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 $427.5M across 16 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TFX ($49.1M, 11.49%), MIRM ($48.7M, 11.38%), CI ($43.9M, 10.27%), IONS ($41.2M, 9.64%), UNH ($36.9M, 8.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TFX | TELEFLEX INCORPORATED | $49.1M | 11.49% | 387,388 | Added |
| 2 | MIRM | MIRUM PHARMACEUTICALS INC | $48.7M | 11.38% | 415,641 | Trimmed |
| 3 | CI | THE CIGNA GROUP | $43.9M | 10.27% | 159,290 | Added |
| 4 | IONS | IONIS PHARMACEUTICALS INC | $41.2M | 9.64% | 519,977 | Added |
| 5 | UNH | UNITEDHEALTH GROUP INC | $36.9M | 8.62% | 88,687 | Added |
| 6 | BMRN | BIOMARIN PHARMACEUTICAL INC | $33.4M | 7.81% | 583,219 | Added |
| 7 | GRDN | GUARDIAN PHARMACY SVCS INC | $29.8M | 6.97% | 711,939 | Added |
| 8 | VSTS | VESTIS CORPORATION | $27.6M | 6.45% | 1.9M | New |
| 9 | BBIO | BRIDGEBIO PHARMA INC | $25.3M | 5.92% | 339,720 | Added |
| 10 | PNTG | PENNANT GROUP INC | $19.1M | 4.46% | 515,818 | New |
| 11 | GLUE | MONTE ROSA THERAPEUTICS INC | $14.9M | 3.48% | 615,287 | New |
| 12 | KOD | KODIAK SCIENCES INC | $14.7M | 3.44% | 378,010 | Added |
| 13 | TNGX | TANGO THERAPEUTICS INC | $14.2M | 3.33% | 455,605 | New |
| 14 | KYMR | KYMERA THERAPEUTICS INC | $13.0M | 3.04% | 113,173 | New |
| 15 | CGEM | CULLINAN THERAPEUTICS INC | $12.8M | 3.00% | 704,442 | New |
| 16 | ANL | ADLAI NORTYE LTD | $3.0M | 0.70% | 258,390 | New |
| 17 | AVNS | AVANOS MED INC | $0 | 0.00% | 0 | Exited |
| 18 | TENX | TENAX THERAPEUTICS INC | $0 | 0.00% | 0 | Exited |
| 19 | AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | Exited |
| 20 | MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30