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CIK: 0001278387
Total reported value
$1.9B
$1.9B
12 檔
82.2%
At the close of Q4 2025, Broadwood Capital Inc disclosed equity holdings valued at approximately $1.9B, spread across 12 reported holdings.
In Q4 2025, Broadwood Capital Inc adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MNST, AXON, STAA) accounted for 82.2% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 36.93% | -0.68% | -0.62% | |
| 2 | AXON | Axon Enterprise Inc | Stock-Industrials | 23.14% | -0.44% | — | |
| 3 | STAA | Staar Surgical Co | Stock-Other | 20.37% | +2.93% | +11.10% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 6.87% | -0.84% | — | |
| 5 | IMDX | Insight Molecular Diagnostic | Stock-Other | 5.03% | +1.15% | — | |
| 6 | LCTX | Lineage Cell Therapeutics In | Stock-Other | 4.86% | -2.13% | — | |
| 7 | UAL | United Airlines Holdings Inc | Stock-Industrials | 0.99% | — | — | |
| 8 | AAL | American Airlines Group Inc | Stock-Industrials | 0.74% | — | — | |
| 9 | LUV | Southwest Airlines Co | Stock-Industrials | 0.44% | — | — | |
| 10 | GIL | Gildan Activewear Inc | Stock-Consumer Disc | 0.41% | — | — | |
| 11 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.21% | — | — | |
| 12 | SER | Serina Therapeutics Inc. | Stock-Other | 0.01% | — | -34.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MNST | Monster Beverage CORP | +3.5% | -0.62% | Trim |
| 2 | IMDX | Insight Molecular Diagnostic | +2.8% | — | Unchanged |
| 3 | UAL | United Airlines Holdings Inc | +0.7% | — | Unchanged |
| 4 | AAL | American Airlines Group Inc | +0.7% | — | Unchanged |
| 5 | LUV | Southwest Airlines Co | +0.4% | — | Unchanged |
| 6 | DAL | Delta Air Lines Inc | +0.2% | — | Unchanged |
| 7 | SER | Serina Therapeutics Inc. | 0% | -34.51% | Trim |
| 8 | IWM | Ishares Russell 2000 ETF | -0.1% | — | Unchanged |
| 9 | LCTX | Lineage Cell Therapeutics In | -0.2% | — | Unchanged |
| 10 | STAA | Staar Surgical Co | -1.5% | +11.10% | Add |
| 11 | AXON | Axon Enterprise Inc | -6.8% | — | Unchanged |
| 12 | GIL | Gildan Activewear Inc | — | NEW | New buy |
| 13 | HN9 | Hanesbrands Inc | — | EXIT | Sold out |
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 Q4 2025.
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Top New Position Initiated
GIL
市值: $7.0M
Top Position Liquidated / Trimmed
HN9
前期市值: $1.8M
During Q4 2025, Broadwood Capital Inc's top holdings by market value included MNST (36.9%)、AXON (23.1%)、STAA (20.4%). The largest single position, MNST, represented 36.9% of total portfolio value.
In Q4 2025, Broadwood Capital Inc made 5 total portfolio adjustments, initiating 1 new buys, adding to 1 positions, trimming 2 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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