13F HOLDINGS REPORT
BOONE CAPITAL MANAGEMENT LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001214659-26-001960
Total Value
$318.6M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MEDTRONIC PLC | MDT | 428,789 | $41.2M | 12.93% |
| 2 | MIRUM PHARMACEUTICALS INC | MIRM | 421,236 | $33.3M | 10.44% |
| 3 | IONIS PHARMACEUTICALS INC | IONS | 417,833 | $33.1M | 10.37% |
| 4 | THE CIGNA GROUP | 125523100 | 96,453 | $26.5M | 8.33% |
| 5 | BIOMARIN PHARMACEUTICAL INC | BMRN | 411,880 | $24.5M | 7.68% |
| 6 | NEUROCRINE BIOSCIENCES INC | NBIX | 151,815 | $21.5M | 6.76% |
| 7 | UNITEDHEALTH GROUP INC | UNH | 61,762 | $20.4M | 6.40% |
| 8 | ASTRAZENECA PLC | AZN | 220,201 | $20.2M | 6.35% |
| 9 | HEALTHEQUITY INC | HQY | 212,856 | $19.5M | 6.12% |
| 10 | LIVANOVA PLC | LIVN | 288,895 | $17.8M | 5.58% |
| 11 | RAPT THERAPEUTICS INC | 75382E208 | 470,456 | $15.9M | 5.00% |
| 12 | BRIDGEBIO PHARMA INC | BBIO | 184,963 | $14.1M | 4.44% |
| 13 | KODIAK SCIENCES INC | KOD | 503,830 | $14.1M | 4.42% |
| 14 | TYRA BIOSCIENCES INC | TYRA | 398,482 | $10.5M | 3.29% |
| 15 | WAVE LIFE SCIENCES LTD | WVE | 352,144 | $6.0M | 1.88% |