Broadwood Capital

Latest statistics and disclosures from Broadwood Capital's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are MNST, STAA, AXON, IWM, IMDX, and represent 96.61% of Broadwood Capital's stock portfolio.
  • Added to shares of these 1 stock: IMDX.
  • Broadwood Capital was a net buyer of stock by $4.4M.
  • Broadwood Capital has $1.9B in assets under management (AUM), dropping by 34.85%.
  • Central Index Key (CIK): 0001278387

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Positions held by Broadwood Capital consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Broadwood Capital

Broadwood Capital holds 6 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Monster Beverage Corp (MNST) 40.7 $779M 8.1M 96.12
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Staar Surgical Com Par $0.01 (STAA) 24.2 $463M 16M 28.69
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Axon Enterprise (AXON) 20.3 $389M 694k 560.61
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Ishares Tr Russell 2000 Etf (IWM) 7.5 $143M 475k 300.45
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Insight Molecular Dia Com New (IMDX) 3.9 $75M +6% 13M 5.90
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Lineage Cell Therapeutics In (LCTX) 3.4 $65M 50M 1.31
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Past Filings by Broadwood Capital

SEC 13F filings are viewable for Broadwood Capital going back to 2010

View all past filings