BOONE CAPITAL MANAGEMENT LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| IONIS PHARMACEUTICALS INC(IONS) | 0 | 417,833 | +417,833 | 0 | 27,334,635 | 8.96% | +27,334,635 |
| BRIDGEBIO PHARMA INC(BBIO) | 0 | 460,282 | +460,282 | 0 | 23,907,047 | 7.84% | +23,907,047 |
| RAPT THERAPEUTICS INC | 0 | 782,461 | +782,461 | 0 | 20,179,669 | 6.62% | +20,179,669 |
| COGENT BIOSCIENCES INC(COGT) | 0 | 945,042 | +945,042 | 0 | 13,570,803 | 4.45% | +13,570,803 |
| THE CIGNA GROUP(CI) | 35,600 | 82,972 | +47,372 | 11,768,648 | 23,916,679 | 7.84% | +12,148,031 |
| KODIAK SCIENCES INC(KOD) | 0 | 715,877 | +715,877 | 0 | 11,718,906 | 3.84% | +11,718,906 |
| LIVANOVA PLC(LIVN) | 0 | 167,932 | +167,932 | 0 | 8,796,278 | 2.88% | +8,796,278 |
| UNIQURE NV(QURE) | 0 | 147,317 | +147,317 | 0 | 8,598,893 | 2.82% | +8,598,893 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 641,448 | 535,732 | -105,716 | 32,643,289 | 39,274,513 | 12.88% | +6,631,224 |
| CLEARPOINT NEURO INC | 0 | 283,912 | +283,912 | 0 | 6,186,442 | 2.03% | +6,186,442 |
| MEDTRONIC PLC(MDT) | 428,789 | 428,789 | 0 | 37,377,537 | 40,837,864 | 13.39% | +3,460,327 |
| ICON PLC(ICLR) | 95,832 | 95,832 | 0 | 13,938,764 | 16,770,600 | 5.50% | +2,831,836 |
| UNITEDHEALTH GROUP INC(UNH) | 58,112 | 58,112 | 0 | 18,129,201 | 20,066,074 | 6.58% | +1,936,873 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 180,338 | 166,414 | -13,924 | 22,666,683 | 23,361,197 | 7.66% | +694,514 |
| ABEONA THERAPEUTICS INC | 1,254,658 | 502,854 | -751,804 | 7,126,457 | 2,655,069 | 0.87% | -4,471,388 |
| BIOMARIN PHARMACEUTICAL INC(BMRN) | 447,449 | 328,546 | -118,903 | 24,596,272 | 17,794,051 | 5.83% | -6,802,221 |
| PENNANT GROUP INC | 649,022 | 0 | -649,022 | 19,373,307 | 0 | — | -19,373,307 |
| UNUM GROUP(UNM) | 281,790 | 0 | -281,790 | 22,757,360 | 0 | — | -22,757,360 |
| AVANTOR INC(AVTR) | 1,694,482 | 0 | -1,694,482 | 22,807,728 | 0 | — | -22,807,728 |