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BROADWOOD CAPITAL INC

Q3 2025 · Filed 2025-11-14
Market Value
$1.7B
+7.7%
Holdings
8
New Purchases
0
Added To
0
Closed
1
Reduced
3
Top 10 Concentration
100.0%
Turnover
12.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
STAA 21.97% 14.78% +7.19% $363M
LCTX 5.07% 2.93% +2.14% $84M
IWM 6.95% 6.68% +0.27% $115M
IMDX 2.29% 2.25% +0.05% $38M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AXON 30.10% 37.45% -7.35% $498M
OLO 0.00% 2.19% -2.19% $0
MNST 33.59% 33.69% -0.10% $555M
SER 0.03% 0.03% -0.01% $446K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $1.2B 70.6%
Small Cap 3 $447M 27.0%
Micro Cap 2 $38M 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 MNST 33.59% 8,250,428 $555M $67.31 $38M -5,000 -0.1%
2 AXON 30.10% 693,504 $498M $717.64 -$77M -760 -0.1%
3 STAA 21.97% 13,519,491 $363M $26.87 $136M
4 IWM 6.95% 474,920 $115M $241.96 $12M
5 LCTX 5.07% 49,560,992 $84M $1.69 $39M
6 IMDX 2.29% 11,410,100 $38M $3.32 $3M
7 SER 0.03% 83,195 $446K $5.36 -$79K -2,024 -2.4%
8 OLO —% -$34M -3,782,821 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
OLO —%
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