Managers / Q4 2025 · view latest →
RPM Capital Partners, LLC
CIK 0001555433 · 200 PARK AVENUE, 14TH FLOOR, NEW YORK, NY, 10166 · 212-332-5100
Summary
Rpm Capital Partners, LLC reported $114M in U.S.-listed holdings across 2 positions for Q4 2025.
The portfolio is heavily concentrated: Semrush alone accounts for 93.6% of reported value.
Compared with Q3 2025, the fund opened 1 new position and exited 0.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 100.0% · $114M
Quarter-over-Quarter Changes full breakdown →
vs Q3 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| STUBSTUBHUB HLDGS INC | NEW | +535.9K | 535.9K | +$7M | $7M |
| SEMRUSH HLDGS INC | HELD | +0 | 8.98M | +$43M | $107M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2025
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | SEMRUSH HLDGS INC | CL A COM | 93.64% | $107M | 8.98M |
| 2 | STUBSTUBHUB HLDGS INChistory → | CL A | 6.36% | $7M | 535.9K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $3M | 1 | Apr 22, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $114M | 2 | Jan 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $64M | 1 | Oct 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $81M | 1 | Jul 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $84M | 1 | Apr 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $107M | 1 | Jan 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $141M | 1 | Oct 28, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $120M | 1 | Jul 25, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $119M | 1 | Apr 26, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $123M | 1 | Jan 29, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.