MSD Partners, L.P.
- SEC CIK
- 0001514334
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 7
- −2 vs. Q1 2025
- Portfolio value
- $172.1M
- +$37.6M (+28.0%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ODDOddity Tech Ltd | SHS CL A | 1,781,661 | $134.5M | 78.1% | 00.0% | Unchanged | History |
| RNWReNew Energy Global plc | CL A SHS | 2,091,480 | $14.5M | 8.4% | 00.0% | Unchanged | History |
| XPOFXponential Fitness, Inc. | COM CL A | 1,655,390 | $12.4M | 7.2% | +3000.0% | Added | History |
| EEXEmerald Holding, Inc. | COM | 1,066,638 | $5.17M | 3.0% | +16,638+1.6% | Added | History |
| SAFESafehold Inc. | COM | 222,644 | $3.46M | 2.0% | 00.0% | Unchanged | History |
| TTANServiceTitan, Inc. | SHS CL A | 18,388 | $1.97M | 1.1% | 00.0% | Unchanged | History |
| TLSITriSalus Life Sciences, Inc. | COM | 39,999 | $218.0K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (2)
Positions held at the end of Q1 2025 that are gone from this filing.