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Rip Road Capital Partners LP

CIK:0001802893
Hedge Fund
$199M AUM
19 holdings
Boston, MA, US
Founded:2018
5 employees
Latest filing:Jun 30, 2025

RIP Road Capital Partners LP is a Boston-based hedge fund and registered investment adviser founded in Delaware. The fund manages approximately $199 million as of March 2024, primarily serving pooled investment vehicles such as master funds, and reports a team of 5 employees. The firm specializes in portfolio management for institutional clients and pooled funds, with its regulatory filings indicating focus on equity strategies and discretionary trading. Leadership includes Dennis Goldstein and Craig Foscaldo, with no direct exposure to retail or high net worth individual clients.

Investment Strategy

RIP Road Capital Partners LP manages a master fund that invests primarily in publicly traded equities across various sectors, with a focus on discretionary portfolio management for pooled investment vehicles. The firm’s Form 13F filings disclose significant positions in technology, consumer, healthcare, and media companies, indicating an opportunistic strategy to generate returns from equity and equity-linked securities. Its approach emphasizes diversified holdings and risk-controlled exposure, likely driven by fundamental analysis and active trading tailored to institutional and fund investors.

Latest 13F Filing Activity

Rip Road Capital Partners LP filed their most recent 13F report on Jun 30, 2025 disclosing 18 equity positions with a total 13F market value of $99M. The fund increased holdings in Amazon Com Inc., Primo Brands Corporation, Shopify Inc. among other positions. Rip Road Capital Partners LP reduced exposure to Apple Inc., Sunopta Inc., Nike Inc. among others.

Top Buys
A
AMZNAMAZON COM INC
+$6.3M
P
PRMBPRIMO BRANDS CORPORATION
+$5.2M
S
SHOPSHOPIFY INC
+$3.4M
P
PMPHILIP MORRIS INTL INC
+$2.6M
C
CHYMCHIME FINL INC
+$2.2M
Top Sells
A
AAPLAPPLE INC
-$4.8M
S
STKLSUNOPTA INC
-$2.4M
N
NKENIKE INC
-$2.4M
U
UUNITY SOFTWARE INC
-$2.4M
P
PTONPELOTON INTERACTIVE INC
-$1.6M

Top Holdings

T
TTWOTAKE-TWO INTERACTIVE SOFTWAR
+9.6%$9.5M
G
GOGROCERY OUTLET HLDG CORP
+9.6%$9.4M
G
GDRXGOODRX HLDGS INC
+8.1%$8.0M
C
CHWYCHEWY INC
+6.9%$6.8M
G
GOOGLALPHABET INC
+6.6%$6.5M

Equity Positions (18)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
TAKE-TWO INTERACTIVE SOFTWAR9.62%$9.5M39,074$127.35$242.85-$1.2M
GROCERY OUTLET HLDG CORP9.56%$9.4M759,800$17.47$12.42-$459.7K
GOODRX HLDGS INC8.13%$8.0M1,610,768$6.15$4.98-$459.1K
CHEWY INC6.87%$6.8M159,038$24.53$42.62+$653.5K
ALPHABET INC6.61%$6.5M36,987$183.23$176.23-$147.2K

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+17.3%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+12.1%
RETAIL-GROCERY STORES
+11.7%
SERVICES-PREPACKAGED SOFTWARE
+9.4%
SERVICES-COMPUTER PROCESSING & DATA PREPARATION
+7.3%