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CIK: 0001278387
Total reported value
$1.9B
$1.9B
13 檔
76.6%
The Q2 2025 SEC filing reveals that Broadwood Capital Inc held a total portfolio value of $1.9B, covering 13 public equity positions.
In Q2 2025, Broadwood Capital Inc displayed an active expansion posture, initiating 5 new positions and adding to 2 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AXON, MNST, STAA) accounted for 76.6% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AXON | Axon Enterprise Inc | Stock-Industrials | 36.62% | -0.44% | -0.26% | |
| 2 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 32.94% | -0.68% | -0.49% | |
| 3 | STAA | Staar Surgical Co | Stock-Other | 14.45% | +2.93% | +8.54% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 6.53% | -0.84% | — | |
| 5 | LCTX | Lineage Cell Therapeutics In | Stock-Other | 2.86% | -2.13% | — | |
| 6 | IMDX | Insight Molecular Diagnostic | Stock-Other | 2.20% | +1.15% | — | |
| 7 | OLOGBX | Olo Inc - Class A | Stock-Other | 2.14% | — | +112.24% | |
| 8 | UAL | United Airlines Holdings Inc | Stock-Industrials | 0.76% | — | — | |
| 9 | AAL | American Airlines Group Inc | Stock-Industrials | 0.59% | — | — | |
| 10 | LUV | Southwest Airlines Co | Stock-Industrials | 0.38% | — | — | |
| 11 | HN9 | Hanesbrands Inc | Stock-Other | 0.33% | — | — | |
| 12 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.16% | — | — | |
| 13 | SER | Serina Therapeutics Inc. | Stock-Other | 0.03% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AXON | Axon Enterprise Inc | +7% | -0.26% | Trim |
| 2 | OLOGBX | Olo Inc - Class A | +1.3% | +112.24% | Add |
| 3 | LCTX | Lineage Cell Therapeutics In | +1.1% | — | Unchanged |
| 4 | UAL | United Airlines Holdings Inc | +0.8% | NEW | New buy |
| 5 | AAL | American Airlines Group Inc | +0.6% | NEW | New buy |
| 6 | LUV | Southwest Airlines Co | +0.4% | NEW | New buy |
| 7 | HN9 | Hanesbrands Inc | +0.3% | NEW | New buy |
| 8 | DAL | Delta Air Lines Inc | +0.2% | NEW | New buy |
| 9 | SER | Serina Therapeutics Inc. | 0% | — | Unchanged |
| 10 | IMDX | Insight Molecular Diagnostic | -0.6% | — | Unchanged |
| 11 | IWM | Ishares Russell 2000 ETF | -1.1% | — | Unchanged |
| 12 | STAA | Staar Surgical Co | -3.3% | +8.54% | Add |
| 13 | MNST | Monster Beverage CORP | -6.4% | -0.49% | Trim |
According to official SEC Form 13F filings, Broadwood Capital Inc reported a total U.S. public equity portfolio value of $1.9B across 13 disclosed positions in Q2 2025.
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Top New Position Initiated
UAL
市值: $11.9M
Top Position Liquidated / Trimmed
MNST
前期市值: $485.5M
During Q2 2025, Broadwood Capital Inc's top holdings by market value included AXON (36.6%)、MNST (32.9%)、STAA (14.4%). The largest single position, AXON, represented 36.6% of total portfolio value.
In Q2 2025, Broadwood Capital Inc made 9 total portfolio adjustments, initiating 5 new buys, adding to 2 positions, trimming 2 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.
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