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Lisanti Capital Growth, LLC Top Holdings and 13F Report (2026)

About Lisanti Capital Growth, LLC

Investment Activity

  • Lisanti Capital Growth, LLC has $454.58 million in total holdings as of June 30, 2026.
  • Lisanti Capital Growth, LLC owns shares of 109 different stocks, but just 64 companies or ETFs make up 80% of its holdings.
  • Approximately 48.12% of the portfolio was purchased this quarter.
  • About 60.07% of the portfolio was sold this quarter.
  • This quarter, Lisanti Capital Growth, LLC has purchased 103 new stocks and bought additional shares in 19 stocks.
  • Lisanti Capital Growth, LLC sold shares of 36 stocks and completely divested from 44 stocks this quarter.

Largest Holdings

HINGE HEALTH INC
$11,549,450
BRIGHTSPRING HEALTH SVCS INC
$10,783,199
Xometry
$9,736,938
SOLARIS ENERGY INFRAS INC
$9,232,383

Largest New Holdings this Quarter

98423F109 - Xometry
$9,736,938 Holding
218352102 - Corcept Therapeutics
$7,965,490 Holding
01749D105 - Allegro MicroSystems
$7,509,561 Holding
204166102 - CommVault Systems
$7,035,477 Holding
00650F109 - Adaptive Biotechnologies
$6,974,575 Holding

Largest Purchases this Quarter

Xometry
100,880 shares (about $9.74M)
Corcept Therapeutics
91,610 shares (about $7.97M)
Allegro MicroSystems
107,865 shares (about $7.51M)
CommVault Systems
49,640 shares (about $7.04M)
Adaptive Biotechnologies
325,155 shares (about $6.97M)

