Rip Road Capital Partners LP
CIK: 0001802893SEC EDGAR →
Portfolio Value
$51.8M
Holdings
14
As of
Q4 2025
New Positions
0
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TAKE-TWO INTERACTIVE SOFTWAR | 26,000 | $6.7M | 12.86% |
| 2 | ALPHABET INC | 21,120 | $6.6M | 12.77% |
| 3 | AMAZON COM INC | 26,645 | $6.2M | 11.88% |
| 4 | CHEWY INC | 146,536 | $4.8M | 9.36% |
| 5 | NETFLIX INC | 48,810 | $4.6M | 8.84% |
| 6 | PHILIP MORRIS INTL INC | 26,900 | $4.3M | 8.34% |
| 7 | ODDITY TECH LTD | 99,894 | $4.0M | 7.75% |
| 8 | PINTEREST INC | 150,434 | $3.9M | 7.52% |
| 9 | GROCERY OUTLET HLDG CORP | 289,534 | $2.9M | 5.65% |
| 10 | GOODRX HLDGS INC | 1,055,807 | $2.9M | 5.53% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Communication Services | 5 | $21.7M | 42.0% |
| Consumer Cyclical | 3 | $11.0M | 21.2% |
| Consumer Defensive | 2 | $5.8M | 11.1% |
| Unknown | 1 | $4.3M | 8.3% |
| Technology | 1 | $4.0M | 7.8% |
| Healthcare | 1 | $2.9M | 5.5% |
| Industrials | 1 | $2.1M | 4.0% |