Essex Woodlands Management, Inc.
Portfolio value QoQ: +1.5% 13F does not disclose cash
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $0 · sells $0
Median holding: 6.0 quarters Tracked Q1 2025–Q2 2026 · 83.3% still held
Performance vs S&P 500
Annualized: -22.6% · S&P 500: +28.7%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Sector breakdown
Full portfolio 5 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| BVS | $122,921,299 | 48.35% | 13,021,324 | $4,036,611 | |||
| MDXG | $108,551,709 | 42.70% | 28,195,249 | $-2,819,525 | |||
| EYPT | $15,513,455 | 6.10% | 1,084,857 | $1,529,648 | |||
| TELA | $5,786,032 | 2.28% | 7,714,709 | $1,002,912 | |||
| MNOV | $1,459,842 | 0.57% | 1,105,941 | $-55,297 | |||
| No matches | |||||||
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| VERO | March 31, 2026 | 99,021 | $146,551 | No longer tracked |