Latest BROADWOOD CAPITAL INC Stock Portfolio
$1.91Billion | No. of Holdings #6
BROADWOOD CAPITAL INC Performance
2026 Q2+34.52%
YTD+14.11%
2025+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 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, BROADWOOD CAPITAL INC reported an equity portfolio of $1.9 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of BROADWOOD CAPITAL INC are MNST, STAA, AXON. The fund has invested 40.7% of it's portfolio in MONSTER BEVERAGE CORP NEW and 24.2% of portfolio in STAAR SURGICAL CO. <br><br> The fund showed a lot of confidence in some stocks as they added substantially to INSIGHT MOLECULAR DIA INC (OCX).
BROADWOOD CAPITAL INC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$1.91Billion
as of Aug 14, 2026BROADWOOD CAPITAL INC Annual Return Estimates Vs S&P 500
Our best estimate is that BROADWOOD CAPITAL INC made a return of 34.52% in the last quarter. In trailing 12 months, it's portfolio return was 23.34%.
- Performance
- S&P 500
New Buys
No new stocks were added by BROADWOOD CAPITAL INC
Additions
| Ticker | % Inc. |
|---|---|
| insight molecular dia inc | 6.31 |
Additions to existing portfolio by BROADWOOD CAPITAL INC
Reductions
None of the existing positions were reduced by BROADWOOD CAPITAL INC
Sold off
None of the stocks were completely sold off by BROADWOOD CAPITAL INC
Sector Distribution
BROADWOOD CAPITAL INC has about 40.7% of it's holdings in Consumer Defensive sector.
- Consumer Defensive
- Healthcare
- Industrials
- Others
| Sector | % |
|---|---|
| Consumer Defensive | 40.7 |
| Healthcare | 31.5 |
| Industrials | 20.3 |
| Others | 7.5 |
Market Cap. Distribution
BROADWOOD CAPITAL INC has about 61.1% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- SMALL-CAP
- UNALLOCATED
- MICRO-CAP
| Category | % |
|---|---|
| LARGE-CAP | 61.1 |
| SMALL-CAP | 24.2 |
| UNALLOCATED | 7.5 |
| MICRO-CAP | 7.3 |
Stocks belong to which Index?
About 88.7% 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 | 61.1 |
| RUSSELL 2000 | 27.6 |
| Others | 11.4 |
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. LCTX proved to be the most loss making stock for the portfolio. MNST was the most profitable stock for BROADWOOD CAPITAL INC last quarter.
$1.91BTotal Value
6.00Positions
14 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Axon Enterprise Inc BROADWOOD CAPITAL INC's holding in Axon Enterprise Inc over time | 20.32% | 693,504 | $388.79M 20.32% | 0%unchanged 0 percentunchanged | |
 IJR Ishares TrIshares TrIJR | 7.46% | 474,920 | $142.69M 7.46% | 0%unchanged 0 percentunchanged | |
 Lineage Cell Therapeutics In BROADWOOD CAPITAL INC's holding in Lineage Cell Therapeutics In over time | 3.39% | 49,561,000 | $64.92M 3.39% | 0%unchanged 0 percentunchanged | |
 Monster Beverage Corp New BROADWOOD CAPITAL INC's holding in Monster Beverage Corp New over time | 40.74% | 8,107,800 | $779.32M 40.74% | 0%unchanged 0 percentunchanged | |
 Insight Molecular Dia Inc BROADWOOD CAPITAL INC's holding in Insight Molecular Dia Inc over time | 3.91% | 12,684,900 | $74.84M 3.91% | 6.31%increased 6.31 percentadded | |
 Staar Surgical Co BROADWOOD CAPITAL INC's holding in Staar Surgical Co over time | 24.18% | 16,123,800 | $462.59M 24.18% | 0%unchanged 0 percentunchanged | |