NASDAQ · Consumer Discretionary

ODDITY TECH LTD ODD

Oddity Tech Ltd. operates as a consumer tech company that builds digital-first brands for the beauty and wellness industries in the United States, Israel, and internationally. It serves consumers through its platform, which uses data science, machine learning, and computer vision capabilities to identify consumer needs, and develop solutions in the form of beauty, wellness, and technology products.

Package Goods/Cosmetics

Company profile

Business mix

  • It serves consumers through its platform, which uses data science, machine learning, and computer vision capabilities to identify consumer needs, and develop solutions in the form of beauty, wellness, and technology products.
  • The company provides a portfolio of products, including face and complexion, eye, brow and lip products, makeup tools, bodycare, medical grade prescription and OTC products, skincare, color cosmetics, haircare, and supplements.
  • In addition, it operates ODDITY LABS, a biotechnology center, which deploys AI-based molecule discovery technology to identify and launch novel ingredients that delivers performance and outcomes for consumers in beauty and wellness.
  • Oddity Tech Ltd. was incorporated in 2013 and is headquartered in Jaffa, Israel.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in household & personal products?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 11.59 FCF -4.46% Buyback 0.9%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 0.1% $104.6M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 2 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $20.9M Estimated from net added shares
Reduction amount $106.5M Estimated from net reduced shares
Net share change / base shares -15.3% -1,419,782 / 9,298,229
Fundsmith Terry Smith 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -12.3% 13F value change +$37.1M
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 46.4% 13F value change -$4.9M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$83.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,615,158 Last 4 periods -1,615,158 (-100.0%) Total shares 0 Value $0
Baron Capital Ron Baron 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -13.3% 13F value change +$31.6M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 11.3% 13F value change -$7.6M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -1.7% 13F value change -$31.4M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -95.4% 13F value change -$53.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,427,745 Last 4 periods -1,365,115 (-95.6%) Total shares 62,630 Value $837,989
Baillie Gifford legacy James Anderson 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -2.2% 13F value change +$191.1M
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -1.2% 13F value change -$85.1M
13F 2025-12-31 Filed 2026-01-23
Major increase Shares 17.8% 13F value change -$90.5M
13F 2026-03-31 Filed 2026-05-08
Minor increase Shares 9.7% 13F value change -$181.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 6,255,326 Last 4 periods +1,560,491 (+24.9%) Total shares 7,815,817 Value $104.6M

Recent mentions

No public mentions.