Rip Road Capital Partners LP — 13F Holdings & Portfolio
CIK 1802893 · latest 13F-HR filed 2026-02-17
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$62.5M
Long-equity book
14
Distinct positions
2025-12-31
Filed 2026-02-17
+1 / −4 / ↑2 / ↓10
vs 2025-09-30
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMAZON COM INC$804.8K +15.1%
- PHILIP MORRIS INTL INC$357.1K +9.0%
Top Trims
- GROCERY OUTLET HLDG CORP-$8.0M -73.2%
- GOODRX HLDGS INC-$4.0M -58.0%
- PRIMO BRANDS CORPORATION-$3.0M -51.1%
- TAKE-TWO INTERACTIVE SOFTWAR-$2.1M -23.8%
- RYTHM INC-$1.9M -48.0%
Exited Positions
- PROG HOLDINGS INC$4.8M
- FLUTTER ENTMT PLC$3.7M
- MAPLEBEAR INC$3.3M
- CHIME FINL INC$2.1M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 30303M102 | $6.7M | 10.66% | 10,100 | SH |
| 2 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 874054109 | $6.7M | 10.64% | 26,000 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $6.6M | 10.57% | 21,120 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $6.2M | 9.83% | 26,645 | SH |
| 5 | CHEWY INC | CHWY | 16679L109 | $4.8M | 7.74% | 146,536 | SH |
| 6 | NETFLIX INC | NFLX | 64110L106 | $4.6M | 7.32% | 48,810 | SH |
| 7 | PHILIP MORRIS INTL INC | PM | 718172109 | $4.3M | 6.90% | 26,900 | SH |
| 8 | CASEYS GEN STORES INC | CASY | 147528103 | $4.1M | 6.61% | 7,483 | SH |
| 9 | ODDITY TECH LTD | ODD | M7518J104 | $4.0M | 6.42% | 99,894 | SH |
| 10 | PINTEREST INC | PINS | 72352L106 | $3.9M | 6.23% | 150,434 | SH |
| 11 | GROCERY OUTLET HLDG CORP | GO | 39874R101 | $2.9M | 4.68% | 289,534 | SH |
| 12 | GOODRX HLDGS INC | GDRX | 38246G108 | $2.9M | 4.57% | 1,055,807 | SH |
| 13 | PRIMO BRANDS CORPORATION | PRMB | 741623102 | $2.8M | 4.54% | 173,763 | SH |
| 14 | RYTHM INC | RYM | 00853E404 | $2.1M | 3.29% | 96,500 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2025-12-31 | 2026-02-17 | $62.5M | 14 | 0001802893-26-000002 |
| 2025-09-30 | 2025-11-14 | $92.9M | 17 | 0001802893-25-000007 |