MSD Partners, L.P.
- SEC CIK
- 0001514334
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 9
- 0 vs. Q4 2024
- Portfolio value
- $134.5M
- −$7.76M (−5.5%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ODDOddity Tech Ltd | SHS CL A | 1,781,661 | $77.1M | 57.3% | 00.0% | Unchanged | History |
| HAYWHayward Holdings, Inc. | COM | 1,346,472 | $18.7M | 13.9% | 00.0% | Unchanged | History |
| XPOFXponential Fitness, Inc. | COM CL A | 1,655,090 | $13.8M | 10.3% | +253,631+18.1% | Added | History |
| RNWReNew Energy Global plc | CL A SHS | 2,091,480 | $12.3M | 9.2% | 00.0% | Unchanged | History |
| SAFESafehold Inc. | COM | 222,644 | $4.17M | 3.1% | 00.0% | Unchanged | History |
| EEXEmerald Holding, Inc. | COM | 1,050,000 | $4.13M | 3.1% | +550,000+110.0% | Added | History |
| OPIOffice Properties Income Trust | COM SHS BEN INT | 5,052,548 | $2.30M | 1.7% | 00.0% | Unchanged | History |
| TTANServiceTitan, Inc. | SHS CL A | 18,388 | $1.75M | 1.3% | 00.0% | Unchanged | History |
| TLSITriSalus Life Sciences, Inc. | COM | 39,999 | $220.8K | 0.2% | 00.0% | Unchanged | History |