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BOONE CAPITAL MANAGEMENT LLC · 13F 持仓分析
期权收益计算器 机构排行

BOONE CAPITAL MANAGEMENT LLC

No.4698 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.28亿
环比变动 Q1 2026
+$1.01亿+31.0%
持仓股票数
16
新买入
7
加仓
8
减仓
1
清仓
4
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
TELEFLEX INCORPORATEDTFX
11.49%10.22%$4,910.5万38.7万股$3,334.6万27.9万股+10.9万股+38.95%加仓
MMIRUM PHARMACEUTICALSMIRM
11.38%11.92%$4,865.9万41.6万股$3,891.4万42.1万股-5,595股-1.33%减仓
CCIGNALIBD
10.27%11.24%$4,391.3万15.9万股$3,668.4万13.8万股+2.2万股+15.83%加仓
Ionis制药IONS
9.64%11.51%$4,122.9万52.0万股$3,758.4万50.1万股+1.9万股+3.89%加仓
联合健康UNH
8.62%6.57%$3,686.1万8.9万股$2,143.8万7.9万股+9,461股+11.94%加仓
BioMarin制药BMRN
7.81%9.48%$3,337.2万58.3万股$3,094.9万54.8万股+3.5万股+6.45%加仓
GGUARDIAN PHARMACY SVCSGRDN
6.97%7.28%$2,980.9万71.2万股$2,377.1万63.1万股+8.1万股+12.79%加仓
VESTISVSTS
6.45%$2,759.0万190.0万股$00股+190.0万股新买入
BridgeBioBBIO
5.92%5.21%$2,530.2万34.0万股$1,699.3万22.9万股+11.1万股+48.46%加仓
PENNANTPNTG
4.46%$1,905.9万51.6万股$00股+51.6万股新买入
MMONTE ROSA THERAPEUTICSGLUE
3.48%$1,489.0万61.5万股$00股+61.5万股新买入
KKODIAK SCIENCESKOD
3.44%3.29%$1,472.7万37.8万股$1,072.4万28.1万股+9.7万股+34.36%加仓
TTANGO THERAPEUTICSTNGX
3.33%$1,424.2万45.6万股$00股+45.6万股新买入
KYMERA THERAPEUTICSKYMR
3.04%$1,297.8万11.3万股$00股+11.3万股新买入
CCULLINAN THERAPEUTICSCGEM
3%$1,282.8万70.4万股$00股+70.4万股新买入
AADLAI NORYTE LTDANL
0.7%$297.1万25.8万股$00股+25.8万股新买入

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