Rip Road Capital Partners LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Rip Road Capital Partners LP reported 19 stock positions worth $90.9 million. Its top holding was Take-Two Interactive Softwre (TTWO) at 11.8% of the portfolio, followed by Grocery Outlet (GO, 10.9%) and Goodrx Class A (GDRX, 9.3%). Compared with Q4 2024, it opened 2 new positions, sold out of 3, added to 8 and reduced 9. The biggest buy was Grocery Outlet (GO, shares +34%) and the biggest sale an exit from Tesla (TSLA).
- Most Recent 13F
- Q4 2025
- Location
- BOSTON, MA
- CIK
- 0001802893
- Portfolio Value
- $90.9M (Q1 2025)
- SEC Filing
- 0001802893-25-000003 ↗ filed May 15, 2025
Holdings Value
Holdings 19 stocks · $90.9M
| TTWO Take-Two Interactive Softwre | 11.79% | 51,690 | $10.7M | Reduce -20.6% |
| GO Grocery Outlet Holding Corp. | 10.89% | 707,900 | $9.9M | Add +33.9% |
| GDRX Goodrx Holdings Inc. Class A | 9.33% | 1,923,068 | $8.5M | Reduce -20.2% |
| GOOGL Alphabet Inc. Class A | 7.33% | 43,103 | $6.7M | Reduce -14.7% |
| CASY Casey's General Stores Inc. | 7.29% | 15,278 | $6.6M | Add +4.2% |
| CHWY Chewy Inc. Class A | 6.74% | 188,394 | $6.1M | Add +19.1% |
| NFLX Netflix Inc. | 5.56% | 5,424 | $5.1M | Reduce -50.5% |
| PRG Prog Holdings Inc. | 5.51% | 188,180 | $5.0M | Add +13.2% |
| PINS Pinterest Inc. Class A | 5.29% | 155,168 | $4.8M | Reduce -23.4% |
| AAPL Apple Inc. | 5.23% | 21,403 | $4.8M | Reduce -41.7% |
| CART Maplebear Inc. | 4.92% | 112,139 | $4.5M | Reduce -16.8% |
| FLUT Flutter Entertainment PLC-Di | 3.84% | 15,736 | $3.5M | Reduce -32.9% |
| ODD Oddity Tech Ltd. Class A | 2.76% | 58,094 | $2.5M | New |
| STKL Sunopta Inc. | 2.68% | 500,814 | $2.4M | Add +213.2% |
| NKE Nike Inc. Class B | 2.66% | 38,143 | $2.4M | Add +24.9% |
| U Unity Software Inc. | 2.65% | 123,000 | $2.4M | Add +23.0% |
| SG Sweetgreen Inc. Class A | 2.28% | 83,000 | $2.1M | New |
| PTON Peloton Interactive Inc. Class A | 1.74% | 250,000 | $1.6M | Reduce -28.5% |
| RYM Rythm Inc. filed as AGRIFY CORP | 1.50% | 77,911 | $1.4M | Add +15.6% |
Portfolio Sells Q4 2024 → Q1 2025
| TSLA Tesla Inc. | Sold out | 0.00% | −5.44 |
| KLG WK Kellogg Co. | Sold out | 0.00% | −3.64 |
| NFLX Netflix Inc. | Reduce -50.5% | 5.56% | −2.69 |
| AAPL Apple Inc. | Reduce -41.7% | 5.23% | −2.54 |
| FLUT Flutter Entertainment PLC-Di | Reduce -32.9% | 3.84% | −1.29 |
| ALGN Align Technology Inc. | Sold out | 0.00% | −0.92 |
| PTON Peloton Interactive Inc. Class A | Reduce -28.5% | 1.74% | −0.83 |
| GOOGL Alphabet Inc. Class A | Reduce -14.7% | 7.33% | −0.75 |
| GDRX Goodrx Holdings Inc. Class A | Reduce -20.2% | 9.33% | −0.14 |
| CART Maplebear Inc. | Reduce -16.8% | 4.92% | +0.20 |
| PINS Pinterest Inc. Class A | Reduce -23.4% | 5.29% | +0.33 |
| TTWO Take-Two Interactive Softwre | Reduce -20.6% | 11.79% | +1.64 |
Portfolio Buys Q4 2024 → Q1 2025
| GO Grocery Outlet Holding Corp. | Add +33.9% | 10.89% | +3.91 |
| ODD Oddity Tech Ltd. Class A | New | 2.76% | +2.76 |
| CASY Casey's General Stores Inc. | Add +4.2% | 7.29% | +2.38 |
| SG Sweetgreen Inc. Class A | New | 2.28% | +2.28 |
| CHWY Chewy Inc. Class A | Add +19.1% | 6.74% | +2.26 |
| STKL Sunopta Inc. | Add +213.2% | 2.68% | +1.64 |
| U Unity Software Inc. | Add +23.0% | 2.65% | +0.75 |
| NKE Nike Inc. Class B | Add +24.9% | 2.66% | +0.71 |
| RYM Rythm Inc. | Add +15.6% | 1.50% | −0.15 |
| PRG Prog Holdings Inc. | Add +13.2% | 5.51% | −0.44 |
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 |