Rip Road Capital Partners LP
CIK: 0001802893SEC EDGAR →
Portfolio Value
$62.5M
Holdings
14
As of
Q4 2025
New Positions
0
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | META PLATFORMS INC | 10,100 | $6.7M | 10.66% |
| 2 | TAKE-TWO INTERACTIVE SOFTWAR | 26,000 | $6.7M | 10.64% |
| 3 | ALPHABET INC | 21,120 | $6.6M | 10.57% |
| 4 | AMAZON COM INC | 26,645 | $6.2M | 9.83% |
| 5 | CHEWY INC | 146,536 | $4.8M | 7.74% |
| 6 | NETFLIX INC | 48,810 | $4.6M | 7.32% |
| 7 | PHILIP MORRIS INTL INC | 26,900 | $4.3M | 6.90% |
| 8 | CASEYS GEN STORES INC | 7,483 | $4.1M | 6.61% |
| 9 | ODDITY TECH LTD | 99,894 | $4.0M | 6.42% |
| 10 | PINTEREST INC | 150,434 | $3.9M | 6.23% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Communication Services | 5 | $28.4M | 45.4% |
| Consumer Cyclical | 3 | $15.1M | 24.2% |
| Consumer Defensive | 2 | $5.8M | 9.2% |
| Unknown | 1 | $4.3M | 6.9% |
| Technology | 1 | $4.0M | 6.4% |
| Healthcare | 1 | $2.9M | 4.6% |
| Industrials | 1 | $2.1M | 3.3% |