Institutions / Boone Capital Management LLC
Boone Capital Management LLC
CIK 1882053 · Institution · as of Dec 31, 2025
Portfolio value
$318.61M
Positions
15
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Medtronic plc | $41.19M | 12.9% |
| Mirum Pharmaceuticals, Inc. | $33.27M | 10.4% |
| Ionis Pharmaceuticals Inc | $33.05M | 10.4% |
| Cigna Group | $26.55M | 8.3% |
| BioMarin Pharmaceutical Inc | $24.48M | 7.7% |
| Neurocrine Biosciences Inc | $21.53M | 6.8% |
| Unitedhealth Group Inc | $20.39M | 6.4% |
| Astrazeneca PLC | $20.24M | 6.4% |
| Healthequity, Inc. | $19.50M | 6.1% |
| LivaNova PLC | $17.78M | 5.6% |
| Rapt Therapeutics Inc | $15.93M | 5.0% |
| BridgeBio Pharma, Inc. | $14.15M | 4.4% |
| Kodiak Sciences Inc.KOD | $14.09M | 4.4% |
| Tyra Biosciences, Inc. | $10.48M | 3.3% |
| Wave Life Sciences Ltd | $5.99M | 1.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.