Fund Universe

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☆BROADWOOD CAPITAL INC

CIK 0001278387 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.968
AUM ($M)
1,913
Positions
6
Turnover
0.04
Top-10 wt
100%
Herfindahl
0.274
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 6 positions · portfolio value $1,913M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆MNST funds › MONSTER BEVERAGE CORP NEW HOLD — 40.7% -0.7% 779.3 8,107,796 +0 5 —
☆STAA funds › STAAR SURGICAL CO HOLD — 24.2% +2.9% 462.6 16,123,842 +0 5 —
☆AXON funds › AXON ENTERPRISE INC HOLD — 20.3% -0.4% 388.8 693,504 +0 5 —
☆IWM funds › ISHARES TR HOLD — 7.5% -0.8% 142.7 474,920 +0 5 —
☆IMDX funds › INSIGHT MOLECULAR DIA INC ADD — 3.9% +1.2% 74.8 12,684,884 +753,045 5 —
☆LCTX funds › LINEAGE CELL THERAPEUTICS IN HOLD — 3.4% -2.1% 64.9 49,560,992 +0 5 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 1,913 6 0.04 100% 0.274 0.967 — in
2026Q1 1,419 6 0.05 100% 0.270 0.957 — in
2025Q4 1,655 7 0.07 100% 0.255 0.945 — in
2025Q3 1,653 7 0.10 100% 0.260 0.936 — in
2025Q2 1,535 8 0.10 100% 0.282 0.940 — entered
2025Q1 1,234 8 0.00 100% 0.281 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status