MSD Partners, L.P.: 13F holdings
CIK 15143342026Q2
| Positions | 9 |
|---|---|
| Reported value | $76.8m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ODDITY TECH LTD | 1,781,661 | $27.0m | 35.1% |
| RENEW ENERGY GLOBAL PLC | 2,091,480 | $13.1m | 17.0% |
| XPONENTIAL FITNESS INC | 1,655,390 | $11.5m | 14.9% |
| AZUL S A | 1,147,091 | $10.3m | 13.4% |
| LIND LINDBLAD EXPEDITIONS HLDGS I | 347,234 | $9.8m | 12.8% |
| SAFEHOLD INC | 222,644 | $3.5m | 4.6% |
| TTAN SERVICETITAN INC | 18,388 | $1.3m | 1.7% |
| OFFICE PPTYS INCOME TR | 10,707 | $182,019 | 0.2% |
| TRISALUS LIFE SCIENCES INC | 39,999 | $181,995 | 0.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1514334")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.