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The Analysis of Rip Road Capital Partners LP's Holdings & P&L

Currently, Rip Road Capital Partners LP holds 14 types of securities in its portfolio with a total value $62.5M. In the most recent quarter, they have increased their positions in META (+10.1K shares, valued at $6.7M), NFLX (+44.9K shares, valued at $4.2M), ODD (+14.3K shares, valued at $574.6K); decreased their positions in GO (-390.2K shares, valued at $3.9M), N/A (-11.0K shares, valued at $3.5M), TTWO (-7.8K shares, valued at $2.0M); initiated new positions in META (+10.1K shares, valued at $6.7M).

1M P&L

+600.2K+1.13%

3M P&L

+2.4M+4.73%

HY P&L

-1.1M-2.05%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Retail11.0M

19.7%

2Internet Content & Information10.6M

18.9%

3Electronic Gaming & Multimedia6.7M

11.9%

Top Industries by Stock Count

1Internet Retail2 stocks

15.4%

2Internet Content & Information2 stocks

15.4%

3Tobacco2 stocks

15.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

META META PLATFORMS INC10.1K sharesnew addition2025-12-312026-02-17

TTWO TAKE-TWO INTERACTIVE SOFTWAR26.0K shares-23.10%2025-12-312026-02-17

ALPHABET INC ALPHABET INC21.1K shares-34.34%2025-12-312026-02-17

AMZN AMAZON COM INC26.6K shares9.45%2025-12-312026-02-17

CHWY CHEWY INC146.5K shares0.00%2025-12-312026-02-17

NFLX NETFLIX INC48.8K shares1157.67%2025-12-312026-02-17

PM PHILIP MORRIS INTL INC26.9K shares10.25%2025-12-312026-02-17

CASY CASEYS GEN STORES INC7.5K shares-18.98%2025-12-312026-02-17

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ODD ODDITY TECH LTD99.9K shares16.71%2025-12-312026-02-17

PINS PINTEREST INC150.4K shares6.14%2025-12-312026-02-17

GO GROCERY OUTLET HLDG CORP289.5K shares-57.40%2025-12-312026-02-17

GDRX GOODRX HLDGS INC1.1M shares-34.45%2025-12-312026-02-17

PRMB PRIMO BRANDS CORPORATION173.8K shares-33.85%2025-12-312026-02-17

RYM RYTHM INC96.5K shares0.00%2025-12-312026-02-17

META PLATFORMS INC

New

Shares10.1K

Event2025-12-31

Filed2026-02-17

TAKE-TWO INTERACTIVE SOFTWAR

-23.10%

Shares26.0K

Event2025-12-31

Filed2026-02-17

ALPHABET INC

-34.34%

Shares21.1K

Event2025-12-31

Filed2026-02-17

AMAZON COM INC

9.45%

Shares26.6K

Event2025-12-31

Filed2026-02-17

CHEWY INC

0.00%

Shares146.5K

Event2025-12-31

Filed2026-02-17

NETFLIX INC

1157.67%

Shares48.8K

Event2025-12-31

Filed2026-02-17

PHILIP MORRIS INTL INC

10.25%

Shares26.9K

Event2025-12-31

Filed2026-02-17

CASEYS GEN STORES INC

-18.98%

Shares7.5K

Event2025-12-31

Filed2026-02-17

ODDITY TECH LTD

16.71%

Shares99.9K

Event2025-12-31

Filed2026-02-17

PINTEREST INC

6.14%

Shares150.4K

Event2025-12-31

Filed2026-02-17

GROCERY OUTLET HLDG CORP

-57.40%

Shares289.5K

Event2025-12-31

Filed2026-02-17

GOODRX HLDGS INC

-34.45%

Shares1.1M

Event2025-12-31

Filed2026-02-17

PRIMO BRANDS CORPORATION

-33.85%

Shares173.8K

Event2025-12-31

Filed2026-02-17

RYTHM INC

0.00%

Shares96.5K

Event2025-12-31

Filed2026-02-17

Call Option Holdings

No call option holdings data available

No call option holdings data available

Put Option Holdings

No put option holdings data available

No put option holdings data available