $183,665,090 in managed 13F securities
and a top 10 holdings concentration of 92.33%. Oracle Investment Management's largest holding is GeneDx Holdings Corp with shares held of 1,023,468. Whalewisdom has at least 91 13F filings, and 4 Form 4 filings
2024-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| XLV The Health Care Sele (PUT) | 8.61% |
| SWTX SpringWorks Therapeu | 4.36% |
| TDOC Teladoc Health Inc (CALL) | 1.47% |
| SWTX SpringWorks Therapeu (CALL) | 1.1% |
| PLTR Palantir Technologie | 0.56% |
2024-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| PHAT Phathom Pharmaceutic | 7.48% |
| BIL SPDR Bloomberg 1-3 M (CALL) | 5.92% |
| BHVN Biohaven Ltd (CALL) | 5% |
| MYGN Myriad Genetics Inc | 2.21% |
| PHAT Phathom Pharmaceutic (CALL) | 2.09% |
2024-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| WGS GeneDx Holdings Corp | 42.83% |
| BHVN Biohaven Ltd | 17.32% |
| XLV The Health Care Sele(PUT) | 8.61% |
| ARDX Ardelyx Inc | 5.77% |
| SWTX SpringWorks Therapeu | 5.01% |
2024-12-31
13F Activity
| Market Value | $184m, Prior: $167m |
| Inflows (Outflows) as % of Total MV | +2.1609% |
| New Purchases | 3 stocks |
| Added To | 6 stocks |
| Sold out of | 6 stocks |
| Reduced holdings in | 5 stocks |
| Top 10 Holdings % | 92.33% |
| Turnover %[1] | 36% |
| Turnover Alt %[2] | 20.97% |
| Time Held Top 20 | 10.1579 quarters |
| Time Held Top 10 | 9.2 quarters |
| Time Held All | 14.84 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31