Essex Woodlands Management, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), Essex Woodlands Management, Inc. reported 5 stock positions worth $250.5 million. Its top holding was Bioventus Class A (BVS) at 47.5% of the portfolio, followed by Mimedx (MDXG, 44.5%) and Eyepoint (EYPT, 5.6%). Compared with Q4 2025, it sold out of 1. The biggest sale was an exit from Venus Concept (VERO).

Most Recent 13F
Q2 2026
Location
THE WOODLANDS, TX
CIK
0001542339
Portfolio Value
$250.5M (Q1 2026)
SEC Filing
0000908834-26-000206 ↗ filed May 4, 2026

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 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 $250.5M Q1 2026 Q2 2026: $254.2M Q2 2026

Holdings 5 stocks · $250.5M

BVS Bioventus Inc. Class A 47.45% 13,021,324 $118.9M No change
MDXG Mimedx Group Inc. 44.45% 28,195,249 $111.4M No change
EYPT Eyepoint Inc. 5.58% 1,084,857 $14.0M No change
TELA Tela Bio Inc. 1.91% 7,714,709 $4.8M No change
MNOV Medicinova Inc. 0.60% 1,105,941 $1.5M No change

Portfolio Sells Q4 2025 → Q1 2026

VERO Venus Concept Inc. Sold out 0.00% −0.05

Portfolio Buys Q4 2025 → Q1 2026

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