Rip Road Capital Partners LP

BOSTON, MA · CIK 1802893 · 13F filing filed 2026-02-17

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyBoston, MA

$62.5m reported value -32.7% vs Q3 2025

14positions

82.9%in top 10

1 new 5 added 6 reduced 4 sold out vs Q3 2025

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	META PLATFORMS INC CL A META	META	10,100	$6.7m10.66%	10.66%	New
2	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	26,000	$6.7m10.64%	10.64%	Reduced -7.8k	-7,812 -23.1%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	21,120	$6.6m10.57%	10.57%	Reduced -11.0k	-11,045 -34.3%
4	AMAZON COM INC COM AMZN	AMZN	26,645	$6.2m9.83%	9.83%	Added +2.3k	+2,300 9.4%
5	CHEWY INC CL A CHWY	CHWY	146,536	$4.8m7.74%	7.74%	Unchanged
6	NETFLIX INC COM NFLX	NFLX	48,810	$4.6m7.32%	7.32%	Added +10.0k	+10,000 25.8%
7	PHILIP MORRIS INTL INC COM PM	PM	26,900	$4.3m6.90%	6.90%	Added +2.5k	+2,500 10.2%
8	CASEYS GEN STORES INC COM CASY	CASY	7,483	$4.1m6.61%	6.61%	Reduced -1.8k	-1,753 -19.0%
9	ODDITY TECH LTD SHS CL A ODD	ODD	99,894	$4.0m6.42%	6.42%	Added +14.3k	+14,300 16.7%
10	PINTEREST INC CL A PINS	PINS	150,434	$3.9m6.23%	6.23%	Added +8.7k	+8,700 6.1%
11	GROCERY OUTLET HLDG CORP COM GO	GO	289,534	$2.9m4.68%	4.68%	Reduced -390.2k	-390,158 -57.4%
12	GOODRX HLDGS INC COM CL A GDRX	GDRX	1,055,807	$2.9m4.57%	4.57%	Reduced -555.0k	-554,961 -34.5%
13	PRIMO BRANDS CORPORATION CLASS A COM SHS PRMB	PRMB	173,763	$2.8m4.54%	4.54%	Reduced -88.9k	-88,937 -33.9%
14	RYTHM INC COM NEW RYM	RYM	96,500	$2.1m3.29%	3.29%	Unchanged

Sold out since Q3 2025

Security	Ticker	Shares held before	Value then
PROG HOLDINGS INC PRG	PRG	147,149	$4.8m147.1k shares
FLUTTER ENTMT PLC FLUT	FLUT	14,435	$3.7m14.4k shares
MAPLEBEAR INC CART	CART	90,718	$3.3m90.7k shares
CHIME FINL INC CHYM	CHYM	106,300	$2.1m106.3k shares