Filed: 11/14/2025ACC: 0001802893-25-000007
📋 What this filing means
RIP ROAD CAPITAL PARTNERS LP filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $92.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$92.94M
Total AUM (reported)
3.51M
Total Shares
Allocation by class
COM$42.16M45.4%
CL A$10.49M11.3%
CAP STK CL A$7.82M8.4%
COM CL A$6.81M7.3%
CLASS A COM SHS$5.81M6.2%
SHS CL A$5.33M5.7%
COM NPV$4.76M5.1%
Portfolio Concentration
Top 3$27.46M29.5%
4–10$39.21M42.2%
11–25$26.27M28.3%
Top 3 weight
29.5%
Top 10 weight
71.7%
Voting Authority Distribution
Total shares with voting rights: 3.51M
Sole
Full voting authority
3.51M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole17
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
GROCERY OUTLET HLDG CORP
SOLEShares679.69K
TypeSH
Market value$10.91M
11.74%
Sole
679.69K
Shared
0.00
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares33.81K
TypeSH
Market value$8.74M
9.40%
Sole
33.81K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares32.16K
TypeSH
Market value$7.82M
8.41%
Sole
32.16K
Shared
0.00
None
0.00
GOODRX HLDGS INC
SOLEShares1.61M
TypeSH
Market value$6.81M
7.33%
Sole
1.61M
Shared
0.00
None
0.00
CHEWY INC
SOLEShares146.54K
TypeSH
Market value$5.93M
6.38%
Sole
146.54K
Shared
0.00
None
0.00
PRIMO BRANDS CORPORATION
SOLEShares262.70K
TypeSH
Market value$5.81M
6.25%
Sole
262.70K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares24.34K
TypeSH
Market value$5.35M
5.75%
Sole
24.34K
Shared
0.00
None
0.00
ODDITY TECH LTD
SOLEShares85.59K
TypeSH
Market value$5.33M
5.74%
Sole
85.59K
Shared
0.00
None
0.00
CASEYS GEN STORES INC
SOLEShares9.24K
TypeSH
Market value$5.22M
5.62%
Sole
9.24K
Shared
0.00
None
0.00
PROG HOLDINGS INC
SOLEShares147.15K
TypeSH
Market value$4.76M
5.12%
Sole
147.15K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares3.88K
TypeSH
Market value$4.65M
5.01%
Sole
3.88K
Shared
0.00
None
0.00
PINTEREST INC
SOLEShares141.73K
TypeSH
Market value$4.56M
4.91%
Sole
141.73K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares24.40K
TypeSH
Market value$3.96M
4.26%
Sole
24.40K
Shared
0.00
None
0.00
RYTHM INC
SOLEShares96.50K
TypeSH
Market value$3.96M
4.26%
Sole
96.50K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares14.44K
TypeSH
Market value$3.67M
3.94%
Sole
14.44K
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares90.72K
TypeSH
Market value$3.33M
3.59%
Sole
90.72K
Shared
0.00
None
0.00
CHIME FINL INC
SOLEShares106.30K
TypeSH
Market value$2.14M
2.31%
Sole
106.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GROCERY OUTLET HLDG CORPSOLE | COM | 679.69K | SH | $10.91M 11.74% | 679.69K | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 33.81K | SH | $8.74M 9.40% | 33.81K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 32.16K | SH | $7.82M 8.41% | 32.16K | 0.00 | 0.00 |
GOODRX HLDGS INCSOLE | COM CL A | 1.61M | SH | $6.81M 7.33% | 1.61M | 0.00 | 0.00 |
CHEWY INCSOLE | CL A | 146.54K | SH | $5.93M 6.38% | 146.54K | 0.00 | 0.00 |
PRIMO BRANDS CORPORATIONSOLE | CLASS A COM SHS | 262.70K | SH | $5.81M 6.25% | 262.70K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 24.34K | SH | $5.35M 5.75% | 24.34K | 0.00 | 0.00 |
ODDITY TECH LTDSOLE | SHS CL A | 85.59K | SH | $5.33M 5.74% | 85.59K | 0.00 | 0.00 |
CASEYS GEN STORES INCSOLE | COM | 9.24K | SH | $5.22M 5.62% | 9.24K | 0.00 | 0.00 |
PROG HOLDINGS INCSOLE | COM NPV | 147.15K | SH | $4.76M 5.12% | 147.15K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 3.88K | SH | $4.65M 5.01% | 3.88K | 0.00 | 0.00 |
PINTEREST INCSOLE | CL A | 141.73K | SH | $4.56M 4.91% | 141.73K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 24.40K | SH | $3.96M 4.26% | 24.40K | 0.00 | 0.00 |
RYTHM INCSOLE | COM NEW | 96.50K | SH | $3.96M 4.26% | 96.50K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 14.44K | SH | $3.67M 3.94% | 14.44K | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 90.72K | SH | $3.33M 3.59% | 90.72K | 0.00 | 0.00 |
CHIME FINL INCSOLE | COM SHS CL A | 106.30K | SH | $2.14M 2.31% | 106.30K | 0.00 | 0.00 |