13F HOLDINGS REPORT
BOONE CAPITAL MANAGEMENT LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001214659-25-016617
Total Value
$305.0M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MEDTRONIC PLC | MDT | 428,789 | $40.8M | 13.39% |
| 2 | MIRUM PHARMACEUTICALS INC | MIRM | 535,732 | $39.3M | 12.88% |
| 3 | IONIS PHARMACEUTICALS INC | IONS | 417,833 | $27.3M | 8.96% |
| 4 | THE CIGNA GROUP | 125523100 | 82,972 | $23.9M | 7.84% |
| 5 | BRIDGEBIO PHARMA INC | BBIO | 460,282 | $23.9M | 7.84% |
| 6 | NEUROCRINE BIOSCIENCES INC | NBIX | 166,414 | $23.4M | 7.66% |
| 7 | RAPT THERAPEUTICS INC | 75382E208 | 782,461 | $20.2M | 6.62% |
| 8 | UNITEDHEALTH GROUP INC | UNH | 58,112 | $20.1M | 6.58% |
| 9 | BIOMARIN PHARMACEUTICAL INC | BMRN | 328,546 | $17.8M | 5.83% |
| 10 | ICON PLC | ICLR | 95,832 | $16.8M | 5.50% |
| 11 | COGENT BIOSCIENCES INC | COGT | 945,042 | $13.6M | 4.45% |
| 12 | KODIAK SCIENCES INC | KOD | 715,877 | $11.7M | 3.84% |
| 13 | LIVANOVA PLC | LIVN | 167,932 | $8.8M | 2.88% |
| 14 | UNIQURE NV | QURE | 147,317 | $8.6M | 2.82% |
| 15 | CLEARPOINT NEURO INC | CLPT | 283,912 | $6.2M | 2.03% |
| 16 | ABEONA THERAPEUTICS INC | ABEO | 502,854 | $2.7M | 0.87% |