Boone Capital Management LLC 13F Holdings · Q2 2026
Boone Capital Management LLC reported 16 securities worth $427.54M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TFX (11.49%), MIRM (11.38%), CI (10.27%). Among its top 25 positions this quarter: 7 new, 8 added, 1 trimmed, 4 exited.
| 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 | AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | Exited |
| 19 | MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | Exited |
| 20 | TENX | TENAX THERAPEUTICS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR