Rip Road Capital Partners LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Rip Road Capital Partners LP reported 19 stock positions worth $98.7 million. Its top holding was Take-Two Interactive Softwre (TTWO) at 9.6% of the portfolio, followed by Grocery Outlet (GO, 9.6%) and Goodrx Class A (GDRX, 8.1%). Compared with Q1 2025, it opened 5 new positions, sold out of 5, added to 3 and reduced 9. The biggest buy was a new position in Amazon.com (AMZN) and the biggest sale an exit from Apple (AAPL).
- Most Recent 13F
- Q4 2025
- Location
- BOSTON, MA
- CIK
- 0001802893
- Portfolio Value
- $98.7M (Q2 2025)
- SEC Filing
- 0001802893-25-000004 ↗ filed Aug 14, 2025
Holdings Value
Holdings 19 stocks · $98.7M
| TTWO Take-Two Interactive Softwre | 9.62% | 39,074 | $9.5M | Reduce -24.4% |
| GO Grocery Outlet Holding Corp. | 9.56% | 759,800 | $9.4M | Add +7.3% |
| GDRX Goodrx Holdings Inc. Class A | 8.13% | 1,610,768 | $8.0M | Reduce -16.2% |
| CHWY Chewy Inc. Class A | 6.87% | 159,038 | $6.8M | Reduce -15.6% |
| GOOGL Alphabet Inc. Class A | 6.61% | 36,987 | $6.5M | Reduce -14.2% |
| AMZN Amazon.com Inc. | 6.38% | 28,700 | $6.3M | New |
| NFLX Netflix Inc. | 5.86% | 4,317 | $5.8M | Reduce -20.4% |
| CASY Casey's General Stores Inc. | 5.81% | 11,240 | $5.7M | Reduce -26.4% |
| PINS Pinterest Inc. Class A | 5.71% | 157,098 | $5.6M | Add +1.2% |
| PRMB Primo Brands Corp. | 5.27% | 175,700 | $5.2M | New |
| PRG Prog Holdings Inc. | 5.23% | 175,923 | $5.2M | Reduce -6.5% |
| CART Maplebear Inc. | 4.97% | 108,323 | $4.9M | Reduce -3.4% |
| FLUT Flutter Entertainment PLC-Di | 4.56% | 15,736 | $4.5M | No change |
| ODD Oddity Tech Ltd. Class A | 4.44% | 58,094 | $4.4M | No change |
| SHOP Shopify Inc. Class A | 3.45% | 29,539 | $3.4M | New |
| PM Philip Morris International | 2.62% | 14,200 | $2.6M | New |
| CHYM Chime Financial Inc. Class A | 2.20% | 63,000 | $2.2M | New |
| RYM Rythm Inc. filed as AGRIFY CORP | 1.75% | 81,417 | $1.7M | Add +4.5% |
| SG Sweetgreen Inc. Class A | 0.95% | 62,800 | $934K | Reduce -24.3% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Sold out | 0.00% | −5.23 |
| STKL Sunopta Inc. | Sold out | 0.00% | −2.68 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −2.66 |
| U Unity Software Inc. | Sold out | 0.00% | −2.65 |
| TTWO Take-Two Interactive Softwre | Reduce -24.4% | 9.62% | −2.17 |
| PTON Peloton Interactive Inc. Class A | Sold out | 0.00% | −1.74 |
| CASY Casey's General Stores Inc. | Reduce -26.4% | 5.81% | −1.48 |
| SG Sweetgreen Inc. Class A | Reduce -24.3% | 0.95% | −1.34 |
| GDRX Goodrx Holdings Inc. Class A | Reduce -16.2% | 8.13% | −1.20 |
| GOOGL Alphabet Inc. Class A | Reduce -14.2% | 6.61% | −0.73 |
| PRG Prog Holdings Inc. | Reduce -6.5% | 5.23% | −0.27 |
| CART Maplebear Inc. | Reduce -3.4% | 4.97% | +0.05 |
| CHWY Chewy Inc. Class A | Reduce -15.6% | 6.87% | +0.13 |
| NFLX Netflix Inc. | Reduce -20.4% | 5.86% | +0.29 |
Portfolio Buys Q1 2025 → Q2 2025
| AMZN Amazon.com Inc. | New | 6.38% | +6.38 |
| PRMB Primo Brands Corp. | New | 5.27% | +5.27 |
| SHOP Shopify Inc. Class A | New | 3.45% | +3.45 |
| PM Philip Morris International | New | 2.62% | +2.62 |
| CHYM Chime Financial Inc. Class A | New | 2.20% | +2.20 |
| PINS Pinterest Inc. Class A | Add +1.2% | 5.71% | +0.42 |
| RYM Rythm Inc. | Add +4.5% | 1.75% | +0.24 |
| GO Grocery Outlet Holding Corp. | Add +7.3% | 9.56% | −1.32 |
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 |