Broadwood Capital Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Broadwood Capital Inc. reported 8 stock positions worth $1.2 billion. Its top holding was Monster Beverage (MNST) at 39.3% of the portfolio, followed by Axon Enterprise (AXON, 29.7%) and Staar Surgical (STAA, 17.8%). Compared with Q4 2024, it opened 1 new position, added to 3 and reduced 2. The biggest buy was Insight Molecular Diagnostic (IMDX, shares +83%) and the biggest sale Axon Enterprise (AXON, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001278387
- Portfolio Value
- $1.2B (Q1 2025)
- SEC Filing
- 0000919574-25-003088 ↗ filed May 15, 2025
Holdings Value
Holdings 8 stocks · $1.2B
| MNST Monster Beverage Corp. | 39.33% | 8,295,690 | $485.5M | No change |
| AXON Axon Enterprise Inc. | 29.66% | 696,075 | $366.1M | Reduce -3.6% |
| STAA Staar Surgical Co. | 17.79% | 12,455,264 | $219.6M | Add +14.8% |
| IWM iShares Russell 2000 ETF | 7.67% | 474,920 | $94.7M | Reduce -8.7% |
| IMDX Insight Molecular Diagnostic filed as ONCOCYTE CORP | 2.83% | 11,410,100 | $34.9M | Add +82.7% |
| LCTX Lineage Cell Therapeutics Inc. | 1.81% | 49,560,992 | $22.4M | Add +18.9% |
| OLO Olo Inc. Class A | 0.87% | 1,782,334 | $10.8M | New |
| SER Serina Therapeutics Inc. | 0.04% | 85,219 | $483K | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
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 |