Latest BROADWOOD CAPITAL INC Stock Portfolio
BROADWOOD CAPITAL INC Performance:
2025 Q4: -1.91%YTD: 23.01%2024: 9.78%
Performance for 2025 Q4 is -1.91%, and YTD is 23.01%, and 2024 is 9.78%.
About BROADWOOD CAPITAL INC and 13F Hedge Fund Stock Holdings
BROADWOOD CAPITAL INC is a hedge fund based in New York, NY. On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, BROADWOOD CAPITAL INC reported an equity portfolio of $1.7 Billions as of 31 Dec, 2025.
The top stock holdings of BROADWOOD CAPITAL INC are MNST, AXON, STAA. The fund has invested 36.9% of it's portfolio in MONSTER BEVERAGE CORP NEW and 23.1% of portfolio in AXON ENTERPRISE INC.
They significantly reduced their stock positions in SERINA THERAPEUTICS INC and MONSTER BEVERAGE CORP NEW (MNST). The fund showed a lot of confidence in some stocks as they added substantially to STAAR SURGICAL CO (STAA).
The top stock holdings of BROADWOOD CAPITAL INC are MNST, AXON, STAA. The fund has invested 36.9% of it's portfolio in MONSTER BEVERAGE CORP NEW and 23.1% of portfolio in AXON ENTERPRISE INC.
They significantly reduced their stock positions in SERINA THERAPEUTICS INC and MONSTER BEVERAGE CORP NEW (MNST). The fund showed a lot of confidence in some stocks as they added substantially to STAAR SURGICAL CO (STAA).
BROADWOOD CAPITAL INC Annual Return Estimates Vs S&P 500
Our best estimate is that BROADWOOD CAPITAL INC made a return of -1.91% in the last quarter. In trailing 12 months, it's portfolio return was 23.01%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| staar surgical co | 11.1 |
Additions to existing portfolio by BROADWOOD CAPITAL INC
Reductions
| Ticker | % Reduced |
|---|---|
| serina therapeutics inc | -34.51 |
| monster beverage corp new | -0.62 |
BROADWOOD CAPITAL INC reduced stake in above stock
Sold off
Sector Distribution
BROADWOOD CAPITAL INC has about 38% of it's holdings in Consumer Defensive sector.
- Consumer Defensive
- Healthcare
- Industrials
- Others
| Sector | % |
|---|---|
| Consumer Defensive | 38 |
| Healthcare | 31.1 |
| Industrials | 23.8 |
| Others | 7.1 |
Market Cap. Distribution
BROADWOOD CAPITAL INC has about 61.8% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- SMALL-CAP
- UNALLOCATED
- MICRO-CAP
| Category | % |
|---|---|
| LARGE-CAP | 61.8 |
| SMALL-CAP | 26 |
| UNALLOCATED | 7.1 |
| MICRO-CAP | 5.2 |
Stocks belong to which Index?
About 87.8% 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 500 | 61.8 |
| RUSSELL 2000 | 26 |
| Others | 12.2 |
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 7 stocks in it's portfolio. AXON proved to be the most loss making stock for the portfolio. MNST was the most profitable stock for BROADWOOD CAPITAL INC last quarter.
Last Reported on: 17 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AXON | axon enterprise inc | 23.14 | 693,504 | 393,862,000 | unchanged | 0.00 | ||
| IJR | ishares tr | 6.87 | 474,920 | 116,906,000 | unchanged | 0.00 | ||
| LCTX | lineage cell therapeutics in | 4.86 | 49,561,000 | 82,766,900 | unchanged | 0.00 | ||
| MNST | monster beverage corp new | 36.93 | 8,199,000 | 628,617,000 | reduced | -0.62 | ||
| OCX | insight molecular dia inc | 5.03 | 11,410,100 | 85,575,800 | unchanged | 0.00 | ||
| STAA | staar surgical co | 20.37 | 15,019,500 | 346,800,000 | added | 11.1 | ||
| serina therapeutics inc | 0.01 | 54,484 | 104,228 | reduced | -34.51 | |||