Rip Road Capital Partners LP
BOSTON, MA
$63m in 14 US stocks at the end of 31 December 2025. The top 10 are 82.9% of the money. It changed about 27.5% of the portfolio this quarter.
Value
$63m
Stocks
14
Top 10 share
82.9%
Turnover
27.5%
What changed this quarter
New
Bought for the first time this quarter.
- Meta PlatformsMETA10.7% of the fund
Added
Bought more of a stock they already held.
- Amazon.comAMZN9.8% of the fund+9%
- NetflixNFLX7.3% of the fund+26%
- Philip Morris InternationalPM6.9% of the fund+10%
- Oddity TechODD6.4% of the fund+17%
- PinterestPINS6.2% of the fund+6%
Cut
Sold some of their stake.
- Take TWO Interactive SoftwareTTWO10.6% of the fund-23%
- AlphabetGOOGL10.6% of the fund-34%
- Caseys General StoresCASY6.6% of the fund-19%
- Grocery Outlet HoldingGO4.7% of the fund-57%
- GoodRx HoldingsGDRX4.6% of the fund-34%
- Primo BrandsPRMB4.5% of the fund-34%
Sold out
Sold their entire stake.
- PROG HoldingsPRG-100%
- Flutter EntertainmentFLUT-100%
- MaplebearCART-100%
- Chime FinancialCHYM-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Meta PlatformsMETA | 10.7% | $7m | 10,100 | New |
| Take TWO Interactive SoftwareTTWO | 10.6% | $7m | 26,000 | -23% |
| AlphabetGOOGL | 10.6% | $7m | 21,120 | -34% |
| Amazon.comAMZN | 9.8% | $6m | 26,645 | +9% |
| ChewyCHWY | 7.7% | $5m | 146,536 | Held |
| NetflixNFLX | 7.3% | $5m | 48,810 | +26% |
| Philip Morris InternationalPM | 6.9% | $4m | 26,900 | +10% |
| Caseys General StoresCASY | 6.6% | $4m | 7,483 | -19% |
| Oddity TechODD | 6.4% | $4m | 99,894 | +17% |
| PinterestPINS | 6.2% | $4m | 150,434 | +6% |
| Grocery Outlet HoldingGO | 4.7% | $3m | 289,534 | -57% |
| GoodRx HoldingsGDRX | 4.6% | $3m | 1,055,807 | -34% |
| Primo BrandsPRMB | 4.5% | $3m | 173,763 | -34% |
| RythmRYM | 3.3% | $2m | 96,500 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Value is down 36.6% since 30 June 2025.
Where the money is
Media & telecom45.4%
Everyday goods26.0%
Retail & consumer17.6%
Materials6.4%
Technology4.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.