1y return−9.7%S&P 500 +20.9%
3y return−2.7%S&P 500 +68.5%
5y return−59.2%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2019: $44 against $255 in the S&P 500.2
Essex Woodlands Management, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BVSBioventus Inc | $122.9M | 48.3% | |
| MDXGMimedx Group Inc | $108.6M | 42.7% | |
| EYPTEyepoint Pharmaceuticals Inc | $15.5M | 6.1% | |
| TELATela Bio Inc | $5.8M | 2.3% | |
| MNOVMedicinova Inc | $1.5M | 0.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| EYPTEyepoint Pharmaceuticals Inc | December 31, 2020 | +117.4% | $15.5M |
| BVSBioventus Inc | March 31, 2021 | −38.2% | $122.9M |
| MDXGMimedx Group Inc | December 31, 2023 | −56.1% | $108.6M |
| MNOVMedicinova Inc | June 30, 2020 | −75.6% | $1.5M |
| TELATela Bio Inc | June 30, 2020 | −94.2% | $5.8M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +1.5% | +14.8% |
| March 31, 2026 | −21.2% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +10.5% | +7.8% |
| June 30, 2025 | −19.5% | +10.5% |
| March 31, 2025 | −19.7% | −4.6% |
| December 31, 2024 | +24.4% | +2.1% |
| September 30, 2024 | +14.2% | +5.4% |
| June 30, 2024 | −11.0% | +4.0% |
| March 31, 2024 | −10.6% | +10.0% |
| December 31, 2023 | +63.7% | +11.2% |
| September 30, 2023 | −9.9% | −3.6% |
| June 30, 2023 | +69.9% | +8.3% |
| March 31, 2023 | −3.6% | +7.0% |
| December 31, 2022 | −27.9% | +7.1% |
| September 30, 2022 | −1.0% | −5.3% |
| June 30, 2022 | −40.4% | −16.5% |
| March 31, 2022 | −10.3% | −4.9% |
| December 31, 2021 | −3.4% | +10.7% |
| September 30, 2021 | −30.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Essex Woodlands Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1542339&type=13F-HR&dateb=&owner=include&count=40CIK 1542339
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1542339/000090883426000375/Filed August 4, 2026 · accession 0000908834-26-000375