Latest MSD Partners, L.P. Stock Portfolio

About MSD Partners, L.P. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, MSD Partners, L.P. reported an equity portfolio of $150.9 Millions as of 30 Sep, 2025.

The top stock holdings of MSD Partners, L.P. are , RNW, XPOF. The fund has invested 73.6% of it's portfolio in ODDITY TECH LTD and 10.7% of portfolio in RENEW ENERGY GLOBAL PLC.

MSD Partners, L.P. Annual Return Estimates Vs S&P 500

New Buys

No new stocks were added by MSD Partners, L.P.

Additions

No additions were made to existing positions by MSD Partners, L.P.

Reductions

None of the existing positions were reduced by MSD Partners, L.P.

Sold off

None of the stocks were completely sold off by MSD Partners, L.P.

Sector Distribution

Sector	%
Others	87.9
Consumer Cyclical	8.5
Communication Services	3.6

Market Cap. Distribution

Category	%
UNALLOCATED	87.9
SMALL-CAP	12.1

Stocks belong to which Index?

Index	%
Others	87.9
RUSSELL 2000	12.1

Top 5 Winners (%)		%
EEX	emerald holding inc	5.0 %
XPOF	xponential fitness inc	4.0 %

Top 5 Winners ($)		$
XPOF	xponential fitness inc	0.5 M
EEX	emerald holding inc	0.3 M

Top 5 Losers (%)		%

Top 5 Losers ($)		$

MSD Partners, L.P. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MSD Partners, L.P.

Last Reported on: 13 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
EEX	emerald holding inc	3.60	1,066,640	5,429,190	unchanged	0.00

RNW	renew energy global plc	10.67	2,091,480	16,104,400	unchanged	0.00

XPOF	xponential fitness inc	8.54	1,655,390	12,895,500	unchanged	0.00

	oddity tech ltd	73.55	1,781,660	110,997,000	unchanged	0.00

	safehold inc	2.29	222,644	3,448,760	unchanged	0.00

	servicetitan inc	1.23	18,388	1,854,060	unchanged	0.00

	trisalus life sciences inc	0.12	39,999	185,995	unchanged	0.00