MSD Partners, L.P. — 13F holdings

MSD Partners, L.P. reported 9 holdings worth $76.8M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. ODD ODDITY TECH LTD — $27.0M (35.1%)
2. RNW RENEW ENERGY GLOBAL PLC — $13.1M (17.0%)
3. XPOF XPONENTIAL FITNESS INC — $11.5M (14.9%)
4. AZUL AZUL S A — $10.3M (13.4%)
5. LIND LINDBLAD EXPEDITIONS HLDGS I — $9.81M (12.8%)
6. SAFE SAFEHOLD INC — $3.50M (4.6%)
7. TTAN SERVICETITAN INC — $1.30M (1.7%)
8. OPI OFFICE PPTYS INCOME TR — $182K (0.2%)
9. TLSI TRISALUS LIFE SCIENCES INC — $182K (0.2%)