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Livermore
Livermore
ZHEN

Broadwood Capital Inc

SEC CIK
0001278387
Latest filing
Aug 13, 2026

The latest 13F from Broadwood Capital Inc covers Q2 2026 (filed Aug 13, 2026): 6 long positions worth $1.91B. The top 10 holdings make up 100.0% of the portfolio, and the largest is Monster Beverage Corp (MNST) at 40.7%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
1
Est. +$4.44M
Reduced
0
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. MNSTMonster Beverage Corp
    40.7%$779.3MHistory
  2. STAAStaar Surgical Co
    24.2%$462.6MHistory
  3. AXONAxon Enterprise, Inc.
    20.3%$388.8MHistory
  4. iShares Russell 2000 ETF464287655
    7.5%$142.7M
  5. IMDXInsight Molecular Diagnostics Inc.
    3.9%$74.8MHistory

Share of portfolio

Top 5 holdings and the other 1 position, by share of portfolio value

  1. MNST40.7%
  2. STAA24.2%
  3. AXON20.3%
  4. iShares Russell 2000 ETF7.5%
  5. IMDX3.9%
  6. Other 1 position3.4%

Biggest buys

New and added positions, by estimated amount bought

  1. IMDXInsight Molecular Diagnostics Inc.
    +$4.44MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. IMDXInsight Molecular Diagnostics Inc.
    +1.15 pp2.8% → 3.9%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

None this quarter.

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

None this quarter.

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.91B
+$494.4M (+34.8%) vs. prior quarter
Positions
6
0 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
0.0%
Q2 2026, one quarter
Average holding period
21.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $2.24B (Q2 2021)

Q1 2021: $1.86BQ2 2021: $2.24BQ3 2021: $1.96BQ4 2021: $1.63BQ1 2022: $1.39BQ2 2022: $1.33BQ3 2022: $1.31BQ4 2022: $1.20BQ1 2023: $1.42BQ2 2023: $1.34BQ3 2023: $1.12BQ4 2023: $1.17BQ1 2024: $1.33BQ2 2024: $1.32BQ3 2024: $1.30BQ4 2024: $1.28BQ1 2025: $1.23BQ2 2025: $1.53BQ3 2025: $1.65BQ4 2025: $1.65BQ1 2026: $1.42BQ2 2026: $1.91B
Q1 2021Q2 2026
13F filings of Broadwood Capital Inc by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 13, 20266$1.91BMNSTSTAAAXONvs. Q1 2026SEC
Q1 2026May 15, 20266$1.42BMNSTSTAAAXONvs. Q4 2025SEC
Q4 2025Feb 17, 20267$1.65BMNSTAXONSTAAvs. Q3 2025SEC
Q3 2025Nov 14, 20257$1.65BMNSTAXONSTAAvs. Q2 2025SEC
Q2 2025Aug 14, 20258$1.53BAXONMNSTSTAAvs. Q1 2025SEC
Q1 2025May 15, 20258$1.23BMNSTAXONSTAAvs. Q4 2024SEC
Q4 2024Feb 14, 20257$1.28BMNSTAXONSTAAvs. Q3 2024SEC
Q3 2024Nov 14, 20247$1.30BMNSTSTAAAXONvs. Q2 2024SEC
Q2 2024Aug 14, 20247$1.32BSTAAMNSTAXONvs. Q1 2024SEC
Q1 2024May 15, 20247$1.33BMNSTSTAAAXONvs. Q4 2023SEC
Q4 2023Feb 14, 20247$1.17BMNSTSTAAAXONvs. Q3 2023SEC
Q3 2023Nov 14, 20237$1.12BMNSTSTAAAXONvs. Q2 2023SEC
Q2 2023Aug 14, 20237$1.34BMNSTSTAAAXONvs. Q1 2023SEC
Q1 2023May 15, 20237$1.42BSTAAMNSTAXONvs. Q4 2022SEC
Q4 2022Feb 14, 20237$1.20BMNSTSTAAAXONvs. Q3 2022SEC
Q3 2022Nov 14, 20228$1.31BSTAAMNSTiShares Russell 2000 ETFvs. Q2 2022SEC
Q2 2022Aug 15, 20228$1.33BSTAAMNSTiShares Russell 2000 ETFvs. Q1 2022SEC
Q1 2022May 16, 20227$1.39BSTAAMNSTiShares Russell 2000 ETFvs. Q4 2021SEC
Q4 2021Feb 14, 20227$1.63BSTAAMNSTiShares Russell 2000 ETFvs. Q3 2021SEC
Q3 2021Nov 15, 20217$1.96BSTAAMNSTiShares Russell 2000 ETFvs. Q2 2021SEC
Q2 2021Aug 16, 20217$2.24BSTAAMNSTiShares Russell 2000 ETFvs. Q1 2021SEC
Q1 2021May 17, 20217$1.86BSTAAMNSTiShares Russell 2000 ETF–SEC

