RPM Capital Partners, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 14, 2026), RPM Capital Partners, LLC reported 2 stock positions worth $114.1 million. Its top holding was Semrush Class A (SEMR) at 93.6% of the portfolio, followed by Stubhub Class A (STUB, 6.4%). Compared with Q3 2025, it opened 1 new position. The biggest buy was a new position in Stubhub Class A (STUB).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001555433
Portfolio Value
$114.1M (Q4 2025)
SEC Filing
0000904454-26-000019 ↗ filed Jan 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $119.1M Q1 2024 Q2 2024: $120.3M Q2 2024 Q3 2024: $141.1M Q3 2024 Q4 2024: $106.7M Q4 2024 Q1 2025: $83.8M Q1 2025 Q2 2025: $81.3M Q2 2025 Q3 2025: $63.6M Q3 2025 Q4 2025: $114.1M $114.1M Q4 2025 Q1 2026: $3.3M Q1 2026 Q2 2026: $6.9M Q2 2026

Holdings 2 stocks · $114.1M
SEMR Semrush Holdings Inc. Class A 93.64% 8,983,521 $106.8M No change
STUB Stubhub Holdings Inc. Class A 6.36% 535,850 $7.3M New

Portfolio Sells Q3 2025 → Q4 2025
None this quarter.

Portfolio Buys Q3 2025 → Q4 2025
STUB Stubhub Holdings Inc. Class A New 6.36% +6.36

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1$6.9MSTUB
Q1 2026 1$3.3MSTUB
Q4 2025 2$114.1MSEMR, STUB
Q3 2025 1$63.6MSEMR
Q2 2025 1$81.3MSEMR
Q1 2025 1$83.8MSEMR
Q4 2024 1$106.7MSEMR
Q3 2024 1$141.1MSEMR
Q2 2024 1$120.3MSEMR
Q1 2024 1$119.1MSEMR