Asset Manager
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ORACLE INVESTMENT MANAGEMENT INC
Market Value
$106M
-22.9%
Holdings
10
-4
New Purchases
0
Added To
0
Closed
2
Reduced
3
Top 10 Concentration
100.0%
Turnover
20.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $4M | 3.8% |
| Large Cap | 1 | $303K | 0.3% |
| Mid Cap | 2 | $2M | 1.5% |
| Small Cap | 5 | $97M | 91.9% |
| Micro Cap | 1 | $3M | 2.5% |
Portfolio Analytics
Avg Market Cap
$36.2B
Median Market Cap
$1.5B
Avg P/E
105.4
Median P/E
143.6
Avg Dividend Yield
—%
Avg Beta
1.18
# Stocks
10
# ETFs / Funds
0
Top Holdings (10 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | WGS | 80.29% | 922,454 | $85M | $92.31 | -$752K | -47,500 | -4.9% | |
| 2 | ARDX | 5.29% | 1,430,728 | $6M | $3.92 | -$6M | -973,710 | -40.5% | |
| 3 | PLTR | 3.79% | 29,500 | $4M | $136.32 | $2M | — | — | |
| 4 | QDEL | 3.21% | 118,291 | $3M | $28.82 | -$727K | — | — | |
| 5 | TDOC | 3.13% | 381,000 | $3M | $8.71 | -$1M | -184,900 | -32.7% | |
| 6 | FORA | 2.52% | 1,366,107 | $3M | $1.96 | -$55K | — | — | |
| 7 | CAVA | 1.48% | 18,600 | $2M | $84.23 | -$41K | — | — | |
| 8 | BIIB | 0.29% | 2,412 | $303K | $125.59 | -$27K | — | — | |
| 9 | RXRX | —% | — | — | — | -$635K | -120,000 | -100.0% | SOLD |
| 10 | SWTX | —% | — | — | — | -$23M | -531,351 | -100.0% | SOLD |