Rip Road Capital Partners LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Rip Road Capital Partners LP reported 20 stock positions worth $118.2 million. Its top holding was Take-Two Interactive Softwre (TTWO) at 10.1% of the portfolio, followed by Goodrx Class A (GDRX, 9.5%) and Netflix (NFLX, 8.3%). Compared with Q3 2024, it opened 4 new positions, added to 6 and reduced 8. The biggest buy was Netflix (NFLX, shares +15%) and the biggest sale Nike Class B (NKE, shares −52%).
- Most Recent 13F
- Q4 2025
- Location
- BOSTON, MA
- CIK
- 0001802893
- Portfolio Value
- $118.2M (Q4 2024)
- SEC Filing
- 0001802893-25-000002 ↗ filed Feb 14, 2025
Holdings Value
Holdings 20 stocks · $118.2M
| TTWO Take-Two Interactive Softwre | 10.14% | 65,137 | $12.0M | Reduce -25.7% |
| GDRX Goodrx Holdings Inc. Class A | 9.47% | 2,408,577 | $11.2M | No change |
| NFLX Netflix Inc. | 8.26% | 10,948 | $9.8M | Add +14.7% |
| GOOGL Alphabet Inc. Class A | 8.09% | 50,500 | $9.6M | Add +16.4% |
| AAPL Apple Inc. | 7.77% | 36,700 | $9.2M | No change |
| GO Grocery Outlet Holding Corp. | 6.98% | 528,600 | $8.3M | Add +28.0% |
| PRG Prog Holdings Inc. | 5.94% | 166,276 | $7.0M | Reduce -4.2% |
| TSLA Tesla Inc. | 5.44% | 15,936 | $6.4M | Reduce -25.2% |
| FLUT Flutter Entertainment PLC-Di | 5.13% | 23,451 | $6.1M | Reduce -18.8% |
| PINS Pinterest Inc. Class A | 4.97% | 202,434 | $5.9M | Reduce -0.0% |
| CASY Casey's General Stores Inc. | 4.92% | 14,666 | $5.8M | Add +65.4% |
| CART Maplebear Inc. | 4.72% | 134,793 | $5.6M | Add +11.3% |
| CHWY Chewy Inc. Class A | 4.48% | 158,194 | $5.3M | Add +3.1% |
| KLG WK Kellogg Co. | 3.64% | 239,321 | $4.3M | Reduce -4.6% |
| PTON Peloton Interactive Inc. Class A | 2.57% | 349,433 | $3.0M | Reduce -20.0% |
| NKE Nike Inc. Class B | 1.96% | 30,543 | $2.3M | Reduce -51.8% |
| U Unity Software Inc. | 1.90% | 100,000 | $2.2M | New |
| RYM Rythm Inc. filed as AGRIFY CORP | 1.65% | 67,383 | $2.0M | New |
| STKL Sunopta Inc. | 1.04% | 159,900 | $1.2M | New |
| ALGN Align Technology Inc. | 0.92% | 5,200 | $1.1M | New |
Portfolio Sells Q3 2024 → Q4 2024
| NKE Nike Inc. Class B | Reduce -51.8% | 1.96% | −3.05 |
| TTWO Take-Two Interactive Softwre | Reduce -25.7% | 10.14% | −1.89 |
| PRG Prog Holdings Inc. | Reduce -4.2% | 5.94% | −1.56 |
| FLUT Flutter Entertainment PLC-Di | Reduce -18.8% | 5.13% | −0.99 |
| PINS Pinterest Inc. Class A | Reduce -0.0% | 4.97% | −0.88 |
| KLG WK Kellogg Co. | Reduce -4.6% | 3.64% | −0.19 |
| TSLA Tesla Inc. | Reduce -25.2% | 5.44% | +0.47 |
| PTON Peloton Interactive Inc. Class A | Reduce -20.0% | 2.57% | +0.75 |
Portfolio Buys Q3 2024 → Q4 2024
| NFLX Netflix Inc. | Add +14.7% | 8.26% | +2.21 |
| CASY Casey's General Stores Inc. | Add +65.4% | 4.92% | +1.94 |
| U Unity Software Inc. | New | 1.90% | +1.90 |
| GOOGL Alphabet Inc. Class A | Add +16.4% | 8.09% | +1.66 |
| RYM Rythm Inc. | New | 1.65% | +1.65 |
| STKL Sunopta Inc. | New | 1.04% | +1.04 |
| ALGN Align Technology Inc. | New | 0.92% | +0.92 |
| GO Grocery Outlet Holding Corp. | Add +28.0% | 6.98% | +0.51 |
| CHWY Chewy Inc. Class A | Add +3.1% | 4.48% | +0.47 |
| CART Maplebear Inc. | Add +11.3% | 4.72% | +0.32 |
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 |