13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001882053
Total reported value
$427.5M
$427.5M
11 檔
32.8%
As reported in its official Q2 2025 Form 13F filing, Boone Capital Management LLC's tracked investment portfolio stood at $427.5M with 11 total positions.
Boone Capital Management LLC executed strategic sector rebalancing during Q2 2025, establishing 5 new positions while fully exiting 6 holdings and trimming 3 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MDT | Medtronic plc | Stock-Healthcare | 16.03% | -10.57% | EXIT | |
| 2 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 14.00% | -0.54% | +6.32% | |
| 3 | BMRN | Biomarin Pharmaceutical Inc | Stock-Healthcare | 10.55% | -1.67% | +36.72% | |
| 4 | AVTR | Avantor Inc | Stock-Healthcare | 9.78% | — | — | |
| 5 | UNM | Unum Group | Stock-Financials | 9.76% | — | -59.78% | |
| 6 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 9.72% | — | — | |
| 7 | PNTG | Pennant Group Inc/the | Stock-Other | 8.31% | +4.46% | NEW | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 7.77% | +2.05% | — | |
| 9 | ICLR | ICON Public Limited Company | Stock-Healthcare | 5.98% | — | — | |
| 10 | CI | THE Cigna Group | Stock-Healthcare | 5.05% | -0.97% | -49.76% | |
| 11 | ABEO | Abeona Therapeutics Inc | Stock-Other | 3.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVTR | Avantor Inc | +9.8% | NEW | New buy |
| 2 | NBIX | Neurocrine Biosciences Inc | +9.7% | NEW | New buy |
| 3 | UNH | Unitedhealth Group Inc | +7.8% | NEW | New buy |
| 4 | ICLR | ICON Public Limited Company | +6% | NEW | New buy |
| 5 | MIRM | Mirum Pharmaceuticals Inc | +4.8% | +6.32% | Add |
| 6 | MDT | Medtronic plc | +4% | +8.90% | Add |
| 7 | ABEO | Abeona Therapeutics Inc | +3.1% | NEW | New buy |
| 8 | BMRN | Biomarin Pharmaceutical Inc | +2.7% | +36.72% | Add |
| 9 | PNTG | Pennant Group Inc/the | +2.2% | -9.75% | Trim |
| 10 | BHVN | Biohaven Ltd. | -2.2% | EXIT | Sold out |
| 11 | CI | THE Cigna Group | -2.9% | -49.76% | Trim |
| 12 | OFIX | Orthofix Medical Inc | -5.3% | EXIT | Sold out |
| 13 | ISRG | Intuitive Surgical Inc | -6.6% | EXIT | Sold out |
| 14 | PRGO | Perrigo Company plc | -6.7% | EXIT | Sold out |
| 15 | MOH | Molina Healthcare Inc | -7.6% | EXIT | Sold out |
| 16 | GMED | Globus Medical Inc - A | -9% | EXIT | Sold out |
| 17 | UNM | Unum Group | -9.7% | -59.78% | 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 11 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MDT, MIRM, BMRN) accounted for 32.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
AVTR
市值: $22.8M
Top Position Liquidated / Trimmed
GMED
前期市值: $26.4M
During Q2 2025, Boone Capital Management LLC's top holdings by market value included MDT (16.0%)、MIRM (14.0%)、BMRN (10.6%). The largest single position, MDT, represented 16.0% of total portfolio value.
In Q2 2025, Boone Capital Management LLC made 17 total portfolio adjustments, initiating 5 new buys, adding to 3 positions, trimming 3 holdings, and fully liquidating 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.