BOONE CAPITAL MANAGEMENT LLC
13 holdingsFiling period: 2026-03-31Current AUM: $343.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MIRM | MIRUM PHARMACEUTICALS INC | 421.2K | $38.9M | $44.6M | 13.00% | -- | 2026-03-31 |
| 2 | IONS | IONIS PHARMACEUTICALS INC | 500.5K | $37.6M | $25.9M | 7.55% | +82.7K | 2026-03-31 |
| 3 | CI | THE CIGNA GROUP | 137.5K | $36.7M | $38.4M | 11.18% | +41.1K | 2026-03-31 |
| 4 | — | MEDTRONIC PLC | 398.1K | $34.5M | $34.5M | 10.05% | -30,724 | 2026-03-31 |
| 5 | TFX | TELEFLEX INCORPORATED | 278.8K | $33.3M | $38.1M | 11.10% | -- | 2026-03-31 |
| 6 | BMRN | BIOMARIN PHARMACEUTICAL INC | 547.9K | $30.9M | $32.9M | 9.58% | +136.0K | 2026-03-31 |
| 7 | GRDN | GUARDIAN PHARMACY SVCS INC | 631.2K | $23.8M | $25.0M | 7.27% | -- | 2026-03-31 |
| 8 | — | ASTRAZENECA PLC | 110.1K | $21.7M | $21.7M | 6.33% | -- | 2026-03-31 |
| 9 | UNH | UNITEDHEALTH GROUP INC | 79.2K | $21.4M | $32.8M | 9.56% | +17.5K | 2026-03-31 |
| 10 | BBIO | BRIDGEBIO PHARMA INC | 228.8K | $17.0M | $18.3M | 5.34% | +43.9K | 2026-03-31 |
| 11 | AVNS | AVANOS MED INC | 1.18M | $16.6M | $16.6M | 4.84% | -- | 2026-03-31 |
| 12 | KOD | KODIAK SCIENCES INC | 281.3K | $10.7M | $11.7M | 3.41% | -222,498 | 2026-03-31 |
| 13 | TENX | TENAX THERAPEUTICS INC | 200.0K | $3.2M | $2.7M | 0.80% | -- | 2026-03-31 |
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