13D and 13G filings

Companies where Broadwood Capital Inc reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

Broadwood Capital Inc does not currently report owning 5% or more of any company.

Latest filings

12 filings on file made by Broadwood Capital Inc or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Broadwood Capital Inc
CompanyFiled (ET)FilerFormStakeChangeEvent dateFiling
IMDXInsight Molecular Diagnostics Inc.Apr 27, 20267:14 PM ETBroadwood Partners, L.P.and 2 others13D/A39.70%12.8M shares+2.30 ppfrom 37.40%Apr 23, 2026SEC
STAAStaar Surgical CoMar 13, 20269:29 PM ETBroadwood Partners, L.P.and 3 others13D/A32.60%16.1M shares+1.50 ppfrom 31.10%Mar 13, 2026SEC
IMDXInsight Molecular Diagnostics Inc.Feb 12, 20267:52 PM ETBroadwood Partners, L.P.and 2 others13D/A37.40%12.1M shares−2.80 ppfrom 40.20%Feb 10, 2026SEC
LCTXLineage Cell Therapeutics, Inc.Nov 14, 20256:12 PM ETBroadwood Partners, L.P.and 2 others13D/A23.10%57.8M shares−1.40 ppfrom 24.50%Nov 12, 2025SEC
STAAStaar Surgical CoOct 24, 20258:09 PM ETBroadwood Partners, L.P.and 6 others13D/A27.40%13.5M shares0.00 ppfrom 27.40%Oct 22, 2025SEC
STAAStaar Surgical CoSep 2, 20258:00 AM ETBroadwood Partners, L.P.and 2 others13D/A27.30%13.5M shares0.00 ppfrom 27.30%Sep 2, 2025SEC
STAAStaar Surgical CoAug 8, 20257:57 AM ETBroadwood Partners, L.P.and 2 others13D/A27.30%13.5M shares+0.20 ppfrom 27.10%Aug 7, 2025SEC
STAAStaar Surgical CoApr 7, 20258:40 PM ETBroadwood Partners, L.P.and 2 others13D/A27.10%13.4M shares+1.70 ppfrom 25.40%Apr 4, 2025SEC
STAAStaar Surgical CoApr 2, 20258:37 PM ETBroadwood Partners, L.P.and 2 others13D/A25.40%12.5M shares+1.10 ppfrom 24.30%Mar 31, 2025SEC
STAAStaar Surgical CoMar 3, 20257:07 PM ETBroadwood Partners, L.P.and 2 others13D/A24.30%12.0M shares–Feb 27, 2025SEC
IMDXInsight Molecular Diagnostics Inc.Feb 10, 20258:46 PM ETBroadwood Partners, L.P.and 2 others13D/A40.20%11.6M shares–Feb 6, 2025SEC
LCTXLineage Cell Therapeutics, Inc.Jan 28, 20258:07 PM ETBroadwood Partners, L.P.and 2 others13D/A24.50%57.8M shares–Jan 27, 2025SEC