Rip Road Capital Partners LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Rip Road Capital Partners LP reported 18 stock positions worth $113.9 million. Its top holding was Goodrx Class A (GDRX) at 14.8% of the portfolio, followed by Take-Two Interactive Softwre (TTWO, 12.0%) and Prog (PRG, 10.6%). Compared with Q1 2024, it opened 5 new positions, sold out of 2, added to 4 and reduced 7. The biggest buy was a new position in Alphabet Class A (GOOGL) and the biggest sale an exit from TJX Companies (TJX).
- Most Recent 13F
- Q4 2025
- Location
- BOSTON, MA
- CIK
- 0001802893
- Portfolio Value
- $113.9M (Q2 2024)
- SEC Filing
- 0001802893-24-000006 ↗ filed Aug 14, 2024
Holdings Value
Holdings 18 stocks · $113.9M
| GDRX Goodrx Holdings Inc. Class A | 14.78% | 2,158,577 | $16.8M | Add +4.6% |
| TTWO Take-Two Interactive Softwre | 11.97% | 87,720 | $13.6M | No change |
| PRG Prog Holdings Inc. | 10.59% | 347,989 | $12.1M | No change |
| MCW Mister Car Wash Inc. | 7.01% | 1,121,300 | $8.0M | Add +19.8% |
| GOOGL Alphabet Inc. Class A | 6.64% | 41,500 | $7.6M | New |
| AAPL Apple Inc. | 6.53% | 35,300 | $7.4M | New |
| FLUT Flutter Entertainment PLC-Di | 5.27% | 32,900 | $6.0M | Add +67.0% |
| NFLX Netflix Inc. | 4.73% | 7,978 | $5.4M | Reduce -29.9% |
| NKE Nike Inc. Class B | 4.63% | 70,000 | $5.3M | New |
| PINS Pinterest Inc. Class A | 4.61% | 119,205 | $5.3M | Reduce -48.9% |
| GO Grocery Outlet Holding Corp. | 4.61% | 237,300 | $5.2M | New |
| SIX Six Flags Entertainment Corp. | 3.80% | 130,618 | $4.3M | Reduce -49.7% |
| KLG WK Kellogg Co. | 3.63% | 250,918 | $4.1M | Reduce -17.6% |
| CASY Casey's General Stores Inc. | 2.97% | 8,866 | $3.4M | Reduce -75.9% |
| CHWY Chewy Inc. Class A | 2.92% | 122,264 | $3.3M | Reduce -63.0% |
| CART Maplebear Inc. | 2.83% | 100,433 | $3.2M | Reduce -32.8% |
| PTON Peloton Interactive Inc. Class A | 1.30% | 436,700 | $1.5M | Add +80.4% |
| TSLA Tesla Inc. | 1.18% | 6,800 | $1.3M | New |
Portfolio Sells Q1 2024 → Q2 2024
| TJX TJX Companies Inc. | Sold out | 0.00% | −8.19 |
| CASY Casey's General Stores Inc. | Reduce -75.9% | 2.97% | −7.40 |
| PINS Pinterest Inc. Class A | Reduce -48.9% | 4.61% | −2.56 |
| SIX Six Flags Entertainment Corp. | Reduce -49.7% | 3.80% | −2.26 |
| CART Maplebear Inc. | Reduce -32.8% | 2.83% | −2.10 |
| CHWY Chewy Inc. Class A | Reduce -63.0% | 2.92% | −1.73 |
| TGT Target Corp. | Sold out | 0.00% | −1.51 |
| KLG WK Kellogg Co. | Reduce -17.6% | 3.63% | −1.44 |
| NFLX Netflix Inc. | Reduce -29.9% | 4.73% | −1.40 |
Portfolio Buys Q1 2024 → Q2 2024
| GOOGL Alphabet Inc. Class A | New | 6.64% | +6.64 |
| AAPL Apple Inc. | New | 6.53% | +6.53 |
| NKE Nike Inc. Class B | New | 4.63% | +4.63 |
| GO Grocery Outlet Holding Corp. | New | 4.61% | +4.61 |
| FLUT Flutter Entertainment PLC-Di | Add +67.0% | 5.27% | +1.82 |
| GDRX Goodrx Holdings Inc. Class A | Add +4.6% | 14.78% | +1.80 |
| TSLA Tesla Inc. | New | 1.18% | +1.18 |
| MCW Mister Car Wash Inc. | Add +19.8% | 7.01% | +0.58 |
| PTON Peloton Interactive Inc. Class A | Add +80.4% | 1.30% | +0.38 |
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 |