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Portfolio (Quarterly) Guide ↗

BROADWOOD CAPITAL INC

· CIK 0001278387
13F Portfolio $1.4B AUM 6 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 Added 1 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 8,107,796.0 $587.5M 41.41% -91K -1.1% $72.46 +19.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 48.0%
Healthcare 27.9%
Industrials 24.1%