Q2 2026 13F · SEC CIK 1278387
Broadwood Capital Inc
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $1.9B
- Reported positions
- 6
- Top holdings a year, 3 yrs
- +10.4%
- Assets under management
- $1.7B
Broadwood Capital Inc is a hedge fund that reported 6 positions worth $1.9B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Monster Beverage Corp New (MNST, 40.7%), Staar Surgical Co (STAA, 24.2%), Axon Enterprise Inc (AXON, 20.3%). A portfolio copying its top holdings returned 10.4% a year over the last 3 years, against 20.4% for the S&P 500.
Broadwood Capital Inc holdings all 6 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| MNSTMonster Beverage Corp New | 40.7% | +0.0% | $779.3M |
| STAAStaar Surgical Co | 24.2% | +0.0% | $462.6M |
| AXONAxon Enterprise Inc | 20.3% | +0.0% | $388.8M |
| IWMIshares | 7.5% | +0.0% | $142.7M |
| IMDXInsight Molecular Dia Inc | 3.9% | +6.3% | $74.8M |
| LCTXLineage Cell Therapeutic | 3.4% | +0.0% | $64.9M |
What Broadwood Capital Inc bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
- IMDX Insight Molecular Dia Inc+6.3% shares
Reduced
No position shrank by more than 5%.
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +15.2% /yr
- S&P 500 +20.1%
- 3 years
- +10.4% /yr
- S&P 500 +20.4%
- 5 years
- -3.6% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $1.9B | 6 |
| Q1 2026 | $1.4B | 6 |
| Q4 2025 | $1.7B | 7 |
| Q3 2025 | $1.7B | 7 |
| Q2 2025 | $1.5B | 8 |
| Q1 2025 | $1.2B | 8 |
| Q4 2024 | $1.3B | 7 |
| Q3 2024 | $1.3B | 7 |
| Q2 2024 | $1.3B | 7 |
| Q1 2024 | $1.3B | 7 |
| Q4 2023 | $1.2B | 7 |
| Q3 2023 | $1.1B | 7 |
Questions about Broadwood Capital Inc's portfolio
What stocks does Broadwood Capital Inc own?
Broadwood Capital Inc's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 6 positions worth $1.9B. The largest are Monster Beverage Corp New (MNST) at 40.7%, Staar Surgical Co (STAA) at 24.2%, Axon Enterprise Inc (AXON) at 20.3%, Ishares (IWM) at 7.5% and Insight Molecular Dia Inc (IMDX) at 3.9%.
What did Broadwood Capital Inc buy last quarter?
In Q2 2026, Broadwood Capital Inc added Insight Molecular Dia Inc (IMDX) (+6.3% shares), compared with its Q1 2026 filing.
What did Broadwood Capital Inc sell last quarter?
Broadwood Capital Inc sold out of nothing and cut no large position by more than 5% in Q2 2026.
How has Broadwood Capital Inc's portfolio performed?
A portfolio copying Broadwood Capital Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.2% against +20.1%. Over 5 years: -3.6% a year against +11.6%.
When is Broadwood Capital Inc's next 13F filing due?
13F filings are due 45 days after each quarter ends. Broadwood Capital Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Broadwood Capital Inc manage?
Broadwood Capital Inc reported $1.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.9B.