§ 13F · FUND PROFILE
Rip Road Capital Partners LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $92.9T (13F)Positions · 17Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | 10K | $6.7T | 10.7% | NEW |
| 2 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 26K | $6.7T | 10.6% | −23% |
| 3 | GOOGL | ALPHABET INC | 21K | $6.6T | 10.6% | −34% |
| 4 | AMZN | AMAZON COM INC | 27K | $6.2T | 9.8% | +9% |
| 5 | CHWY | CHEWY INC | 147K | $4.8T | 7.7% | ±0% |
| 6 | NFLX | NETFLIX INC | 49K | $4.6T | 7.3% | — |
| 7 | PM | PHILIP MORRIS INTL INC | 27K | $4.3T | 6.9% | +10% |
| 8 | CASY | CASEYS GEN STORES INC | 7K | $4.1T | 6.6% | −19% |
| 9 | ODD | ODDITY TECH LTD | 100K | $4.0T | 6.4% | +17% |
| 10 | PINS | PINTEREST INC | 150K | $3.9T | 6.2% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RIP SIGNAL
AC read
Rip Road Capital Partners LP is a Other fund managing $92943.7 trillion in assets. The fund runs a focused portfolio of just 17 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed