Rip Road Capital Partners LP
•CIK: 1802893•Filing: Q4 2025
**Rip Road Capital Partners LP** manages $63M across a concentrated portfolio of 14 positions. The fund exhibits significant conviction in large-cap technology names, with top holdings including META, TTWO, and GOOGL, each representing substantial allocations near the $6.7M mark. Further notable concentrations include AMZN at $6.2M and CHWY at $4.8M. This structure suggests a focused, high-conviction approach targeting established growth sectors.
Total AUM
$62.5M
QoQ Performance
-32.7%
Positions
14
Top 10 Concentration
82.9%
Latest Filing
Q4 2025
Top Holdings Allocation
META
TTWO
GOOGL
AMZN
CHWY
NFLX
PM
CASY
META10.7%
TTWO10.6%
GOOGL10.6%
AMZN9.8%
CHWY7.7%
NFLX7.3%
PM6.9%
CASY6.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.7%
Technology21.2%
Consumer9.8%
Communication7.3%
Consumer Staples6.9%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑5 increased
↓6 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022