Broadwood Capital Portfolio holdings
Broadwood Capital manages private investment funds, with Neal Bradsher as its principal owner, and began operating as an investment adviser in June 2002. It buys and holds shares in a limited number of companies with strong growth prospects, and also sells some stocks short. Its shareholder activism ranges up to pushing for changes in management or the board and having its own people serve on company boards.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Insight Molecular Diagnostics
IMDX
|
+$3.72M |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 40.73% |
| 2 | Healthcare | 31.49% |
| 3 | Industrials | 20.32% |
| 4 | Miscellaneous | 7.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Monster Beverage
MNST
$92.7B
| $779M | 40.73% |
16,215,592
| – | – |
2013 Q2
52 quarters
|
|
2
STAAR Surgical
STAA
$1.23B
| $463M | 24.18% |
16,123,842
| – | – |
2013 Q2
52 quarters
|
|
3
Axon Enterprise
AXON
$34.8B
| $389M | 20.32% |
693,504
| – | – |
2017 Q4
34 quarters
|
|
4
iShares Russell 2000 ETF
IWM
$74.9B
| $143M | 7.46% |
474,920
| – | – |
2015 Q3
43 quarters
|
|
|
5
Insight Molecular Diagnostics
IMDX
$96.9M
| $74.8M | 3.91% |
12,684,884
+753,045
| +6% | +$3.72M |
2016 Q1
41 quarters
|
|
6
Lineage Cell Therapeutics
LCTX
$253M
| $64.9M | 3.39% |
49,560,992
| – | – |
2013 Q2
52 quarters
|
|
Similar funds
Broadwood Capital's Q2 2026 Portfolio in Review
As of Q2 2026, Broadwood Capital held 6 positions worth $1.91B, up 35% from $1.42B the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Trading was light in Q2 2026: portfolio turnover was 0%. Broadwood Capital opened no new positions and made no exits, leaving the 6-position portfolio largely intact.
By sector, the portfolio is most concentrated in Consumer Staples at 41% of assets, down from 41% a quarter earlier, followed by Healthcare and Industrials.
- Broadwood Capital added most to Insight Molecular Diagnostics in Q2 2026, an estimated $3.72M increase.
- Broadwood Capital's ten largest holdings make up 100% of its $1.91B portfolio in Q2 2026.
- Broadwood Capital opened 0 new positions and closed 0 in Q2 2026.
- Broadwood Capital's portfolio value rose 35% quarter-over-quarter to $1.91B.
Based on Broadwood Capital's 13F filing for Q2 2026, filed 14 Aug 2026.