Grufity logo
Grufity logo

Latest BROADWOOD CAPITAL INC Stock Portfolio

$1.42Billion– No. of Holdings #6

BROADWOOD CAPITAL INC Performance:
2026 Q1: -15.17%YTD: -15.17%2025: 23.01%
Performance for 2026 Q1 is -15.17%, and YTD is -15.17%, and 2025 is 23.01%.

About BROADWOOD CAPITAL INC and 13F Hedge Fund Stock Holdings

BROADWOOD CAPITAL INC is a hedge fund based in New York, NY. On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, BROADWOOD CAPITAL INC reported an equity portfolio of $1.4 Billions as of 31 Mar, 2026.

The top stock holdings of BROADWOOD CAPITAL INC are MNST, STAA, AXON. The fund has invested 41.4% of it's portfolio in MONSTER BEVERAGE CORP NEW and 21.2% of portfolio in STAAR SURGICAL CO.

The fund managers got completely rid off SERINA THERAPEUTICS INC stocks. They significantly reduced their stock positions in MONSTER BEVERAGE CORP NEW (MNST). The fund showed a lot of confidence in some stocks as they added substantially to STAAR SURGICAL CO (STAA) and INSIGHT MOLECULAR DIA INC (OCX).
BROADWOOD CAPITAL INC Equity Portfolio Value
Last Reported on: 15 May, 2026

BROADWOOD CAPITAL INC Annual Return Estimates Vs S&P 500

Our best estimate is that BROADWOOD CAPITAL INC made a return of -15.17% in the last quarter. In trailing 12 months, it's portfolio return was 11.28%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by BROADWOOD CAPITAL INC

Additions

Ticker% Inc.
staar surgical co7.35
insight molecular dia inc4.57
Additions to existing portfolio by BROADWOOD CAPITAL INC

Reductions

Ticker% Reduced
monster beverage corp new-1.11
BROADWOOD CAPITAL INC reduced stake in above stock

Sold off

Ticker$ Sold
serina therapeutics inc-104,228
BROADWOOD CAPITAL INC got rid off the above stocks

Sector Distribution

BROADWOOD CAPITAL INC has about 41.4% of it's holdings in Consumer Defensive sector.

  • Consumer Defensive
  • Healthcare
  • Industrials
  • Others
Sector%
Consumer Defensive41.4
Healthcare29.5
Industrials20.8
Others8.3

Market Cap. Distribution

BROADWOOD CAPITAL INC has about 62.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • SMALL-CAP
  • UNALLOCATED
  • MICRO-CAP
Category%
LARGE-CAP62.2
SMALL-CAP26.8
UNALLOCATED8.3
MICRO-CAP2.8

Stocks belong to which Index?

About 89% of the stocks held by BROADWOOD CAPITAL INC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • RUSSELL 2000
  • Others
Index%
S&P 50062.2
RUSSELL 200026.8
Others11.1
Top 5 Winners (%)%
IJR
ishares tr
0.8 %
Top 5 Winners ($)$
IJR
ishares tr
0.9 M
Top 5 Losers (%)%
OCX
insight molecular dia inc
-55.7 %
AXON
axon enterprise inc
-25.2 %
STAA
staar surgical co
-18.5 %
MNST
monster beverage corp new
-5.5 %
LCTX
lineage cell therapeutics inc
-5.4 %
Top 5 Losers ($)$
AXON
axon enterprise inc
-99.3 M
STAA
staar surgical co
-68.4 M
OCX
insight molecular dia inc
-49.3 M
MNST
monster beverage corp new
-34.3 M
LCTX
lineage cell therapeutics inc
-4.5 M

BROADWOOD CAPITAL INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of BROADWOOD CAPITAL INC

BROADWOOD CAPITAL INC has 6 stocks in it's portfolio. AXON proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for BROADWOOD CAPITAL INC last quarter.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions