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MSD Partners, L.P.

SEC CIK
0001514334
Latest filing
Aug 14, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
7
0 vs. Q2 2025
Portfolio value
$150.9M
−$21.2M (−12.3%) vs. Q2 2025
Filed
Nov 13, 2025
SEC
Holdings of MSD Partners, L.P. in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
ODDOddity Tech LtdSHS CL A1,781,661$111.0M73.5%00.0%UnchangedHistory
RNWReNew Energy Global plcCL A SHS2,091,480$16.1M10.7%00.0%UnchangedHistory
XPOFXponential Fitness, Inc.COM CL A1,655,390$12.9M8.5%00.0%UnchangedHistory
EEXEmerald Holding, Inc.COM1,066,638$5.43M3.6%00.0%UnchangedHistory
SAFESafehold Inc.COM222,644$3.45M2.3%00.0%UnchangedHistory
TTANServiceTitan, Inc.SHS CL A18,388$1.85M1.2%00.0%UnchangedHistory
TLSITriSalus Life Sciences, Inc.COM39,999$186.0K0.1%00.0%UnchangedHistory