Broadwood Capital
Broadwood Capital
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
6
Market Value
$1.4B
Holdings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Top 5 Holdings
1
M
$MNST
Monster Beverage Corporation
41.4%
% of Portfolio
Decreased 1.11%
2S
$STAA
STAAR Surgical Company
21.3%
% of Portfolio
Increased 7.35%
3A
$AXON
Axon Enterprise, Inc.
20.8%
% of Portfolio
Unchanged
4E
$ETF-IWM
iShares Russell 2000 ETF
8.3%
% of Portfolio
Unchanged
5L
$LCTX
Lineage Cell Therapeutics, Inc.
5.5%
% of Portfolio
Unchanged
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| MNST | 41.4% | 36.9% | 33.4% | 32.9% |
| STAA | 21.3% | 20.4% | 21.9% | 14.4% |
| AXON | 20.8% | 23.1% | 29.9% | 36.6% |
| ETF-IWM | 8.3% | 6.9% | 6.9% | 6.5% |
| LCTX | 5.5% | 4.9% | 5.0% | 2.9% |
| IMDX | 2.8% | 5.0% | 2.3% | 2.2% |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
MNST+26.50%
STAA+56.26%
AXON-0.40%
Sector Analysis
Healthcare32.2%
Industrials22.6%
Consumer Staples45.2%
Trading Summary
No stocks in this category