Boone Capital Management LLC Top Holdings and 13F Report (2026) About Boone Capital Management LLCInvestment ActivityBoone Capital Management LLC has $427.54 million in total holdings as of June 30, 2026.Boone Capital Management LLC owns shares of 16 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 34.44% of the portfolio was purchased this quarter.About 17.93% of the portfolio was sold this quarter.This quarter, Boone Capital Management LLC has purchased 13 new stocks and bought additional shares in 8 stocks.Boone Capital Management LLC sold shares of 1 stock and completely divested from 4 stocks this quarter.Largest Holdings Teleflex $49,105,303Mirum Pharmaceuticals $48,659,092Cigna Group $43,913,067Ionis Pharmaceuticals $41,228,976UnitedHealth Group $36,860,978 Largest New Holdings this Quarter 29430C102 - VESTIS CORPORATION $27,590,033 Holding70805E109 - The Pennant Group $19,059,475 Holding61225M102 - Monte Rosa Therapeutics $14,889,945 Holding87583X109 - Tango Therapeutics $14,242,212 Holding501575104 - Kymera Therapeutics $12,977,548 Holding Largest Purchases this Quarter VESTIS CORPORATION 1,900,140 shares (about $27.59M)The Pennant Group 515,818 shares (about $19.06M)Monte Rosa Therapeutics 615,287 shares (about $14.89M)Tango Therapeutics 455,605 shares (about $14.24M)Teleflex 108,596 shares (about $13.77M) Largest Sales this Quarter Mirum Pharmaceuticals 5,595 shares (about $655.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBoone Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTFXTeleflex$49,105,303$13,765,629 â–²39.0%387,38811.5%HealthcareMIRMMirum Pharmaceuticals$48,659,092$655,007 â–¼-1.3%415,64111.4%HealthcareCICigna Group$43,913,067$6,001,002 â–²15.8%159,29010.3%HealthcareIONSIonis Pharmaceuticals$41,228,976$1,542,587 â–²3.9%519,9779.6%HealthcareUNHUnitedHealth Group$36,860,978$3,932,275 â–²11.9%88,6878.6%HealthcareBMRNBioMarin Pharmaceutical$33,371,791$2,022,613 â–²6.5%583,2197.8%HealthcareGUARDIAN PHARMACY SVCS INC$29,808,886$3,380,835 â–²12.8%711,9397.0%CL AVESTIS CORPORATION$27,590,033$27,590,033 â–²New Holding1,900,1406.5%COM SHSBBIOBridgeBio Pharma$25,302,346$8,259,162 â–²48.5%339,7205.9%HealthcarePNTGThe Pennant Group$19,059,475$19,059,475 â–²New Holding515,8184.5%HealthcareGLUEMonte Rosa Therapeutics$14,889,945$14,889,945 â–²New Holding615,2873.5%HealthcareKODKodiak Sciences$14,727,270$3,766,575 â–²34.4%378,0103.4%HealthcareTNGXTango Therapeutics$14,242,212$14,242,212 â–²New Holding455,6053.3%HealthcareKYMRKymera Therapeutics$12,977,548$12,977,548 â–²New Holding113,1733.0%HealthcareCGEMCullinan Therapeutics$12,827,889$12,827,889 â–²New Holding704,4423.0%HealthcareADLAI NORTYE LTD$2,971,485$2,971,485 â–²New Holding258,3900.7%SPONSORED ADSMDTMedtronic$0$34,492,332 â–¼-100.0%00.0%HealthcareAZNCFAstraZeneca$0$21,714,119 â–¼-100.0%00.0%HealthcareAVNSAvanos Medical$0$16,600,575 â–¼-100.0%00.0%HealthcareTENAX THERAPEUTICS INC$0$3,198,000 â–¼-100.0%00.0%COM NEWShowing largest 100 holdings. 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