MSD Partners, L.P.
- SEC CIK
- 0001514334
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 8
- +1 vs. Q4 2025
- Portfolio value
- $82.3M
- −$26.2M (−24.2%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LINDLindblad Expeditions Holdings, Inc. | Stock | 1,635,281 | $28.3M | 34.4% | +1,635,281 | New | History |
| ODDOddity Tech Ltd | SHS CL A | 1,781,661 | $23.8M | 29.0% | 00.0% | Unchanged | History |
| XPOFXponential Fitness, Inc. | COM CL A | 1,655,390 | $9.97M | 12.1% | 00.0% | Unchanged | History |
| RNWReNew Energy Global plc | CL A SHS | 2,091,480 | $9.58M | 11.6% | 00.0% | Unchanged | History |
| EEXEmerald Holding, Inc. | COM | 1,400,339 | $6.32M | 7.7% | 00.0% | Unchanged | History |
| SAFESafehold Inc. | COM | 222,644 | $3.01M | 3.7% | 00.0% | Unchanged | History |
| TTANServiceTitan, Inc. | SHS CL A | 18,388 | $1.17M | 1.4% | 00.0% | Unchanged | History |
| TLSITriSalus Life Sciences, Inc. | COM | 39,999 | $160.0K | 0.2% | 00.0% | Unchanged | History |