Boone Capital Management LLC
16 holdingsFiling period: 2026-06-30Current AUM: $410.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TFX | Teleflex Incorporated | 387.4K | $49.1M | $50.8M | 12.39% | +108.6K | 2026-06-30 |
| 2 | MIRM | Mirum Pharmaceuticals Inc | 415.6K | $48.7M | $35.4M | 8.62% | -5,595 | 2026-06-30 |
| 3 | CI | The Cigna Group | 159.3K | $43.9M | $48.8M | 11.91% | +21.8K | 2026-06-30 |
| 4 | IONS | Ionis Pharmaceuticals Inc | 520.0K | $41.2M | $23.6M | 5.76% | +19.5K | 2026-06-30 |
| 5 | UNH | Unitedhealth Group Inc | 88.7K | $36.9M | $37.2M | 9.07% | +9.5K | 2026-06-30 |
| 6 | BMRN | Biomarin Pharmaceutical Inc | 583.2K | $33.4M | $32.9M | 8.03% | +35.3K | 2026-06-30 |
| 7 | GRDN | Guardian Pharmacy Svcs Inc | 711.9K | $29.8M | $29.8M | 7.27% | +80.7K | 2026-06-30 |
| 8 | VSTS | Vestis Corporation | 1.90M | $27.6M | $27.5M | 6.71% | -- | 2026-06-30 |
| 9 | BBIO | Bridgebio Pharma Inc | 339.7K | $25.3M | $22.9M | 5.60% | +110.9K | 2026-06-30 |
| 10 | PNTG | Pennant Group Inc | 515.8K | $19.1M | $21.4M | 5.22% | -- | 2026-06-30 |
| 11 | GLUE | Monte Rosa Therapeutics Inc | 615.3K | $14.9M | $7.0M | 1.70% | -- | 2026-06-30 |
| 12 | KOD | Kodiak Sciences Inc | 378.0K | $14.7M | $35.1M | 8.57% | +96.7K | 2026-06-30 |
| 13 | TNGX | Tango Therapeutics Inc | 455.6K | $14.2M | $11.5M | 2.81% | -- | 2026-06-30 |
| 14 | KYMR | Kymera Therapeutics Inc | 113.2K | $13.0M | $12.8M | 3.13% | -- | 2026-06-30 |
| 15 | CGEM | Cullinan Therapeutics Inc | 704.4K | $12.8M | $10.4M | 2.55% | -- | 2026-06-30 |
| 16 | ANL | Adlai Nortye Ltd | 258.4K | $3.0M | $2.7M | 0.67% | -- | 2026-06-30 |
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