BOONE CAPITAL MANAGEMENT LLC
Top Portfolio Positions
13 positions ·
$326,408,246 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MIRM |
Mirum Pharmaceuticals, Inc.
Healthcare
|
421,236 | $38,913,781 | 11.92% | |
| IONS |
Ionis Pharmaceuticals Inc
Healthcare
|
500,522 | $37,584,196 | 11.51% | |
| CI |
Cigna Group
Healthcare
|
137,522 | $36,683,993 | 11.24% | |
| MDT |
Medtronic plc
Healthcare
|
398,065 | $34,492,332 | 10.57% | |
| TFX |
Teleflex Inc
Healthcare
|
278,792 | $33,346,311 | 10.22% | |
| BMRN |
Biomarin Pharmaceutical Inc
Healthcare
|
547,871 | $30,949,232 | 9.48% | |
| GRDN |
Guardian Pharmacy Services, Inc.
Healthcare
|
631,193 | $23,770,728 | 7.28% | |
| AZN |
Astrazeneca PLC
Healthcare
|
110,101 | $21,714,119 | 6.65% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
79,226 | $21,437,763 | 6.57% | |
| BBIO |
BridgeBio Pharma, Inc.
Healthcare
|
228,829 | $16,992,841 | 5.21% |
Portfolio Trend
14 quarters · across all stocks
Holdings in BMRN
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,949,232 | 547,871 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,478,028 | 411,880 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,794,051 | 328,546 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,596,271 | 447,449 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $23,135,352 | 327,279 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||