BOONE CAPITAL MANAGEMENT LLC
ATLANTA GA · SEC CIK 0001882053
$4.28亿2026Q2 申报市值
16持仓数
83.0%前十大占比 · 第一大 11.5%
7 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VSTS 新建仓+$2,759.00万
PNTG 新建仓+$1,905.95万
GLUE 新建仓+$1,488.99万
TNGX 新建仓+$1,424.22万
TFX 加仓+$1,376.56万
2026Q2 卖出最多 按季末市值估算
MDT 清仓-$3,449.23万
AZN 清仓-$2,171.41万
AVANOS MED INC 清仓-$1,660.06万
TENX 清仓-$319.80万
MIRM 减仓-$65.50万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TFX | TELEFLEX INCORPORATED | $4,910.53万 | 11.49% | 387,388 | 108,596 | 39.0% | $1,376.56万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $4,865.91万 | 11.38% | 415,641 | -5,595 | -1.3% | -$65.50万 | 减仓 |
| CI | THE CIGNA GROUP | $4,391.31万 | 10.27% | 159,290 | 21,768 | 15.8% | $600.10万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $4,122.90万 | 9.64% | 519,977 | 19,455 | 3.9% | $154.26万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $3,686.10万 | 8.62% | 88,687 | 9,461 | 11.9% | $393.23万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $3,337.18万 | 7.81% | 583,219 | 35,348 | 6.5% | $202.26万 | 加仓 |
| GRDN | GUARDIAN PHARMACY SVCS INC | $2,980.89万 | 6.97% | 711,939 | 80,746 | 12.8% | $338.08万 | 加仓 |
| VSTS | VESTIS CORPORATION | $2,759.00万 | 6.45% | 1,900,140 | 1,900,140 | — | $2,759.00万 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC | $2,530.23万 | 5.92% | 339,720 | 110,891 | 48.5% | $825.92万 | 加仓 |
| PNTG | PENNANT GROUP INC | $1,905.95万 | 4.46% | 515,818 | 515,818 | — | $1,905.95万 | 新建仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $1,488.99万 | 3.48% | 615,287 | 615,287 | — | $1,488.99万 | 新建仓 |
| KOD | KODIAK SCIENCES INC | $1,472.73万 | 3.44% | 378,010 | 96,678 | 34.4% | $376.66万 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC | $1,424.22万 | 3.33% | 455,605 | 455,605 | — | $1,424.22万 | 新建仓 |
| KYMR | KYMERA THERAPEUTICS INC | $1,297.75万 | 3.04% | 113,173 | 113,173 | — | $1,297.75万 | 新建仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $1,282.79万 | 3.00% | 704,442 | 704,442 | — | $1,282.79万 | 新建仓 |
| ANL | ADLAI NORTYE LTD | $297.15万 | 0.70% | 258,390 | 258,390 | — | $297.15万 | 新建仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -398,065 | -100.0% | -$3,449.23万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -110,101 | -100.0% | -$2,171.41万 | 清仓 |
| — | AVANOS MED INC | $0 | 0.00% | 0 | -1,184,909 | -100.0% | -$1,660.06万 | 清仓 |
| TENX | TENAX THERAPEUTICS INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$319.80万 | 清仓 |