Broadwood Capital’s STAAR Surgical STAA Stock Holding History

Broadwood Capital’s Portfolio STAA Stock Details STAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$302M	Buy	16,123,842 +1,104,351	+7%	+$21.1M	21.25%	2
2025 Q4	$347M	Buy	15,019,491 +1,500,000	+11%	+$38.7M	20.37%	3
2025 Q3	$363M	Hold	13,519,491	–	–	21.86%	3
2025 Q2	$227M	Buy	13,519,491 +1,064,227	+9%	+$18.8M	14.45%	3
2025 Q1	$220M	Buy	12,455,264 +1,606,633	+15%	+$32.2M	17.79%	3
2024 Q4	$264M	Buy	10,848,631 +80,200	+0.7%	+$2.29M	20.59%	3
2024 Q3	$400M	Hold	10,768,431	–	–	30.68%	2
2024 Q2	$513M	Buy	10,768,431 +1	+0%	+$44	38.77%	1
2024 Q1	$412M	Buy	10,768,430 +230,595	+2%	+$7.5M	30.97%	2
2023 Q4	$329M	Buy	10,537,835 +1,273,408	+14%	+$45.8M	28.03%	2
2023 Q3	$372M	Buy	9,264,427 +481,345	+5%	+$22.5M	33.1%	2
2023 Q2	$462M	Hold	8,783,082	–	–	34.52%	2
2023 Q1	$562M	Hold	8,783,082	–	–	39.52%	1
2022 Q4	$426M	Buy	8,783,082 +191,075	+2%	+$12M	35.66%	2
2022 Q3	$606M	Hold	8,592,007	–	–	46.26%	1
2022 Q2	$609M	Hold	8,592,007	–	–	45.94%	1
2022 Q1	$687M	Hold	8,592,007	–	–	49.5%	1
2021 Q4	$784M	Sell	8,592,007 -71,577	-0.8%	-$7.68M	48.16%	1
2021 Q3	$1.11B	Sell	8,663,584 -655	-0%	-$91.7K	56.77%	1
2021 Q2	$1.32B	Sell	8,664,239 -879,852	-9%	-$116M	59.06%	1
2021 Q1	$1.01B	Sell	9,544,091 -1,251,257	-12%	-$125M	53.49%	1
2020 Q4	$855M	Hold	10,795,348	–	–	50.73%	1
2020 Q3	$611M	Sell	10,795,348 -4,062	-0%	-$219K	48.01%	1
2020 Q2	$665M	Hold	10,799,410	–	–	51.95%	1
2020 Q1	$348M	Sell	10,799,410 -41,220	-0.4%	-$1.39M	40.72%	1
2019 Q4	$381M	Hold	10,840,630	–	–	43.96%	1
2019 Q3	$279M	Hold	10,840,630	–	–	38.8%	1
2019 Q2	$318M	Buy	10,840,630 +100,000	+0.9%	+$2.89M	39.82%	1
2019 Q1	$367M	Hold	10,740,630	–	–	44.97%	1
2018 Q4	$343M	Sell	10,740,630 -114,549	-1%	-$4.46M	48.1%	1
2018 Q3	$521M	Hold	10,855,179	–	–	48.4%	1
2018 Q2	$337M	Hold	10,855,179	–	–	38.65%	1
2018 Q1	$161M	Hold	10,855,179	–	–	23.34%	2
2017 Q4	$168M	Hold	10,855,179	–	–	23.45%	2
2017 Q3	$135M	Hold	10,855,179	–	–	22.38%	2
2017 Q2	$117M	Hold	10,855,179	–	–	21.56%	2
2017 Q1	$106M	Hold	10,855,179	–	–	20.28%	2
2016 Q4	$118M	Hold	10,855,179	–	–	19.97%	2
2016 Q3	$102M	Hold	10,855,179	–	–	17.46%	2
2016 Q2	$59.8M	Buy	10,855,179 +437,509	+4%	+$2.83M	11.56%	3
2016 Q1	$77M	Buy	10,417,670 +1,770,747	+20%	+$12M	15.95%	2
2015 Q4	$61.7M	Buy	8,646,923 +29,361	+0.3%	+$238K	10.4%	4
2015 Q3	$66.9M	Buy	8,617,562 +499,980	+6%	+$4.12M	13.17%	3
2015 Q2	$78.4M	Buy	8,117,582 +700,000	+9%	+$6.49M	13.35%	3
2015 Q1	$55.1M	Hold	7,417,582	–	–	9.19%	4
2014 Q4	$67.6M	Buy	7,417,582 +530,487	+8%	+$5.13M	13.79%	3
2014 Q3	$73.2M	Hold	6,887,095	–	–	15.47%	3
2014 Q2	$116M	Hold	6,887,095	–	–	21.12%	2
2014 Q1	$129M	Hold	6,887,095	–	–	25.27%	2
2013 Q4	$112M	Buy	6,887,095 +485,456	+8%	+$6.49M	22.42%	2
2013 Q3	$86.7M	Hold	6,401,639	–	–	18.5%	2
2013 Q2	$65M	Buy	+6,401,639	New	+$51.8M	14.77%	4

Other funds holding STAA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AIM

Anatole Investment Management Central, Hong Kong $716M AUM 502.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Broadwood Capital's STAA Position: Q1 2026 in Review

Broadwood Capital increased its STAAR Surgical (STAA) stake by 7.4% in Q1 2026, buying an estimated $21.1M and bringing the position to 16,123,842 shares worth $302M. The position accounts for 21.25% of the portfolio, ranked #2.

Broadwood Capital first reported a position in STAA in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.32B in Q2 2021. 187 funds tracked by Wall St. Rank hold STAA as of Q1 2026.

Broadwood Capital held 16,123,842 shares of STAAR Surgical worth $302M as of Q1 2026.
Broadwood Capital bought 1,104,351 STAAR Surgical shares in Q1 2026, an estimated $21.1M.
STAAR Surgical made up 21.25% of Broadwood Capital's portfolio in Q1 2026, its #2 holding.
Broadwood Capital first reported a position in STAAR Surgical in Q2 2013 and has held it in 52 quarters since.
Broadwood Capital's STAAR Surgical position peaked at $1.32B in Q2 2021.
187 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2026.

Based on Broadwood Capital's 13F filing for Q1 2026, filed 15 May 2026.