MSD Partners, L.P.
NEW YORK, NY · CIK 1514334 · 13F filing filed 2026-08-14
SEC-registered investment adviser since 2012 · limited partnership
- Assets managed$21.3bn
- Staff498 · 231 in investment roles
- Main clients (by assets)Private funds 92%, Insurers 1%
- Private funds53 (20 hedge) · $20.4bn gross assets
- Websitebdtmsd.com
- Form ADV · 2026-08-24SEC adviser record
- Legal entityMSD PARTNERS, L.P. (US)
- Kindhedge funds, private equity, real estate, structured credit, futures
- Others nearbyNew York, NY, Chicago, IL, Santa Monica, CA, Miami Beach, FL, London, Denver, CO
As an employer
- Offices in6 countries
- Private fundsreal estate 21, hedge 20, private equity 11, securitized asset 1
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| New York, NY (main office)United States | about 109 |
| Chicago, ILUnited States | 62 |
| Santa Monica, CAUnited States | 12 |
| Palm Beach, FLUnited States | 10 |
| LondonUnited Kingdom | 8 |
| Denver, COUnited States | 8 |
| Menlo Park, CAUnited States | 6 |
| Rye, NYUnited States | 6 |
| Dallas, TXUnited States | 5 |
| DubaiUnited Arab Emirates | 2 |
| FrankfurtGermany | 1 |
| LuxembourgLuxembourg | 1 |
1 more city
| VerbierSwitzerland | 1 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.
$76.8m
reported value
-6.8% vs Q1 2026
9positions
100.0%in top 10
2 new
0 added
1 reduced
1 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| ODDITY TECH LTD ODD | $27.0m35.12% | Unchanged |
| RENEW ENERGY GLOBAL PLC RNW | $13.1m17.03% | Unchanged |
| XPONENTIAL FITNESS INC XPOF | $11.5m14.92% | Unchanged |
| AZUL S A AZUL | $10.3m13.43% | New |
| LINDBLAD EXPEDITIONS HLDGS I LIND | $9.8m12.77% | Reduced -1.3m |
| SAFEHOLD INC SAFE | $3.5m4.55% | Unchanged |
| SERVICETITAN INC TTAN | $1.3m1.69% | Unchanged |
| OFFICE PPTYS INCOME TR OPI | $182.0k0.24% | New |
| TRISALUS LIFE SCIENCES INC TLSI | $182.0k0.24% | Unchanged |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| EMERALD HOLDING INC EEX | $6.3m1.4m shares |