ORACLE INVESTMENT MANAGEMENT INC Hedge Fund

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	NOVAVAX INC	600,000	$4,032	2.4%	—	—	CALL	670002AD6
TSHA	TAYSHA GENE THERAPIES INC	265,000	$1,458	0.9%	$4.86	0.0%	COM SHS	877619106
EWTX	EDGEWISE THERAPEUTICS INC	38,343	$951	0.6%	$20.07	0.0%	COM	28036F105
DAWN	DAY ONE BIOPHARMACEUTICALS I	100,000	$932	0.6%	$8.35	0.0%	COM	23954D109
—	PFIZER INC	25,000	$623	0.4%	—	—	CALL	717081903
ARKG	ARK ETF TR	19,500	$565	0.3%	$28.97	—	GENOMIC REV ETF	00214Q302
TEM	TEMPUS AI INC	6,507	$384	0.2%	$78.23	0.0%	CL A	88023B103
HTZ	HERTZ GLOBAL HLDGS INC	15,000	$77	0.0%	$5.46	0.0%	COM NEW	42806J700

Increased Positions (5)

ARDX ARDELYX INC 6.5%

Value ($000) $10,917 (+31.8%) Shares 1,872,624 (+24.5%) Est. Cost $5.66 Unrealized -1.6%

BHVN BIOHAVEN LTD 5.2%

Value ($000) $8,718 (-21.5%) Shares 772,181 (+4.4%) Est. Cost $21.22 Unrealized -41.6%

PSNL PERSONALIS INC 1.6%

Value ($000) $2,701 (+80.6%) Shares 339,343 (+47.9%) Est. Cost $6.68 Unrealized +30.9%

— TELADOC HEALTH INC 2.7%

Value ($000) $4,550 (+25.1%) Shares 650,000 (+38.2%) Est. Cost — Unrealized —

SGMO SANGAMO THERAPEUTICS INC 0.3%

Value ($000) $435 (-35.7%) Shares 1,035,742 (+3.1%) Est. Cost $0.54 Unrealized -1.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ARDX	ARDELYX INC	1,872,624 (+24.5%)	$10,917 (+31.8%)	6.5%	$5.66	-1.6%	COM	039697107
BHVN	BIOHAVEN LTD	772,181 (+4.4%)	$8,718 (-21.5%)	5.2%	$21.22	-41.6%	COM	G1110E107
PSNL	PERSONALIS INC	339,343 (+47.9%)	$2,701 (+80.6%)	1.6%	$6.68	+30.9%	COM	71535D106
—	TELADOC HEALTH INC	650,000 (+38.2%)	$4,550 (+25.1%)	2.7%	—	—	CALL	87918A905
SGMO	SANGAMO THERAPEUTICS INC	1,035,742 (+3.1%)	$435 (-35.7%)	0.3%	$0.54	-1.6%	COM	800677106

Exited Positions (6)

— NOVAVAX INC 3.3%

Value ($000) $5,505 Shares 635,000 Est. Cost — Unrealized —

PLTR PALANTIR TECHNOLOGIES INC 3.2%

Value ($000) $5,381 Shares 29,500 Est. Cost $33.56 Unrealized +439.4%

CNC CENTENE CORP DEL 2.3%

Value ($000) $3,936 Shares 110,300 Est. Cost $30.20 Unrealized +23.9%

NVAX NOVAVAX INC 1.3%

Value ($000) $2,107 Shares 243,000 Est. Cost $7.78 Unrealized -3.1%

KOID KRANESHARES TRUST 0.4%

Value ($000) $719 Shares 22,400 Est. Cost $32.08 Unrealized —

BDSX BIODESIX INC 0.1%

Value ($000) $113 Shares 15,000 Est. Cost $7.69 Unrealized -4.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	NOVAVAX INC	635,000	$5,505	3.3%	—	—	CALL	670002901
PLTR	PALANTIR TECHNOLOGIES INC	29,500	$5,381	3.2%	$33.56	+439.4%	—	69608A108
CNC	CENTENE CORP DEL	110,300	$3,936	2.3%	$30.20	+23.9%	—	15135B101
NVAX	NOVAVAX INC	243,000	$2,107	1.3%	$7.78	-3.1%	—	670002401
KOID	KRANESHARES TRUST	22,400	$719	0.4%	$32.08	—	—	500767751
BDSX	BIODESIX INC	15,000	$113	0.1%	$7.69	-4.3%	—	09075X207

Decreased Positions (3)

TDOC TELADOC HEALTH INC 1.5%

Value ($000) $2,480 (-54.5%) Shares 354,338 (-49.8%) Est. Cost $9.05 Unrealized -13.5%

— BIOHAVEN LTD 1.6%

Value ($000) $2,629 (-36.3%) Shares 232,900 (-15.3%) Est. Cost — Unrealized —

— ARDELYX INC 2.1%

Value ($000) $3,498 (+0.3%) Shares 600,000 (-5.2%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
TDOC	TELADOC HEALTH INC	354,338 (-49.8%)	$2,480 (-54.5%)	1.5%	$9.05	-13.5%	COM	87918A105
—	BIOHAVEN LTD	232,900 (-15.3%)	$2,629 (-36.3%)	1.6%	—	—	CALL	G1110E907
—	ARDELYX INC	600,000 (-5.2%)	$3,498 (+0.3%)	2.1%	—	—	CALL	039697907

Unchanged Positions (6)

WGS GENEDX HOLDINGS CORP 68.5%

Value ($000) $115,058 Shares 884,654 Est. Cost $6.26 Unrealized +2094.2%

FORA FORIAN INC 1.7%

Value ($000) $2,896 Shares 1,366,107 Est. Cost $10.60 Unrealized -79.4%

QDEL QUIDELORTHO CORP 2.0%

Value ($000) $3,378 Shares 118,291 Est. Cost $99.04 Unrealized -72.6%

BIIB BIOGEN INC 0.3%

Value ($000) $424 Shares 2,412 Est. Cost $213.68 Unrealized -23.5%

CAVA CAVA GROUP INC 0.6%

Value ($000) $1,004 Shares 17,100 Est. Cost $54.87 Unrealized +1.6%

TSLA TESLA INC 0.1%

Value ($000) $225 Shares 500 Est. Cost $346.84 Unrealized +27.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
WGS	GENEDX HOLDINGS CORP	884,654	$115,058	68.5%	$6.26	+2094.2%	COM CL A	81663L200
FORA	FORIAN INC	1,366,107	$2,896	1.7%	$10.60	-79.4%	COM	34630N106
QDEL	QUIDELORTHO CORP	118,291	$3,378	2.0%	$99.04	-72.6%	COM	219798105
BIIB	BIOGEN INC	2,412	$424	0.3%	$213.68	-23.5%	COM	09062X103
CAVA	CAVA GROUP INC	17,100	$1,004	0.6%	$54.87	+1.6%	COM	148929102
TSLA	TESLA INC	500	$225	0.1%	$346.84	+27.8%	COM	88160R101