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CIK: 0001278387
Total reported value
$1.9B
$1.9B
6 檔
72.1%
As reported in its official Q1 2026 Form 13F filing, Broadwood Capital Inc's tracked investment portfolio stood at $1.9B with 6 total positions.
In Q1 2026, Broadwood Capital Inc adopted a defensive or profit-taking posture, trimming 1 positions and completely liquidating 6 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MNST, STAA, AXON) accounted for 72.1% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 41.41% | -0.68% | -1.11% | |
| 2 | STAA | Staar Surgical Co | Stock-Other | 21.25% | +2.93% | +7.35% | |
| 3 | AXON | Axon Enterprise Inc | Stock-Industrials | 20.76% | -0.44% | — | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.30% | -0.84% | — | |
| 5 | LCTX | Lineage Cell Therapeutics In | Stock-Other | 5.52% | -2.13% | — | |
| 6 | IMDX | Insight Molecular Diagnostic | Stock-Other | 2.76% | +1.15% | +4.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MNST | Monster Beverage CORP | +4.5% | -1.11% | Trim |
| 2 | IWM | Ishares Russell 2000 ETF | +1.4% | — | Unchanged |
| 3 | STAA | Staar Surgical Co | +0.9% | +7.35% | Add |
| 4 | LCTX | Lineage Cell Therapeutics In | +0.7% | — | Unchanged |
| 5 | IMDX | Insight Molecular Diagnostic | -2.3% | +4.57% | Add |
| 6 | AXON | Axon Enterprise Inc | -2.4% | — | Unchanged |
| 7 | UAL | United Airlines Holdings Inc | — | EXIT | Sold out |
| 8 | AAL | American Airlines Group Inc | — | EXIT | Sold out |
| 9 | LUV | Southwest Airlines Co | — | EXIT | Sold out |
| 10 | GIL | Gildan Activewear Inc | — | EXIT | Sold out |
| 11 | DAL | Delta Air Lines Inc | — | EXIT | Sold out |
| 12 | SER | Serina Therapeutics 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 6 disclosed positions in Q1 2026.
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Top Position Liquidated / Trimmed
UAL
前期市值: $16.8M
During Q1 2026, Broadwood Capital Inc's top holdings by market value included MNST (41.4%)、STAA (21.3%)、AXON (20.8%). The largest single position, MNST, represented 41.4% of total portfolio value.
In Q1 2026, Broadwood Capital Inc made 9 total portfolio adjustments, initiating 0 new buys, adding to 2 positions, trimming 1 holdings, and fully liquidating 6 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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