Largest Sales this Quarter

Sterling Infrastructure
15,251 shares (about $12.80M)
MKS
18,346 shares (about $8.16M)
SiTime
8,729 shares (about $6.51M)
Knight-Swift Transportation
83,145 shares (about $6.47M)
Planet Labs PBC
190,140 shares (about $6.30M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLisanti Capital Growth, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
HINGE HEALTH INC
$11,549,450$6,635,850 â–²135.1%139,1502.5%CL A
BRIGHTSPRING HEALTH SVCS INC
$10,783,199$2,429,393 â–¼-18.4%154,6202.4%COM
Xometry, Inc. stock logo
XMTR
Xometry
$9,736,938$9,736,938 â–²New Holding100,8802.1%Industrials
SOLARIS ENERGY INFRAS INC
$9,232,383$206,782 â–¼-2.2%114,7452.0%COM CL A
Corcept Therapeutics Incorporated stock logo
CORT
Corcept Therapeutics
$7,965,490$7,965,490 â–²New Holding91,6101.8%Healthcare
DIGITALOCEAN HLDGS INC
$7,918,238$2,952,164 â–¼-27.2%50,4251.7%COM
Allegro MicroSystems, Inc. stock logo
ALGM
Allegro MicroSystems
$7,509,561$7,509,561 â–²New Holding107,8651.7%Technology
Mirum Pharmaceuticals, Inc. stock logo
MIRM
Mirum Pharmaceuticals
$7,409,946$2,843,630 â–²62.3%63,2951.6%Healthcare
JFrog Ltd. stock logo
FROG
JFrog
$7,329,926$3,512,966 â–¼-32.4%80,6551.6%Technology
Carpenter Technology Corporation stock logo
CRS
Carpenter Technology
$7,195,439$5,742,781 â–¼-44.4%11,6651.6%Industrials
Dycom Industries, Inc. stock logo
DY
Dycom Industries
$7,164,210$1,433,348 â–¼-16.7%14,1701.6%Industrials
Krystal Biotech, Inc. stock logo
KRYS
Krystal Biotech
$7,080,314$198,843 â–²2.9%19,0501.6%Healthcare
CommVault Systems, Inc. stock logo
CVLT
CommVault Systems
$7,035,477$7,035,477 â–²New Holding49,6401.5%Technology
Adaptive Biotechnologies Corporation stock logo
ADPT
Adaptive Biotechnologies
$6,974,575$6,974,575 â–²New Holding325,1551.5%Healthcare
ZETA GLOBAL HOLDINGS CORP
$6,915,847$3,945,446 â–²132.8%351,4151.5%CL A
RBC Bearings Incorporated stock logo
RBC
RBC Bearings
$6,782,596$1,426,593 â–¼-17.4%10,5311.5%Industrials
Travere Therapeutics, Inc. stock logo
TVTX
Travere Therapeutics
$6,760,674$4,023,284 â–²147.0%119,0051.5%Healthcare
Enova International, Inc. stock logo
ENVA
Enova International
$6,657,388$436,925 â–²7.0%27,6551.5%Finance
FormFactor, Inc. stock logo
FORM
FormFactor
$6,625,900$1,939,151 â–²41.4%41,4301.5%Technology
Ultra Clean Holdings, Inc. stock logo
UCTT
Ultra Clean
$6,599,778$1,932,094 â–¼-22.6%46,2851.5%Technology
PALVELLA THERAPEUTICS INC NE
$6,567,440$233,815 â–²3.7%42,9751.4%COM
Silicon Motion Technology Corporation stock logo
SIMO
Silicon Motion Technology
$6,533,268$1,894,981 â–¼-22.5%19,6001.4%Technology
Modine Manufacturing Company stock logo
MOD
Modine Manufacturing
$6,401,805$3,548,696 â–¼-35.7%23,9751.4%Industrials
Crocs, Inc. stock logo
CROX
Crocs
$6,374,618$6,374,618 â–²New Holding52,8401.4%Consumer Discretionary
GUARDIAN PHARMACY SVCS INC
$6,365,287$1,512,554 â–¼-19.2%152,0251.4%CL A
CECO Environmental Corp. stock logo
CECO
CECO Environmental
$6,104,534$3,304,297 â–²118.0%67,2751.3%Industrials
Extreme Networks, Inc. stock logo
EXTR
Extreme Networks
$5,926,785$5,926,785 â–²New Holding183,0951.3%Technology
Ligand Pharmaceuticals Incorporated stock logo
LGND
Ligand Pharmaceuticals
$5,925,739$6,279,128 â–¼-51.4%18,7471.3%Healthcare
KINIKSA PHARMACEUTICALS INTL
$5,583,155$3,596,548 â–²181.0%87,3051.2%ORD SHS CL A
HEARTFLOW INC
$5,565,065$1,932,626 â–²53.2%189,6751.2%COM
Lattice Semiconductor Corporation stock logo
LSCC
Lattice Semiconductor
$5,562,390$3,555,555 â–¼-39.0%36,3651.2%Technology
Magnite, Inc. stock logo
MGNI
Magnite
$5,485,789$387,382 â–¼-6.6%289,0301.2%Communication Services
Semtech Corporation stock logo
SMTC
Semtech
$5,443,016$460,463 â–²9.2%33,6301.2%Technology
Vericel Corporation stock logo
VCEL
Vericel
$5,355,706$5,355,706 â–²New Holding120,3801.2%Healthcare
Lindblad Expeditions stock logo
LIND
Lindblad Expeditions
$5,279,186$5,279,186 â–²New Holding186,9401.2%Consumer Discretionary
Axsome Therapeutics, Inc. stock logo
AXSM
Axsome Therapeutics
$5,097,335$305,962 â–¼-5.7%20,8251.1%Healthcare
Mercury Systems Inc stock logo
MRCY
Mercury Systems
$5,070,579$1,482,028 â–¼-22.6%41,4501.1%Industrials
VSE Corporation stock logo
VSEC
VSE
$4,970,789$1,694,328 â–¼-25.4%21,7541.1%Industrials
EQUIPMENTSHARE COM INC
$4,885,510$4,885,510 â–²New Holding248,5001.1%COM CL A
Dave Inc. stock logo
DAVE
Dave
$4,866,025$4,866,025 â–²New Holding13,0601.1%Finance
Graham Corporation stock logo
GHM
Graham
$4,828,429$4,828,429 â–²New Holding39,0051.1%Industrials
OneSpaWorld Holdings Limited stock logo
OSW
OneSpaWorld
$4,805,883$4,805,883 â–²New Holding170,1801.1%Consumer Discretionary
Argan, Inc. stock logo
AGX
