1y return+23.2%S&P 500 +20.9%
3y return+37.0%S&P 500 +68.5%
5y return−18.2%S&P 500 +74.5%
10y return+287.0%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $387 against $357 in the S&P 500.2
Broadwood Capital IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MNSTMonster Beverage Corp New | $779.3M | 40.7% | |
| STAAStaar Surgical Co | $462.6M | 24.2% | |
| AXONAxon Enterprise Inc | $388.8M | 20.3% | |
| IWMIshares Tr | $142.7M | 7.5% | |
| IMDXInsight Molecular Dia Inc | $74.8M | 3.9% | +6.3% |
| LCTXLineage Cell Therapeutics In | $64.9M | 3.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AXONAxon Enterprise Inc | June 30, 2020 | +471.3% | $388.8M |
| MNSTMonster Beverage Corp New | June 30, 2020 | +177.3% | $779.3M |
| IWMIshares Tr | June 30, 2020 | +109.8% | $142.7M |
| IMDXInsight Molecular Dia Inc | September 30, 2023 | +89.1% | $74.8M |
| LCTXLineage Cell Therapeutics In | June 30, 2020 | +50.5% | $64.9M |
| STAAStaar Surgical Co | June 30, 2020 | −53.4% | $462.6M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +34.5% | +14.8% |
| March 31, 2026 | −15.2% | −4.6% |
| December 31, 2025 | −1.8% | +2.4% |
| September 30, 2025 | +10.0% | +7.8% |
| June 30, 2025 | +21.8% | +10.5% |
| March 31, 2025 | −6.3% | −4.6% |
| December 31, 2024 | −0.5% | +2.1% |
| September 30, 2024 | −0.6% | +5.4% |
| June 30, 2024 | −1.2% | +4.0% |
| March 31, 2024 | +12.8% | +10.0% |
| December 31, 2023 | +0.9% | +11.2% |
| September 30, 2023 | −12.3% | −3.6% |
| June 30, 2023 | −6.3% | +8.3% |
| March 31, 2023 | +18.9% | +7.0% |
| December 31, 2022 | −6.7% | +7.1% |
| September 30, 2022 | −1.4% | −5.3% |
| June 30, 2022 | −6.2% | −16.5% |
| March 31, 2022 | −14.9% | −4.9% |
| December 31, 2021 | −16.6% | +10.7% |
| September 30, 2021 | −12.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Broadwood Capital Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1278387&type=13F-HR&dateb=&owner=include&count=40CIK 1278387
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1278387/000091957426005163/Filed August 14, 2026 · accession 0000919574-26-005163