Long-term investor

Boone Capital Management LLC @boonecapitalmanagementll

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001882053).

Record

  • Tracked since 2025-06-30 (457 days), 64 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months +6.6% · 1 year +52.4% · all +52.4%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • TFX · 11.5% · long · since 2026-03-31
  • MIRM · 11.4% · long · since 2025-06-30
  • CI · 10.3% · long · since 2025-06-30
  • 462222100 · 9.6% · long · since 2025-09-30
  • UNH · 8.6% · long · since 2025-06-30
  • BMRN · 7.8% · long · since 2025-06-30
  • GRDN · 7.0% · long · since 2026-03-31
  • VSTS · 6.5% · long · since 2026-06-30
  • BBIO · 5.9% · long · since 2025-09-30
  • PNTG · 4.5% · long · since 2025-06-30
  • GLUE · 3.5% · long · since 2026-06-30
  • KOD · 3.4% · long · since 2025-09-30

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