Essex Woodlands Management, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Essex Woodlands Management, Inc. reported 7 stock positions worth $344.8 million. Its top holding was Mimedx (MDXG) at 63.0% of the portfolio, followed by Bioventus Class A (BVS, 19.6%) and Eyepoint (EYPT, 9.3%). Compared with Q4 2023, it opened 1 new position, sold out of 1 and reduced 1. The biggest buy was a new position in Venus Concept and the biggest sale Eyepoint (EYPT, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- THE WOODLANDS, TX
- CIK
- 0001542339
- Portfolio Value
- $344.8M (Q1 2024)
- SEC Filing
- 0001398344-24-009624 ↗ filed May 15, 2024
Holdings Value
Holdings 7 stocks · $344.8M
| MDXG Mimedx Group Inc. | 62.97% | 28,195,249 | $217.1M | No change |
| BVS Bioventus Inc. Class A | 19.64% | 13,021,324 | $67.7M | No change |
| EYPT Eyepoint Inc. | 9.30% | 1,551,521 | $32.1M | Reduce -33.6% |
| TELA Tela Bio Inc. | 6.76% | 4,110,709 | $23.3M | No change |
| RVNC Revance Therapeutics Inc. | 0.65% | 457,085 | $2.2M | No change |
| MNOV Medicinova Inc. | 0.47% | 1,105,941 | $1.6M | No change |
| VENUS CONCEPT INC | 0.22% | 1,089,190 | $753K | New |
Portfolio Sells Q4 2023 → Q1 2024
| EYPT Eyepoint Inc. | Reduce -33.6% | 9.30% | −4.07 |
| VENUS CONCEPT INC | Sold out | 0.00% | −0.32 |
Portfolio Buys Q4 2023 → Q1 2024
| VENUS CONCEPT INC | New | 0.22% | +0.22 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 5 | $254.2M | BVS, MDXG, EYPT, TELA, MNOV |
| Q1 2026 | 5 | $250.5M | BVS, MDXG, EYPT, TELA, MNOV |
| Q4 2025 | 6 | $318.3M | MDXG, BVS, EYPT, TELA, MNOV |
| Q3 2025 | 6 | $307.1M | MDXG, BVS, EYPT, TELA, MNOV |
| Q2 2025 | 6 | $279.1M | MDXG, BVS, EYPT, TELA, MNOV |
| Q1 2025 | 6 | $346.7M | MDXG, BVS, EYPT, TELA, MNOV |
| Q4 2024 | 7 | $433.2M | MDXG, BVS, TELA, EYPT, MNOV |
| Q3 2024 | 7 | $350.4M | MDXG, BVS, EYPT, TELA, RVNC |
| Q2 2024 | 7 | $306.7M | MDXG, BVS, TELA, EYPT, MNOV |
| Q1 2024 | 7 | $344.8M | MDXG, BVS, EYPT, TELA, RVNC |