Broadwood Capital INC: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1278387) · Explore on the interactive board
Broadwood Capital INC disclosed 6 US equity positions worth $1.9bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is MNST at 40.7% of the reported book, followed by STAA, AXON. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 4 equal-weight positions. Versus the prior filing it opened 0 new positions, added to 1, reduced 0 and exited 0.
What does Broadwood Capital INC own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 0 new, 1 added, 0 reduced, 0 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | MNST MONSTER BEVERAGE CORP NEW | Consumer Defensive | 40.7% | $779.3m | 8,107,796 | 0% | held |
| 2 | STAA STAAR SURGICAL CO | Healthcare | 24.2% | $462.6m | 16,123,842 | 0% | held |
| 3 | AXON AXON ENTERPRISE INC | Industrials | 20.3% | $388.8m | 693,504 | 0% | held |
| 4 | IWM ISHARES TR | 7.5% | $142.7m | 474,920 | 0% | held | |
| 5 | IMDX INSIGHT MOLECULAR DIA INC | 3.9% | $74.8m | 12,684,884 | 6% | added | |
| 6 | LCTX LINEAGE CELL THERAPEUTICS IN | 3.4% | $64.9m | 49,560,992 | 0% | held |
Sector mix
| Sector | Weight |
|---|---|
| Consumer Defensive | 40.7% |
| Healthcare | 24.2% |
| Industrials | 20.3% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Broadwood Capital INC's portfolio?
Across every quarter Broadwood Capital INC has filed, its median largest position is 41.1% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%).