Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BOONE CAPITAL MANAGEMENT LLC (CIK 1882053) reported $326.4M across 13 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MIRM ($38.9M, 11.92%), IONS ($37.6M, 11.51%), CI ($36.7M, 11.24%), MDT ($34.5M, 10.57%), TFX ($33.3M, 10.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MIRM | MIRUM PHARMACEUTICALS INC | $38.9M | 11.92% | 421,236 | Hold |
| 2 | IONS | IONIS PHARMACEUTICALS INC | $37.6M | 11.51% | 500,522 | Added |
| 3 | CI | THE CIGNA GROUP | $36.7M | 11.24% | 137,522 | Added |
| 4 | MDT | MEDTRONIC PLC | $34.5M | 10.57% | 398,065 | Trimmed |
| 5 | TFX | TELEFLEX INCORPORATED | $33.3M | 10.22% | 278,792 | New |
| 6 | BMRN | BIOMARIN PHARMACEUTICAL INC | $30.9M | 9.48% | 547,871 | Added |
| 7 | GRDN | GUARDIAN PHARMACY SVCS INC | $23.8M | 7.28% | 631,193 | New |
| 8 | AZNCF | ASTRAZENECA PLC | $21.7M | 6.65% | 110,101 | New |
| 9 | UNH | UNITEDHEALTH GROUP INC | $21.4M | 6.57% | 79,226 | Added |
| 10 | BBIO | BRIDGEBIO PHARMA INC | $17.0M | 5.21% | 228,829 | Added |
| 11 | AVNS | AVANOS MED INC | $16.6M | 5.09% | 1.2M | New |
| 12 | KOD | KODIAK SCIENCES INC | $10.7M | 3.29% | 281,332 | Trimmed |
| 13 | TENX | TENAX THERAPEUTICS INC | $3.2M | 0.98% | 200,000 | New |
| 14 | AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | Exited |
| 15 | HQY | HEALTHEQUITY INC | $0 | 0.00% | 0 | Exited |
| 16 | NBIX | NEUROCRINE BIOSCIENCES INC | $0 | 0.00% | 0 | Exited |
| 17 | RAPT | RAPT THERAPEUTICS INC | $0 | 0.00% | 0 | Exited |
| 18 | TYRA | TYRA BIOSCIENCES INC | $0 | 0.00% | 0 | Exited |
| 19 | LIVN | LIVANOVA PLC | $0 | 0.00% | 0 | Exited |
| 20 | WVE | WAVE LIFE SCIENCES LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31