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CIK: 0001882053
Total reported value
$427.5M
$427.5M
12 檔
39.6%
In Q1 2025, Boone Capital Management LLC's U.S. equity holdings reached a combined market value of $427.5M, distributed across 12 disclosed stock positions.
In Q1 2025, Boone Capital Management LLC adopted a defensive or profit-taking posture, trimming 7 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UNM | Unum Group | Stock-Financials | 19.42% | — | -12.85% | |
| 2 | MDT | Medtronic plc | Stock-Healthcare | 12.04% | -10.57% | EXIT | |
| 3 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 9.25% | -0.54% | +3.69% | |
| 4 | GMED | Globus Medical Inc - A | Stock-Healthcare | 8.99% | — | -36.54% | |
| 5 | CI | THE Cigna Group | Stock-Healthcare | 7.93% | -0.97% | -17.47% | |
| 6 | BMRN | Biomarin Pharmaceutical Inc | Stock-Healthcare | 7.87% | -1.67% | — | |
| 7 | MOH | Molina Healthcare Inc | Stock-Healthcare | 7.57% | — | -17.46% | |
| 8 | PRGO | Perrigo Company plc | Stock-Healthcare | 6.73% | — | -31.06% | |
| 9 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 6.56% | — | — | |
| 10 | PNTG | Pennant Group Inc/the | Stock-Other | 6.16% | +4.46% | NEW | |
| 11 | OFIX | Orthofix Medical Inc | Stock-Other | 5.26% | — | -10.32% | |
| 12 | BHVN | Biohaven Ltd. | Stock-Other | 2.21% | — | -25.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MDT | Medtronic plc | +12% | NEW | New buy |
| 2 | BMRN | Biomarin Pharmaceutical Inc | +7.9% | NEW | New buy |
| 3 | ISRG | Intuitive Surgical Inc | +6.6% | NEW | New buy |
| 4 | MIRM | Mirum Pharmaceuticals Inc | +1.1% | +3.69% | Add |
| 5 | PNTG | Pennant Group Inc/the | +0.4% | +12.15% | Add |
| 6 | CI | THE Cigna Group | -0.1% | -17.47% | Trim |
| 7 | UNM | Unum Group | -0.4% | -12.85% | Trim |
| 8 | MOH | Molina Healthcare Inc | -0.5% | -17.46% | Trim |
| 9 | OFIX | Orthofix Medical Inc | -1% | -10.32% | Trim |
| 10 | PRGO | Perrigo Company plc | -2.1% | -31.06% | Trim |
| 11 | BHVN | Biohaven Ltd. | -2.3% | -25.24% | Trim |
| 12 | VKTX | Viking Therapeutics Inc | -2.9% | EXIT | Sold out |
| 13 | GNW | Genworth Financial Inc | -3.6% | EXIT | Sold out |
| 14 | IQV | Iqvia Holdings Inc | -3.8% | EXIT | Sold out |
| 15 | IDYA | Ideaya Biosciences Inc | -4.6% | EXIT | Sold out |
| 16 | GMED | Globus Medical Inc - A | -6.9% | -36.54% | Trim |
According to official SEC Form 13F filings, Boone Capital Management LLC reported a total U.S. public equity portfolio value of $427.5M across 12 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including UNM, MDT, MIRM) accounted for 39.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
MDT
市值: $35.4M
Top Position Liquidated / Trimmed
IDYA
前期市值: $13.5M
During Q1 2025, Boone Capital Management LLC's top holdings by market value included UNM (19.4%)、MDT (12.0%)、MIRM (9.3%). The largest single position, UNM, represented 19.4% of total portfolio value.
In Q1 2025, Boone Capital Management LLC made 16 total portfolio adjustments, initiating 3 new buys, adding to 2 positions, trimming 7 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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