BROADWOOD CAPITAL INC — 13F Holdings & Portfolio
CIK 1278387 · latest 13F-HR filed 2026-05-15
BROADWOOD CAPITAL INC manages $1.42B in 13F-reported U.S. long-equity assets across 6 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MNST (41.41%), STAA (21.25%), AXON (20.76%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 1, added to 0, and trimmed 5.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$1.42B
Long-equity book
6
Distinct positions
2026-03-31
Filed 2026-05-15
+0 / −1 / ↑0 / ↓5
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- AXON ENTERPRISE INC-$99.3M -25.2%
- INSIGHT MOLECULAR DIA INC-$46.4M -54.3%
- STAAR SURGICAL CO-$45.3M -13.1%
- MONSTER BEVERAGE CORP NEW-$41.1M -6.5%
- LINEAGE CELL THERAPEUTICS INC-$4.5M -5.4%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | MONSTER BEVERAGE CORP NEW | MNST | 61174X109 | $587.5M | 41.41% | 8,107,796 | SH |
| 2 | STAAR SURGICAL CO | STAA | 852312305 | $301.5M | 21.25% | 16,123,842 | SH |
| 3 | AXON ENTERPRISE INC | AXON | 05464C101 | $294.5M | 20.76% | 693,504 | SH |
| 4 | ISHARES TR | IWM | 464287655 | $117.8M | 8.30% | 474,920 | SH |
| 5 | LINEAGE CELL THERAPEUTICS INC | LCTX | 53566P109 | $78.3M | 5.52% | 49,560,992 | SH |
| 6 | INSIGHT MOLECULAR DIA INC | IMDX | 68235C206 | $39.1M | 2.76% | 11,931,839 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $1.42B | 6 | 0000919574-26-003144 |
| 2025-12-31 | 2026-02-17 | $1.70B | 12 | 0000919574-26-001013 |
| 2025-09-30 | 2025-11-14 | $1.66B | 12 | 0000919574-25-006810 |