Essex Woodlands Management, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Essex Woodlands Management, Inc. reported 6 stock positions worth $279.1 million. Its top holding was Mimedx (MDXG) at 61.7% of the portfolio, followed by Bioventus Class A (BVS, 30.9%) and Eyepoint (EYPT, 3.9%). Its holdings were unchanged from Q1 2025.
- Most Recent 13F
- Q2 2026
- Location
- THE WOODLANDS, TX
- CIK
- 0001542339
- Portfolio Value
- $279.1M (Q2 2025)
- SEC Filing
- 0000908834-25-000234 ↗ filed Aug 7, 2025
Holdings Value
Holdings 6 stocks · $279.1M
| MDXG Mimedx Group Inc. | 61.72% | 28,195,249 | $172.3M | No change |
| BVS Bioventus Inc. Class A | 30.88% | 13,021,324 | $86.2M | No change |
| EYPT Eyepoint Inc. | 3.94% | 1,169,857 | $11.0M | No change |
| TELA Tela Bio Inc. | 2.86% | 4,110,709 | $8.0M | No change |
| MNOV Medicinova Inc. | 0.52% | 1,105,941 | $1.4M | No change |
| VERO Venus Concept Inc. | 0.08% | 99,021 | $235K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 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 |