Rip Road Capital Partners LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Rip Road Capital Partners LP reported 16 stock positions worth $112.1 million. Its top holding was Goodrx Class A (GDRX) at 14.9% of the portfolio, followed by Take-Two Interactive Softwre (TTWO, 12.0%) and Apple (AAPL, 7.6%). Compared with Q2 2024, it sold out of 2, added to 9 and reduced 3. The biggest buy was Tesla (TSLA, shares +213%) and the biggest sale an exit from Mister Car Wash (MCW).
- Most Recent 13F
- Q4 2025
- Location
- BOSTON, MA
- CIK
- 0001802893
- Portfolio Value
- $112.1M (Q3 2024)
- SEC Filing
- 0001802893-24-000009 ↗ filed Nov 14, 2024
Holdings Value
Holdings 16 stocks · $112.1M
| GDRX Goodrx Holdings Inc. Class A | 14.92% | 2,408,577 | $16.7M | Add +11.6% |
| TTWO Take-Two Interactive Softwre | 12.03% | 87,720 | $13.5M | No change |
| AAPL Apple Inc. | 7.63% | 36,700 | $8.6M | Add +4.0% |
| PRG Prog Holdings Inc. | 7.51% | 173,508 | $8.4M | Reduce -50.1% |
| GO Grocery Outlet Holding Corp. | 6.47% | 413,000 | $7.2M | Add +74.0% |
| GOOGL Alphabet Inc. Class A | 6.42% | 43,400 | $7.2M | Add +4.6% |
| FLUT Flutter Entertainment PLC-Di | 6.11% | 28,868 | $6.8M | Reduce -12.3% |
| NFLX Netflix Inc. | 6.04% | 9,548 | $6.8M | Add +19.7% |
| PINS Pinterest Inc. Class A | 5.85% | 202,505 | $6.6M | Add +69.9% |
| NKE Nike Inc. Class B | 5.00% | 63,397 | $5.6M | Reduce -9.4% |
| TSLA Tesla Inc. | 4.97% | 21,300 | $5.6M | Add +213.2% |
| CART Maplebear Inc. | 4.40% | 121,093 | $4.9M | Add +20.6% |
| CHWY Chewy Inc. Class A | 4.01% | 153,418 | $4.5M | Add +25.5% |
| KLG WK Kellogg Co. | 3.83% | 250,918 | $4.3M | No change |
| CASY Casey's General Stores Inc. | 2.97% | 8,866 | $3.3M | No change |
| PTON Peloton Interactive Inc. Class A | 1.82% | 436,700 | $2.0M | No change |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
| TSLA Tesla Inc. | Add +213.2% | 4.97% | +3.79 |
| GO Grocery Outlet Holding Corp. | Add +74.0% | 6.47% | +1.86 |
| CART Maplebear Inc. | Add +20.6% | 4.40% | +1.57 |
| NFLX Netflix Inc. | Add +19.7% | 6.04% | +1.32 |
| PINS Pinterest Inc. Class A | Add +69.9% | 5.85% | +1.24 |
| AAPL Apple Inc. | Add +4.0% | 7.63% | +1.10 |
| CHWY Chewy Inc. Class A | Add +25.5% | 4.01% | +1.09 |
| GDRX Goodrx Holdings Inc. Class A | Add +11.6% | 14.92% | +0.14 |
| GOOGL Alphabet Inc. Class A | Add +4.6% | 6.42% | −0.21 |
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 |