Rip Road Capital Partners LP historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 8 quarters from 2023-12-31 to 2025-12-31, Rip Road Capital Partners LP opened 21 positions, added to 46, reduced 55 and sold out of 17.
- Q4 2025: Stock ODD; Country of operation —; Class SHS CL A; Shares before 85,594.
- Q4 2025: Stock AMZN; Country of operation United States; Class COM; Shares before 24,345.
- Q4 2025: Stock PINS; Country of operation United States; Class CL A; Shares before 141,734.
- Q4 2025: Stock PM; Country of operation United States; Class COM; Shares before 24,400.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1802893), 8 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q4 2025 | ODD
ODDITY TECH LTD | | SHS CL A | 85,594 | 99,894 | +14,300 | $5,332,506 | $4,013,741 | -$1,318,765 | 2026-02-17 |
|---|
| Q4 2025 | AMZN
AMAZON COM INC | United States | COM | 24,345 | 26,645 | +2,300 | $5,345,432 | $6,150,199 | +$804,767 | 2026-02-17 |
|---|
| Q4 2025 | PINS
PINTEREST INC | United States | CL A | 141,734 | 150,434 | +8,700 | $4,559,583 | $3,894,736 | -$664,847 | 2026-02-17 |
|---|
| Q4 2025 | PM
PHILIP MORRIS INTL INC | United States | COM | 24,400 | 26,900 | +2,500 | $3,957,680 | $4,314,760 | +$357,080 | 2026-02-17 |
|---|
| Q4 2025 | NFLX
NETFLIX INC | United States | COM | 3,881 | 48,810 | +44,929 | $4,653,009 | $4,576,426 | -$76,583 | 2026-02-17 |
|---|
| Q3 2025 | RYM
RYTHM INC | United States | COM NEW | 81,417 | 96,500 | +15,083 | $1,724,005 | $3,956,500 | +$2,232,495 | 2025-11-14 |
|---|
| Q3 2025 | PM
PHILIP MORRIS INTL INC | United States | COM | 14,200 | 24,400 | +10,200 | $2,586,246 | $3,957,680 | +$1,371,434 | 2025-11-14 |
|---|
| Q3 2025 | ODD
ODDITY TECH LTD | | SHS CL A | 58,094 | 85,594 | +27,500 | $4,384,354 | $5,332,506 | +$948,152 | 2025-11-14 |
|---|
| Q3 2025 | PRMB
PRIMO BRANDS CORPORATION | United States | CLASS A COM SHS | 175,700 | 262,700 | +87,000 | $5,204,234 | $5,805,670 | +$601,436 | 2025-11-14 |
|---|
| Q3 2025 | CHYM
CHIME FINL INC | United States | COM SHS CL A | 63,000 | 106,300 | +43,300 | $2,174,130 | $2,144,071 | -$30,059 | 2025-11-14 |
|---|
| Q2 2025 | PINS
PINTEREST INC | United States | CL A | 155,168 | 157,098 | +1,930 | $4,810,208 | $5,633,534 | +$823,326 | 2025-08-14 |
|---|
| Q2 2025 | GO
GROCERY OUTLET HLDG CORP | United States | COM | 707,900 | 759,800 | +51,900 | $9,896,442 | $9,436,716 | -$459,726 | 2025-08-14 |
|---|
| Q2 2025 | RYM
AGRIFY CORP | United States | COM NEW | 77,911 | 81,417 | +3,506 | $1,367,338 | $1,724,005 | +$356,667 | 2025-08-14 |
|---|
| Q1 2025 | PRG
PROG HOLDINGS INC | United States | COM NPV | 166,276 | 188,180 | +21,904 | $7,026,824 | $5,005,588 | -$2,021,236 | 2025-05-15 |
|---|
| Q1 2025 | GO
GROCERY OUTLET HLDG CORP | United States | COM | 528,600 | 707,900 | +179,300 | $8,251,446 | $9,896,442 | +$1,644,996 | 2025-05-15 |
|---|
| Q1 2025 | STKL
SUNOPTA INC | | COM | 159,900 | 500,814 | +340,914 | $1,231,230 | $2,433,956 | +$1,202,726 | 2025-05-15 |
|---|
| Q1 2025 | CHWY
CHEWY INC | United States | CL A | 158,194 | 188,394 | +30,200 | $5,297,917 | $6,124,689 | +$826,772 | 2025-05-15 |
|---|
| Q1 2025 | CASY
CASEYS GEN STORES INC | United States | COM | 14,666 | 15,278 | +612 | $5,811,109 | $6,631,263 | +$820,154 | 2025-05-15 |
|---|
| Q1 2025 | RYM
AGRIFY CORP | United States | COM NEW | 67,383 | 77,911 | +10,528 | $1,953,433 | $1,367,338 | -$586,095 | 2025-05-15 |
|---|
| Q1 2025 | U
UNITY SOFTWARE INC | United States | COM | 100,000 | 123,000 | +23,000 | $2,247,000 | $2,409,570 | +$162,570 | 2025-05-15 |
|---|
| Q1 2025 | NKE
NIKE INC | United States | CL B | 30,543 | 38,143 | +7,600 | $2,311,189 | $2,421,318 | +$110,129 | 2025-05-15 |
|---|
