Boone Capital Management LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Boone Capital Management LLC disclosed 13 US equity positions worth $326.4m in its Q1 2026 13F filing. The largest position was MIRM at 11.9% of the reported book, followed by IONS and CI.
What did Boone Capital Management LLC own in Q1 2026? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | MIRM MIRUM PHARMACEUTICALS INC | Healthcare | 11.9% | $38.9m | 421,236 | – | |
| 2 | IONS IONIS PHARMACEUTICALS INC | Healthcare | 11.5% | $37.6m | 500,522 | – | |
| 3 | CI THE CIGNA GROUP | Healthcare | 11.2% | $36.7m | 137,522 | – | |
| 4 | MDT MEDTRONIC PLC | Healthcare | 10.6% | $34.5m | 398,065 | – | |
| 5 | TFX TELEFLEX INCORPORATED | Healthcare | 10.2% | $33.3m | 278,792 | – | |
| 6 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 9.5% | $30.9m | 547,871 | – | |
| 7 | GRDN GUARDIAN PHARMACY SVCS INC | 7.3% | $23.8m | 631,193 | – | ||
| 8 | AZN ASTRAZENECA PLC | Healthcare | 6.7% | $21.7m | 110,101 | – | |
| 9 | UNH UNITEDHEALTH GROUP INC | Healthcare | 6.6% | $21.4m | 79,226 | – | |
| 10 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 5.2% | $17.0m | 228,829 | – | |
| 11 | 8HH AVANOS MED INC | 5.1% | $16.6m | 1,184,909 | – | ||
| 12 | KOD KODIAK SCIENCES INC | Healthcare | 3.3% | $10.7m | 281,332 | – | |
| 13 | TENX TENAX THERAPEUTICS INC | 1.0% | $3.2m | 200,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.