StockDriftsStockDriftsTop 14 Rip Road Capital Partners Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | 10.66% | 10.1K | $6.7M | new | $697.24(-3.68%) | 2025-12-31 | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 10.64% | 26.0K | $6.7M | -23.10%(-7.81K) | $127.36(+68.15%) | 2025-12-31 | |
| GOOGL | ALPHABET INC | 10.57% | 21.1K | $6.6M | -34.34%(-11.04K) | $168.37(+100.22%) | 2025-12-31 | |
| AMZN | AMAZON COM INC | 9.83% | 26.6K | $6.2M | +9.45%(+2.30K) | $207.71(+19.64%) | 2025-12-31 | |
| CHWY | CHEWY INC | 7.74% | 146.5K | $4.8M | +0.00%(+0) | $24.09(+12.80%) | 2025-12-31 | |
| NFLX | NETFLIX INC | 7.32% | 48.8K | $4.6M | +1157.67%(+44.93K) | $62.29(+72.91%) | 2025-12-31 | |
| PM | PHILIP MORRIS INTL INC | 6.9% | 26.9K | $4.3M | +10.25%(+2.50K) | $169.30(-7.15%) | 2025-12-31 | |
| CASY | CASEYS GEN STORES INC | 6.61% | 7.5K | $4.1M | -18.98%(-1.75K) | $252.26(+192.09%) | 2025-12-31 | |
| ODD | ODDITY TECH LTD | 6.42% | 99.9K | $4.0M | +16.71%(+14.30K) | $51.10(-70.43%) | 2025-12-31 | |
| PINS | PINTEREST INC | 6.23% | 150.4K | $3.9M | +6.14%(+8.70K) | $32.58(-37.79%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.41% | +53.73% | -7.74% | -33.16% |
| Top 20 Holdings Unweighted | +19.22% | +69.44% | -4.23% | -19.43% |
Rip Road Capital Partners Lp reports $62.55M in US-listed equity holdings across 14 positions in its most recent 13F filing. Its largest disclosed positions are META (10.7%), TTWO (10.6%) and GOOGL (10.6%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +53.73% on a three-year cumulative basis. Figures reflect the Q4 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rip Road Capital Partners Lp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802893). View Rip Road Capital Partners Lp’s 13F filings on SEC