BROADWOOD CAPITAL INC

New York, NY · CIK 1278387 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2012 · corporation

Assets managed$1.7bn
Staff6 · 5 in investment roles
Main clients (by assets)Private funds 100%
Private funds1 (1 hedge) · $1.7bn gross assets
Websitebroadwoodcapital.com
Form ADV · 2026-03-31SEC adviser record

Kindhedge funds
Others nearbyNew York, NY

As an employer

Offices in1 country
Private fundshedge 1

$1.9bn reported value +34.8% vs Q1 2026

6positions

100.0%in top 10

0 new 1 added 0 reduced 0 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

BROADWOOD PARTNERS, L.P. – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MONSTER BEVERAGE CORP NEW COM MNST	MNST	8,107,796	$779.3m40.73%	40.73%	Unchanged
2	STAAR SURGICAL CO COM PAR $0.01 STAA	STAA	16,123,842	$462.6m24.18%	24.18%	Unchanged
3	AXON ENTERPRISE INC COM AXON	AXON	693,504	$388.8m20.32%	20.32%	Unchanged
4	ISHARES TR RUSSELL 2000 ETF IWM	IWM	474,920	$142.7m7.46%	7.46%	Unchanged
5	INSIGHT MOLECULAR DIA INC COM NEW IMDX	IMDX	12,684,884	$74.8m3.91%	3.91%	Added +753.0k	+753,045 6.3%
6	LINEAGE CELL THERAPEUTICS IN COM LCTX	LCTX	49,560,992	$64.9m3.39%	3.39%	Unchanged

Trades reported as a company insider since 1 Apr 2026

Owning 10% or more of a company, or having someone on its board, makes this manager an insider there: it reports its trades in that company's shares on Form 4 within two business days. Open-market and private purchases and sales only.

Date	Company	Ticker	Trade	Shares	Value	Their holding
2026-04-27	INSIGHT MOLECULAR DIA INC 10% owner	IMDX	Bought	250,923	$913.4k250.9k shares	+2%
2026-04-24	INSIGHT MOLECULAR DIA INC 10% owner	IMDX	Bought	38,880	$137.2k38.9k shares	+<1%
2026-04-23	INSIGHT MOLECULAR DIA INC 10% owner	IMDX	Bought	280,381	$981.3k280.4k shares	+2%
2026-04-20	INSIGHT MOLECULAR DIA INC 10% owner	IMDX	Bought	40,690	$157.9k40.7k shares	+<1%
2026-04-17	INSIGHT MOLECULAR DIA INC 10% owner	IMDX	Bought	40,114	$143.2k40.1k shares	+<1%
2026-04-16	INSIGHT MOLECULAR DIA INC 10% owner	IMDX	Bought	102,057	$352.1k102.1k shares	+1%