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BOONE CAPITAL MANAGEMENT LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $427,536,296
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- TELEFLEX INCORPORATED · COM · 879369106 · shares: $49,105,303
- MIRUM PHARMACEUTICALS INC · COM · 604749101 · shares: $48,659,092
- THE CIGNA GROUP · COM · 125523100 · shares: $43,913,067
- IONIS PHARMACEUTICALS INC · COM · 462222100 · shares: $41,228,976
- UNITEDHEALTH GROUP INC · COM · 91324P102 · shares: $36,860,978
- BIOMARIN PHARMACEUTICAL INC · COM · 09061G101 · shares: $33,371,791
- GUARDIAN PHARMACY SVCS INC · CL A · 40145W101 · shares: $29,808,886
- VESTIS CORPORATION · COM SHS · 29430C102 · shares: $27,590,033
- BRIDGEBIO PHARMA INC · COM · 10806X102 · shares: $25,302,346
- PENNANT GROUP INC · COM · 70805E109 · shares: $19,059,475
Reported holdings
16 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| TELEFLEX INCORPORATED | COM | 879369106 | — | 387,388 shares | $49,105,303 |
| MIRUM PHARMACEUTICALS INC | COM | 604749101 | — | 415,641 shares | $48,659,092 |
| THE CIGNA GROUP | COM | 125523100 | — | 159,290 shares | $43,913,067 |
| IONIS PHARMACEUTICALS INC | COM | 462222100 | — | 519,977 shares | $41,228,976 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 88,687 shares | $36,860,978 |
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | — | 583,219 shares | $33,371,791 |
| GUARDIAN PHARMACY SVCS INC | CL A | 40145W101 | — | 711,939 shares | $29,808,886 |
| VESTIS CORPORATION | COM SHS | 29430C102 | — | 1,900,140 shares | $27,590,033 |
| BRIDGEBIO PHARMA INC | COM | 10806X102 | — | 339,720 shares | $25,302,346 |
| PENNANT GROUP INC | COM | 70805E109 | — | 515,818 shares | $19,059,475 |
| MONTE ROSA THERAPEUTICS INC | COM | 61225M102 | — | 615,287 shares | $14,889,945 |
| KODIAK SCIENCES INC | COM | 50015M109 | — | 378,010 shares | $14,727,270 |
| TANGO THERAPEUTICS INC | COM | 87583X109 | — | 455,605 shares | $14,242,212 |
| KYMERA THERAPEUTICS INC | COM | 501575104 | — | 113,173 shares | $12,977,548 |
| CULLINAN THERAPEUTICS INC | COM | 230031106 | — | 704,442 shares | $12,827,889 |
| ADLAI NORTYE LTD | SPONSORED ADS | 00704R109 | — | 258,390 shares | $2,971,485 |