Rip Road Capital Partners LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Rip Road Capital Partners LP reported 15 stock positions worth $112.9 million. Its top holding was Goodrx Class A (GDRX) at 13.0% of the portfolio, followed by Take-Two Interactive Softwre (TTWO, 11.5%) and Prog (PRG, 10.6%). Compared with Q4 2023, it opened 4 new positions, added to 6 and reduced 3. The biggest buy was a new position in Maplebear (CART) and the biggest sale Netflix (NFLX, shares −33%).
- Most Recent 13F
- Q4 2025
- Location
- BOSTON, MA
- CIK
- 0001802893
- Portfolio Value
- $112.9M (Q1 2024)
- SEC Filing
- 0001802893-24-000003 ↗ filed May 15, 2024
Holdings Value
Holdings 15 stocks · $112.9M
| GDRX Goodrx Holdings Inc. Class A | 12.98% | 2,064,377 | $14.7M | Add +17.1% |
| TTWO Take-Two Interactive Softwre | 11.54% | 87,720 | $13.0M | Add +7.1% |
| PRG Prog Holdings Inc. | 10.62% | 347,989 | $12.0M | Add +8.1% |
| CASY Casey's General Stores Inc. | 10.37% | 36,753 | $11.7M | Reduce -10.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 8.19% | 91,143 | $9.2M | Reduce -13.3% |
| PINS Pinterest Inc. Class A | 7.17% | 233,471 | $8.1M | Add +20.2% |
| MCW Mister Car Wash Inc. | 6.43% | 936,300 | $7.3M | Add +68.6% |
| NFLX Netflix Inc. | 6.12% | 11,384 | $6.9M | Reduce -33.5% |
| SIX Six Flags Entertainment Corp. | 6.06% | 259,898 | $6.8M | No change |
| KLG WK Kellogg Co. | 5.07% | 304,343 | $5.7M | No change |
| CART Maplebear Inc. | 4.94% | 149,500 | $5.6M | New |
| CHWY Chewy Inc. Class A | 4.66% | 330,400 | $5.3M | Add +53.7% |
| FLUT Flutter Entertainment PLC-Di | 3.45% | 19,700 | $3.9M | New |
| TGT Target Corp. | 1.51% | 9,600 | $1.7M | New |
| PTON Peloton Interactive Inc. Class A | 0.92% | 242,100 | $1.0M | New |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| CART Maplebear Inc. | New | 4.94% | +4.94 |
| FLUT Flutter Entertainment PLC-Di | New | 3.45% | +3.45 |
| TGT Target Corp. | New | 1.51% | +1.51 |
| MCW Mister Car Wash Inc. | Add +68.6% | 6.43% | +1.21 |
| PTON Peloton Interactive Inc. Class A | New | 0.92% | +0.92 |
| GDRX Goodrx Holdings Inc. Class A | Add +17.1% | 12.98% | +0.15 |
| PRG Prog Holdings Inc. | Add +8.1% | 10.62% | −0.20 |
| PINS Pinterest Inc. Class A | Add +20.2% | 7.17% | −0.65 |
| CHWY Chewy Inc. Class A | Add +53.7% | 4.66% | −0.86 |
| TTWO Take-Two Interactive Softwre | Add +7.1% | 11.54% | −2.79 |
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 |