Rip Road Capital Partners LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Rip Road Capital Partners LP reported 17 stock positions worth $92.9 million. Its top holding was Grocery Outlet (GO) at 11.7% of the portfolio, followed by Take-Two Interactive Softwre (TTWO, 9.4%) and Alphabet Class A (GOOGL, 8.4%). Compared with Q2 2025, it sold out of 2, added to 5 and reduced 11. The biggest buy was Rythm (RYM, shares +19%) and the biggest sale an exit from Shopify Class A (SHOP).
- Most Recent 13F
- Q4 2025
- Location
- BOSTON, MA
- CIK
- 0001802893
- Portfolio Value
- $92.9M (Q3 2025)
- SEC Filing
- 0001802893-25-000007 ↗ filed Nov 14, 2025
Holdings Value
Holdings 17 stocks · $92.9M
| GO Grocery Outlet Holding Corp. | 11.74% | 679,692 | $10.9M | Reduce -10.5% |
| TTWO Take-Two Interactive Softwre | 9.40% | 33,812 | $8.7M | Reduce -13.5% |
| GOOGL Alphabet Inc. Class A | 8.41% | 32,165 | $7.8M | Reduce -13.0% |
| GDRX Goodrx Holdings Inc. Class A | 7.33% | 1,610,768 | $6.8M | No change |
| CHWY Chewy Inc. Class A | 6.38% | 146,536 | $5.9M | Reduce -7.9% |
| PRMB Primo Brands Corp. | 6.25% | 262,700 | $5.8M | Add +49.5% |
| AMZN Amazon.com Inc. | 5.75% | 24,345 | $5.3M | Reduce -15.2% |
| ODD Oddity Tech Ltd. Class A | 5.74% | 85,594 | $5.3M | Add +47.3% |
| CASY Casey's General Stores Inc. | 5.62% | 9,236 | $5.2M | Reduce -17.8% |
| PRG Prog Holdings Inc. | 5.12% | 147,149 | $4.8M | Reduce -16.4% |
| NFLX Netflix Inc. | 5.01% | 3,881 | $4.7M | Reduce -10.1% |
| PINS Pinterest Inc. Class A | 4.91% | 141,734 | $4.6M | Reduce -9.8% |
| PM Philip Morris International | 4.26% | 24,400 | $4.0M | Add +71.8% |
| RYM Rythm Inc. | 4.26% | 96,500 | $4.0M | Add +18.5% |
| FLUT Flutter Entertainment PLC-Di | 3.94% | 14,435 | $3.7M | Reduce -8.3% |
| CART Maplebear Inc. | 3.59% | 90,718 | $3.3M | Reduce -16.3% |
| CHYM Chime Financial Inc. Class A | 2.31% | 106,300 | $2.1M | Add +68.7% |
Portfolio Sells Q2 2025 → Q3 2025
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −3.45 |
| CART Maplebear Inc. | Reduce -16.3% | 3.59% | −1.38 |
| SG Sweetgreen Inc. Class A | Sold out | 0.00% | −0.95 |
| NFLX Netflix Inc. | Reduce -10.1% | 5.01% | −0.85 |
| PINS Pinterest Inc. Class A | Reduce -9.8% | 4.91% | −0.80 |
| AMZN Amazon.com Inc. | Reduce -15.2% | 5.75% | −0.63 |
| FLUT Flutter Entertainment PLC-Di | Reduce -8.3% | 3.94% | −0.61 |
| CHWY Chewy Inc. Class A | Reduce -7.9% | 6.38% | −0.49 |
| TTWO Take-Two Interactive Softwre | Reduce -13.5% | 9.40% | −0.22 |
| CASY Casey's General Stores Inc. | Reduce -17.8% | 5.62% | −0.20 |
| PRG Prog Holdings Inc. | Reduce -16.4% | 5.12% | −0.11 |
| GOOGL Alphabet Inc. Class A | Reduce -13.0% | 8.41% | +1.81 |
| GO Grocery Outlet Holding Corp. | Reduce -10.5% | 11.74% | +2.17 |
Portfolio Buys Q2 2025 → Q3 2025
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 |