Boone Capital Management as of June 30, 2026
Portfolio Holdings for Boone Capital Management
Boone Capital Management holds 16 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Teleflex Incorporated (TFX) | 11.5 | $49M | 387k | 126.76 | |
| Mirum Pharmaceuticals (MIRM) | 11.4 | $49M | 416k | 117.07 | |
| Cigna Corp (CI) | 10.3 | $44M | 159k | 275.68 | |
| Ionis Pharmaceuticals (IONS) | 9.6 | $41M | 520k | 79.29 | |
| UnitedHealth (UNH) | 8.6 | $37M | 89k | 415.63 | |
| BioMarin Pharmaceutical (BMRN) | 7.8 | $33M | 583k | 57.22 | |
| Guardian Pharmacy Svcs Cl A (GRDN) | 7.0 | $30M | 712k | 41.87 | |
| Vestis Corporation Com Shs (VSTS) | 6.5 | $28M | 1.9M | 14.52 | |
| Bridgebio Pharma (BBIO) | 5.9 | $25M | 340k | 74.48 | |
| Pennant Group (PNTG) | 4.5 | $19M | 516k | 36.95 | |
| Monte Rosa Therapeutics (GLUE) | 3.5 | $15M | 615k | 24.20 | |
| Kodiak Sciences (KOD) | 3.4 | $15M | 378k | 38.96 | |
| Tango Therapeutics (TNGX) | 3.3 | $14M | 456k | 31.26 | |
| Kymera Therapeutics (KYMR) | 3.0 | $13M | 113k | 114.67 | |
| Cullinan Oncology (CGEM) | 3.0 | $13M | 704k | 18.21 | |
| Adlai Nortye Sponsored Ads (ANL) | 0.7 | $3.0M | 258k | 11.50 |
