13F HOLDINGS REPORT
Rip Road Capital Partners LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001802893-25-000002
Total Value
$118.2M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 65,137 | $12.0M | 10.14% |
| 2 | GOODRX HLDGS INC | GDRX | 2,408,577 | $11.2M | 9.47% |
| 3 | NETFLIX INC | NFLX | 10,948 | $9.8M | 8.26% |
| 4 | ALPHABET INC | GOOG | 50,500 | $9.6M | 8.09% |
| 5 | APPLE INC | AAPL | 36,700 | $9.2M | 7.77% |
| 6 | GROCERY OUTLET HLDG CORP | GO | 528,600 | $8.3M | 6.98% |
| 7 | PROG HOLDINGS INC | PRG | 166,276 | $7.0M | 5.94% |
| 8 | TESLA INC | TSLA | 15,936 | $6.4M | 5.44% |
| 9 | FLUTTER ENTMT PLC | G3643J108 | 23,451 | $6.1M | 5.13% |
| 10 | PINTEREST INC | PINS | 202,434 | $5.9M | 4.97% |
| 11 | CASEYS GEN STORES INC | 147528103 | 14,666 | $5.8M | 4.92% |
| 12 | MAPLEBEAR INC | CART | 134,793 | $5.6M | 4.72% |
| 13 | CHEWY INC | CHWY | 158,194 | $5.3M | 4.48% |
| 14 | WK KELLOGG CO | 92942W107 | 239,321 | $4.3M | 3.64% |
| 15 | PELOTON INTERACTIVE INC | PTON | 349,433 | $3.0M | 2.57% |
| 16 | NIKE INC | NKE | 30,543 | $2.3M | 1.96% |
| 17 | UNITY SOFTWARE INC | U | 100,000 | $2.2M | 1.90% |
| 18 | AGRIFY CORP | RYM | 67,383 | $2.0M | 1.65% |
| 19 | SUNOPTA INC | STKL | 159,900 | $1.2M | 1.04% |
| 20 | ALIGN TECHNOLOGY INC | ALGN | 5,200 | $1.1M | 0.92% |