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Rip Road Capital Partners LP Last Quarter Change: USA Stocks, Added

Rip Road Capital Partners LP quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Rip Road Capital Partners LP opened 1 positions, added to 5, reduced 6, sold out of 4 and left 2 unchanged. The largest increase in value was META (+$6,666,909); the largest decrease was GO (-$7,984,764).

  • ODD: Country of operation —; Class SHS CL A; Shares 2025-09-30 85,594; Shares 2025-12-31 99,894.
  • AMZN: Country of operation United States; Class COM; Shares 2025-09-30 24,345; Shares 2025-12-31 26,645.
  • PINS: Country of operation United States; Class CL A; Shares 2025-09-30 141,734; Shares 2025-12-31 150,434.
  • PM: Country of operation United States; Class COM; Shares 2025-09-30 24,400; Shares 2025-12-31 26,900.

Two Form 13F-HR filings compared (SEC CIK 1802893): 2025-09-30 (filed 2025-11-14) and 2025-12-31 (filed 2026-02-17). 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; share change is the position change.

StockCountry of operationClassShares 2025-09-30Shares 2025-12-31Share changeValue 2025-09-30Value 2025-12-31Value change
ODD
ODDITY TECH LTD
SHS CL A85,59499,894+14,300$5,332,506$4,013,741-$1,318,765
AMZN
AMAZON COM INC
United StatesCOM24,34526,645+2,300$5,345,432$6,150,199+$804,767
PINS
PINTEREST INC
United StatesCL A141,734150,434+8,700$4,559,583$3,894,736-$664,847
PM
PHILIP MORRIS INTL INC
United StatesCOM24,40026,900+2,500$3,957,680$4,314,760+$357,080
NFLX
NETFLIX INC
United StatesCOM3,88148,810+44,929$4,653,009$4,576,426-$76,583

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