Essex Woodlands Management, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Essex Woodlands Management, Inc. reported 6 stock positions worth $346.7 million. Its top holding was Mimedx (MDXG) at 61.8% of the portfolio, followed by Bioventus Class A (BVS, 34.4%) and Eyepoint (EYPT, 1.8%). Compared with Q4 2024, it sold out of 1 and reduced 1. The biggest sale was an exit from Revance Therapeutics (RVNC).
- Most Recent 13F
- Q2 2026
- Location
- THE WOODLANDS, TX
- CIK
- 0001542339
- Portfolio Value
- $346.7M (Q1 2025)
- SEC Filing
- 0000908834-25-000169 ↗ filed May 13, 2025
Holdings Value
Holdings 6 stocks · $346.7M
| MDXG Mimedx Group Inc. | 61.81% | 28,195,249 | $214.3M | No change |
| BVS Bioventus Inc. Class A | 34.37% | 13,021,324 | $119.1M | No change |
| EYPT Eyepoint Inc. | 1.83% | 1,169,857 | $6.3M | No change |
| TELA Tela Bio Inc. | 1.45% | 4,110,709 | $5.0M | No change |
| MNOV Medicinova Inc. | 0.47% | 1,105,941 | $1.6M | No change |
| VERO Venus Concept Inc. | 0.08% | 99,021 | $276K | Reduce -12.3% |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| None this quarter. | |||
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 |