Essex Woodlands Management
THE WOODLANDS, TXfiles as Essex Woodlands Management, Inc.
$254m in 5 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 1.8% of the portfolio this quarter.
Value
$254m
Stocks
5
Top 10 share
100.0%
Turnover
1.8%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| BioventusBVS | 48.3% | $123m | 13,021,324 | Held |
| Mimedx GroupMDXG | 42.7% | $109m | 28,195,249 | Held |
| EyePointEYPT | 6.1% | $16m | 1,084,857 | Held |
| TELA BioTELA | 2.3% | $6m | 7,714,709 | Held |
| MedicinovaMNOV | 0.6% | $1m | 1,105,941 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 8.9% since 30 June 2025.
Where the money is
Health care100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.