13F HOLDINGS REPORT
BOONE CAPITAL MANAGEMENT LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001214659-23-015115
Total Value
$317.0M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNUM GROUP | UNMA | 867,565 | $42.7M | 13.46% |
| 2 | THE CIGNA GROUP | 125523100 | 129,917 | $37.2M | 11.72% |
| 3 | MOLINA HEALTHCARE INC | MOH | 113,178 | $37.1M | 11.71% |
| 4 | DANAHER CORPORATION | 235851102 | 129,163 | $32.0M | 10.11% |
| 5 | ENOVIS CORPORATION | ENOV | 502,731 | $26.5M | 8.36% |
| 6 | AMGEN INC | AMGN | 98,126 | $26.4M | 8.32% |
| 7 | BIOGEN INC | BIIB | 96,115 | $24.7M | 7.79% |
| 8 | GLOBUS MED INC | GMED | 428,452 | $21.3M | 6.71% |
| 9 | BAXTER INTL INC | 071813109 | 469,405 | $17.7M | 5.59% |
| 10 | QUANTERIX CORP | QTRX | 568,544 | $15.4M | 4.87% |
| 11 | IDEAYA BIOSCIENCES INC | IDYA | 570,682 | $15.4M | 4.86% |
| 12 | MIRUM PHARMACEUTICALS INC | MIRM | 389,791 | $12.3M | 3.89% |
| 13 | BRIDGEBIO PHARMA INC | BBIO | 313,381 | $8.3M | 2.61% |