Broadwood Capital portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Broadwood Capital reported a $1.9 bn portfolio of 6 positions to the SEC as of the end of Q2 2026. Its largest positions are MNST, STAA, AXON.
Sections with a free account
What changed this quarter
1 position with a change (1 added to).
No moves of 0.5 points of the portfolio or more.
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Monster BeverageMNST40.7%
- STAAR SurgicalSTAA24.2%
- AXON EnterpriseAXON20.3%
- iShares Russell 2000 ETFIWM7.5%
- Insight Molecular DiagnosticsIMDX3.9%
- Lineage Cell TherapeuticsLCTX3.4%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Consumer Staples 41%
- ● Health Care 31%
- ● Industrials 20%
- ● No sector 7%
How its portfolio changed (8 quarters)
Q2 2026: 6
Q2 2026: 100%
Q2 2026: 0.1%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Mar 31, 2026 (high confidence).
The data, as reported: BROADWOOD CAPITAL, INC (CRD 159286): 7.B private funds: 1 hedge (gross assets $1.7 bn); 5.D assets by client type: pooled vehicles 100% (of $1.7 bn)
The type comes from a rule applied to that data. If it looks wrong, tell us.
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