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Asset Manager ← All Institutions

BOONE CAPITAL MANAGEMENT LLC

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
14
-5
New Purchases
0
Added To
0
Closed
14
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $0 0%
Large Cap 6 $0 0%
Mid Cap 3 $0 0%
Small Cap 4 $0 0%

Portfolio Analytics

Avg Market Cap
$43.1B
Median Market Cap
$8.9B
Avg P/E
28.3
Median P/E
29.4
Avg Dividend Yield
0.01%
Avg Beta
0.52
# Stocks
14
# ETFs / Funds
0

Top Holdings (14 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CI —% -$27M -96,453 -100.0% SOLD
2 MDT —% -$41M -428,789 -100.0% SOLD
3 UNH —% -$20M -61,762 -100.0% SOLD
4 BMRN —% -$24M -411,880 -100.0% SOLD
5 LIVN —% -$18M -288,895 -100.0% SOLD
6 KOD —% -$14M -503,830 -100.0% SOLD
7 BBIO —% -$14M -184,963 -100.0% SOLD
8 HQY —% -$19M -212,856 -100.0% SOLD
9 IONS —% -$33M -417,833 -100.0% SOLD
10 MIRM —% -$33M -421,236 -100.0% SOLD
11 NBIX —% -$22M -151,815 -100.0% SOLD
12 TYRA —% -$10M -398,482 -100.0% SOLD
13 WVE —% -$6M -352,144 -100.0% SOLD
14 RAPT —% -$16M -470,456 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
CI —%
MDT —%
UNH —%
BMRN —%
LIVN —%
KOD —%
BBIO —%
HQY —%
IONS —%
MIRM —%
NBIX —%
TYRA —%
WVE —%
RAPT —%
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