BOONE CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KOD | 504K | $14.09M |
 | RAPT | 470K | $15.93M |
 | MDT | 429K | $41.19M |
 | MIRM | 421K | $33.27M |
 | IONS | 418K | $33.05M |
 | BMRN | 412K | $24.48M |
 | TYRA | 398K | $10.48M |
 | WVE | 352K | $5.99M |
 | LIVN | 289K | $17.78M |
 | AZN | 220K | $20.24M |
 | HQY | 213K | $19.50M |
 | BBIO | 185K | $14.15M |
 | NBIX | 152K | $21.53M |
 | CI | 96K | $26.55M |
 | UNH | 62K | $20.39M |
Kodiak Sciences Inc.
KOD
Shares Held
504K
Value
$14.09M
RAPT Therapeutics, Inc.
RAPT
Shares Held
470K
Value
$15.93M
Medtronic plc
MDT
Shares Held
429K
Value
$41.19M
Mirum Pharmaceuticals, Inc.
MIRM
Shares Held
421K
Value
$33.27M
Ionis Pharmaceuticals, Inc.
IONS
Shares Held
418K
Value
$33.05M
BioMarin Pharmaceutical Inc.
BMRN
Shares Held
412K
Value
$24.48M
Tyra Biosciences, Inc.
TYRA
Shares Held
398K
Value
$10.48M
Wave Life Sciences Ltd.
WVE
Shares Held
352K
Value
$5.99M
LivaNova PLC
LIVN
Shares Held
289K
Value
$17.78M
AstraZeneca PLC
AZN
Shares Held
220K
Value
$20.24M
HealthEquity, Inc.
HQY
Shares Held
213K
Value
$19.50M
BridgeBio Pharma, Inc.
BBIO
Shares Held
185K
Value
$14.15M
Neurocrine Biosciences, Inc.
NBIX
Shares Held
152K
Value
$21.53M
Cigna Corporation
CI
Shares Held
96K
Value
$26.55M
UnitedHealth Group Incorporated
UNH
Shares Held
62K
Value
$20.39M