13FBOX
MSD Partners, L.P. · 13F Holdings
Options Calculator Rankings

MSD Partners, L.P.

No.9346 Data as of 2026Q2
Latest AUM (Q2 2026)
$76.8M
QoQ Change Q1 2026
-$5.6M-6.8%
Holdings
9
New Buys
2
Adds
0
Reduces
1
Exits
1
Unchanged
6
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
OODDITY TECH LTD SHS CL AODD
35.12%28.96%$27.0M1.8M$23.8M1.8M00.00%Unchanged
RENEW ENERGY GLOBAL PLCRNW
17.03%11.64%$13.1M2.1M$9.6M2.1M00.00%Unchanged
XXPONENTIAL FITNESS INC COM CL AXPOF
14.92%12.1%$11.5M1.7M$10.0M1.7M00.00%Unchanged
AAZUL S AAZUL
13.43%$10.3M1.1M$00+1.1MNew Buy
LLINDBLAD EXPEDITIONS HLDGS ILIND
12.77%34.36%$9.8M347,234$28.3M1.6M-1.3M-78.77%Reduce
SAFEHOLD INCSAFE
4.55%3.66%$3.5M222,644$3.0M222,64400.00%Unchanged
SSERVICETITAN INC SHS CL ATTAN
1.69%1.42%$1.3M18,388$1.2M18,38800.00%Unchanged
OOFFICE PPTYS INCOME TROPI
0.24%$182,01910,707$00+10,707New Buy
TTRISALUS LIFE SCIENCES INCTLSIW
0.24%0.19%$181,99539,999$159,99639,99900.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow