BOONE CAPITAL MANAGEMENT LLC — 13F holdings

BOONE CAPITAL MANAGEMENT LLC reported 16 holdings worth $428M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. TFX TELEFLEX INCORPORATED — $49.1M (11.5%)
2. MIRM MIRUM PHARMACEUTICALS INC — $48.7M (11.4%)
3. CI THE CIGNA GROUP — $43.9M (10.3%)
4. IONS IONIS PHARMACEUTICALS INC — $41.2M (9.6%)
5. UNH UNITEDHEALTH GROUP INC — $36.9M (8.6%)
6. BMRN BIOMARIN PHARMACEUTICAL INC — $33.4M (7.8%)
7. GRDN GUARDIAN PHARMACY SVCS INC — $29.8M (7.0%)
8. VSTS VESTIS CORPORATION — $27.6M (6.5%)
9. BBIO BRIDGEBIO PHARMA INC — $25.3M (5.9%)
10. PNTG PENNANT GROUP INC — $19.1M (4.5%)