Broadwood Capital

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

  • Top 5 stock holdings are MNST, STAA, AXON, IWM, LCTX, and represent 97.24% of Broadwood Capital's stock portfolio.
  • Added to shares of these 2 stocks: STAA (+$21M), IMDX.
  • Reduced shares in these 7 stocks: UAL (-$17M), AAL (-$13M), LUV (-$7.6M), GIL (-$7.0M), MNST (-$6.6M), DAL, SER.
  • Sold out of its positions in AAL, DAL, GIL, SER, LUV, UAL.
  • Broadwood Capital was a net seller of stock by $-32M.
  • Broadwood Capital has $1.4B in assets under management (AUM), dropping by -16.65%.
  • Central Index Key (CIK): 0001278387

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Portfolio Holdings for Broadwood Capital

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Monster Beverage Corp (MNST) 41.4 $588M 8.1M 72.46
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Staar Surgical Com Par $0.01 (STAA) 21.3 $302M +7% 16M 18.70
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Axon Enterprise (AXON) 20.8 $295M 694k 424.69
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Ishares Tr Russell 2000 Etf (IWM) 8.3 $118M 475k 248.00
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Lineage Cell Therapeutics In (LCTX) 5.5 $78M 50M 1.58
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Insight Molecular Dia Com New (IMDX) 2.8 $39M +4% 12M 3.28
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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