Boone Capital Management Llc Portfolio Stock Holdings
Boone Capital Management Llc disclosed 13 stock positions valued at approximately $326.4 million in its latest SEC 13F filing. The largest holdings include MIRUM PHARMACEUTICALS INC, IONIS PHARMACEUTICALS INC, and THE CIGNA GROUP. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 13
- Portfolio Value
- $326.4M
Holdings by Sector
Boone Capital Management Llc Portfolio Holdings in Q1 2026
11 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MIRUM PHARMACEUTICALS INC | MIRM | Healthcare | 11.92% | 421,236 | - | - | $38,913,782 |
| IONIS PHARMACEUTICALS INC | IONS | Healthcare | 11.51% | 500,522 | +82,689 | +19.79% | $37,584,197 |
| THE CIGNA GROUP | CI | Healthcare | 11.24% | 137,522 | +41,069 | +42.58% | $36,683,994 |
| MEDTRONIC PLC | MDT | Other | 10.57% | 398,065 | -30,724 | -7.17% | $34,492,332 |
| TELEFLEX INCORPORATED | TFX | Healthcare | 10.22% | 278,792 | +278,792 | +100.00% | $33,346,311 |
| BIOMARIN PHARMACEUTICAL INC | BMRN | Healthcare | 9.48% | 547,871 | +135,991 | +33.02% | $30,949,233 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 6.57% | 79,226 | +17,464 | +28.28% | $21,437,763 |
| BRIDGEBIO PHARMA INC | BBIO | Healthcare | 5.21% | 228,829 | +43,866 | +23.72% | $16,992,842 |
| AVANOS MED INC | AVNS | Healthcare | 5.09% | 1,184,909 | +1,184,909 | +100.00% | $16,600,575 |
| KODIAK SCIENCES INC | KOD | Healthcare | 3.29% | 281,332 | -222,498 | -44.16% | $10,724,376 |
| TENAX THERAPEUTICS INC | TENX | Healthcare | 0.98% | 200,000 | +200,000 | +100.00% | $3,198,000 |