13F Insight
DOSSIER · 13F-HR · Q2 2026

RPM Capital Partners, LLC

$7M in tracked AUM across 1 positions as of Q2 2026.

RC
CIK 0001555433 · last filed Jun 30, 2026
Total AUM
$7M
as of Q2 2026
Holdings
1
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

RPM Capital Partners, LLC presents a highly concentrated investment portfolio as of the reporting period December 31, 2025. The firm manages total assets of approximately $114.06 million, distributed across just two holdings. This structure indicates an investment philosophy heavily reliant on high-conviction stock picking rather than broad diversification. The portfolio experienced significant growth during the quarter, increasing in value by 79.3% from $63.60 million in...

Key Holdings

The portfolio is dominated by SEMRUSH HLDGS INC (SEMR), which accounts for $106.81 million or 93.64% of the total assets. RPM Capital holds 8.98 million shares of the technology company. This level of concentration suggests that the firm possesses deep conviction in the fundamental outlook of SEMR, viewing it as the primary driver of future returns. The massive weight of this single position dictates the overall risk and return profile of the entire fund.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
STUB
STUBHUB HOLDINGS INC
$7M536K100.0%

Filing history

2026Q2Jun 30
$7M▲ 106.3%
1 positionsView →2026Q1Mar 31
$3M▼ 97.1%
1 positionsView →2025Q4Dec 31
$114M▲ 79.3%
2 positionsView →2025Q3Sep 30
$64M▼ 21.8%
1 positionsView →2025Q2Jun 30
$81M▼ 3.0%
1 positionsLocked2025Q1Mar 31
$84M▼ 21.5%
1 positionsLocked2024Q4Dec 31
$107M▼ 24.4%
1 positionsLocked2024Q3Sep 30
$141M▲ 17.3%
1 positionsLocked2024Q2Jun 30
$120M▲ 1.0%
1 positionsLocked2024Q1Mar 31
$119M▼ 2.9%
1 positionsLocked2023Q4Dec 31
$123M▲ 4285.8%
1 positionsLocked2018Q1Mar 31
$3M▲ 6.6%
1 positionsLocked
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