13F

Position

MSD Partners, L.P. in Oddity Tech Ltd

Back to the book · All holders of ODD

Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$47.7M$40.18$13.38

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.78M$71.6M65.9%
Q1 20261.78M$23.8M$13.38−$47.7M$029.0%