| Q4 2024 | NFLX
NETFLIX INC | United States | COM | 9,548 | 10,948 | +1,400 | $6,772,110 | $9,758,171 | +$2,986,061 | 2025-02-14 |
|---|
| Q4 2024 | CASY
CASEYS GEN STORES INC | United States | COM | 8,866 | 14,666 | +5,800 | $3,331,045 | $5,811,109 | +$2,480,064 | 2025-02-14 |
|---|
| Q4 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 43,400 | 50,500 | +7,100 | $7,197,890 | $9,559,650 | +$2,361,760 | 2025-02-14 |
|---|
| Q4 2024 | GO
GROCERY OUTLET HLDG CORP | United States | COM | 413,000 | 528,600 | +115,600 | $7,248,150 | $8,251,446 | +$1,003,296 | 2025-02-14 |
|---|
| Q4 2024 | CHWY
CHEWY INC | United States | CL A | 153,418 | 158,194 | +4,776 | $4,493,613 | $5,297,917 | +$804,304 | 2025-02-14 |
|---|
| Q4 2024 | CART
MAPLEBEAR INC | United States | COM | 121,093 | 134,793 | +13,700 | $4,933,329 | $5,583,126 | +$649,797 | 2025-02-14 |
|---|
| Q3 2024 | TSLA
TESLA INC | United States | COM | 6,800 | 21,300 | +14,500 | $1,345,584 | $5,572,719 | +$4,227,135 | 2024-11-14 |
|---|
| Q3 2024 | GO
GROCERY OUTLET HLDG CORP | United States | COM | 237,300 | 413,000 | +175,700 | $5,249,076 | $7,248,150 | +$1,999,074 | 2024-11-14 |
|---|
| Q3 2024 | CART
MAPLEBEAR INC | United States | COM | 100,433 | 121,093 | +20,660 | $3,227,917 | $4,933,329 | +$1,705,412 | 2024-11-14 |
|---|
| Q3 2024 | NFLX
NETFLIX INC | United States | COM | 7,978 | 9,548 | +1,570 | $5,384,193 | $6,772,110 | +$1,387,917 | 2024-11-14 |
|---|
| Q3 2024 | PINS
PINTEREST INC | United States | CL A | 119,205 | 202,505 | +83,300 | $5,253,364 | $6,555,087 | +$1,301,723 | 2024-11-14 |
|---|
| Q3 2024 | CHWY
CHEWY INC | United States | CL A | 122,264 | 153,418 | +31,154 | $3,330,471 | $4,493,613 | +$1,163,142 | 2024-11-14 |
|---|
| Q3 2024 | AAPL
APPLE INC | United States | COM | 35,300 | 36,700 | +1,400 | $7,434,886 | $8,551,100 | +$1,116,214 | 2024-11-14 |
|---|
| Q3 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 41,500 | 43,400 | +1,900 | $7,559,225 | $7,197,890 | -$361,335 | 2024-11-14 |
|---|
| Q3 2024 | GDRX
GOODRX HLDGS INC | United States | COM CL A | 2,158,577 | 2,408,577 | +250,000 | $16,836,901 | $16,715,524 | -$121,377 | 2024-11-14 |
|---|
| Q2 2024 | GDRX
GOODRX HLDGS INC | United States | COM CL A | 2,064,377 | 2,158,577 | +94,200 | $14,657,077 | $16,836,901 | +$2,179,824 | 2024-08-14 |
|---|
| Q2 2024 | FLUT
FLUTTER ENTMT PLC | | SHS | 19,700 | 32,900 | +13,200 | $3,890,553 | $5,999,644 | +$2,109,091 | 2024-08-14 |
|---|
| Q2 2024 | MCW
MISTER CAR WASH INC | United States | COM | 936,300 | 1,121,300 | +185,000 | $7,256,325 | $7,983,656 | +$727,331 | 2024-08-14 |
|---|
| Q2 2024 | PTON
PELOTON INTERACTIVE INC | United States | CL A COM | 242,100 | 436,700 | +194,600 | $1,037,399 | $1,476,046 | +$438,647 | 2024-08-14 |
|---|
| Q1 2024 | GDRX
GOODRX HLDGS INC | United States | COM CL A | 1,763,277 | 2,064,377 | +301,100 | $11,813,956 | $14,657,077 | +$2,843,121 | 2024-05-15 |
|---|
| Q1 2024 | MCW
MISTER CAR WASH INC | United States | COM | 555,300 | 936,300 | +381,000 | $4,797,792 | $7,256,325 | +$2,458,533 | 2024-05-15 |
|---|
| Q1 2024 | PRG
PROG HOLDINGS INC | United States | COM NPV | 321,989 | 347,989 | +26,000 | $9,952,680 | $11,984,741 | +$2,032,061 | 2024-05-15 |
|---|
| Q1 2024 | PINS
PINTEREST INC | United States | CL A | 194,271 | 233,471 | +39,200 | $7,195,798 | $8,094,440 | +$898,642 | 2024-05-15 |
|---|
| Q1 2024 | CHWY
CHEWY INC | United States | CL A | 215,000 | 330,400 | +115,400 | $5,080,450 | $5,256,664 | +$176,214 | 2024-05-15 |
|---|
| Q1 2024 | TTWO
TAKE-TWO INTERACTIVE SOFTWAR | United States | COM | 81,920 | 87,720 | +5,800 | $13,185,024 | $13,025,543 | -$159,481 | 2024-05-15 |
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