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Asset Manager ← All Institutions

BOONE CAPITAL MANAGEMENT LLC

Q2 2025 · Filed 2025-08-14
Market Value
$233M
-18.8%
Holdings
16
+1
New Purchases
5
Added To
3
Closed
5
Reduced
3
Top 10 Concentration
96.9%
Turnover
62.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AVTR 9.78% 0.00% +9.78% $23M
NBIX 9.72% 0.00% +9.72% $23M
UNH 7.77% 0.00% +7.77% $18M
ICLR 5.98% 0.00% +5.98% $14M
MIRM 14.00% 9.46% +4.54% $33M
MDT 16.03% 12.31% +3.72% $37M
0H7R.L 3.06% 0.00% +3.06% $7M
BMRN 10.55% 8.05% +2.50% $25M
PNTG 8.31% 6.29% +2.01% $19M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
UNM 9.76% 19.86% -10.10% $23M
GMED 0.00% 9.19% -9.19% $0
MOH 0.00% 7.74% -7.74% $0
PRGO 0.00% 6.88% -6.88% $0
ISRG 0.00% 6.71% -6.71% $0
OFIX 0.00% 5.38% -5.38% $0
CI 5.05% 8.11% -3.07% $12M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $18M 7.8%
Large Cap 7 $119M 51.1%
Mid Cap 4 $69M 29.8%
Small Cap 3 $19M 8.3%
Micro Cap 1 $7M 3.1%

Portfolio Analytics

Avg Market Cap
$48.0B
Median Market Cap
$10.0B
Avg P/E
27.0
Median P/E
22.7
Avg Dividend Yield
0.01%
Avg Beta
0.77
# Stocks
16
# ETFs / Funds
0

Top Holdings (16 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MDT 16.03% 428,789 $37M $87.17 $2M +35,052 +8.9%
2 MIRM 14.00% 641,448 $33M $50.89 $5M +38,130 +6.3%
3 BMRN 10.55% 447,449 $25M $54.97 $1M +120,170 +36.7%
4 AVTR 9.78% 1,694,482 $23M $13.46 +1,694,482 NEW
5 UNM 9.76% 281,790 $23M $80.76 -$34M -418,810 -59.8%
6 NBIX 9.72% 180,338 $23M $125.69 +180,338 NEW
7 PNTG 8.31% 649,022 $19M $29.85 $1M -70,115 -9.8%
8 UNH 7.77% 58,112 $18M $311.97 +58,112 NEW
9 ICLR 5.98% 95,832 $14M $145.45 +95,832 NEW
10 CI 5.05% 35,600 $12M $330.58 -$12M -35,259 -49.8%
11 0H7R.L 3.06% 1,254,658 $7M $5.68 +1,254,658 NEW
12 GMED —% -$26M -360,764 -100.0% SOLD
13 OFIX —% -$15M -948,202 -100.0% SOLD
14 MOH —% -$22M -67,555 -100.0% SOLD
15 PRGO —% -$20M -704,824 -100.0% SOLD
16 ISRG —% -$19M -38,930 -100.0% SOLD

New Positions

SymbolValue% Port
AVTR $23M 9.78%
NBIX $23M 9.72%
UNH $18M 7.77%
ICLR $14M 5.98%
0H7R.L $7M 3.06%

Sold Out Positions

SymbolValue% Port
GMED —%
PRGO —%
MOH —%
ISRG —%
OFIX —%
View SEC EDGAR Filings for BOONE CAPITAL MANAGEMENT LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms