$329 Million is the total value of ORACLE INVESTMENT MANAGEMENT INC's 27 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 220.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | QUIDELORTHO CORP | $48,518,000 | – | 499,263 | +100.0% | 14.74% | – | |
| MRNA | New | MODERNA INC | $12,814,000 | – | 89,700 | +100.0% | 3.89% | – |
| MRTX | New | MIRATI THERAPEUTICS INC | $11,748,000 | – | 175,000 | +100.0% | 3.57% | – |
| Buy | SEMA4 HOLDINGS CORP | $8,298,000 | -31.5% | 6,585,354 | +66.9% | 2.52% | +5.3% | |
| CFRX | Buy | CONTRAFECT CORP | $6,046,000 | -15.2% | 1,969,222 | +0.8% | 1.84% | +30.3% |
| FORA | Buy | FORIAN INC | $5,854,000 | -33.4% | 1,333,477 | +5.7% | 1.78% | +2.4% |
| TQQQ | New | PROSHARES TRultrapro qqq | $3,600,000 | – | 150,000 | +100.0% | 1.09% | – |
| IMMP | Buy | IMMUTEP LTDsponsored ads | $3,161,000 | +18.2% | 1,557,325 | +59.5% | 0.96% | +81.5% |
| PFE | New | PFIZER INCcall | $1,513,000 | – | 500,000 | +100.0% | 0.46% | – |
| PNT | New | POINT BIOPHARMA GLOBAL INC | $884,000 | – | 129,810 | +100.0% | 0.27% | – |
| MRTX | New | MIRATI THERAPEUTICS INCcall | $753,000 | – | 60,600 | +100.0% | 0.23% | – |
| BCRX | New | BIOCRYST PHARMACEUTICALS INCcall | $656,000 | – | 350,000 | +100.0% | 0.20% | – |
| VTNR | Buy | VERTEX ENERGY INC | $598,000 | +9.3% | 56,800 | +3.3% | 0.18% | +68.5% |
| ACAD | New | ACADIA PHARMACEUTICALS INCcall | $48,000 | – | 300,000 | +100.0% | 0.02% | – |
| VTNR | New | VERTEX ENERGY INCcall | $49,000 | – | 150,300 | +100.0% | 0.02% | – |
| New | VELO3D INC | $42,000 | – | 30,379 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| OPKO HEALTH INC | 42 | Q3 2023 | 10.6% |
| PACIFIC BIOSCIENCES CALIF IN | 42 | Q3 2023 | 22.6% |
| BIOGEN INC | 42 | Q3 2023 | 0.6% |
| QUIDEL CORP | 36 | Q1 2022 | 52.5% |
| AMARIN CORP PLC | 31 | Q3 2021 | 23.1% |
| VERMILLION INC | 28 | Q1 2020 | 3.8% |
| AGENUS INC | 25 | Q3 2023 | 9.8% |
| TESARO INC | 23 | Q4 2018 | 27.8% |
| ACCELERATE DIAGNOSTICS INC | 23 | Q2 2023 | 23.0% |
| MAZOR ROBOTICS LTD | 20 | Q1 2018 | 18.0% |
View ORACLE INVESTMENT MANAGEMENT INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View ORACLE INVESTMENT MANAGEMENT INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.