OSCR in the 13F filings
Oscar Health Inc · CUSIP 687793109
- Quarter end
- 30 Jun 2025
- the date the book describes
- Filed
- 14 Aug 2025
- latest of these filings; the earliest 6 Aug 2025
- Managers listing it
- 10
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q1 2025 and Q2 2025; 6 listed it in both
- Shares listed
- 10,666,132
- combined, among listed positions
- Reported value
- $229m
- combined, at the quarter end
Among the 95 comparable managers: 6 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing OSCR in Q2 2025
10 of 10 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Capital World Investors | 3,622,586 | $78m | under 0.1% | Held | 0 | 13 Aug 2025 (the filing on sec.gov) |
| Farallon Capital Management LLC | 1,476,000 | $32m | 0.13% | Added | +1,465,000 | 14 Aug 2025 (the filing on sec.gov) |
| Two Sigma Investments LP | 1,366,565 | $29m | 0.05% | Added | n.a. | 14 Aug 2025 (the filing on sec.gov) |
| Dragoneer Investment Group LLC | 1,346,154 | $29m | 0.59% | Trimmed | -5,571,294 | 14 Aug 2025 (the filing on sec.gov) |
| Southeastern Asset Management Inc | 881,857 | $19m | 0.95% | Trimmed | -1,214,928 | 14 Aug 2025 (the filing on sec.gov) |
| Baillie Gifford & Co | 822,088 | $18m | under 0.1% | Held | 0 | 6 Aug 2025 (the filing on sec.gov) |
| Brevan Howard Capital Management LP | 465,218 | $10.0m | 0.06% | Added | n.a. | 14 Aug 2025 (the filing on sec.gov) |
| PDT Partners LLC | 424,569 | $9.1m | 0.51% | Added | +130,896 | 14 Aug 2025 (the filing on sec.gov) |
| Maverick Capital Ltd | 213,095 | $4.6m | 0.07% | New | new | 14 Aug 2025 (the filing on sec.gov) |
| Polen Capital Management LLC | 48,000 | $1.0m | under 0.1% | New | new | 13 Aug 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Farallon Capital Management LLCexisting position · 1,476,000 shares now+1,465,000
- Maverick Capital Ltdnew position · 213,095 shares now+213,095
- PDT Partners LLCexisting position · 424,569 shares now+130,896
- Polen Capital Management LLCnew position · 48,000 shares now+48,000
Reductions
- Dragoneer Investment Group LLCexisting position · 1,346,154 shares now-5,571,294
- Southeastern Asset Management Incexisting position · 881,857 shares now-1,214,928
New positions and exits
New (2)
Exited (1)
- Glenview Capital Management LLCwas $10m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q1 2021 | 10 | $987m | n.a. | n.a. |
| Q2 2021 | 6 | $645m | n.a. | n.a. |
| Q3 2021 | 5 | $541m | n.a. | n.a. |
| Q4 2021 | 6 | $302m | n.a. | n.a. |
| Q1 2022 | 6 | $389m | n.a. | n.a. |
| Q2 2022 | 4 | $153m | n.a. | n.a. |
| Q3 2022 | 4 | $178m | n.a. | n.a. |
| Q4 2022 | 4 | $49m | n.a. | n.a. |
| Q1 2023 | 7 | $186m | n.a. | n.a. |
| Q2 2023 | 8 | $203m | n.a. | n.a. |
| Q3 2023 | 6 | $123m | n.a. | n.a. |
| Q4 2023 | 9 | $266m | 3 | 4 |
| Q1 2024 | 12 | $490m | 6 | 4 |
| Q2 2024 | 12 | $538m | 6 | 2 |
| Q3 2024 | 13 | $667m | 6 | 5 |
| Q4 2024 | 11 | $351m | 5 | 3 |
| Q1 2025 | 8 | $208m | 3 | 4 |
| Q2 2025 | 10 | $229m | 6 | 3 |
| Q3 2025 | 8 | $210m | 5 | 5 |
| Q4 2025 | 13 | $282m | 17 | 20 |
| Q1 2026 | 4 | $42m | 12 | 23 |
| Q2 2026 | 8 | $631m | 22 | 14 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
OSCR and UNH →OSCR and ELV →OSCR and CI →Choose a stock to compare with OSCR →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own OSCR, latest filings →Back to the 13F Explorer →