account_balance
Investment manager · 13F filer · SEC CIK 1882053
Boone Capital Management LLC
Reported value$428Mas of Jun 30, 2026
Positions16 7 new, 4 sold out
Top 10 weight83.0%TFX alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TFXTeleflex Inc
11.5%Added +39%
MIRMMirum Pharmaceuticals, Inc.
11.4%
CICigna Group
10.3%Added +16%
IONSIonis Pharmaceuticals Inc
9.6%Added +4%
UNHUnitedHealth Group Inc
8.6%Added +12%
BMRNBiomarin Pharmaceutical Inc
7.8%Added +6%
GRDNGuardian Pharmacy Services, Inc.
7.0%Added +13%
VSTSVestis Corp
6.5%New
BBIOBridgeBio Pharma, Inc.
5.9%Added +48%
PNTGPennant Group, Inc.
4.5%New
GLUEMonte Rosa Therapeutics, Inc.
3.5%New
KODKodiak Sciences Inc.
3.4%Added +34%
TFXTeleflex Inc
11.5%Added +39%
MIRMMirum Pharmaceuticals, Inc.
11.4%
CICigna Group
10.3%Added +16%
IONSIonis Pharmaceuticals Inc
9.6%Added +4%
UNHUnitedHealth Group Inc
8.6%Added +12%
BMRNBiomarin Pharmaceutical Inc
7.8%
GRDNGuardian Pharmacy Services, Inc.
7.0%
VSTSVestis Corp
6.5%
BBIOBridgeBio Pharma, Inc.
5.9%
PNTG4.5%GLUEKODBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TFX Teleflex Inc 11.5% Added +39%MIRM Mirum Pharmaceuticals, Inc. 11.4% HeldCI Cigna Group 10.3% Added +16%IONS Ionis Pharmaceuticals Inc 9.6% Added +4%UNH UnitedHealth Group Inc 8.6% Added +12%BMRN Biomarin Pharmaceutical Inc 7.8% Added +6%GRDN Guardian Pharmacy Services, Inc. 7.0% Added +13%VSTS Vestis Corp 6.5% NewBBIO BridgeBio Pharma, Inc. 5.9% Added +48%PNTG Pennant Group, Inc. 4.5% NewGLUE Monte Rosa Therapeutics, Inc. 3.5% NewKOD Kodiak Sciences Inc. 3.4% Added +34%
What changed
Biggest moves since Mar 31, 2026
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