Boone Capital Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$326.4M
Q ending 2026-03-31
Prior quarter
$318.6M
Q ending 2025-12-31
Change
+2.4% QoQ · +11.1% YoY
Positions
13
reported holdings
Largest positions
All 13 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Mirum Pharmaceuticals Inc | MIRM | Shares | $38.9M | 421K |
| Ionis Pharmaceuticals Inc | IONS | Shares | $37.6M | 501K |
| The Cigna Group | CI | Shares | $36.7M | 138K |
| Medtronic Plc | Shares | $34.5M | 398K | |
| Teleflex Incorporated | TFX | Shares | $33.3M | 279K |
| Biomarin Pharmaceutical Inc | BMRN | Shares | $30.9M | 548K |
| Guardian Pharmacy Svcs Inc | GRDN | Shares | $23.8M | 631K |
| Astrazeneca Plc | Shares | $21.7M | 110K | |
| Unitedhealth Group Inc | UNH | Shares | $21.4M | 79K |
| Bridgebio Pharma Inc | BBIO | Shares | $17.0M | 229K |
| Avanos Med Inc | AVNS | Shares | $16.6M | 1.2M |
| Kodiak Sciences Inc | KOD | Shares | $10.7M | 281K |
| Tenax Therapeutics Inc | TENX | Shares | $3.2M | 200K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.