Broadwood Capital Inc 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Broadwood Capital Inc disclosed 8 US equity positions worth $1.2bn in its Q1 2025 13F filing. The largest position was MNST at 39.3% of the reported book, followed by AXON and STAA. Against the Q4 2024 filing, it opened 1 new position, added to 3 and reduced 2 among the top 8 holdings.
What did Broadwood Capital Inc own in Q1 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | MNST MONSTER BEVERAGE CORP NEW | Consumer Defensive | 39.3% | $485.5m | 8,295,690 | 0% | held |
| 2 | AXON AXON ENTERPRISE INC | Industrials | 29.7% | $366.1m | 696,075 | -4% | reduced |
| 3 | STAA STAAR SURGICAL CO | Healthcare | 17.8% | $219.6m | 12,455,264 | 15% | added |
| 4 | IWM ISHARES TR | 7.7% | $94.7m | 474,920 | -9% | reduced | |
| 5 | IMDX ONCOCYTE CORP | 2.8% | $34.9m | 11,410,100 | 83% | added | |
| 6 | LCTX LINEAGE CELL THERAPEUTICS IN | 1.8% | $22.4m | 49,560,992 | 19% | added | |
| 7 | OLOGBX OLO INC | 0.9% | $10.8m | 1,782,334 | – | new | |
| 8 | SERINA THERAPEUTICS INC | 0.0% | $483.2k | 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.