Broadwood Capital Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Broadwood Capital Inc. reported 7 stock positions worth $1.3 billion. Its top holding was Monster Beverage (MNST) at 36.9% of the portfolio, followed by Staar Surgical (STAA, 31.0%) and Axon Enterprise (AXON, 17.9%). Compared with Q4 2023, it opened 1 new position, sold out of 1, added to 2 and reduced 1. The biggest buy was Staar Surgical (STAA, shares +2%) and the biggest sale Monster Beverage (MNST, shares −2%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001278387
Portfolio Value
$1.3B (Q1 2024)
SEC Filing
0000919574-24-003060 ↗ filed May 15, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.3B $1.3B Q1 2024 Q2 2024: $1.3B Q2 2024 Q3 2024: $1.3B Q3 2024 Q4 2024: $1.3B Q4 2024 Q1 2025: $1.2B Q1 2025 Q2 2025: $1.5B Q2 2025 Q3 2025: $1.7B Q3 2025 Q4 2025: $1.7B Q4 2025 Q1 2026: $1.4B Q1 2026 Q2 2026: $1.9B Q2 2026

Holdings 7 stocks · $1.3B
MNST Monster Beverage Corp. 36.95% 8,295,690 $491.8M Reduce -2.3%
STAA Staar Surgical Co. 30.97% 10,768,430 $412.2M Add +2.2%
AXON Axon Enterprise Inc. 17.87% 760,062 $237.8M No change
IWM iShares Russell 2000 ETF 8.94% 566,000 $119.0M No change
LCTX Lineage Cell Therapeutics Inc. 4.63% 41,666,255 $61.7M Add +19.3%
IMDX Insight Molecular Diagnostic filed as ONCOCYTE CORP 0.55% 2,509,066 $7.4M No change
SER Serina Therapeutics Inc. 0.09% 85,219 $1.1M New

Portfolio Sells Q4 2023 → Q1 2024
MNST Monster Beverage Corp. Reduce -2.3% 36.95% −4.73
AGEX THERAPEUTICS INC Sold out 0.00% −0.10

Portfolio Buys Q4 2023 → Q1 2024
STAA Staar Surgical Co. Add +2.2% 30.97% +2.94
LCTX Lineage Cell Therapeutics Inc. Add +19.3% 4.63% +1.39
SER Serina Therapeutics Inc. New 0.09% +0.09

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 6$1.9BMNST, STAA, AXON, IWM, IMDX
Q1 2026 6$1.4BMNST, STAA, AXON, IWM, LCTX
Q4 2025 7$1.7BMNST, AXON, STAA, IWM, IMDX
Q3 2025 7$1.7BMNST, AXON, STAA, IWM, LCTX
Q2 2025 8$1.5BAXON, MNST, STAA, IWM, LCTX
Q1 2025 8$1.2BMNST, AXON, STAA, IWM, IMDX
Q4 2024 7$1.3BMNST, AXON, STAA, IWM, LCTX
Q3 2024 7$1.3BMNST, STAA, AXON, IWM, LCTX
Q2 2024 7$1.3BSTAA, MNST, AXON, IWM, LCTX
Q1 2024 7$1.3BMNST, STAA, AXON, IWM, LCTX