BOONE CAPITAL MANAGEMENT LLC 13F Holdings

CIK 0001882053 · Atlanta, GA

As of Sep 30, 2025, BOONE CAPITAL MANAGEMENT LLC reported 16 positions worth $305.0M in its SEC Form 13F filing.

Top 16 holdings

SecurityTickerSectorSharesValue% of portfolio
MEDTRONIC PLCMDTHealthcare428,789$40.8M13.39%
MIRUM PHARMACEUTICALS INCMIRMHealthcare535,732$39.3M12.88%
IONIS PHARMACEUTICALS INCIONSHealthcare417,833$27.3M8.96%
CIGNA GROUPCIHealthcare82,972$23.9M7.84%
BRIDGEBIO PHARMA INCBBIOHealthcare460,282$23.9M7.84%
NEUROCRINE BIOSCIENCES INCNBIXHealthcare166,414$23.4M7.66%
RAPT THERAPEUTICS INCRAPTHealthcare782,461$20.2M6.62%
UNITEDHEALTH GROUP INCUNHHealthcare58,112$20.1M6.58%
BIOMARIN PHARMACEUTICAL INCBMRNHealthcare328,546 7.8M5.83%
ICON PLCICLRHealthcare95,832 6.8M5.50%
COGENT BIOSCIENCES INCCOGTHealthcare945,042 3.6M4.45%
KODIAK SCIENCES INCKODHealthcare715,877 1.7M3.84%
LIVANOVA PLCLIVNHealthcare167,932$8.8M2.88%
UNIQURE NVQUREHealthcare147,317$8.6M2.82%
CLEARPOINT NEURO INCCLPTHealthcare283,912$6.2M2.03%
ABEONA THERAPEUTICS INCABEOHealthcare502,854$2.7M0.87%