§ 13F · FUND PROFILE
MSD Partners, L.P..
AUM · $77M (13F)Positions · 9Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ODD | ODDITY TECH LTD | 1.78M | $27M | 35.1% | ±0% |
| 2 | RNW | RENEW ENERGY GLOBAL PLC | 2.09M | $13M | 17.0% | ±0% |
| 3 | XPOF | XPONENTIAL FITNESS INC | 1.66M | $11M | 14.9% | ±0% |
| 4 | AZUL | AZUL S A | 1.15M | $10M | 13.4% | NEW |
| 5 | LIND | LINDBLAD EXPEDITIONS HLDGS I | 347K | $10M | 12.8% | −79% |
| 6 | SAFE | SAFEHOLD INC | 223K | $3M | 4.6% | ±0% |
| 7 | TTAN | SERVICETITAN INC | 18K | $1M | 1.7% | ±0% |
| 8 | OPI | OFFICE PPTYS INCOME TR | 11K | $182K | 0.2% | NEW |
| 9 | TLSI | TRISALUS LIFE SCIENCES INC | 40K | $182K | 0.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MSD SIGNAL
AC read
MSD Partners, L.P. is a Other fund managing $77 million in assets. The fund runs a focused portfolio of just 9 positions.
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