13F HOLDINGS REPORT
Rip Road Capital Partners LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001802893-25-000003
Total Value
$90.9M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 51,690 | $10.7M | 11.79% |
| 2 | GROCERY OUTLET HLDG CORP | GO | 707,900 | $9.9M | 10.89% |
| 3 | GOODRX HLDGS INC | GDRX | 1,923,068 | $8.5M | 9.33% |
| 4 | ALPHABET INC | GOOG | 43,103 | $6.7M | 7.33% |
| 5 | CASEYS GEN STORES INC | 147528103 | 15,278 | $6.6M | 7.30% |
| 6 | CHEWY INC | CHWY | 188,394 | $6.1M | 6.74% |
| 7 | NETFLIX INC | NFLX | 5,424 | $5.1M | 5.56% |
| 8 | PROG HOLDINGS INC | PRG | 188,180 | $5.0M | 5.51% |
| 9 | PINTEREST INC | PINS | 155,168 | $4.8M | 5.29% |
| 10 | APPLE INC | AAPL | 21,403 | $4.8M | 5.23% |
| 11 | MAPLEBEAR INC | CART | 112,139 | $4.5M | 4.92% |
| 12 | FLUTTER ENTMT PLC | G3643J108 | 15,736 | $3.5M | 3.84% |
| 13 | ODDITY TECH LTD | ODD | 58,094 | $2.5M | 2.76% |
| 14 | SUNOPTA INC | STKL | 500,814 | $2.4M | 2.68% |
| 15 | NIKE INC | NKE | 38,143 | $2.4M | 2.66% |
| 16 | UNITY SOFTWARE INC | U | 123,000 | $2.4M | 2.65% |
| 17 | SWEETGREEN INC | SG | 83,000 | $2.1M | 2.28% |
| 18 | PELOTON INTERACTIVE INC | PTON | 250,000 | $1.6M | 1.74% |
| 19 | AGRIFY CORP | RYM | 77,911 | $1.4M | 1.50% |