Broadwood Capital Inc Top Holdings and 13F Report (2024)

About Broadwood Capital Inc

Broadwood Capital Inc has $1.33 billion in total holdings as of March 31, 2024.
Broadwood Capital Inc owns shares of 7 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
Approximately 1.50% of the portfolio was purchased this quarter.
About 0.94% of the portfolio was sold this quarter.
This quarter, Broadwood Capital Inc has purchased 7 new stocks and bought additional shares in 2 stocks.
Broadwood Capital Inc sold shares of 1 stock and completely divested from 1 stock this quarter.

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MNST Monster Beverage	$491,768,503	$11,401,145 ▼	-2.3%	8,295,690	36.9%	Consumer Staples
STAA STAAR Surgical	$412,215,500	$8,827,177 ▲	2.2%	10,768,430	31.0%	Medical
AXON Axon Enterprise	$237,808,199		0.0%	760,062	17.9%	Industrial Products
IWM iShares Russell 2000 ETF	$119,029,800		0.0%	566,000	8.9%	Finance
LCTX Lineage Cell Therapeutics	$61,666,057	$9,961,540 ▲	19.3%	41,666,255	4.6%	Medical
OCX OncoCyte	$7,351,563		0.0%	2,509,066	0.6%	Medical
SERINA THERAPEUTICS INC	$1,147,048	$1,147,048 ▲	New Holding	85,219	0.1%	COM SHS
AGE AgeX Therapeutics	$0	$1,153,905 ▼	-100.0%	0	0.0%	Medical