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EWM

Essex Woodlands Management Portfolio holdings

AUM $254M
1-Year Est. Return 4.59%
This Fund
S&P 500
This Quarter Est. Return
+2.77%
1 Year Est. Return
+4.59%
3 Year Est. Return
+54.96%
5 Year Est. Return
+25.37%
10 Year Est. Return
+254.56%
AUM
$318M
AUM Growth
+$11.2M
Cap. Flow
+$4.56M
Cap. Flow %
1.43%
Top 10 Hldgs %
100%
Holding
6
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
TELA icon
TELA Bio
TELA
+$4.56M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDXG icon
1
MiMedx Group
MDXG
$624M
$191M 59.97%
28,195,249
– –
BVS icon
2
Bioventus
BVS
$1.17B
$96.9M 30.44%
13,021,324
– –
EYPT icon
3
EyePoint Inc
EYPT
$1.17B
$19.8M 6.23%
1,084,857
– –
TELA icon
4
TELA Bio
TELA
$32.3M
$9.1M 2.86%
7,714,709
+3,604,000
+88% +$4.56M
MNOV icon
5
MediciNova
MNOV
$65.5M
$1.45M 0.46%
1,105,941
– –
VERO
6
DELISTED
Venus Concept
VERO
$147K 0.05%
99,021
– –

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2
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Essex Woodlands Management's Q4 2025 Portfolio in Review

As of Q4 2025, Essex Woodlands Management held 6 positions worth $318M, up 3.6% from $307M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 0%. Essex Woodlands Management opened no new positions and made no exits, leaving the 6-position portfolio largely intact.

By sector, the portfolio is most concentrated in Healthcare at 100% of assets, unchanged from a quarter earlier.

  • Essex Woodlands Management added most to TELA Bio in Q4 2025, an estimated $4.56M increase.
  • Essex Woodlands Management's ten largest holdings make up 100% of its $318M portfolio in Q4 2025.
  • Essex Woodlands Management opened 0 new positions and closed 0 in Q4 2025.
  • Essex Woodlands Management's portfolio value rose 3.6% quarter-over-quarter to $318M.

Based on Essex Woodlands Management's 13F filing for Q4 2025, filed 4 Feb 2026.