Broadwood Capital Inc Portfolio Holdings

Broadwood Capital Inc

$1.53 Billion
Q2 2025

Broadwood Capital Inc has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.53 Billion distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Axon Enterprise, Inc. with a value of $575M, Monster Beverage Corp with a value of $517M, Staar Surgical CO with a value of $227M, Ishares Russell 2000 ETF with a value of $102M, and Lineage Cell Therapeutics, Inc. with a value of $45.1M.

Examining the 13F form we can see an increase of $336M in the current position value, from $1.2B to 1.53B.

Broadwood Capital Inc is based out at New York, NY

Below you can find more details about Broadwood Capital Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.53 Billion

Industrials: $604 Million

Consumer Defensive: $517 Million

Healthcare: $272 Million

ETFs: $102 Million

Technology: $33.7 Million

Consumer Cyclical: $5.16 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
AXON Axon Enterprise, Inc. Industrials	$54.9B	$575 Million 37.45% of portfolio	694,264	Q2 2025 Reduced 0.26%
MNST Monster Beverage Corp Consumer Defensive	$33.7B	$517 Million 33.69% of portfolio	8,255,428	Q2 2025 Reduced 0.49%

Summary

Portfolio
No. of Stocks 13
Current Value $1.53 Billion
Prior Value $1.2 Billion
Filing
Period Q2 2025
Filing Date August 13, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 0 stocks
Additional Purchases 2 stocks
Sold out of 0 stocks
Reduced holdings in 2 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Broadwood Capital Inc, based on Form 13F filings with the SEC.

News

Stay updated on Broadwood Capital Inc with notifications on news.

Account

Broadwood Capital Inc Portfolio Holdings