account_balance
Investment manager · 13F filer · SEC CIK 1514334
MSD Partners, L.P.
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Reported value$76.8Mas of Jun 30, 2026
Positions9 2 new, 1 sold out
Top 10 weight100.0%ODD alone is 35%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 9 stocks.
ODDOddity Tech Ltd
35.1%
RNWReNew Energy Global PLC
17.0%
XPOFXponential Fitness, Inc.
14.9%
AZULAzul SA
13.4%New
LINDLindblad Expeditions Holdings, Inc.
12.8%Trimmed −79%
SAFESafehold Inc.
4.6%
TTANServiceTitan, Inc.
1.7%
OPITLSIODDOddity Tech Ltd
35.1%
RNWReNew Energy Global PLC
17.0%
XPOFXponential Fitness, Inc.
14.9%
AZULAzul SA
13.4%New
LINDLindblad Expeditions Holdings, Inc.
12.8%Trimmed −79%
SAFE4.6%Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 9 as a list
ODD Oddity Tech Ltd 35.1% HeldRNW ReNew Energy Global PLC 17.0% HeldXPOF Xponential Fitness, Inc. 14.9% HeldAZUL Azul SA 13.4% NewLIND Lindblad Expeditions Holdings, Inc. 12.8% Trimmed −79%SAFE Safehold Inc. 4.6% HeldTTAN ServiceTitan, Inc. 1.7% HeldOPI Office Properties Income Trust 0.2% NewTLSI TriSalus Life Sciences, Inc. 0.2% Held
What changed
Biggest moves since Mar 31, 2026
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