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 Q2	$27M	Hold	1,781,661	–	–	35.12%	1
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 $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CMC

Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MSD Partners's ODD Position: Q2 2026 in Review

MSD Partners held its ODDITY Tech (ODD) position steady in Q2 2026 at 1,781,661 shares worth $27M. The position accounts for 35.12% of the portfolio, ranked #1.

MSD Partners first reported a position in ODD in Q3 2023 and has held it in 12 quarters since. The position peaked at $134M in Q2 2025. 138 funds tracked by Wall St. Rank hold ODD as of Q2 2026.

MSD Partners held 1,781,661 shares of ODDITY Tech worth $27M as of Q2 2026.
MSD Partners left its ODDITY Tech share count unchanged in Q2 2026.
ODDITY Tech made up 35.12% of MSD Partners's portfolio in Q2 2026, its #1 holding.
MSD Partners first reported a position in ODDITY Tech in Q3 2023 and has held it in 12 quarters since.
MSD Partners's ODDITY Tech position peaked at $134M in Q2 2025.
138 funds tracked by Wall St. Rank held ODDITY Tech as of Q2 2026.

Based on MSD Partners's 13F filing for Q2 2026, filed 14 Aug 2026.