Boone Capital Management LLC reported 16 holdings worth US$428M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Boone Capital Management LLC reported 16 holdings worth US$428M as of Jun 30, 2026. Largest: Teleflex Incorporated, Mirum Pharmaceuticals, Inc. and The Cigna Group. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 16
- Value as reported
- US$428M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Teleflex Incorporated | 387K | US$49.1M | 11.5% |
| Mirum Pharmaceuticals, Inc. | 416K | US$48.7M | 11.4% |
| The Cigna Group | 159K | US$43.9M | 10.3% |
| Ionis Pharmaceuticals, Inc. | 520K | US$41.2M | 9.6% |
| Unitedhealth Group Incorporated | 88,687 | US$36.9M | 8.6% |
| Biomarin Pharmaceutical Inc. | 583K | US$33.4M | 7.8% |
| Guardian Pharmacy Services, Inc. | 712K | US$29.8M | 7.0% |
| Vestis Corporation | 1.9M | US$27.6M | 6.5% |
| Bridgebio Pharma, Inc. | 340K | US$25.3M | 5.9% |
| The Pennant Group, Inc. | 516K | US$19.1M | 4.5% |
| Monte Rosa Therapeutics, Inc. | 615K | US$14.9M | 3.5% |
| Kodiak Sciences Inc | 378K | US$14.7M | 3.4% |
| Tango Therapeutics, Inc. | 456K | US$14.2M | 3.3% |
| Kymera Therapeutics, Inc. | 113K | US$13M | 3.0% |
| Cullinan Therapeutics, Inc. | 704K | US$12.8M | 3.0% |
| Avanos Medical, Inc. | 0 | US$0 | 0.00% |
| Tenax Therapeutics, Inc. | 0 | US$0 | 0.00% |