Broadwood Capital Inc 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Broadwood Capital Inc disclosed 7 US equity positions worth $1.3bn in its Q4 2024 13F filing. The largest position was MNST at 34.1% of the reported book, followed by AXON and STAA. Against the Q3 2024 filing, it opened 0 new positions, added to 2 and reduced 1 among the top 7 holdings.
What did Broadwood Capital Inc own in Q4 2024? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | MNST MONSTER BEVERAGE CORP NEW | Consumer Defensive | 34.1% | $436.0m | 8,295,690 | 0% | held |
| 2 | AXON AXON ENTERPRISE INC | Industrials | 33.5% | $429.3m | 722,421 | -5% | reduced |
| 3 | STAA STAAR SURGICAL CO | Healthcare | 20.6% | $263.5m | 10,848,631 | 1% | added |
| 4 | IWM ISHARES TR | 9.0% | $114.9m | 519,920 | 0% | held | |
| 5 | LCTX LINEAGE CELL THERAPEUTICS IN | 1.6% | $20.9m | 41,666,255 | 0% | held | |
| 6 | IMDX ONCOCYTE CORP | 1.2% | $14.9m | 6,244,405 | 27% | added | |
| 7 | SERINA THERAPEUTICS INC | 0.0% | $426.9k | 85,219 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.