Broadwood Capital Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Broadwood Capital Inc. reported 7 stock positions worth $1.3 billion. Its top holding was Monster Beverage (MNST) at 33.2% of the portfolio, followed by Staar Surgical (STAA, 30.7%) and Axon Enterprise (AXON, 23.3%). Compared with Q2 2024, it reduced 1. The biggest sale was iShares Russell 2000 ETF (IWM, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001278387
- Portfolio Value
- $1.3B (Q3 2024)
- SEC Filing
- 0000919574-24-006537 ↗ filed Nov 14, 2024
Holdings Value
Holdings 7 stocks · $1.3B
| MNST Monster Beverage Corp. | 33.20% | 8,295,690 | $432.8M | No change |
| STAA Staar Surgical Co. | 30.68% | 10,768,431 | $400.0M | No change |
| AXON Axon Enterprise Inc. | 23.30% | 760,062 | $303.7M | No change |
| IWM iShares Russell 2000 ETF | 8.81% | 519,920 | $114.8M | Reduce -8.1% |
| LCTX Lineage Cell Therapeutics Inc. | 2.89% | 41,666,255 | $37.7M | No change |
| IMDX Insight Molecular Diagnostic filed as ONCOCYTE CORP | 1.08% | 4,929,066 | $14.0M | No change |
| SER Serina Therapeutics Inc. | 0.04% | 85,219 | $570K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| IWM iShares Russell 2000 ETF | Reduce -8.1% | 8.81% | +0.13 |
Portfolio Buys Q2 2024 → Q3 2024
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 6 | $1.9B | MNST, STAA, AXON, IWM, IMDX |
| Q1 2026 | 6 | $1.4B | MNST, STAA, AXON, IWM, LCTX |
| Q4 2025 | 7 | $1.7B | MNST, AXON, STAA, IWM, IMDX |
| Q3 2025 | 7 | $1.7B | MNST, AXON, STAA, IWM, LCTX |
| Q2 2025 | 8 | $1.5B | AXON, MNST, STAA, IWM, LCTX |
| Q1 2025 | 8 | $1.2B | MNST, AXON, STAA, IWM, IMDX |
| Q4 2024 | 7 | $1.3B | MNST, AXON, STAA, IWM, LCTX |
| Q3 2024 | 7 | $1.3B | MNST, STAA, AXON, IWM, LCTX |
| Q2 2024 | 7 | $1.3B | STAA, MNST, AXON, IWM, LCTX |
| Q1 2024 | 7 | $1.3B | MNST, STAA, AXON, IWM, LCTX |