Holders — by stockHoldings — by fund
MSD Partners, L.P.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001514334
$76.8M
disclosed book value
9
positions
35.1%
largest position share
Positions, as of 2026-06-30
top 9 of 9 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ODDITY TECH LTD | 1.8M | $27.0M | 35.1% |
| 2 | RENEW ENERGY GLOBAL PLC | 2.1M | $13.1M | 17% |
| 3 | XPOFXPONENTIAL FITNESS INC | 1.7M | $11.5M | 14.9% |
| 4 | AZULAZUL S A | 1.1M | $10.3M | 13.4% |
| 5 | LINDLINDBLAD EXPEDITIONS HLDGS I | 347,234 | $9.8M | 12.8% |
| 6 | SAFESAFEHOLD INC | 222,644 | $3.5M | 4.6% |
| 7 | TTANSERVICETITAN INC | 18,388 | $1.3M | 1.7% |
| 8 | OPIOFFICE PPTYS INCOME TR | 10,707 | $182,019 | 0.2% |
| 9 | TLSITRISALUS LIFE SCIENCES INC | 39,999 | $181,995 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.