Broadwood Capital Portfolio Concentration Analysis as of June 30, 2026
As of June 30, 2026, Broadwood Capital Inc's portfolio shows significant concentration in specific sectors and holdings.
On June 30, 2026, the investment profile of Broadwood Capital Inc presents notable concentration characteristics. The total portfolio value stood at approximately $1.91 billion.
The largest position by weight was held in Monster Beverage Corp New (MNST), representing a substantial 40.73% allocation to the Consumer Defensive sector, as detailed on their stock page: MONSTER BEVERAGE CORP NEW (MNST).
A second major holding was Staar Surgical Co (STAA), accounting for 24.18% of the portfolio and contributing significantly to the Healthcare sector allocation, which can be explored further here: STAAR SURGICAL CO (STAA).
The third largest position was Axon Enterprise Inc (AXON), making up 20.32% of the portfolio and falling within the Industrials sector, available at: AXON ENTERPRISE INC (AXON).
The remaining 7.46% of the portfolio was invested in iShares TR (IWM), a position that remained unchanged from the previous period and is categorized under an 'Unknown' sector for analytical purposes, found here: ISHARES TR (IWM).
Overall sector allocation highlights significant exposure to Healthcare at 31.49%, Consumer Defensive at 40.73%, and Industrials at 20.32%. This distribution, dominated by three large positions totaling nearly 85% of the assets ($1.6 billion), underscores a concentrated investment approach focused on these specific areas.