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Rip Road Capital Partners LP

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13F filer, CIK 1802893, BOSTON, MA

Rip Road Capital Partners LP reported $62,548,920 across 14 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 82.92% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001802893-26-000002

Period
2025-12-31
Reported value
$62.5M
Holdings
14
Top 10 weight
82.92%
New
1
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
METAnew+10,100$6.67M
NFLXadded+44,929$4.21M
ODDadded+14,300$575K
AMZNadded+2,300$531K
PMadded+2,500$401K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PRGexited-147,149-$4.76M
GOreduced-390,158-$3.94M
FLUTexited-14,435-$3.67M
GOOGLreduced-11,045-$3.46M
CARTexited-90,718-$3.33M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001802893-26-000002, largest first. % of portfolio is the value over $62,548,920, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,100 shares 10,100$6.67M10.66%newTimeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 87,720 shares; 2024Q2: 87,720 shares; 2024Q3: 87,720 shares; 2024Q4: 65,137 shares; 2025Q1: 51,690 shares; 2025Q2: 39,074 shares; 2025Q3: 33,812 shares; 2025Q4: 26,000 shares 26,000$6.66M10.64%-7,812Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 41,500 shares; 2024Q3: 43,400 shares; 2024Q4: 50,500 shares; 2025Q1: 43,103 shares; 2025Q2: 36,987 shares; 2025Q3: 32,165 shares; 2025Q4: 21,120 shares 21,120$6.61M10.57%-11,045Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,700 shares; 2025Q3: 24,345 shares; 2025Q4: 26,645 shares 26,645$6.15M9.83%+2,300Timeline
CHWYCHEWY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 330,400 shares; 2024Q2: 122,264 shares; 2024Q3: 153,418 shares; 2024Q4: 158,194 shares; 2025Q1: 188,394 shares; 2025Q2: 159,038 shares; 2025Q3: 146,536 shares; 2025Q4: 146,536 shares 146,536$4.84M7.74%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11,384 shares; 2024Q2: 7,978 shares; 2024Q3: 9,548 shares; 2024Q4: 10,948 shares; 2025Q1: 5,424 shares; 2025Q2: 4,317 shares; 2025Q3: 3,881 shares; 2025Q4: 48,810 shares 48,810$4.58M7.32%+44,929Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,200 shares; 2025Q3: 24,400 shares; 2025Q4: 26,900 shares 26,900$4.31M6.9%+2,500Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 36,753 shares; 2024Q2: 8,866 shares; 2024Q3: 8,866 shares; 2024Q4: 14,666 shares; 2025Q1: 15,278 shares; 2025Q2: 11,240 shares; 2025Q3: 9,236 shares; 2025Q4: 7,483 shares 7,483$4.14M6.61%-1,753Timeline
ODDODDITY TECH LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,094 shares; 2025Q2: 58,094 shares; 2025Q3: 85,594 shares; 2025Q4: 99,894 shares 99,894$4.01M6.42%+14,300Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 233,471 shares; 2024Q2: 119,205 shares; 2024Q3: 202,505 shares; 2024Q4: 202,434 shares; 2025Q1: 155,168 shares; 2025Q2: 157,098 shares; 2025Q3: 141,734 shares; 2025Q4: 150,434 shares 150,434$3.89M6.23%+8,700Timeline
GOGROCERY OUTLET HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 237,300 shares; 2024Q3: 413,000 shares; 2024Q4: 528,600 shares; 2025Q1: 707,900 shares; 2025Q2: 759,800 shares; 2025Q3: 679,692 shares; 2025Q4: 289,534 shares 289,534$2.92M4.68%-390,158Timeline
GDRXGOODRX HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,064,377 shares; 2024Q2: 2,158,577 shares; 2024Q3: 2,408,577 shares; 2024Q4: 2,408,577 shares; 2025Q1: 1,923,068 shares; 2025Q2: 1,610,768 shares; 2025Q3: 1,610,768 shares; 2025Q4: 1,055,807 shares 1,055,807$2.86M4.57%-554,961Timeline
PRMBPRIMO BRANDS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175,700 shares; 2025Q3: 262,700 shares; 2025Q4: 173,763 shares 173,763$2.84M4.54%-88,937Timeline
RYMRYTHM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 67,383 shares; 2025Q1: 77,911 shares; 2025Q2: 81,417 shares; 2025Q3: 96,500 shares; 2025Q4: 96,500 shares 96,500$2.06M3.29%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PRGPROG HOLDINGS INC147,149$4.76Mshares
FLUTFLUTTER ENTMT PLC14,435$3.67Mshares
CARTMAPLEBEAR INC90,718$3.33Mshares
CHYMCHIME FINL INC106,300$2.14Mshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001802893-26-000002 base2026-02-17acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001802893-26-000002 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001802893-25-000007 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001802893-25-000004 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001802893-25-000003 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001802893-25-000002 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001802893-24-000009 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001802893-24-000006 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0001802893-24-000003 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001802893-24-000002 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001802893-23-000006 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001835407-23-000006 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001802893-23-000004 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001802893-23-000002 Quarter ended 2022-12-312023-02-13acceptance time not in the bulk data set
13F-HR 0001802893-22-000005 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001802893-22-000004 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0001802893-22-000003 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0001802893-22-000002 Quarter ended 2021-12-312022-02-11acceptance time not in the bulk data set
13F-HR 0001802893-21-000004 Quarter ended 2021-09-302021-11-12acceptance time not in the bulk data set
13F-HR 0001802893-21-000002 Quarter ended 2021-06-302021-08-13acceptance time not in the bulk data set
13F-HR 0001104659-21-067555 Quarter ended 2021-03-312021-05-17acceptance time not in the bulk data set
13F-HR 0001104659-21-021481 Quarter ended 2020-12-312021-02-12acceptance time not in the bulk data set
13F-HR 0001104659-20-124771 Quarter ended 2020-09-302020-11-13acceptance time not in the bulk data set
13F-HR 0001104659-20-095115 Quarter ended 2020-06-302020-08-14acceptance time not in the bulk data set
13F-HR 0001104659-20-060510 Quarter ended 2020-03-312020-05-13acceptance time not in the bulk data set
13F-HR 0001567619-20-003179 Quarter ended 2019-12-312020-02-13acceptance time not in the bulk data set