BOONE CAPITAL MANAGEMENT LLC
CIK 1882053 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- TFX11.49%
- MIRM11.38%
- CI10.27%
- IONS9.64%
- UNH8.62%
- BMRN7.81%
- GRDN6.97%
- VSTS6.45%
- BBIO5.92%
- PNTG4.46%
Share classes counted separately83.01%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- UNHWeight increased · +2.05 pp6.57% → 8.62%Shares +9.46K (+11.94%)
- IONSWeight decreased · -1.87 pp11.51% → 9.64%Shares +19.45K (+3.89%)
- BMRNWeight decreased · -1.67 pp9.48% → 7.81%Shares +35.35K (+6.45%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 16
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | TFXTELEFLEX INC View history and evidence | $49.11M | 11.49% | 387.39K shares | 10.22% → 11.49%+1.27 pp +108.60K (+38.95%) | Added | ↗▾ |
| 02 | MIRMMIRUM PHARMACEUTICALS INC View history and evidence | $48.66M | 11.38% | 415.64K shares | 11.92% → 11.38%-0.54 pp -5.59K (-1.33%) | Reduced | ↗▾ |
| 03 | CITHE CIGNA GROUP View history and evidence | $43.91M | 10.27% | 159.29K shares | 11.24% → 10.27%-0.97 pp +21.77K (+15.83%) | Added | ↗▾ |
| 04 | IONSIONIS PHARMACEUTICALS INC View history and evidence | $41.23M | 9.64% | 519.98K shares | 11.51% → 9.64%-1.87 pp +19.45K (+3.89%) | Added | ↗▾ |
| 05 | UNHUNITEDHEALTH GROUP INC View history and evidence | $36.86M | 8.62% | 88.69K shares | 6.57% → 8.62%+2.05 pp +9.46K (+11.94%) | Added | ↗▾ |
| 06 | BMRNBIOMARIN PHARMACEUTICAL INC View history and evidence | $33.37M | 7.81% | 583.22K shares | 9.48% → 7.81%-1.67 pp +35.35K (+6.45%) | Added | ↗▾ |
| 07 | GRDNGUARDIAN PHRMCY SERVICES-ACL A View history and evidence | $29.81M | 6.97% | 711.94K shares | 7.28% → 6.97%-0.31 pp +80.75K (+12.79%) | Added | ↗▾ |
| 08 | VSTSVESTIS CORPCOM SHS View history and evidence | $27.59M | 6.45% | 1.90M shares | Prior unavailable +1.90M | New | ↗▾ |
| 09 | BBIOBRIDGEBIO PHARMA INC View history and evidence | $25.30M | 5.92% | 339.72K shares | 5.21% → 5.92%+0.71 pp +110.89K (+48.46%) | Added | ↗▾ |
| 10 | PNTGPENNANT GROUP INC/THE View history and evidence | $19.06M | 4.46% | 515.82K shares | Prior unavailable +515.82K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MDT MEDTRONIC PLC | Non-derivative | -398,065 | -$34.49M | SEC filing ↗ | SEC filing ↗ |
| AZN ASTRAZENECA PLC | Non-derivative | -110,101 | -$21.71M | SEC filing ↗ | SEC filing ↗ |
| AVNS AVANOS MEDICAL INC | Non-derivative | -1,184,909 | -$16.60M | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1882053 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 427536296
}Take these holdings further.
This page includes 16 of 16 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 16 of 16 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1882053","quarter":"2026Q2","page_size":100}
get_institutional_manager_history
{"cik":"1882053","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.