Boone Capital Management LLC
Net buyer this quarter
$428M
16
+$75M
83.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TFX | $49.1M | 11.49% | 0.88% | +39.0% | Q1 2026 |
 MIRM | $48.7M | 11.38% | 0.64% | -1.3% | Q3 2023 |
 CI | $43.9M | 10.27% | 0.06% | +15.8% | Q4 2022 |
 IONS | $41.2M | 9.64% | 0.31% | +3.9% | Q3 2025 |
 UNH | $36.9M | 8.62% | 0.01% | +11.9% | Q2 2025 |
 BMRN | $33.4M | 7.81% | 0.30% | +6.5% | Q1 2025 |
 GRDN | $29.8M | 6.97% | Not reported | +12.8% | Q1 2026 |
 VSTS | $27.6M | 6.45% | 1.44% | New | Q2 2026 |
 BBIO | $25.3M | 5.92% | 0.17% | +48.5% | Q3 2023 |
 PNTG | $19.1M | 4.46% | 1.48% | Not reported | Q4 2023 |
 GLUE | $14.9M | 3.48% | 0.72% | New | Q2 2026 |
 KOD | $14.7M | 3.44% | 0.60% | +34.4% | Q3 2025 |
 TNGX | $14.2M | 3.33% | 0.27% | New | Q2 2026 |
 KYMR | $13M | 3.04% | 0.14% | New | Q2 2026 |
 CGEM | $12.8M | 3.00% | 1.09% | New | Q2 2026 |
 ANL | $2.97M | 0.70% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
| MIRM | $38.9M | 11.92% | 0.69% | Not reported | Q3 2023 |
| IONS | $37.6M | 11.51% | 0.30% | +19.8% | Q3 2025 |
| CI | $36.7M | 11.24% | 0.05% | +42.6% | Q4 2022 |
 MDT | $34.5M | 10.57% | 0.03% | -7.2% | Q1 2025 |
| TFX | $33.3M | 10.22% | 0.63% | New | Q1 2026 |
| BMRN | $30.9M | 9.48% | 0.28% | +33.0% | Q1 2025 |
| GRDN | $23.8M | 7.28% | Not reported | New | Q1 2026 |
 AZN | $21.7M | 6.65% | Not reported | 0.0% | Q4 2025 |
| UNH | $21.4M | 6.57% | 0.01% | +28.3% | Q2 2025 |
| BBIO | $17M | 5.21% | 0.12% | +23.7% | Q3 2023 |
| AVNS | $16.6M | 5.09% | 2.54% | New | Q1 2026 |
| KOD | $10.7M | 3.29% | 0.45% | -44.2% | Q3 2025 |
 TENX | $3.2M | 0.98% | 0.82% | New | Q1 2026 |
| Q4 2025 | |||||
| MDT | $41.2M | 12.93% | 0.03% | Not reported | Q1 2025 |
| MIRM | $33.3M | 10.44% | 0.81% | -21.4% | Q3 2023 |
| IONS | $33.1M | 10.37% | 0.26% | Not reported | Q3 2025 |
| CI | $26.5M | 8.33% | 0.04% | +16.3% | Q4 2022 |
| BMRN | $24.5M | 7.68% | 0.21% | +25.4% | Q1 2025 |
 NBIX | $21.5M | 6.76% | 0.15% | -8.8% | Q2 2025 |
| UNH | $20.4M | 6.40% | 0.01% | +6.3% | Q2 2025 |
| AZN | $20.2M | 6.35% | Not reported | New | Q4 2025 |
 HQY | $19.5M | 6.12% | 0.25% | New | Q4 2025 |
 LIVN | $17.8M | 5.58% | 0.53% | +72.0% | Q3 2025 |
| RAPT | $15.9M | 5.00% | 1.70% | -39.9% | Q3 2025 |
| BBIO | $14.1M | 4.44% | 0.10% | -59.8% | Q3 2023 |
| KOD | $14.1M | 4.42% | 0.82% | -29.6% | Q3 2025 |
 TYRA | $10.5M | 3.29% | 0.74% | New | Q4 2025 |
 WVE | $5.99M | 1.88% | 0.19% | New | Q4 2025 |
| Q3 2025 | |||||
| MDT | $40.8M | 13.39% | 0.03% | Not reported | Q1 2025 |
| MIRM | $39.3M | 12.88% | 1.04% | -16.5% | Q3 2023 |
| IONS | $27.3M | 8.96% | 0.26% | New | Q3 2025 |
| CI | $23.9M | 7.84% | 0.03% | +133.1% | Q4 2022 |
| BBIO | $23.9M | 7.84% | 0.24% | Not reported | Q3 2023 |
| NBIX | $23.4M | 7.66% | 0.17% | -7.7% | Q2 2025 |
| RAPT | $20.2M | 6.62% | 4.73% | New | Q3 2025 |
| UNH | $20.1M | 6.58% | 0.01% | Not reported | Q2 2025 |
| BMRN | $17.8M | 5.83% | 0.17% | -26.6% | Q1 2025 |
 ICLR | $16.8M | 5.50% | 0.13% | Not reported | Q2 2025 |
 COGT | $13.6M | 4.45% | 0.68% | New | Q3 2025 |
| KOD | $11.7M | 3.84% | 1.35% | New | Q3 2025 |
| LIVN | $8.8M | 2.88% | 0.31% | New | Q3 2025 |
 QURE | $8.6M | 2.82% | 0.24% | New | Q3 2025 |
 CLPT | $6.19M | 2.03% | 1.00% | New | Q3 2025 |
 ABEO | $2.66M | 0.87% | 0.96% | -59.9% | Q2 2025 |