Rip Road Capital Partners LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Rip Road Capital Partners LP reported 14 stock positions worth $62.5 million. Its top holding was Meta Platforms Class A (META) at 10.7% of the portfolio, followed by Take-Two Interactive Softwre (TTWO, 10.6%) and Alphabet Class A (GOOGL, 10.6%). Compared with Q3 2025, it opened 1 new position, sold out of 4, added to 5 and reduced 6. The biggest buy was a new position in Meta Platforms Class A (META) and the biggest sale Grocery Outlet (GO, shares −57%).
- Most Recent 13F
- Q4 2025
- Location
- BOSTON, MA
- CIK
- 0001802893
- Portfolio Value
- $62.5M (Q4 2025)
- SEC Filing
- 0001802893-26-000002 ↗ filed Feb 17, 2026
Holdings Value
Holdings 14 stocks · $62.5M
| META Meta Platforms Inc. Class A | 10.66% | 10,100 | $6.7M | New |
| TTWO Take-Two Interactive Softwre | 10.64% | 26,000 | $6.7M | Reduce -23.1% |
| GOOGL Alphabet Inc. Class A | 10.57% | 21,120 | $6.6M | Reduce -34.3% |
| AMZN Amazon.com Inc. | 9.83% | 26,645 | $6.2M | Add +9.4% |
| CHWY Chewy Inc. Class A | 7.74% | 146,536 | $4.8M | No change |
| NFLX Netflix Inc. | 7.32% | 48,810 | $4.6M | Add +25.8% |
| PM Philip Morris International | 6.90% | 26,900 | $4.3M | Add +10.3% |
| CASY Casey's General Stores Inc. | 6.61% | 7,483 | $4.1M | Reduce -19.0% |
| ODD Oddity Tech Ltd. Class A | 6.42% | 99,894 | $4.0M | Add +16.7% |
| PINS Pinterest Inc. Class A | 6.23% | 150,434 | $3.9M | Add +6.1% |
| GO Grocery Outlet Holding Corp. | 4.68% | 289,534 | $2.9M | Reduce -57.4% |
| GDRX Goodrx Holdings Inc. Class A | 4.57% | 1,055,807 | $2.9M | Reduce -34.5% |
| PRMB Primo Brands Corp. | 4.54% | 173,763 | $2.8M | Reduce -33.9% |
| RYM Rythm Inc. | 3.29% | 96,500 | $2.1M | No change |
Portfolio Sells Q3 2025 → Q4 2025
| GO Grocery Outlet Holding Corp. | Reduce -57.4% | 4.68% | −7.06 |
| PRG Prog Holdings Inc. | Sold out | 0.00% | −5.12 |
| FLUT Flutter Entertainment PLC-Di | Sold out | 0.00% | −3.94 |
| CART Maplebear Inc. | Sold out | 0.00% | −3.59 |
| GDRX Goodrx Holdings Inc. Class A | Reduce -34.5% | 4.57% | −2.76 |
| CHYM Chime Financial Inc. Class A | Sold out | 0.00% | −2.31 |
| PRMB Primo Brands Corp. | Reduce -33.9% | 4.54% | −1.70 |
| CASY Casey's General Stores Inc. | Reduce -19.0% | 6.61% | +0.99 |
| TTWO Take-Two Interactive Softwre | Reduce -23.1% | 10.64% | +1.24 |
| GOOGL Alphabet Inc. Class A | Reduce -34.3% | 10.57% | +2.16 |
Portfolio Buys Q3 2025 → Q4 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 14 | $62.5M | META, TTWO, GOOGL, AMZN, CHWY |
| Q3 2025 | 17 | $92.9M | GO, TTWO, GOOGL, GDRX, CHWY |
| Q2 2025 | 19 | $98.7M | TTWO, GO, GDRX, CHWY, GOOGL |
| Q1 2025 | 19 | $90.9M | TTWO, GO, GDRX, GOOGL, CASY |
| Q4 2024 | 20 | $118.2M | TTWO, GDRX, NFLX, GOOGL, AAPL |
| Q3 2024 | 16 | $112.1M | GDRX, TTWO, AAPL, PRG, GO |
| Q2 2024 | 18 | $113.9M | GDRX, TTWO, PRG, MCW, GOOGL |
| Q1 2024 | 15 | $112.9M | GDRX, TTWO, PRG, CASY, TJX |