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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 $98,665,716 across 19 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 69.83% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001802893-25-000004

Period
2025-06-30
Reported value
$98.7M
Holdings
19
Top 10 weight
69.83%
New
5
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMZNnew+28,700$6.3M
PRMBnew+175,700$5.2M
SHOPnew+29,539$3.41M
PMnew+14,200$2.59M
CHYMnew+63,000$2.17M

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
AAPLexited-21,403-$4.75M
TTWOreduced-12,616-$3.06M
STKLexited-500,814-$2.43M
NKEexited-38,143-$2.42M
Uexited-123,000-$2.41M

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, Q2 2025

Share positions as resolved from 13F-HR 0001802893-25-000004, largest first. % of portfolio is the value over $98,665,716, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 87,720 shares; 2024Q2: 87,720 shares; 2024Q3: 87,720 shares; 2024Q4: 65,137 shares; 2025Q1: 51,690 shares; 2025Q2: 39,074 shares 39,074$9.49M9.62%-12,616Timeline
GOGROCERY OUTLET HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 237,300 shares; 2024Q3: 413,000 shares; 2024Q4: 528,600 shares; 2025Q1: 707,900 shares; 2025Q2: 759,800 shares 759,800$9.44M9.56%+51,900Timeline
GDRXGOODRX HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 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 1,610,768$8.02M8.13%-312,300Timeline
CHWYCHEWY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 330,400 shares; 2024Q2: 122,264 shares; 2024Q3: 153,418 shares; 2024Q4: 158,194 shares; 2025Q1: 188,394 shares; 2025Q2: 159,038 shares 159,038$6.78M6.87%-29,356Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 41,500 shares; 2024Q3: 43,400 shares; 2024Q4: 50,500 shares; 2025Q1: 43,103 shares; 2025Q2: 36,987 shares 36,987$6.52M6.61%-6,116Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,700 shares 28,700$6.3M6.38%newTimeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,384 shares; 2024Q2: 7,978 shares; 2024Q3: 9,548 shares; 2024Q4: 10,948 shares; 2025Q1: 5,424 shares; 2025Q2: 4,317 shares 4,317$5.78M5.86%-1,107Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 36,753 shares; 2024Q2: 8,866 shares; 2024Q3: 8,866 shares; 2024Q4: 14,666 shares; 2025Q1: 15,278 shares; 2025Q2: 11,240 shares 11,240$5.74M5.81%-4,038Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 233,471 shares; 2024Q2: 119,205 shares; 2024Q3: 202,505 shares; 2024Q4: 202,434 shares; 2025Q1: 155,168 shares; 2025Q2: 157,098 shares 157,098$5.63M5.71%+1,930Timeline
PRMBPRIMO BRANDS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175,700 shares 175,700$5.2M5.27%newTimeline
PRGPROG HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 347,989 shares; 2024Q2: 347,989 shares; 2024Q3: 173,508 shares; 2024Q4: 166,276 shares; 2025Q1: 188,180 shares; 2025Q2: 175,923 shares 175,923$5.16M5.23%-12,257Timeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 149,500 shares; 2024Q2: 100,433 shares; 2024Q3: 121,093 shares; 2024Q4: 134,793 shares; 2025Q1: 112,139 shares; 2025Q2: 108,323 shares 108,323$4.9M4.97%-3,816Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,700 shares; 2024Q2: 32,900 shares; 2024Q3: 28,868 shares; 2024Q4: 23,451 shares; 2025Q1: 15,736 shares; 2025Q2: 15,736 shares 15,736$4.5M4.56%0Timeline
ODDODDITY TECH LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,094 shares; 2025Q2: 58,094 shares 58,094$4.38M4.44%0Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,539 shares 29,539$3.41M3.45%newTimeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,200 shares 14,200$2.59M2.62%newTimeline
CHYMCHIME FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,000 shares 63,000$2.17M2.2%newTimeline
RYMRYTHM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 67,383 shares; 2025Q1: 77,911 shares; 2025Q2: 81,417 shares 81,417$1.72M1.75%+3,506Timeline
SGSWEETGREEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83,000 shares; 2025Q2: 62,800 shares 62,800$934K0.95%-20,200Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
AAPLAPPLE INC21,403$4.75Mshares
STKLSUNOPTA INC500,814$2.43Mshares
NKENIKE INC38,143$2.42Mshares
UUNITY SOFTWARE INC123,000$2.41Mshares
PTONPELOTON INTERACTIVE INC250,000$1.58Mshares

How Q2 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 0001802893-25-000004 base2025-08-14acceptance time not in the bulk data set