13F HOLDINGS REPORT
Rip Road Capital Partners LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001802893-23-000004
Total Value
$66.6M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 89,511 | $10.7M | 16.03% |
| 2 | THE BEAUTY HEALTH COMPANY | 88331L108 | 746,786 | $9.4M | 14.16% |
| 3 | NETFLIX INC | NFLX | 25,099 | $8.7M | 13.02% |
| 4 | CASEYS GEN STORES INC | 147528103 | 39,831 | $8.6M | 12.94% |
| 5 | TJX COS INC NEW | 872540109 | 105,123 | $8.2M | 12.37% |
| 6 | EUROPEAN WAX CTR INC | 29882P106 | 392,477 | $7.5M | 11.20% |
| 7 | PROG HOLDINGS INC | PRG | 300,708 | $7.2M | 10.74% |
| 8 | AIRBNB INC | ABNB | 24,300 | $3.0M | 4.54% |
| 9 | APPLE INC | AAPL | 15,100 | $2.5M | 3.74% |
| 10 | AZEK CO INC | 05478C105 | 35,800 | $842,732 | 1.27% |