DOSSIER · 13F-HR · Q4 2025

BROADWOOD CAPITAL INC

BROADWOOD's family office based in Greenwich, CT $1.7B in tracked AUM across 12 positions as of Q4 2025.

B
BROADWOOD·Greenwich, CT·Family Office
CIK 0001278387 · last filed Dec 31, 2025
Total AUM
$1.7B
5.5%
vs prior
Holdings
12
positions
Whale Score
73
73
strong
Activity
no data
changes this Q
Top sector
Tech
28% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

Portfolio Overview

Broadwood Capital Inc. presents a highly concentrated, high-conviction portfolio characterized by a low number of holdings and significant allocation to its top ideas. As of the reporting period ending September 30, 2025, the firm manages approximately $1.18 billion in assets spread across just six securities. The portfolio saw a slight contraction of 3.2% in value from the previous quarter, decreasing from $1.21 billion.

The fund’s diversification strategy is minimal, b...

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
MNST
MONSTER BEVERAGE CORP NEW
$629M8.2M36.9%
02
AXON
AXON ENTERPRISE INC
$394M694K23.1%
03
STAA
STAAR SURGICAL CO
$347M15.0M20.4%
04
IWM
ISHARES TR
$117M475K6.9%
05
IMDX
INSIGHT MOLECULAR DIA INC
$86M11.4M5.0%
06
LCTX
LINEAGE CELL THERAPEUTICS IN
$83M49.6M4.9%
07
UAL
UNITED AIRLS HLDGS INC
$17M150K1.0%
08
AAL
AMERICAN AIRLS GROUP INC
$13M820K0.7%
09
LUV
SOUTHWEST AIRLS CO
$8M183K0.4%
10
GIL
GILDAN ACTIVEWEAR INC
$7M113K0.4%

Filing history

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