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CIK: 0001278387
Total reported value
$1.9B
$1.9B
12 檔
84.4%
As reported in its official Q3 2025 Form 13F filing, Broadwood Capital Inc's tracked investment portfolio stood at $1.9B with 12 total positions.
In Q3 2025, Broadwood Capital Inc displayed an active expansion posture, initiating 5 new positions and adding to 1 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 33.42% | -0.68% | -0.06% | |
| 2 | AXON | Axon Enterprise Inc | Stock-Industrials | 29.95% | -0.44% | -0.11% | |
| 3 | STAA | Staar Surgical Co | Stock-Other | 21.86% | +2.93% | — | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 6.92% | -0.84% | — | |
| 5 | LCTX | Lineage Cell Therapeutics In | Stock-Other | 5.04% | -2.13% | — | |
| 6 | IMDX | Insight Molecular Diagnostic | Stock-Other | 2.28% | +1.15% | — | |
| 7 | UAL | United Airlines Holdings Inc | Stock-Industrials | 0.26% | — | — | |
| 8 | HN9 | Hanesbrands Inc | Stock-Other | 0.11% | — | — | |
| 9 | LUV | Southwest Airlines Co | Stock-Industrials | 0.04% | — | — | |
| 10 | AAL | American Airlines Group Inc | Stock-Industrials | 0.04% | — | — | |
| 11 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.04% | — | — | |
| 12 | SER | Serina Therapeutics Inc. | Stock-Other | 0.03% | — | -2.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STAA | Staar Surgical Co | +4.1% | — | Add |
| 2 | LCTX | Lineage Cell Therapeutics In | +3.2% | — | Unchanged |
| 3 | AXON | Axon Enterprise Inc | +0.3% | -0.11% | Trim |
| 4 | SER | Serina Therapeutics Inc. | 0% | -2.38% | Trim |
| 5 | IMDX | Insight Molecular Diagnostic | -0.6% | — | Unchanged |
| 6 | IWM | Ishares Russell 2000 ETF | -0.8% | — | Unchanged |
| 7 | MNST | Monster Beverage CORP | -5.9% | -0.06% | Trim |
| 8 | OLOGBX | Olo Inc - Class A | — | EXIT | Sold out |
| 9 | UAL | United Airlines Holdings Inc | — | NEW | New buy |
| 10 | HN9 | Hanesbrands Inc | — | NEW | New buy |
| 11 | LUV | Southwest Airlines Co | — | NEW | New buy |
| 12 | AAL | American Airlines Group Inc | — | NEW | New buy |
| 13 | DAL | Delta Air Lines Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Broadwood Capital Inc reported a total U.S. public equity portfolio value of $1.9B across 12 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MNST, AXON, STAA) accounted for 84.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
UAL
市值: $4.3M
Top Position Liquidated / Trimmed
OLOGBX
前期市值: $10.8M
During Q3 2025, Broadwood Capital Inc's top holdings by market value included MNST (33.4%)、AXON (29.9%)、STAA (21.9%). The largest single position, MNST, represented 33.4% of total portfolio value.
In Q3 2025, Broadwood Capital Inc made 10 total portfolio adjustments, initiating 5 new buys, adding to 1 positions, trimming 3 holdings, and fully liquidating 1 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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