MSDC Management

Latest statistics and disclosures from MSD Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are LIND, ODD, XPOF, RNW, EEX, and represent 94.73% of MSD Partners's stock portfolio.
  • Added to shares of these 1 stock: LIND (+$28M).
  • Started 1 new stock position in LIND.
  • MSD Partners was a net buyer of stock by $28M.
  • MSD Partners has $82M in assets under management (AUM), dropping by -24.17%.
  • Central Index Key (CIK): 0001514334

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Portfolio Holdings for MSD Partners

MSD Partners holds 8 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lindblad Expeditions Hldgs I (LIND) 34.4 $28M NEW 1.6M 17.30
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Oddity Tech Shs Cl A (ODD) 29.0 $24M 1.8M 13.38
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Xponential Fitness Com Cl A (XPOF) 12.1 $10M 1.7M 6.02
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Renew Energy Global Cl A Shs (RNW) 11.6 $9.6M 2.1M 4.58
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Emerald Holding (EEX) 7.7 $6.3M 1.4M 4.51
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Safehold (SAFE) 3.7 $3.0M 223k 13.53
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Servicetitan Shs Cl A (TTAN) 1.4 $1.2M 18k 63.46
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Trisalus Life Sciences (TLSI) 0.2 $160k 40k 4.00
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Past Filings by MSD Partners

SEC 13F filings are viewable for MSD Partners going back to 2011

View all past filings