Institutional Fund
Boone Capital Management LLC
Atlanta, GACIK 18820535 filings on record
Portfolio Value
$326.41M
Q1 2026
Holdings
13
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+2.4%
from $318.61M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Mirum Pharmaceuticals Inc11.9%
- Ionis Pharmaceuticals Inc11.5%
- The Cigna Group11.2%
- Medtronic PLC10.6%
- Teleflex Incorporated10.2%
- Biomarin Pharmaceutical Inc9.5%
- Other35.1%
Portfolio Holdings
13 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Mirum Pharmaceuticals Inc | 421.2K | $38.91M | 11.9% | 0 | Held |
| 2 | Ionis Pharmaceuticals Inc | 500.5K | $37.58M | 11.5% | +82.7K | Added |
| 3 | The Cigna Group | 137.5K | $36.68M | 11.2% | +41.1K | Added |
| 4 | Medtronic PLC | 398.1K | $34.49M | 10.6% | −30.7K | Reduced |
| 5 | Teleflex Incorporated | 278.8K | $33.35M | 10.2% | +278.8K | New |
| 6 | Biomarin Pharmaceutical Inc | 547.9K | $30.95M | 9.5% | +136.0K | Added |
| 7 | Guardian Pharmacy Svcs Inc | 631.2K | $23.77M | 7.3% | +631.2K | New |
| 8 | Astrazeneca PLC | 110.1K | $21.71M | 6.7% | +110.1K | New |
| 9 | Unitedhealth Group Inc | 79.2K | $21.44M | 6.6% | +17.5K | Added |
| 10 | Bridgebio Pharma Inc | 228.8K | $16.99M | 5.2% | +43.9K | Added |
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