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
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MNST | MONSTER BEVERAGE CORP NEW | $89.55 | 1.14% | 41.22% | 89.89% | $587.5M | 41.41% | −91,200 | −1.1% |
| 2 | STAA | STAAR SURGICAL CO | $30.68 | 2.32% | 67.82% | -76.56% | $301.5M | 21.25% | +1,104,351 | +7.4% |
| 3 | AXON | AXON ENTERPRISE INC | $486.12 | -5.28% | -38.61% | 161.33% | $294.5M | 20.76% | — | HELD |
| 4 | IWM | ISHARES TR | $281.65 | -3.55% | 34.35% | 35.27% | $117.8M | 8.30% | — | HELD |
| 5 | LCTX | LINEAGE CELL THERAPEUTICS INC | $1.19 | -1.65% | 51.85% | -53.23% | $78.3M | 5.52% | — | HELD |
| 6 | IMDX | INSIGHT MOLECULAR DIA INC | $5.24 | -20.00% | 76.43% | -94.90% | $39.1M | 2.76% | +521,739 | +4.6% |
| 7 | UAL | UNITED AIRLS HLDGS INC | $105.73 | 0.75% | 25.53% | 126.31% | — | — | −150,000 | EXITED |
| 8 | AAL | AMERICAN AIRLS GROUP INC | $13.50 | 1.50% | 14.60% | -33.76% | — | — | −820,000 | EXITED |
| 9 | LUV | SOUTHWEST AIRLS CO | $41.54 | 0.56% | 26.58% | -11.24% | — | — | −183,000 | EXITED |
| 10 | GIL | GILDAN ACTIVEWEAR INC | $58.51 | 1.56% | 22.02% | 83.95% | — | — | −112,750 | EXITED |
| 11 | DAL | DELTA AIR LINES INC DEL | $79.42 | -0.11% | 57.75% | 105.71% | — | — | −52,500 | EXITED |
| 12 | SER | SERINA THERAPEUTICS INC | $1.93 | 2.66% | -67.83% | -96.00% | — | — | −54,484 | EXITED |
Source: SEC EDGAR · accession 0000919574-26-003144. 13F discloses long positions only — shorts, foreign equities, and options are excluded.