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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%

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. <br><br> 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. <br><br> 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
$1.42Billion
  as of May 15, 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.

$1.42BTotal Value
7.00Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of BROADWOOD CAPITAL INC, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
IJR
Ishares Tr

Ishares Tr

IJR
BROADWOOD CAPITAL INC's holding in Ishares Tr over time
8.3%474,920
$117.78M
8.3%
unchanged 0 percentunchanged
Com Shs
Serina Therapeutics Inc

Serina Therapeutics Inc

BROADWOOD CAPITAL INC's holding in Serina Therapeutics Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off