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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 $92,943,740 across 17 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 71.73% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001802893-25-000007

Period
2025-09-30
Reported value
$92.9M
Holdings
17
Top 10 weight
71.73%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PRMBadded+87,000$1.92M
ODDadded+27,500$1.71M
PMadded+10,200$1.65M
CHYMadded+43,300$873K
RYMadded+15,083$618K

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
SHOPexited-29,539-$3.41M
TTWOreduced-5,262-$1.36M
GOreduced-80,108-$1.29M
GOOGLreduced-4,822-$1.17M
CASYreduced-2,004-$1.13M

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, Q3 2025

Share positions as resolved from 13F-HR 0001802893-25-000007, largest first. % of portfolio is the value over $92,943,740, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOGROCERY OUTLET HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 679,692 shares 679,692$10.9M11.74%-80,108Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 33,812 shares 33,812$8.74M9.4%-5,262Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 32,165 shares 32,165$7.82M8.41%-4,822Timeline
GDRXGOODRX HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,610,768 shares 1,610,768$6.81M7.33%0Timeline
CHWYCHEWY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 146,536 shares 146,536$5.93M6.38%-12,502Timeline
PRMBPRIMO BRANDS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175,700 shares; 2025Q3: 262,700 shares 262,700$5.81M6.25%+87,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,700 shares; 2025Q3: 24,345 shares 24,345$5.35M5.75%-4,355Timeline
ODDODDITY TECH LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,094 shares; 2025Q2: 58,094 shares; 2025Q3: 85,594 shares 85,594$5.33M5.74%+27,500Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 9,236 shares 9,236$5.22M5.62%-2,004Timeline
PRGPROG HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 147,149 shares 147,149$4.76M5.12%-28,774Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,881 shares 3,881$4.65M5.01%-436Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 141,734 shares 141,734$4.56M4.91%-15,364Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,200 shares; 2025Q3: 24,400 shares 24,400$3.96M4.26%+10,200Timeline
RYMRYTHM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 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 96,500$3.96M4.26%+15,083Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 14,435 shares 14,435$3.67M3.94%-1,301Timeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 90,718 shares 90,718$3.33M3.59%-17,605Timeline
CHYMCHIME FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,000 shares; 2025Q3: 106,300 shares 106,300$2.14M2.31%+43,300Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
SHOPSHOPIFY INC29,539$3.41Mshares
SGSWEETGREEN INC62,800$934Kshares

How Q3 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 0001802893-25-000007 base2025-11-14acceptance time not in the bulk data set