Rip Road Capital Partners LP 13F Holdings · last filed Q4 2025
Rip Road Capital Partners LP reported 14 securities worth $62.55M in its SEC 13F filing for Q4 2025 (period ended 2025-12-31). Top holdings: META (10.66%), TTWO (10.64%), GOOGL (10.57%). Among its top 25 positions this quarter: 1 new, 5 added, 6 trimmed, 4 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | $6.7M | 10.66% | 10,100 | New |
| 2 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $6.7M | 10.64% | 26,000 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $6.6M | 10.57% | 21,120 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $6.2M | 9.83% | 26,645 | Added |
| 5 | CHWY | CHEWY INC | $4.8M | 7.74% | 146,536 | Hold |
| 6 | NFLX | NETFLIX INC | $4.6M | 7.32% | 48,810 | Added |
| 7 | PM | PHILIP MORRIS INTL INC | $4.3M | 6.90% | 26,900 | Added |
| 8 | CASY | CASEYS GEN STORES INC | $4.1M | 6.61% | 7,483 | Trimmed |
| 9 | ODD | ODDITY TECH LTD | $4.0M | 6.42% | 99,894 | Added |
| 10 | PINS | PINTEREST INC | $3.9M | 6.23% | 150,434 | Added |
| 11 | GO | GROCERY OUTLET HLDG CORP | $2.9M | 4.68% | 289,534 | Trimmed |
| 12 | GDRX | GOODRX HLDGS INC | $2.9M | 4.57% | 1.1M | Trimmed |
| 13 | PRMB | PRIMO BRANDS CORPORATION | $2.8M | 4.54% | 173,763 | Trimmed |
| 14 | RYM | RYTHM INC | $2.1M | 3.29% | 96,500 | Hold |
| 15 | CART | MAPLEBEAR INC | $0 | 0.00% | 0 | Exited |
| 16 | CHYM | CHIME FINL INC | $0 | 0.00% | 0 | Exited |
| 17 | FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | Exited |
| 18 | PRG | PROG HOLDINGS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2025-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR