Boone Capital Management as of Sept. 30, 2023
Portfolio Holdings for Boone Capital Management
Boone Capital Management holds 13 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Unum (UNM) | 13.5 | $43M | 868k | 49.19 | |
| Cigna Corp (CI) | 11.7 | $37M | 130k | 286.07 | |
| Molina Healthcare (MOH) | 11.7 | $37M | 113k | 327.89 | |
| Danaher Corporation (DHR) | 10.1 | $32M | 129k | 248.10 | |
| Colfax Corp (ENOV) | 8.4 | $27M | 503k | 52.73 | |
| Amgen (AMGN) | 8.3 | $26M | 98k | 268.76 | |
| Biogen Idec (BIIB) | 7.8 | $25M | 96k | 257.01 | |
| Globus Med Cl A (GMED) | 6.7 | $21M | 429k | 49.65 | |
| Baxter International (BAX) | 5.6 | $18M | 469k | 37.74 | |
| Quanterix Ord (QTRX) | 4.9 | $15M | 569k | 27.14 | |
| Ideaya Biosciences (IDYA) | 4.9 | $15M | 571k | 26.98 | |
| Mirum Pharmaceuticals (MIRM) | 3.9 | $12M | 390k | 31.60 | |
| Bridgebio Pharma (BBIO) | 2.6 | $8.3M | 313k | 26.37 |
