StockDriftsStockDriftsTop 6 Broadwood Capital INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MNST | MONSTER BEVERAGE CORP NEW | 40.73% | 8.11M | $779.3M | +0.00%(+0) | $4.92(+848.41%) | 2026-06-30 | |
| STAA | STAAR SURGICAL CO | 24.18% | 16.12M | $462.6M | +0.00%(+0) | $15.63(+58.24%) | 2026-06-30 | |
| AXON | AXON ENTERPRISE INC | 20.32% | 693.5K | $388.8M | +0.00%(+0) | $28.62(+2050.61%) | 2026-06-30 | |
| IWM | ISHARES TR | 7.46% | 474.9K | $142.7M | +0.00%(+0) | $112.17(+170.57%) | 2026-06-30 | |
| IMDX | INSIGHT MOLECULAR DIA INC | 3.91% | 12.68M | $74.8M | +6.31%(+753.04K) | $8.26(-51.08%) | 2026-06-30 | |
| LCTX | LINEAGE CELL THERAPEUTICS IN | 3.39% | 49.56M | $64.9M | +0.00%(+0) | $0.96(+10.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.09% | +37.08% | -4.18% | -19.22% |
| Top 20 Holdings Unweighted | +9.46% | +31.15% | -6.38% | -28.09% |
Broadwood Capital INC reports $1.91B in US-listed equity holdings across 6 positions in its most recent 13F filing. Its largest disclosed positions are MNST (40.7%), STAA (24.2%) and AXON (20.3%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +37.08% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Broadwood Capital INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1278387). View Broadwood Capital INC’s 13F filings on SEC