RPM Capital Partners, LLC
CIK
1555433
Location
New York, NY
Portfolio Value
Micro
$3,343,704
Diversification
Highly concentrated
Filing Date
Global Rank
#8,425
/ 8,603
▼ 2838
· as of Mar 2026
Top Industry
Internet Content & Information
100.0%
3Y Alpha vs SPY
-2.6%
Period ended 3 months ago
Filed Apr 22, 2026 · 3mo
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+44.0%
SPY
+53.6%
Annualised alpha
-3.2%
Max drawdown
−63.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
1 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
100.0%
+6.4 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated+1,190
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Communication Services | 100.0% | $3,343,704 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SEMR | SEMrush Holdings, Inc. | 8,983,521 | $106,814,064 | |
| No positions match the current search. | ||||
1 positions ·
$3,343,704 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| STUB |
StubHub Holdings, Inc.
Communication Services
|
Held | 535,850 | $3,343,704 | 100.00% |