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BROADWOOD CAPITAL INC

Q2 2025 · Filed 2025-08-14
Market Value
$1.5B
+24.3%
Holdings
8
New Purchases
0
Added To
2
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AXON 37.45% 29.66% +7.79% $575M
OLO 2.19% 0.87% +1.32% $34M
LCTX 2.93% 1.81% +1.12% $45M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MNST 33.69% 39.33% -5.64% $517M
STAA 14.78% 17.79% -3.01% $227M
IWM 6.68% 7.67% -1.00% $102M
IMDX 2.25% 2.83% -0.58% $34M
SER 0.03% 0.04% -0.00% $525K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $1.2B 77.8%
Small Cap 3 $305M 19.9%
Micro Cap 2 $35M 2.3%

Portfolio Analytics

Avg Market Cap
$24.7B
Median Market Cap
$1.7B
Avg P/E
95.9
Median P/E
95.9
Avg Dividend Yield
—%
Avg Beta
1.30
# Stocks
7
# ETFs / Funds
1

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AXON 37.45% 694,264 $575M $827.94 $209M -1,811 -0.3%
2 MNST 33.69% 8,255,428 $517M $62.64 $32M -40,262 -0.5%
3 STAA 14.78% 13,519,491 $227M $16.78 $7M +1,064,227 +8.5%
4 IWM 6.68% 474,920 $102M $215.79 $8M
5 LCTX 2.93% 49,560,992 $45M $0.91 $23M
6 IMDX 2.25% 11,410,100 $34M $3.02 -$456K
7 OLO 2.19% 3,782,821 $34M $8.90 $23M +2,000,487 +112.2%
8 SER 0.03% 85,219 $525K $6.16 $42K
View SEC EDGAR Filings for BROADWOOD CAPITAL INC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms