BROADWOOD CAPITAL INC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $1,711,394,203 | Pooled investment vehicles (100%) |
| Apr 2025 to Mar 2026 | $1,312,609,353 | Pooled investment vehicles (100%) |
| Apr 2024 to Mar 2025 | $1,224,233,537 | Pooled investment vehicles (100%) |
| May 2023 to Mar 2024 | $1,301,065,766 | Pooled investment vehicles (100%) |
| Apr 2023 | $1,301,065,766 | Pooled investment vehicles (100%) |
| Apr 2022 to Mar 2023 | $1,849,878,039 | Pooled investment vehicles (100%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 99.3%; sector active share 69.4% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
6 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Defensive | 40.7% | $779,321,351 |
| Healthcare | 31.5% | $602,358,740 |
| Industrials | 20.3% | $388,785,277 |
| Unclassified | 7.5% | $142,689,714 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IMDX | Insight Molecular Diagnostics Inc. | +753,045 | 12,684,884 | $74,840,815 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MNST |
Monster Beverage Corp
Consumer Defensive
|
Held | 8,107,796 | $779,321,351 | 40.73% | |
| STAA |
Staar Surgical Co
Healthcare
|
Held | 16,123,842 | $462,593,026 | 24.18% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
Held | 693,504 | $388,785,277 | 20.32% | |
| IWM |
iShares Russell 2000 ETF
|
Held | 474,920 | $142,689,714 | 7.46% | |
| IMDX |
Insight Molecular Diagnostics Inc.
Healthcare
|
Added | 12,684,884 | $74,840,815 | 3.91% | |
| LCTX |
Lineage Cell Therapeutics, Inc.
Healthcare
|
Held | 49,560,992 | $64,924,899 | 3.39% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.