BOONE CAPITAL MANAGEMENT LLC

ATLANTA, GA · CIK 1882053 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2022 · limited liability company

As an employer

$427.5m reported value +31.0% vs Q1 2026

16positions

83.0%in top 10

7 new 8 added 1 reduced 4 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TELEFLEX INCORPORATED COM TFX	TFX	387,388	$49.1m11.49%	11.49%	Added +108.6k	+108,596 39.0%
2	MIRUM PHARMACEUTICALS INC COM MIRM	MIRM	415,641	$48.7m11.38%	11.38%	Reduced -5.6k	-5,595 -1.3%
3	THE CIGNA GROUP COM CI	CI	159,290	$43.9m10.27%	10.27%	Added +21.8k	+21,768 15.8%
4	IONIS PHARMACEUTICALS INC COM IONS	IONS	519,977	$41.2m9.64%	9.64%	Added +19.5k	+19,455 3.9%
5	UNITEDHEALTH GROUP INC COM UNH	UNH	88,687	$36.9m8.62%	8.62%	Added +9.5k	+9,461 11.9%
6	BIOMARIN PHARMACEUTICAL INC COM BMRN	BMRN	583,219	$33.4m7.81%	7.81%	Added +35.3k	+35,348 6.5%
7	GUARDIAN PHARMACY SVCS INC CL A GRDN	GRDN	711,939	$29.8m6.97%	6.97%	Added +80.7k	+80,746 12.8%
8	VESTIS CORPORATION COM SHS VSTS	VSTS	1,900,140	$27.6m6.45%	6.45%	New
9	BRIDGEBIO PHARMA INC COM BBIO	BBIO	339,720	$25.3m5.92%	5.92%	Added +110.9k	+110,891 48.5%
10	PENNANT GROUP INC COM PNTG	PNTG	515,818	$19.1m4.46%	4.46%	New
11	MONTE ROSA THERAPEUTICS INC COM GLUE	GLUE	615,287	$14.9m3.48%	3.48%	New
12	KODIAK SCIENCES INC COM KOD	KOD	378,010	$14.7m3.44%	3.44%	Added +96.7k	+96,678 34.4%
13	TANGO THERAPEUTICS INC COM TNGX	TNGX	455,605	$14.2m3.33%	3.33%	New
14	KYMERA THERAPEUTICS INC COM KYMR	KYMR	113,173	$13.0m3.04%	3.04%	New
15	CULLINAN THERAPEUTICS INC COM CGEM	CGEM	704,442	$12.8m3.00%	3.00%	New
16	ADLAI NORTYE LTD SPONSORED ADS ANL	ANL	258,390	$3.0m0.70%	0.70%	New

Security	Ticker	Shares held before	Value then
MEDTRONIC PLC MDT	MDT	398,065	$34.5m398.1k shares
ASTRAZENECA PLC AZN	AZN	110,101	$21.7m110.1k shares
AVANOS MED INC AVNS	AVNS	1,184,909	$16.6m1.2m shares
TENAX THERAPEUTICS INC TENX	TENX	200,000	$3.2m200.0k shares