Broadwood Capital Inc holds a concentrated book of 6 stocks worth $1.4B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed MONSTER BEVERAGE CORP. Their largest long position is MONSTER BEVERAGE CORP at 41% of the equity book. Cloning the disclosed picks since 2016 would be +197% (+11.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1278387/holdings"
Use Arkolith to show BROADWOOD CAPITAL INC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 25.0 points over this window.
Growth of $10,000 cloning Broadwood Capital Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
44% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Broadwood Capital Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 7 / 6 | $11.5B |
| BlackRock, Inc. | 7 / 6 | $10.7B |
| VANGUARD GROUP INC | 7 / 6 | $10.7B |
| MORGAN STANLEY | 7 / 6 | $8.7B |
| STATE STREET CORP | 7 / 6 | $4.3B |
| UBS Group AG | 7 / 6 | $2.3B |
| NORTHERN TRUST CORP | 7 / 6 | $1.9B |
| BNP PARIBAS FINANCIAL MARKETS | 7 / 6 | $1.7B |
Ranked by how many of Broadwood Capital Inc's top 6 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Monster Beverage Corp New COM | $587.5M | 8.11M | 41.4% | ▼−1.1% Reduced · −91K sh | |
| 2 | Staar Surgical Co COM PAR $0.01 | $301.5M | 16.12M | 21.3% | ▲+7.3% Added · +1.1M sh | |
| 3 | Axon Enterprise Inc COM | $294.5M | 693.5K | 20.8% | —Held | |
| 4 | Ishares TR RUSSELL 2000 ETF | $117.8M | 474.9K | 8.3% | —Held | |
| 5 | Lineage Cell Therapeutics Inc COM | $78.3M | 49.56M | 5.5% | —Held | |
| 6 | Insight Molecular Dia Inc COM NEW | $39.1M | 11.93M | 2.8% | ▲+4.6% Added · +522K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 6 | $1.4B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 12 | $1.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 12 | $1.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 13 | $1.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 8 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 7 | $1.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 7 | $1.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 7 | $1.3B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 7 | $1.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 7 | $1.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 7 | $1.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 7 | $1.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 7 | $1.4B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 7 | $1.2B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 8 | $1.3B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 8 | $1.3B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 7 | $1.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 7 | $1.6B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 7 | $2.0B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 7 | $2.2B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 8 | $1.9B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 8 | $1.7B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 7 | $1.3B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 7 | $1.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.