Broadwood Capital Inc Top Holdings and 13F Report (2025) About Broadwood Capital IncInvestment ActivityBroadwood Capital Inc has $1.57 billion in total holdings as of June 30, 2025.Broadwood Capital Inc owns shares of 13 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 4.49% of the portfolio was purchased this quarter.About 0.26% of the portfolio was sold this quarter.This quarter, Broadwood Capital Inc has purchased 8 new stocks and bought additional shares in 2 stocks.Broadwood Capital Inc sold shares of 2 stocks and completely divested from 0 stocks this quarter.Largest Holdings Axon Enterprise $574,808,936Monster Beverage $517,120,010STAAR Surgical $226,857,059iShares Russell 2000 ETF $102,482,987Lineage Cell Therapeutics $44,971,644 Largest New Holdings this Quarter 910047109 - United Airlines $11,944,500 Holding02376R102 - American Airlines Group $9,200,400 Holding844741108 - Southwest Airlines $5,936,520 Holding410345102 - Hanesbrands $5,163,950 Holding247361702 - Delta Air Lines $2,581,950 Holding Largest Purchases this Quarter STAAR Surgical 1,064,227 shares (about $17.86M)OLO 2,000,487 shares (about $17.80M)United Airlines 150,000 shares (about $11.94M)American Airlines Group 820,000 shares (about $9.20M)Southwest Airlines 183,000 shares (about $5.94M) Largest Sales this Quarter Monster Beverage 40,262 shares (about $2.52M)Axon Enterprise 1,811 shares (about $1.50M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBroadwood Capital Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAXONAxon Enterprise$574,808,936$1,499,399 ▼-0.3%694,26436.6%AerospaceMNSTMonster Beverage$517,120,010$2,522,012 ▼-0.5%8,255,42832.9%Consumer StaplesSTAASTAAR Surgical$226,857,059$17,857,729 ▲8.5%13,519,49114.5%MedicalIWMiShares Russell 2000 ETF$102,482,9870.0%474,9206.5%FinanceLCTXLineage Cell Therapeutics$44,971,6440.0%49,560,9922.9%MedicalOCXOncoCyte$34,458,5020.0%11,410,1002.2%MedicalOLOOLO$33,667,107$17,804,334 ▲112.2%3,782,8212.1%Computer and TechnologyUALUnited Airlines$11,944,500$11,944,500 ▲New Holding150,0000.8%TransportationAALAmerican Airlines Group$9,200,400$9,200,400 ▲New Holding820,0000.6%TransportationLUVSouthwest Airlines$5,936,520$5,936,520 ▲New Holding183,0000.4%TransportationHBIHanesbrands$5,163,950$5,163,950 ▲New Holding1,127,5000.3%Consumer DiscretionaryDALDelta Air Lines$2,581,950$2,581,950 ▲New Holding52,5000.2%TransportationSERINA THERAPEUTICS INC$524,9490.0%85,2190.0%COM SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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