BROADWOOD CAPITAL INC

CIK 0001278387 · Q2 2026

13F Equity AUM

$1.9B

+34.9% QoQ

Positions

0 QoQ

AUM Rank

#2,391

Top 19%

Skill Alpha (FF)

+8.7%/yr^ns

No Clear Edge

Rank #430 · Top 5%

vs S&P +2.8%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 96.6%Top 10: 100.0%Top 20: 100.0%

MNST40.7%

STAA24.2%

AXON20.3%

IWM7.5%

IMDX3.9%

LCTX3.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Consumer Defensive40.7%

Healthcare31.5%

Industrials20.3%

Financial Services7.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 6Median: 13.89%Avg: 16.67%

0–0.5%

0(0.0%)

0.5–1%

0(0.0%)

1–3%

0(0.0%)

3–5%

2(7.3%)

5%+

4(92.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 6vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased1Decreased0Exited0

Increased

IMDX3.9%

+753K(+6%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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