Institutional
BROADWOOD CAPITAL INC
CIK 0001278387
$1.42B
Reported AUM
6
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · BROADWOOD CAPITAL INC · Q1 2026
AI · grounded in 13F
Broadwood Capital Inc exited its position in UAL, reducing its holdings by $16.77M. The fund also closed positions in AAL and LUV, resulting in decreases of $12.57M and $7.56M respectively. Conversely, the fund increased its share counts in STAA by 7.35% and IMDX by 4.57%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MNST | MONSTER BEVERAGE CORP NEW | $97.65 | 0.43% | 63.53% | 97.84% | $587.5M | 41.41% | — | HELD |
| 2 | STAA | STAAR SURGICAL CO | $24.22 | 1.47% | 36.37% | -84.32% | $301.5M | 21.25% | — | HELD |
| 3 | AXON | AXON ENTERPRISE INC | $525.30 | -1.11% | -28.46% | 192.08% | $294.5M | 20.76% | — | HELD |
| 4 | IWM | ISHARES TR | $292.59 | 1.39% | 37.55% | 37.83% | $117.8M | 8.30% | — | HELD |
| 5 | LCTX | LINEAGE CELL THERAPEUTICS INC | $1.11 | 4.72% | 12.12% | -55.95% | $78.3M | 5.52% | — | HELD |
| 6 | IMDX | INSIGHT MOLECULAR DIA INC | $4.60 | 5.26% | 70.70% | -94.67% | $39.1M | 2.76% | — | HELD |
Source: SEC EDGAR · accession 0000919574-26-003144. 13F discloses long positions only — shorts, foreign equities, and options are excluded.