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Rip Road Capital Partners Lp

Portfolio Manager
Rip Road Capital Partners Lp
Performance
-14.45% (2025 Q4)
AUM (13F)
$62.55M
# of Holdings
14
Performance Rank
Allocation (Top 20)
100%

Rip Road Capital Partners Lp Holdings Map

Top 14 Rip Road Capital Partners Lp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
META
META PLATFORMS INC
10.66%10.1K$6.7Mnew2024-Q4: 0 shares2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 10.1K shares
$697.24(-3.68%)
2025-12-31
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
10.64%26.0K$6.7M
-23.10%(-7.81K)
2024-Q4: 65.1K shares2025-Q1: 51.7K shares2025-Q2: 39.1K shares2025-Q3: 33.8K shares2025-Q4: 26.0K shares
$127.36(+68.15%)
2025-12-31
GOOGL
ALPHABET INC
10.57%21.1K$6.6M
-34.34%(-11.04K)
2024-Q4: 50.5K shares2025-Q1: 43.1K shares2025-Q2: 37.0K shares2025-Q3: 32.2K shares2025-Q4: 21.1K shares
$168.37(+100.22%)
2025-12-31
AMZN
AMAZON COM INC
9.83%26.6K$6.2M
+9.45%(+2.30K)
2024-Q4: 0 shares2025-Q1: 0 shares2025-Q2: 28.7K shares2025-Q3: 24.3K shares2025-Q4: 26.6K shares
$207.71(+19.64%)
2025-12-31
CHWY
CHEWY INC
7.74%146.5K$4.8M
+0.00%(+0)
2024-Q4: 158.2K shares2025-Q1: 188.4K shares2025-Q2: 159.0K shares2025-Q3: 146.5K shares2025-Q4: 146.5K shares
$24.09(+12.80%)
2025-12-31
NFLX
NETFLIX INC
7.32%48.8K$4.6M
+1157.67%(+44.93K)
2024-Q4: 10.9K shares2025-Q1: 5.4K shares2025-Q2: 4.3K shares2025-Q3: 3.9K shares2025-Q4: 48.8K shares
$62.29(+72.91%)
2025-12-31
PM
PHILIP MORRIS INTL INC
6.9%26.9K$4.3M
+10.25%(+2.50K)
2024-Q4: 0 shares2025-Q1: 0 shares2025-Q2: 14.2K shares2025-Q3: 24.4K shares2025-Q4: 26.9K shares
$169.30(-7.15%)
2025-12-31
CASY
CASEYS GEN STORES INC
6.61%7.5K$4.1M
-18.98%(-1.75K)
2024-Q4: 14.7K shares2025-Q1: 15.3K shares2025-Q2: 11.2K shares2025-Q3: 9.2K shares2025-Q4: 7.5K shares
$252.26(+192.09%)
2025-12-31
ODD
ODDITY TECH LTD
6.42%99.9K$4.0M
+16.71%(+14.30K)
2024-Q4: 0 shares2025-Q1: 58.1K shares2025-Q2: 58.1K shares2025-Q3: 85.6K shares2025-Q4: 99.9K shares
$51.10(-70.43%)
2025-12-31
PINS
PINTEREST INC
6.23%150.4K$3.9M
+6.14%(+8.70K)
2024-Q4: 202.4K shares2025-Q1: 155.2K shares2025-Q2: 157.1K shares2025-Q3: 141.7K shares2025-Q4: 150.4K shares
$32.58(-37.79%)
2025-12-31

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