BROADWOOD CAPITAL INC

CIK

1278387

Location

New York, NY

Portfolio Value

Mid $1,300,973,754

Diversification

Highly concentrated

Filing Date

Global Rank

#1,287 / 8,232 ▼ 63

Top Industry

Beverages - Non-Alcoholic 45.2%

3Y Alpha vs SPY

-15.8%

Period ended 2 months ago

Filed May 15, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+17.5%

SPY

+76.3%

Annualised alpha

-15.3%

Max drawdown

−29.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

5 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

45.2%

+5.5 pts

Top 5

100.0%

+3.0 pts

Top 10

100.0%

+0.0 pts

HHI

3,134

Highly concentrated+407

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Defensive	45.2%	$587,490,898	1
Healthcare	32.2%	$418,958,643	3
Industrials	22.6%	$294,524,213	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
STAA	Staar Surgical Co	+1,104,351	16,123,842	$301,515,845
IMDX	Insight Molecular Diagnostics Inc.	+521,739	11,931,839	$39,136,431
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
MNST	Monster Beverage Corp	−91,200	8,107,796	$587,490,898
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
UAL	United Airlines Holdings, Inc.	150,000	$16,773,000
AAL	American Airlines Group Inc.	820,000	$12,570,600
LUV	Southwest Airlines Co	183,000	$7,563,390
GIL	Gildan Activewear Inc.	112,750	$7,042,365
DAL	Delta Air Lines, Inc.	52,500	$3,643,500
SER	Serina Therapeutics, Inc.	54,484	$104,227
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

5 positions · $1,300,973,754 total · as of Mar 31, 2026

All sectors Consumer Defensive Healthcare Industrials

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MNST	Monster Beverage Corp Consumer Defensive	Reduced	8,107,796	-91,200	$587,490,898	−6.5%	45.16%
STAA	Staar Surgical Co Healthcare	Added	16,123,842	+1,104,351	$301,515,845	−13.1%	23.18%
AXON	Axon Enterprise, Inc. Industrials	Held	693,504	0	$294,524,213	−25.2%	22.64%
LCTX	Lineage Cell Therapeutics, Inc. Healthcare	Held	49,560,992	0	$78,306,367	−5.4%	6.02%
IMDX	Insight Molecular Diagnostics Inc. Healthcare	Added	11,931,839	+521,739	$39,136,431	−54.3%	3.01%