Broadwood Capital Inc Portfolio Holdings

Broadwood Capital Inc

  • $1.66 Billion
  • Q3 2025

Broadwood Capital Inc has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.66 Billion distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Monster Beverage Corp with a value of $555M, Axon Enterprise, Inc. with a value of $498M, Staar Surgical CO with a value of $363M, Ishares Russell 2000 ETF with a value of $115M, and Lineage Cell Therapeutics, Inc. with a value of $85.7M.

Examining the 13F form we can see an increase of $122M in the current position value, from $1.53B to 1.66B.

Broadwood Capital Inc is based out at New York, NY

Below you can find more details about Broadwood Capital Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.66 Billion
Consumer Defensive: $555 Million
Industrials: $530 Million
Healthcare: $449 Million
ETFs: $115 Million
Consumer Cyclical: $7.43 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$37.6B
$555 Million 33.52% of portfolio
8,250,428
Q3 2025 Reduced 0.06%
$39.4B
$498 Million 30.04% of portfolio
693,504
Q3 2025 Reduced 0.11%
$1.26B
$363 Million 21.93% of portfolio
13,519,491
Q2 2025 Added 8.54%
$0
$115 Million 6.94% of portfolio
474,920
Q1 2025 Reduced 8.66%
$323M
$85.7 Million 5.18% of portfolio
49,560,992
Q1 2025 Added 18.95%
Insight Molecular Dia Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 82.73%
Serina Therapeutics Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 2.38%

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $1.66 Billion
  • Prior Value $1.53 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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