13F HOLDINGS REPORT
BOONE CAPITAL MANAGEMENT LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001214659-25-012210
Total Value
$233.2M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MEDTRONIC PLC | MDT | 428,789 | $37.4M | 16.03% |
| 2 | MIRUM PHARMACEUTICALS INC | MIRM | 641,448 | $32.6M | 14.00% |
| 3 | BIOMARIN PHARMACEUTICAL INC | BMRN | 447,449 | $24.6M | 10.55% |
| 4 | AVANTOR INC | AVTR | 1,694,482 | $22.8M | 9.78% |
| 5 | UNUM GROUP | UNMA | 281,790 | $22.8M | 9.76% |
| 6 | NEUROCRINE BIOSCIENCES INC | NBIX | 180,338 | $22.7M | 9.72% |
| 7 | PENNANT GROUP INC | PNTG | 649,022 | $19.4M | 8.31% |
| 8 | UNITEDHEALTH GROUP INC | UNH | 58,112 | $18.1M | 7.77% |
| 9 | ICON PLC | ICLR | 95,832 | $13.9M | 5.98% |
| 10 | THE CIGNA GROUP | 125523100 | 35,600 | $11.8M | 5.05% |
| 11 | ABEONA THERAPEUTICS INC | ABEO | 1,254,658 | $7.1M | 3.06% |