13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001278387
Total reported value
$1.9B
$1.9B
7 檔
66.1%
As reported in its official Q4 2024 Form 13F filing, Broadwood Capital Inc's tracked investment portfolio stood at $1.9B with 7 total positions.
In Q4 2024, Broadwood Capital Inc displayed an active expansion posture, initiating 0 new positions and adding to 2 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 34.06% | -0.68% | — | |
| 2 | AXON | Axon Enterprise Inc | Stock-Industrials | 33.54% | -0.44% | -4.95% | |
| 3 | STAA | Staar Surgical Co | Stock-Other | 20.59% | +2.93% | +0.74% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.98% | -0.84% | — | |
| 5 | LCTX | Lineage Cell Therapeutics In | Stock-Other | 1.64% | -2.13% | — | |
| 6 | IMDX | Insight Molecular Diagnostic | Stock-Other | 1.16% | +1.15% | +26.69% | |
| 7 | SER | Serina Therapeutics Inc. | Stock-Other | 0.03% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AXON | Axon Enterprise Inc | +10.2% | -4.95% | Trim |
| 2 | MNST | Monster Beverage CORP | +0.9% | — | Unchanged |
| 3 | IWM | Ishares Russell 2000 ETF | +0.2% | — | Unchanged |
| 4 | IMDX | Insight Molecular Diagnostic | +0.1% | +26.69% | Add |
| 5 | SER | Serina Therapeutics Inc. | 0% | — | Unchanged |
| 6 | LCTX | Lineage Cell Therapeutics In | -1.3% | — | Unchanged |
| 7 | STAA | Staar Surgical Co | -10.1% | +0.74% | Add |
According to official SEC Form 13F filings, Broadwood Capital Inc reported a total U.S. public equity portfolio value of $1.9B across 7 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MNST, AXON, STAA) accounted for 66.1% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
AXON
前期市值: $303.7M
During Q4 2024, Broadwood Capital Inc's top holdings by market value included MNST (34.1%)、AXON (33.5%)、STAA (20.6%). The largest single position, MNST, represented 34.1% of total portfolio value.
In Q4 2024, Broadwood Capital Inc made 3 total portfolio adjustments, initiating 0 new buys, adding to 2 positions, trimming 1 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.