MSD Partners, L.P.
- SEC CIK
- 0001514334
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 7
- 0 vs. Q3 2025
- Portfolio value
- $108.6M
- −$42.3M (−28.1%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ODDOddity Tech Ltd | SHS CL A | 1,781,661 | $71.6M | 65.9% | 00.0% | Unchanged | History |
| XPOFXponential Fitness, Inc. | COM CL A | 1,655,390 | $13.6M | 12.5% | 00.0% | Unchanged | History |
| RNWReNew Energy Global plc | CL A SHS | 2,091,480 | $11.8M | 10.9% | 00.0% | Unchanged | History |
| EEXEmerald Holding, Inc. | COM | 1,400,339 | $6.26M | 5.8% | +333,701+31.3% | Added | History |
| SAFESafehold Inc. | COM | 222,644 | $3.05M | 2.8% | 00.0% | Unchanged | History |
| TTANServiceTitan, Inc. | SHS CL A | 18,388 | $1.96M | 1.8% | 00.0% | Unchanged | History |
| TLSITriSalus Life Sciences, Inc. | COM | 39,999 | $279.2K | 0.3% | 00.0% | Unchanged | History |