Rip Road Capital Partners LP
Annual return '25
+106.7%
SPY '25
+17.7%
Alpha
+89.0ptsvs SPY
Invested
$62.5M
Holdings
14
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$META
META PLATFORMS INC
Q1 2026: Increased +100.6% (46.2k → 92.6k shares)
10.7%
02
$TTWO
TAKE-TWO INTERACTIVE SOFTWAR
Held since at least Q1 2024
10.6%
03
$GOOGL
ALPHABET INC
Q1 2026: Increased +100.4% (80.0k → 160.3k shares)
10.6%
04
$AMZN
AMAZON COM INC
Q1 2026: Increased +99.6% (65.9k → 131.6k shares)
9.8%
05
$CHWY
CHEWY INC
Held since at least Q1 2024
7.7%
06
$NFLX
NETFLIX INC
Q1 2026: Increased +113.5% (6.1k → 13.0k shares)
7.3%
07
$PM
PHILIP MORRIS INTL INC
Q1 2026: Increased +98.9% (5.9k → 11.8k shares)
6.9%
08
$CASY
CASEYS GEN STORES INC
Held since at least Q1 2024
6.6%
09
$ODD
ODDITY TECH LTD
Held since at least Q1 2024
6.4%
10
$PINS
PINTEREST INC
Held since at least Q1 2024
6.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:11 UTC.