Top 13 Boone Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MIRM | MIRUM PHARMACEUTICALS INC | 11.92% | 421.2K | $38.9M | +0.00%(+0) | $31.68(+296.41%) | 2026-03-31 | |
| IONS | IONIS PHARMACEUTICALS INC | 11.51% | 500.5K | $37.6M | +19.79%(+82.69K) | $56.53(+44.69%) | 2026-03-31 | |
| CI | THE CIGNA GROUP | 11.24% | 137.5K | $36.7M | +42.58%(+41.07K) | $294.57(-2.31%) | 2026-03-31 | |
| MDT | MEDTRONIC PLC | 10.57% | 398.1K | $34.5M | -7.17%(-30.72K) | $85.08(-2.22%) | 2026-03-31 | |
| TFX | TELEFLEX INCORPORATED | 10.22% | 278.8K | $33.3M | new | $120.83(+10.90%) | 2026-03-31 | |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 9.48% | 547.9K | $30.9M | +33.02%(+135.99K) | $63.12(-6.55%) | 2026-03-31 | |
| GRDN | GUARDIAN PHARMACY SVCS INC | 7.28% | 631.2K | $23.8M | new | $33.88(+23.99%) | 2026-03-31 | |
| AZN | ASTRAZENECA PLC | 6.65% | 110.1K | $21.7M | new | $168.65(+15.71%) | 2026-03-31 | |
| UNH | UNITEDHEALTH GROUP INC | 6.57% | 79.2K | $21.4M | +28.28%(+17.46K) | $385.44(+10.36%) | 2026-03-31 | |
| BBIO | BRIDGEBIO PHARMA INC | 5.21% | 228.8K | $17.0M | +23.72%(+43.87K) | $52.89(+45.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.13% | +33.59% |
| Top 20 Holdings Unweighted | +7.45% | +24.05% |
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