Institutional Manager · CIK 0001555433
RPM Capital Partners, LLC
New York, NY · File #028-15406
Latest AUM
$114.1M
Positions
2
Top-10 Concentration
100.0%
Filings
8
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | STUBHUB HLDGS INC | STUB | +535,850 | +$7.3M | $0 |
| REDUCE | SEMRUSH HLDGS INC | SEMR | 0 | $0 | +$43.2M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20252 pos · $114.1M
- 13F HOLDINGS REPORTQ/E Sep 20251 pos · $63.6M
- 13F HOLDINGS REPORTQ/E Jun 20251 pos · $81.3M
- 13F HOLDINGS REPORTQ/E Mar 20251 pos · $83.8M
- 13F HOLDINGS REPORTQ/E Dec 20241 pos · $106.7M
- 13F HOLDINGS REPORTQ/E Sep 20241 pos · $141.1M
- 13F HOLDINGS REPORTQ/E Jun 20241 pos · $120.3M
- 13F HOLDINGS REPORTQ/E Mar 20241 pos · $119.1M
Top 2 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SEMRUSH HLDGS INC | SEMR | 8,983,521 | $106.8M | 93.64% |
| 2 | STUBHUB HLDGS INC | STUB | 535,850 | $7.3M | 6.36% |