13F HOLDINGS REPORT
Rip Road Capital Partners LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001802893-24-000006
Total Value
$113.9M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GOODRX HLDGS INC | GDRX | 2,158,577 | $16.8M | 14.78% |
| 2 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 87,720 | $13.6M | 11.97% |
| 3 | PROG HOLDINGS INC | PRG | 347,989 | $12.1M | 10.59% |
| 4 | MISTER CAR WASH INC | MCW | 1,121,300 | $8.0M | 7.01% |
| 5 | ALPHABET INC | GOOG | 41,500 | $7.6M | 6.64% |
| 6 | APPLE INC | AAPL | 35,300 | $7.4M | 6.53% |
| 7 | FLUTTER ENTMT PLC | G3643J108 | 32,900 | $6.0M | 5.27% |
| 8 | NETFLIX INC | NFLX | 7,978 | $5.4M | 4.73% |
| 9 | NIKE INC | NKE | 70,000 | $5.3M | 4.63% |
| 10 | PINTEREST INC | PINS | 119,205 | $5.3M | 4.61% |
| 11 | GROCERY OUTLET HLDG CORP | GO | 237,300 | $5.2M | 4.61% |
| 12 | SIX FLAGS ENTMT CORP NEW | 83001A102 | 130,618 | $4.3M | 3.80% |
| 13 | WK KELLOGG CO | 92942W107 | 250,918 | $4.1M | 3.63% |
| 14 | CASEYS GEN STORES INC | 147528103 | 8,866 | $3.4M | 2.97% |
| 15 | CHEWY INC | CHWY | 122,264 | $3.3M | 2.92% |
| 16 | MAPLEBEAR INC | CART | 100,433 | $3.2M | 2.83% |
| 17 | PELOTON INTERACTIVE INC | PTON | 436,700 | $1.5M | 1.30% |
| 18 | TESLA INC | TSLA | 6,800 | $1.3M | 1.18% |