BOONE CAPITAL MANAGEMENT LLC
16 holdingsFiling period: 2026-06-30Current AUM: $396.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TFX | TELEFLEX INCORPORATED | 387.4K | $49.1M | $50.0M | 12.61% | +108.6K | 2026-06-30 |
| 2 | MIRM | MIRUM PHARMACEUTICALS INC | 415.6K | $48.7M | $39.0M | 9.85% | -5,595 | 2026-06-30 |
| 3 | CI | THE CIGNA GROUP | 159.3K | $43.9M | $46.0M | 11.61% | +21.8K | 2026-06-30 |
| 4 | IONS | IONIS PHARMACEUTICALS INC | 520.0K | $41.2M | $24.6M | 6.20% | +19.5K | 2026-06-30 |
| 5 | UNH | UNITEDHEALTH GROUP INC | 88.7K | $36.9M | $33.3M | 8.41% | +9.5K | 2026-06-30 |
| 6 | BMRN | BIOMARIN PHARMACEUTICAL INC | 583.2K | $33.4M | $37.6M | 9.49% | +35.3K | 2026-06-30 |
| 7 | GRDN | GUARDIAN PHARMACY SVCS INC | 711.9K | $29.8M | $34.2M | 8.62% | +80.7K | 2026-06-30 |
| 8 | VSTS | VESTIS CORPORATION | 1.90M | $27.6M | $25.2M | 6.36% | -- | 2026-06-30 |
| 9 | BBIO | BRIDGEBIO PHARMA INC | 339.7K | $25.3M | $23.2M | 5.86% | +110.9K | 2026-06-30 |
| 10 | PNTG | PENNANT GROUP INC | 515.8K | $19.1M | $20.6M | 5.20% | -- | 2026-06-30 |
| 11 | GLUE | MONTE ROSA THERAPEUTICS INC | 615.3K | $14.9M | $8.0M | 2.02% | -- | 2026-06-30 |
| 12 | KOD | KODIAK SCIENCES INC | 378.0K | $14.7M | $12.5M | 3.15% | +96.7K | 2026-06-30 |
| 13 | TNGX | TANGO THERAPEUTICS INC | 455.6K | $14.2M | $10.9M | 2.75% | -- | 2026-06-30 |
| 14 | KYMR | KYMERA THERAPEUTICS INC | 113.2K | $13.0M | $12.8M | 3.23% | -- | 2026-06-30 |
| 15 | CGEM | CULLINAN THERAPEUTICS INC | 704.4K | $12.8M | $14.5M | 3.65% | -- | 2026-06-30 |
| 16 | ANL | ADLAI NORTYE LTD | 258.4K | $3.0M | $3.9M | 0.98% | -- | 2026-06-30 |
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