13F HOLDINGS REPORT
Rip Road Capital Partners LP
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001802893-23-000002
Total Value
$75.5M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NETFLIX INC | NFLX | 34,706 | $10.2M | 13.55% |
| 2 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 89,511 | $9.3M | 12.35% |
| 3 | CASEYS GEN STORES INC | 147528103 | 39,831 | $8.9M | 11.84% |
| 4 | TJX COS INC NEW | 872540109 | 105,123 | $8.4M | 11.08% |
| 5 | THE BEAUTY HEALTH COMPANY | 88331L108 | 884,343 | $8.0M | 10.66% |
| 6 | EUROPEAN WAX CTR INC | 29882P106 | 465,997 | $5.8M | 7.68% |
| 7 | PROG HOLDINGS INC | PRG | 300,708 | $5.1M | 6.73% |
| 8 | PINTEREST INC | PINS | 200,900 | $4.9M | 6.46% |
| 9 | MISTER CAR WASH INC | MCW | 355,341 | $3.3M | 4.34% |
| 10 | AZEK CO INC | 05478C105 | 130,300 | $2.6M | 3.51% |
| 11 | AIRBNB INC | ABNB | 24,300 | $2.1M | 2.75% |
| 12 | GLOBAL E ONLINE LTD | GLBE | 99,000 | $2.0M | 2.71% |
| 13 | APPLE INC | AAPL | 15,100 | $2.0M | 2.60% |
| 14 | RH | RH | 7,200 | $1.9M | 2.55% |
| 15 | CARVANA CO | CVNA | 190,415 | $902,567 | 1.20% |