MSD Partners’s ODDITY Tech ODD Stock Holding History

MSD Partners’s Portfolio ODD Stock Details ODD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.8M	Hold	1,781,661	–	–	28.96%	2
2025 Q4	$71.6M	Hold	1,781,661	–	–	65.93%	1
2025 Q3	$111M	Hold	1,781,661	–	–	73.55%	1
2025 Q2	$134M	Hold	1,781,661	–	–	78.11%	1
2025 Q1	$77.1M	Hold	1,781,661	–	–	57.31%	1
2024 Q4	$74.9M	Hold	1,781,661	–	–	52.63%	1
2024 Q3	$71.9M	Hold	1,781,661	–	–	45.62%	1
2024 Q2	$69.9M	Hold	1,781,661	–	–	6.84%	2
2024 Q1	$75.5M	Hold	1,781,661	–	–	6.05%	2
2023 Q4	$82.9M	Hold	1,781,661	–	–	7.02%	2
2023 Q3	$50.5M	Buy	+1,781,661	New	+$75.4M	4.08%	2

Other funds holding ODD

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CMC

Catterton Management Company Greenwich, Connecticut $3.61B AUM 21.02% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

MSD Partners's ODD Position: Q1 2026 in Review

MSD Partners held its ODDITY Tech (ODD) position steady in Q1 2026 at 1,781,661 shares worth $23.8M. The position accounts for 28.96% of the portfolio, ranked #2.

MSD Partners first reported a position in ODD in Q3 2023 and has held it in 11 quarters since. The position peaked at $134M in Q2 2025. 147 funds tracked by Wall St. Rank hold ODD as of Q1 2026.

MSD Partners held 1,781,661 shares of ODDITY Tech worth $23.8M as of Q1 2026.
MSD Partners left its ODDITY Tech share count unchanged in Q1 2026.
ODDITY Tech made up 28.96% of MSD Partners's portfolio in Q1 2026, its #2 holding.
MSD Partners first reported a position in ODDITY Tech in Q3 2023 and has held it in 11 quarters since.
MSD Partners's ODDITY Tech position peaked at $134M in Q2 2025.
147 funds tracked by Wall St. Rank held ODDITY Tech as of Q1 2026.

Based on MSD Partners's 13F filing for Q1 2026, filed 15 May 2026.