Broadwood Capital Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Broadwood Capital Inc. reported 6 stock positions worth $1.4 billion. Its top holding was Monster Beverage (MNST) at 41.4% of the portfolio, followed by Staar Surgical (STAA, 21.3%) and Axon Enterprise (AXON, 20.8%). Compared with Q4 2025, it sold out of 1, added to 2 and reduced 1. The biggest buy was Staar Surgical (STAA, shares +7%) and the biggest sale an exit from Serina Therapeutics (SER).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001278387
Portfolio Value
$1.4B (Q1 2026)
SEC Filing
0000919574-26-003144 ↗ filed May 15, 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 Q4 2025 Q1 2026: $1.4B $1.4B Q1 2026 Q2 2026: $1.9B Q2 2026

Holdings 6 stocks · $1.4B
MNST Monster Beverage Corp. 41.41% 8,107,796 $587.5M Reduce -1.1%
STAA Staar Surgical Co. 21.25% 16,123,842 $301.5M Add +7.3%
AXON Axon Enterprise Inc. 20.76% 693,504 $294.5M No change
IWM iShares Russell 2000 ETF 8.30% 474,920 $117.8M No change
LCTX Lineage Cell Therapeutics Inc. 5.52% 49,560,992 $78.3M No change
IMDX Insight Molecular Diagnostic 2.76% 11,931,839 $39.1M Add +4.6%

Portfolio Sells Q4 2025 → Q1 2026
SER Serina Therapeutics Inc. Sold out 0.00% −0.01
MNST Monster Beverage Corp. Reduce -1.1% 41.41% +3.42

Portfolio Buys Q4 2025 → Q1 2026
STAA Staar Surgical Co. Add +7.3% 21.25% +0.29
IMDX Insight Molecular Diagnostic Add +4.6% 2.76% −2.41

Options Activity Q4 2025 → Q1 2026
UAL United Airlines Holdings Inc. call Sold out 150,000 $16.8Mbefore exit
AAL American Airlines Group Inc. call Sold out 820,000 $12.6Mbefore exit
LUV Southwest Airlines Co. call Sold out 183,000 $7.6Mbefore exit
GIL Gildan Activewear Inc. call Sold out 112,750 $7.0Mbefore exit
DAL Delta Air Lines Inc. call Sold out 52,500 $3.6Mbefore 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