Rip Road Capital Partners LP
13F Reported Value
ⓘ$62.5M
Holdings
14
Latest Filing
2025-12-31
Filing Quarter
Q4 2025
Portfolio Overview
Rip Road Capital Partners LP disclosed 14 positions worth $62.5M in its Form 13F-HR for Q4 2025, led by $META (Meta Platforms, Inc.) at 10.7% of the equity portfolio, followed by $TTWO and $GOOG. During the quarter the fund opened 1 new position and exited 4 — including a new stake in $META and a full exit from $PRG. The portfolio is most concentrated in Technology (42.7% of disclosed assets). All figures are sourced directly from Rip Road Capital Partners LP’s Form 13F-HR filing with the SEC under CIK 1802893.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q4 2025
Click any card to unlockTop Holdings
- 80.9#35
Quality
$6.7M10,100 sh - 47.2#1,607
Quality
$6.7M26,000 sh - 80.2#45
Quality
$6.6M21,120 sh - 74.6
Quality
$6.2M26,645 sh - 61.3
Quality
$4.8M146,536 sh - 86.7
Quality
$4.6M48,810 sh - 80.5
Quality
$4.3M26,900 sh - 59.9
Quality
$4.1M7,483 sh - —
Quality
$4.0M99,894 sh - 62.0
Quality
$3.9M150,434 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Meta Platforms, Inc.$META | 80.9#35 | $6.7M | 10,100 |
 TAKE TWO INTERACTIVE SOFTWARE INC$TTWO | 47.2#1,607 | $6.7M | 26,000 |
 Alphabet Inc.$GOOG | 80.2#45 | $6.6M | 21,120 |
 AMAZON COM INC$AMZN | 74.6 | $6.2M | 26,645 |
 Chewy, Inc.$CHWY | 61.3 | $4.8M | 146,536 |
 NETFLIX INC$NFLX | 86.7 | $4.6M | 48,810 |
 Philip Morris International Inc.$PM | 80.5 | $4.3M | 26,900 |
 CASEYS GENERAL STORES INC$CASY | 59.9 | $4.1M | 7,483 |
 Oddity Tech Ltd$ODD | — | $4.0M | 99,894 |
 PINTEREST, INC.$PINS | 62.0 | $3.9M | 150,434 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Rip Road Capital Partners LP's 14 positions.
Showing top 10 of 14 holdings.
Sector Allocation
Technology
$26.7M
Consumer Staples
$16.2M
Consumer Discretionary
$15.1M
Communication Services
$4.6M
Full Holdings — Rip Road Capital Partners LP (Q4 2025)
All 14 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $META | Meta Platforms, Inc. | $6.7M | 10.7% | NEW | 80.9 |
| 2 | $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $6.7M | 10.6% | -23% | 47.2 |
| 3 | $GOOG | Alphabet Inc. | $6.6M | 10.6% | -34% | 80.2 |
| 4 | $AMZN | AMAZON COM INC | $6.2M | 9.8% | +9% | 74.6 |
| 5 | $CHWY | Chewy, Inc. | $4.8M | 7.7% | +0% | 61.3 |
| 6 | $NFLX | NETFLIX INC | $4.6M | 7.3% | +1158% | 86.7 |
| 7 | $PM | Philip Morris International Inc. | $4.3M | 6.9% | +10% | 80.5 |
| 8 | $CASY | CASEYS GENERAL STORES INC | $4.1M | 6.6% | -19% | 59.9 |
| 9 | $ODD | Oddity Tech Ltd | $4.0M | 6.4% | +17% | — |
| 10 | $PINS | PINTEREST, INC. | $3.9M | 6.2% | +6% | 62 |
| 11 |  $GO | Grocery Outlet Holding Corp. | $2.9M | 4.7% | -57% | 44.1 |
| 12 |  $GDRX | GoodRx Holdings, Inc. | $2.9M | 4.6% | -34% | 52.5 |
| 13 |  $PRMB | Primo Brands Corp | $2.8M | 4.5% | -34% | 46.5 |
| 14 |  $RYM | RYTHM, Inc. | $2.1M | 3.3% | +0% | 39 |
New Positions (1)
$META Meta Platforms, Inc.$6.7M
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