RPM Capital Partners, LLC
Long book
$3.3M
Q1 2026
Positions
1
Top-10 weight
100%
concentration
Last quarter
+106.1%
SPY +14.8%
Turnover
50%
of book per quarter
Strategy in plain words
auto-generated from filingsRPM Capital Partners, LLC is a diversified fundamental manager, specialised in services_media (100% of the long book), running a $3.3M US long book across 1 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: STUBHUB HOLDINGS INC-CLASS A.
We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-53.9%
Q1 2026
+106.1%
Sector allocation
Services media 100%
Long book by quarter
What does RPM Capital own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| STUB STUBHUB HOLDINGS INC-CLASS A | Services media | 535.9K | $3.3M | 100.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 22, 2026 | 1 | $3.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 14, 2026 | 2 | $114.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 15, 2025 | 1 | $63.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 29, 2025 | 1 | $81.3M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 29, 2025 | 1 | $83.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 23, 2025 | 1 | $106.7M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 28, 2024 | 1 | $141.1M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 25, 2024 | 1 | $120.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 26, 2024 | 1 | $119.1M | canonical | SEC ↗ |
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