BOONE CAPITAL MANAGEMENT LLC: 13F holdings
CIK 18820532026Q2
| Positions | 16 |
|---|
| Reported value | $427.5m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 16 (+3 vs prior quarter) |
|---|
| Reported value | $427.5m (+31.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TFX TELEFLEX INCORPORATED | 387,388 | $49.1m | 11.5% |
| MIRM MIRUM PHARMACEUTICALS INC | 415,641 | $48.7m | 11.4% |
| CI THE CIGNA GROUP | 159,290 | $43.9m | 10.3% |
| IONS IONIS PHARMACEUTICALS INC | 519,977 | $41.2m | 9.6% |
| UNH UNITEDHEALTH GROUP INC | 88,687 | $36.9m | 8.6% |
| BMRN BIOMARIN PHARMACEUTICAL INC | 583,219 | $33.4m | 7.8% |
| GRDN GUARDIAN PHARMACY SVCS INC | 711,939 | $29.8m | 7.0% |
| VSTS VESTIS CORPORATION | 1,900,140 | $27.6m | 6.5% |
| BBIO BRIDGEBIO PHARMA INC | 339,720 | $25.3m | 5.9% |
| PNTG PENNANT GROUP INC | 515,818 | $19.1m | 4.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1882053")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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