BOONE CAPITAL MANAGEMENT LLC - Portfolio Stock Holdings

BOONE CAPITAL MANAGEMENT LLC disclosed 18 stock positions in a recent SEC 13F filing. $325,629,546 of stock holdings were filed, with the largest holdings including MIRM, IONS, and CI. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $963,168,000 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.