Broadwood Capital Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Broadwood Capital Inc. reported 7 stock positions worth $1.7 billion. Its top holding was Monster Beverage (MNST) at 38.0% of the portfolio, followed by Axon Enterprise (AXON, 23.8%) and Staar Surgical (STAA, 21.0%). Compared with Q3 2025, it added to 1 and reduced 2. The biggest buy was Staar Surgical (STAA, shares +11%) and the biggest sale Serina Therapeutics (SER, shares −35%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001278387
Portfolio Value
$1.7B (Q4 2025)
SEC Filing
0000919574-26-001013 ↗ filed Feb 17, 2026

Holdings Value

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

Holdings 7 stocks · $1.7B
MNST Monster Beverage Corp. 37.99% 8,198,996 $628.6M Reduce -0.6%
AXON Axon Enterprise Inc. 23.80% 693,504 $393.9M No change
STAA Staar Surgical Co. 20.96% 15,019,491 $346.8M Add +11.1%
IWM iShares Russell 2000 ETF 7.07% 474,920 $116.9M No change
IMDX Insight Molecular Diagnostic 5.17% 11,410,100 $85.6M No change
LCTX Lineage Cell Therapeutics Inc. 5.00% 49,560,992 $82.8M No change
SER Serina Therapeutics Inc. 0.01% 54,484 $104K Reduce -34.5%

Options reported separately and not counted above: UAL calls ($16.8M), AAL calls ($12.6M), LUV calls ($7.6M), GIL calls ($7.0M), DAL calls ($3.6M).

Portfolio Sells Q3 2025 → Q4 2025
SER Serina Therapeutics Inc. Reduce -34.5% 0.01% −0.02
MNST Monster Beverage Corp. Reduce -0.6% 37.99% +4.40

Portfolio Buys Q3 2025 → Q4 2025
STAA Staar Surgical Co. Add +11.1% 20.96% −1.01

Options Activity Q3 2025 → Q4 2025
GIL Gildan Activewear Inc. call New 112,750 $7.0M
HBI Hanesbrands Inc. call Sold out 1,127,500 $1.8Mbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

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