Lisanti Capital Growth, LLC Top Holdings and 13F Report (2025) About Lisanti Capital Growth, LLCInvestment ActivityLisanti Capital Growth, LLC has $360.78 million in total holdings as of June 30, 2025.Lisanti Capital Growth, LLC owns shares of 106 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 48.09% of the portfolio was purchased this quarter.About 51.09% of the portfolio was sold this quarter.This quarter, Lisanti Capital Growth, LLC has purchased 108 new stocks and bought additional shares in 24 stocks.Lisanti Capital Growth, LLC sold shares of 31 stocks and completely divested from 47 stocks this quarter.Largest Holdings Credo Technology Group $9,430,754Magnite $8,876,522Lumentum $8,057,761National Vision $7,798,894Boot Barn $7,604,560 Largest New Holdings this Quarter 030111207 - American Superconductor $6,631,718 Holding859241101 - Sterling Infrastructure $6,409,679 Holding26856L103 - e.l.f. Beauty $5,599,800 Holding093712107 - Bloom Energy $5,504,710 Holding15118V207 - Celsius $5,386,343 Holding Largest Purchases this Quarter Credo Technology Group 95,785 shares (about $8.87M)American Superconductor 180,750 shares (about $6.63M)Sterling Infrastructure 27,780 shares (about $6.41M)e.l.f. Beauty 45,000 shares (about $5.60M)Bloom Energy 230,130 shares (about $5.50M) Largest Sales this Quarter Kratos Defense & Security Solutions 107,410 shares (about $4.99M)Ligand Pharmaceuticals 41,900 shares (about $4.76M)Guidewire Software 16,570 shares (about $3.90M)Corcept Therapeutics 53,100 shares (about $3.90M)John Bean Technologies 30,600 shares (about $3.68M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLisanti Capital Growth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCRDOCredo Technology Group$9,430,754$8,868,733 ▲1,578.0%101,8552.6%Computer and TechnologyMGNIMagnite$8,876,522$5,406,739 ▲155.8%368,0152.5%Computer and TechnologyLITELumentum$8,057,761$3,870,843 ▲92.5%84,7652.2%Computer and TechnologyEYENational Vision$7,798,894$522,902 ▲7.2%338,9352.2%Consumer StaplesBOOTBoot Barn$7,604,560$1,820,960 ▲31.5%50,0302.1%Retail/WholesaleSPRYARS Pharmaceuticals$7,330,309$3,947,975 ▲116.7%420,0752.0%MedicalAMSCAmerican Superconductor$6,631,718$6,631,718 ▲New Holding180,7501.8%Computer and TechnologyROADConstruction Partners$6,616,461$712,607 ▼-9.7%62,2551.8%ConstructionMODModine Manufacturing$6,429,095$5,375,145 ▲510.0%65,2701.8%Auto/Tires/TrucksSTRLSterling Infrastructure$6,409,679$6,409,679 ▲New Holding27,7801.8%ConstructionCVLTCommVault Systems$6,351,714$691,218 ▼-9.8%36,4351.8%Computer and TechnologyANIPANI Pharmaceuticals$6,209,516$669,465 ▼-9.7%95,1651.7%MedicalOLLIOllie's Bargain Outlet$5,988,083$645,063 ▼-9.7%45,4401.7%Consumer StaplesUL SOLUTIONS INC$5,958,491$2,650,283 ▼-30.8%81,7801.7%CLASS A COM SHSQTWOQ2$5,657,516$581,662 ▼-9.3%60,4501.6%Computer and TechnologyELFe.l.f. Beauty$5,599,800$5,599,800 ▲New Holding45,0001.6%Consumer StaplesBEBloom Energy$5,504,710$5,504,710 ▲New Holding230,1301.5%EnergyRBCRBC Bearings$5,423,756$559,884 ▼-9.4%14,0951.5%IndustrialsCELHCelsius$5,386,343$5,386,343 ▲New Holding116,1101.5%Consumer StaplesCRSCarpenter Technology$5,310,642$519,594 ▼-8.9%19,2151.5%Basic MaterialsWGSGeneDx$5,226,131$2,508,986 ▲92.3%56,6151.4%MedicalVSECVSE$5,127,867$553,391 ▼-9.7%39,1501.4%ConstructionKTOSKratos Defense & Security Solutions$5,115,771$4,989,195 ▼-49.4%110,1351.4%AerospaceMRCYMercury Systems$5,073,881$1,871,635 ▲58.4%94,2051.4%AerospaceGENIGenius Sports$5,026,632$541,892 ▼-9.7%483,3301.4%Computer and TechnologyADMAADMA Biologics$5,025,141$591,552 ▼-10.5%275,9551.4%MedicalDAVEDave$4,983,032$4,983,032 ▲New Holding18,5651.4%Business ServicesMPMP Materials$4,978,356$430,181 ▲9.5%149,6351.4%Basic MaterialsFROGJFrog$4,835,357$448,892 ▲10.2%110,1951.3%Computer and TechnologyTNDMTandem Diabetes Care$4,731,578$4,731,578 ▲New Holding253,8401.3%MedicalTMDXTransMedics Group$4,707,771$838,903 ▲21.7%35,1301.3%MedicalFIVEFive Below$4,525,710$4,525,710 ▲New Holding34,5001.3%Retail/WholesaleSITMSiTime$4,511,969$1,993,363 ▲79.1%21,1751.3%Computer and TechnologyKLAVIYO INC$4,446,160$743,797 ▲20.1%132,4051.2%COM SER ASLABSilicon Laboratories$4,192,392$4,192,392 ▲New Holding28,4501.2%Computer and TechnologyVRNAVerona Pharma PLC American Depositary Share$4,158,210$4,158,210 ▲New Holding43,9651.2%MedicalAITApplied Industrial Technologies$4,082,984$1,457,461 ▼-26.3%17,5651.1%IndustrialsXMTRXometry$4,061,051$2,368,848 ▲140.0%120,1851.1%IndustrialsLRNStride$4,021,037$1,954,257 ▼-32.7%27,6951.1%Consumer DiscretionaryONONON$3,978,442$3,978,442 ▲New Holding76,4351.1%Retail/WholesaleHQYHealthEquity$3,807,502$1,126,694 ▼-22.8%36,3451.1%MedicalALGMAllegro MicroSystems$3,760,045$1,057,155 ▲39.1%109,9751.0%Computer and TechnologyPIImpinj$3,735,839$3,735,839 ▲New Holding33,6351.0%Computer and TechnologyMTZMasTec$3,711,113$662,973 ▲21.8%21,7751.0%ConstructionLEUCentrus Energy$3,503,318$3,503,318 ▲New Holding19,1251.0%Basic MaterialsBROSDutch Bros$3,409,612$2,570,370 ▲306.3%49,8700.9%Retail/WholesaleCORTCorcept Therapeutics$3,402,824$3,897,540 ▼-53.4%46,3600.9%MedicalVCELVericel$3,401,234$1,741,146 ▲104.9%79,9350.9%MedicalFOURShift4 Payments$3,354,874$3,354,874 ▲New Holding33,8500.9%Business ServicesCROXCrocs$3,138,161$3,138,161 ▲New Holding30,9850.9%Consumer DiscretionarySKWDSkyward Specialty Insurance Group$3,131,640$1,882,509 ▼-37.5%54,1900.9%FinanceHINGE HEALTH INC$3,089,475$3,089,475 ▲New Holding59,7000.9%CL ATARSTarsus Pharmaceuticals$3,059,518$216,526 ▲7.6%75,5250.8%MedicalPIPRPiper Sandler Companies$3,004,531$1,803,830 ▼-37.5%10,8100.8%FinanceLNTHLantheus$2,975,611$1,745,255 ▼-37.0%36,3500.8%MedicalAVAVAeroVironment$2,939,259$2,939,259 ▲New Holding10,3150.8%AerospaceCOHRCoherent$2,912,707$2,912,707 ▲New Holding32,6500.8%Business ServicesITRIItron$2,824,780$2,824,780 ▲New Holding21,4600.8%Computer and TechnologyDYDycom Industries$2,795,822$2,795,822 ▲New Holding11,4400.8%ConstructionGTLSChart Industries$2,611,349$2,611,349 ▲New Holding15,8600.7%IndustrialsEXTRExtreme Networks$2,587,582$1,534,994 ▼-37.2%144,1550.7%Computer and TechnologyCHEFChefs' Warehouse$2,550,486$2,583,029 ▼-50.3%39,9700.7%Consumer StaplesPRCTPROCEPT BioRobotics$2,532,384$2,532,384 ▲New Holding43,9650.7%MedicalPARPAR Technology$2,520,212$883,080 ▼-25.9%36,3300.7%Business ServicesFLRFluor$2,515,563$2,515,563 ▲New Holding49,0650.7%ConstructionPEGAPegasystems$2,351,678$2,351,678 ▲New Holding43,4450.7%Computer and TechnologyZETA GLOBAL HOLDINGS CORP$2,309,249$1,358,163 ▲142.8%149,0800.6%CL ALOPEGrand Canyon Education$2,298,240$841,050 ▲57.7%12,1600.6%Consumer DiscretionaryASTERA LABS INC$2,186,356$2,186,356 ▲New Holding24,1800.6%COMJBTJohn Bean Technologies$2,124,393$3,679,956 ▼-63.4%17,6650.6%IndustrialsSEZZLE INC$2,081,989$2,081,989 ▲New Holding11,6150.6%COMKARMAN HLDGS INC$1,996,163$1,996,163 ▲New Holding39,6300.6%COMMON STOCKCALXCalix$1,980,796$1,980,796 ▲New Holding37,2400.5%Computer and TechnologySIBNSiBone$1,929,897$1,241,744 ▼-39.2%102,5450.5%MedicalSLNOSoleno Therapeutics$1,917,305$207,774 ▼-9.8%22,8850.5%MedicalVIKING HOLDINGS LTD$1,775,6230.0%33,3200.5%ORD SHSAPLDApplied Digital$1,735,716$1,735,716 ▲New Holding172,3650.5%FinanceLMBLimbach$1,705,017$1,705,017 ▲New Holding12,1700.5%ConstructionREVGREV Group$1,693,966$247,468 ▼-12.7%35,5950.5%TransportationEXASExact Sciences$1,650,528$1,650,528 ▲New Holding31,0600.5%MedicalLASRnLight$1,600,574$1,600,574 ▲New Holding81,3300.4%Computer and TechnologyTTMITTM Technologies$1,552,589$1,552,589 ▲New Holding38,0350.4%Computer and TechnologyHURNHuron Consulting Group$1,545,950$2,889,716 ▼-65.1%11,2400.4%Business ServicesWSCWillScot$1,533,852$1,533,852 ▲New Holding55,9800.4%FinanceCFLTConfluent$1,491,936$1,491,936 ▲New Holding59,8450.4%Computer and TechnologyCWCurtiss-Wright$1,429,0090.0%2,9250.4%AerospaceWRBYWarby Parker$1,369,748$1,369,748 ▲New Holding62,4600.4%Consumer StaplesUECUranium Energy$1,344,666$1,344,666 ▲New Holding197,7450.4%Basic MaterialsNVTSNavitas Semiconductor$1,244,140$1,244,140 ▲New Holding189,9450.3%Computer and TechnologyLGNDLigand Pharmaceuticals$1,213,534$4,763,192 ▼-79.7%10,6750.3%MedicalCIENCiena$1,176,4380.0%14,4650.3%Computer and TechnologyVKTXViking Therapeutics$1,135,128$1,135,128 ▲New Holding42,8350.3%MedicalLENZ THERAPEUTICS INC$1,060,582$308,341 ▲41.0%36,1850.3%COMJBLJabil$1,028,342$281,349 ▲37.7%4,7150.3%Computer and TechnologyPENPenumbra$1,027,8030.0%4,0050.3%MedicalLOAR HOLDINGS INC$1,024,992$1,024,992 ▲New Holding11,8950.3%COM SHSCYBRCyberArk Software$935,824$994,822 ▼-51.5%2,3000.3%Computer and TechnologyNAMSNewAmsterdam Pharma$889,3820.0%49,1100.2%MedicalFCFSFirstCash$877,059$661,511 ▼-43.0%6,4900.2%Business ServicesGWREGuidewire Software$855,861$3,901,408 ▼-82.0%3,6350.2%Computer and TechnologyShowing largest 100 holdings. 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