Essex Woodlands Management, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Essex Woodlands Management, Inc. reported 7 stock positions worth $433.2 million. Its top holding was Mimedx (MDXG) at 62.6% of the portfolio, followed by Bioventus Class A (BVS, 31.6%) and Tela Bio (TELA, 2.9%). Compared with Q3 2024, it reduced 1. The biggest sale was Eyepoint (EYPT, shares −25%).

Most Recent 13F
Q2 2026
Location
THE WOODLANDS, TX
CIK
0001542339
Portfolio Value
$433.2M (Q4 2024)
SEC Filing
0000908834-25-000074 ↗ filed Feb 13, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $344.8M Q1 2024 Q2 2024: $306.7M Q2 2024 Q3 2024: $350.4M Q3 2024 Q4 2024: $433.2M $433.2M Q4 2024 Q1 2025: $346.7M Q1 2025 Q2 2025: $279.1M Q2 2025 Q3 2025: $307.1M Q3 2025 Q4 2025: $318.3M Q4 2025 Q1 2026: $250.5M Q1 2026 Q2 2026: $254.2M Q2 2026

Holdings 7 stocks · $433.2M

MDXG Mimedx Group Inc. 62.61% 28,195,249 $271.2M No change
BVS Bioventus Inc. Class A 31.56% 13,021,324 $136.7M No change
TELA Tela Bio Inc. 2.87% 4,110,709 $12.4M No change
EYPT Eyepoint Inc. 2.01% 1,169,857 $8.7M Reduce -24.6%
MNOV Medicinova Inc. 0.54% 1,105,941 $2.3M No change
RVNC Revance Therapeutics Inc. 0.32% 457,085 $1.4M No change
VENUS CONCEPT INC 0.10% 1,089,190 $414K No change

Portfolio Sells Q3 2024 → Q4 2024

EYPT Eyepoint Inc. Reduce -24.6% 2.01% −1.53

Portfolio Buys Q3 2024 → Q4 2024

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 5$254.2MBVS, MDXG, EYPT, TELA, MNOV
Q1 2026 5$250.5MBVS, MDXG, EYPT, TELA, MNOV
Q4 2025 6$318.3MMDXG, BVS, EYPT, TELA, MNOV
Q3 2025 6$307.1MMDXG, BVS, EYPT, TELA, MNOV
Q2 2025 6$279.1MMDXG, BVS, EYPT, TELA, MNOV
Q1 2025 6$346.7MMDXG, BVS, EYPT, TELA, MNOV
Q4 2024 7$433.2MMDXG, BVS, TELA, EYPT, MNOV
Q3 2024 7$350.4MMDXG, BVS, EYPT, TELA, RVNC
Q2 2024 7$306.7MMDXG, BVS, TELA, EYPT, MNOV
Q1 2024 7$344.8MMDXG, BVS, EYPT, TELA, RVNC