BOONE CAPITAL MANAGEMENT LLC
data from 30/09/2025
Capitalization
$ 304.969 M
30.78 %
Performance
$ 85.330 M
31.11 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | MDT | MEDTRONIC PLC | 13.39% | 40.838 M $ | 428789 | 2025/03/31 | 3.460 M $ | 9.26 % |
| 2025/09/30 | MIRM | MIRUM PHARMACEUTICALS INC | 12.88% | 39.275 M $ | 535732 | 2023/09/30 | 14.381 M $ | 44.06 % |
| 2025/09/30 | IONS | IONIS PHARMACEUTICALS INC | 8.96% | 27.335 M $ | 417833 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CI | THE CIGNA GROUP | 7.84% | 23.917 M $ | 82972 | 2022/12/31 | -1.507 M $ | -12.80 % |
| 2025/09/30 | BBIO | BRIDGEBIO PHARMA INC | 7.84% | 23.907 M $ | 460282 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | NBIX | NEUROCRINE BIOSCIENCES INC | 7.66% | 23.361 M $ | 166414 | 2025/06/30 | 2.649 M $ | 11.69 % |
| 2025/09/30 | RAPT | RAPT THERAPEUTICS INC | 6.62% | 20.180 M $ | 782461 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | UNH | UNITEDHEALTH GROUP INC | 6.58% | 20.066 M $ | 58112 | 2025/06/30 | 1.937 M $ | 10.68 % |
| 2025/09/30 | BMRN | BIOMARIN PHARMACEUTICAL INC | 5.83% | 17.794 M $ | 328546 | 2025/03/31 | -362.433 K $ | -1.47 % |
| 2025/09/30 | ICLR | ICON PLC | 5.50% | 16.771 M $ | 95832 | 2025/06/30 | 2.832 M $ | 20.32 % |
| 2025/09/30 | COGT | COGENT BIOSCIENCES INC | 4.45% | 13.571 M $ | 945042 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | KOD | KODIAK SCIENCES INC | 3.84% | 11.719 M $ | 715877 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | LIVN | LIVANOVA PLC | 2.88% | 8.796 M $ | 167932 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | QURE | UNIQURE NV | 2.82% | 8.599 M $ | 147317 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CLPT | CLEARPOINT NEURO INC | 2.03% | 6.186 M $ | 283912 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | 0H7R.L | ABEONA THERAPEUTICS INC | 0.87% | 2.655 M $ | 502854 | 2025/06/30 | -577.142 K $ | -8.10 % |
| 2025/09/30 | AVTR | AVANTOR INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | UNM | UNUM GROUP | 0.00% | 0.000 $ | 0 | 2022/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | PNTG | PENNANT GROUP INC | 0.00% | 0.000 $ | 0 | 2023/12/31 | 0.000 $ | 0.00 % |