Rip Road Capital Partners LP — 13F holdings

Rip Road Capital Partners LP reported 14 holdings worth $62.5M in its 13F filing for Q4 2025, filed February 17, 2026.

Largest positions

1. META META PLATFORMS INC — $6.67M (10.7%)
2. TTWO TAKE-TWO INTERACTIVE SOFTWAR — $6.66M (10.6%)
3. GOOGL ALPHABET INC — $6.61M (10.6%)
4. AMZN AMAZON COM INC — $6.15M (9.8%)
5. CHWY CHEWY INC — $4.84M (7.7%)
6. NFLX Netflix Inc — $4.58M (7.3%)
7. PM PHILIP MORRIS INTL INC — $4.31M (6.9%)
8. CASY CASEYS GEN STORES INC — $4.14M (6.6%)
9. ODD ODDITY TECH LTD — $4.01M (6.4%)
10. PINS PINTEREST INC — $3.89M (6.2%)