Rip Road Capital Partners Lp Top Holdings and 13F Report (2023) About Rip Road Capital Partners LpInvestment ActivityRip Road Capital Partners Lp has $118.21 million in total holdings as of June 30, 2023.Rip Road Capital Partners Lp owns shares of 20 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 11.79% of the portfolio was purchased this quarter.About 9.72% of the portfolio was sold this quarter.This quarter, Rip Road Capital Partners Lp has purchased 16 new stocks and bought additional shares in 6 stocks.Rip Road Capital Partners Lp sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings Take-Two Interactive Software $11,990,419GoodRx $11,199,883Netflix $9,758,171Alphabet $9,559,650Apple $9,190,414 Largest New Holdings this Quarter Unity Software $2,247,000 HoldingAGRIFY CORP $1,953,433 HoldingSunOpta $1,231,230 HoldingAlign Technology $1,084,252 Holding Largest Purchases this Quarter Casey's General Stores 5,800 shares (about $2.30M)Unity Software 100,000 shares (about $2.25M)AGRIFY CORP 67,383 shares (about $1.95M)Grocery Outlet 115,600 shares (about $1.80M)Alphabet 7,100 shares (about $1.34M) Largest Sales this Quarter Take-Two Interactive Software 22,583 shares (about $4.16M)NIKE 32,854 shares (about $2.49M)Tesla 5,364 shares (about $2.17M)FLUTTER ENTMT PLC 5,417 shares (about $1.40M)Peloton Interactive 87,267 shares (about $759.22K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRip Road Capital Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTTWOTake-Two Interactive Software$11,990,419$4,157,079 ▼-25.7%65,13710.1%Consumer DiscretionaryGDRXGoodRx$11,199,8830.0%2,408,5779.5%MedicalNFLXNetflix$9,758,171$1,247,848 ▲14.7%10,9488.3%Consumer DiscretionaryGOOGLAlphabet$9,559,650$1,344,030 ▲16.4%50,5008.1%Computer and TechnologyAAPLApple$9,190,4140.0%36,7007.8%Computer and TechnologyGOGrocery Outlet$8,251,446$1,804,516 ▲28.0%528,6007.0%Consumer StaplesPRGPROG$7,026,824$305,624 ▼-4.2%166,2765.9%FinanceTSLATesla$6,435,594$2,166,198 ▼-25.2%15,9365.4%Auto/Tires/TrucksFLUTTER ENTMT PLC$6,060,911$1,400,024 ▼-18.8%23,4515.1%SHSPINSPinterest$5,870,586$2,059 ▼0.0%202,4345.0%Computer and TechnologyCASYCasey's General Stores$5,811,109$2,298,134 ▲65.4%14,6664.9%Retail/WholesaleMAPLEBEAR INC$5,583,126$567,454 ▲11.3%134,7934.7%COMCHWYChewy$5,297,917$159,948 ▲3.1%158,1944.5%Retail/WholesaleWK KELLOGG CO$4,305,385$208,630 ▼-4.6%239,3213.6%COM SHSPTONPeloton Interactive$3,040,067$759,223 ▼-20.0%349,4332.6%Consumer DiscretionaryNKENIKE$2,311,189$2,486,062 ▼-51.8%30,5432.0%Consumer DiscretionaryUUnity Software$2,247,000$2,247,000 ▲New Holding100,0001.9%Computer and TechnologyAGRIFY CORP$1,953,433$1,953,433 ▲New Holding67,3831.7%COM NEWSTKLSunOpta$1,231,230$1,231,230 ▲New Holding159,9001.0%Consumer StaplesALGNAlign Technology$1,084,252$1,084,252 ▲New Holding5,2000.9%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
