Essex Woodlands Management, Inc.

CIK 0001542339 · Q1 2026

13F Equity AUM

$250.5M

-21.3% QoQ

Positions

-1 QoQ

AUM Rank

#6,545

Top 53%

Skill Alpha (FF)

-10.4%/yr^ns

No Clear Edge

Rank #7,981 · Top 97%

vs S&P -33.0%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 100.0%Top 10: 100.0%Top 20: 100.0%

BVS47.5%

MDXG44.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Healthcare100.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 5Median: 5.58%Avg: 20.00%

0–0.5%

0(0.0%)

0.5–1%

1(0.6%)

1–3%

1(1.9%)

3–5%

0(0.0%)

5%+

3(97.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Holdings

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