Filed: 2/17/2026ACC: 0001802893-26-000002
📋 What this filing means
RIP ROAD CAPITAL PARTNERS LP filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $62.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$62.55M
Total AUM (reported)
2.18M
Total Shares
Allocation by class
COM$28.76M46.0%
CL A$15.40M24.6%
CAP STK CL A$6.61M10.6%
SHS CL A$4.01M6.4%
COM CL A$2.86M4.6%
CLASS A COM SHS$2.84M4.5%
COM NEW$2.06M3.3%
Portfolio Concentration
Top 3$19.93M31.9%
4–10$31.93M51.0%
11–25$10.69M17.1%
Top 3 weight
31.9%
Top 10 weight
82.9%
Voting Authority Distribution
Total shares with voting rights: 2.18M
Sole
Full voting authority
2.18M
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)
Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
META PLATFORMS INC
SOLEShares10.10K
TypeSH
Market value$6.67M
10.66%
Sole
10.10K
Shared
0.00
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares26K
TypeSH
Market value$6.66M
10.64%
Sole
26K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares21.12K
TypeSH
Market value$6.61M
10.57%
Sole
21.12K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares26.64K
TypeSH
Market value$6.15M
9.83%
Sole
26.64K
Shared
0.00
None
0.00
CHEWY INC
SOLEShares146.54K
TypeSH
Market value$4.84M
7.74%
Sole
146.54K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares48.81K
TypeSH
Market value$4.58M
7.32%
Sole
48.81K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares26.90K
TypeSH
Market value$4.31M
6.90%
Sole
26.90K
Shared
0.00
None
0.00
CASEYS GEN STORES INC
SOLEShares7.48K
TypeSH
Market value$4.14M
6.61%
Sole
7.48K
Shared
0.00
None
0.00
ODDITY TECH LTD
SOLEShares99.89K
TypeSH
Market value$4.01M
6.42%
Sole
99.89K
Shared
0.00
None
0.00
PINTEREST INC
SOLEShares150.43K
TypeSH
Market value$3.89M
6.23%
Sole
150.43K
Shared
0.00
None
0.00
GROCERY OUTLET HLDG CORP
SOLEShares289.53K
TypeSH
Market value$2.92M
4.68%
Sole
289.53K
Shared
0.00
None
0.00
GOODRX HLDGS INC
SOLEShares1.06M
TypeSH
Market value$2.86M
4.57%
Sole
1.06M
Shared
0.00
None
0.00
PRIMO BRANDS CORPORATION
SOLEShares173.76K
TypeSH
Market value$2.84M
4.54%
Sole
173.76K
Shared
0.00
None
0.00
RYTHM INC
SOLEShares96.50K
TypeSH
Market value$2.06M
3.29%
Sole
96.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 10.10K | SH | $6.67M 10.66% | 10.10K | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 26K | SH | $6.66M 10.64% | 26K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 21.12K | SH | $6.61M 10.57% | 21.12K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 26.64K | SH | $6.15M 9.83% | 26.64K | 0.00 | 0.00 |
CHEWY INCSOLE | CL A | 146.54K | SH | $4.84M 7.74% | 146.54K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 48.81K | SH | $4.58M 7.32% | 48.81K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 26.90K | SH | $4.31M 6.90% | 26.90K | 0.00 | 0.00 |
CASEYS GEN STORES INCSOLE | COM | 7.48K | SH | $4.14M 6.61% | 7.48K | 0.00 | 0.00 |
ODDITY TECH LTDSOLE | SHS CL A | 99.89K | SH | $4.01M 6.42% | 99.89K | 0.00 | 0.00 |
PINTEREST INCSOLE | CL A | 150.43K | SH | $3.89M 6.23% | 150.43K | 0.00 | 0.00 |
GROCERY OUTLET HLDG CORPSOLE | COM | 289.53K | SH | $2.92M 4.68% | 289.53K | 0.00 | 0.00 |
GOODRX HLDGS INCSOLE | COM CL A | 1.06M | SH | $2.86M 4.57% | 1.06M | 0.00 | 0.00 |
PRIMO BRANDS CORPORATIONSOLE | CLASS A COM SHS | 173.76K | SH | $2.84M 4.54% | 173.76K | 0.00 | 0.00 |
RYTHM INCSOLE | COM NEW | 96.50K | SH | $2.06M 3.29% | 96.50K | 0.00 | 0.00 |