Argan
$4,795,293$3,513,620 â–¼-42.3%6,0051.1%Industrials
nLight stock logo
LASR
nLight
$4,673,451$2,118,536 â–¼-31.2%67,1281.0%Technology
CLEAR Secure, Inc. stock logo
YOU
CLEAR Secure
$4,559,550$2,700,397 â–²145.2%81,8151.0%Technology
Applied Digital Corporation stock logo
APLD
Applied Digital
$4,545,565$4,545,565 â–²New Holding121,8651.0%Technology
Acadia Healthcare Company, Inc. stock logo
ACHC
Acadia Healthcare
$4,501,701$4,501,701 â–²New Holding152,4451.0%Healthcare
REMITLY GLOBAL INC
$4,349,109$4,349,109 â–²New Holding194,0701.0%COM
AxoGen, Inc. stock logo
AXGN
AxoGen
$4,183,197$543,194 â–¼-11.5%90,5650.9%Healthcare
Five9, Inc. stock logo
FIVN
Five9
$4,129,258$4,129,258 â–²New Holding193,6800.9%Technology
StoneX Group Inc. stock logo
SNEX
StoneX Group
$4,109,580$4,109,580 â–²New Holding34,6800.9%Finance
Knight-Swift Transportation Holdings Inc. stock logo
KNX
Knight-Swift Transportation
$4,016,924$6,474,501 â–¼-61.7%51,5850.9%Industrials
Construction Partners, Inc. stock logo
ROAD
Construction Partners
$3,996,373$2,333,237 â–¼-36.9%33,6480.9%Industrials
Agilysys, Inc. stock logo
AGYS
Agilysys
$3,880,085$3,880,085 â–²New Holding37,1300.9%Technology
SERVICETITAN INC
$3,858,998$3,858,998 â–²New Holding54,5750.8%SHS CL A
BIRKENSTOCK HOLDING PLC
$3,748,774$3,748,774 â–²New Holding87,1200.8%COM SHS
Veracyte, Inc. stock logo
VCYT
Veracyte
$3,723,482$3,723,482 â–²New Holding63,4000.8%Healthcare
Powell Industries, Inc. stock logo
POWL
Powell Industries
$3,646,795$2,100,451 â–²135.8%12,7350.8%Industrials
YETI Holdings, Inc. stock logo
YETI
YETI
$3,547,009$3,547,009 â–²New Holding71,5700.8%Consumer Discretionary
ESCO Technologies Inc. stock logo
ESE
ESCO Technologies
$3,545,905$1,907,718 â–²116.5%10,1300.8%Industrials
Terex Corporation stock logo
TEX
Terex
$3,475,806$3,475,806 â–²New Holding48,0150.8%Industrials
Healthcare Services Group, Inc. stock logo
HCSG
Healthcare Services Group
$3,237,008$57,102 â–²1.8%131,8000.7%Industrials
BOBS DISC FURNITURE INC
$3,180,057$3,180,057 â–²New Holding201,0150.7%COM SHS
Allient Inc. stock logo
ALNT
Allient
$3,179,508$1,101,351 â–¼-25.7%30,8900.7%Industrials
CARDINAL INFRASTRUCTURE GROU
$3,173,598$3,173,598 â–²New Holding33,6900.7%CL A
Viavi Solutions Inc. stock logo
VIAV
Viavi Solutions
$3,116,881$873,586 â–²38.9%65,2750.7%Technology
OUSTER INC
$3,115,372$3,115,372 â–²New Holding49,8300.7%COM NEW
ASTERA LABS INC
$3,064,762$3,064,762 â–²New Holding6,3450.7%COM
FIREFLY AEROSPACE INC
$3,059,364$1,032,087 â–²50.9%104,0600.7%COM
Power Integrations, Inc. stock logo
POWI
Power Integrations
$2,914,010$2,914,010 â–²New Holding34,7900.6%Technology
Boot Barn Holdings, Inc. stock logo
BOOT
Boot Barn
$2,872,261$80,328 â–¼-2.7%17,4850.6%Consumer Discretionary
SEZZLE INC
$2,796,711$2,796,711 â–²New Holding16,2950.6%COM
NAVAN INC
$2,746,115$2,746,115 â–²New Holding120,0750.6%CL A
MAXLINEAR INC
$2,741,122$2,741,122 â–²New Holding21,4100.6%COM
D-WAVE QUANTUM INC
$2,709,790$2,709,790 â–²New Holding112,9550.6%COM
Herc Holdings Inc. stock logo
HRI
Herc
$2,645,340$2,645,340 â–²New Holding18,4550.6%Industrials
Macy's, Inc. stock logo
M
Macy's
$2,637,836$2,637,836 â–²New Holding112,0100.6%Consumer Discretionary
UL SOLUTIONS INC
$2,557,7050.0%25,1100.6%CLASS A COM SHS
Applied Optoelectronics, Inc. stock logo
AAOI
Applied Optoelectronics
$2,492,051$2,492,051 â–²New Holding16,8200.5%Technology
VIKING HOLDINGS LTD
$2,458,6980.0%23,4900.5%ORD SHS
SiTime Corporation stock logo
SITM
SiTime
$2,389,520$6,507,994 â–¼-73.1%3,2050.5%Technology
Harmonic Inc. stock logo
HLIT
Harmonic
$2,326,780$2,326,780 â–²New Holding142,4850.5%Technology
WillScot Holdings Corporation stock logo
WSC
WillScot
$2,130,157$2,130,157 â–²New Holding73,8100.5%Industrials
MKS Inc. stock logo
MKSI
MKS
$2,130,147$8,160,300 â–¼-79.3%4,7890.5%Technology
Sterling Infrastructure, Inc. stock logo
STRL
Sterling Infrastructure
$2,090,006$12,801,077 â–¼-86.0%2,4900.5%Industrials
Universal Technical Institute Inc stock logo
UTI
Universal Technical Institute
$1,998,001$1,515,128 â–¼-43.1%46,7150.4%Consumer Discretionary
Onto Innovation Inc. stock logo
ONTO
Onto Innovation
$1,926,311$5,659,721 â–¼-74.6%5,0900.4%Technology
Curtiss-Wright Corporation stock logo
CW
Curtiss-Wright
$1,856,512$257,638 â–¼-12.2%2,4500.4%Industrials
Clean Harbors, Inc. stock logo
CLH
Clean Harbors
$1,716,319$610,944 â–²55.3%5,7450.4%Industrials
Cognex Corporation stock logo
CGNX
Cognex
$1,671,816$1,671,816 â–²New Holding23,0850.4%Technology
ONCE UPON A FARM PBC
$1,664,819$1,664,819 â–²New Holding81,2900.4%COM
ROCKET LAB CORP
$1,646,222$1,701,113 â–¼-50.8%16,1950.4%COM
Digi International Inc. stock logo
DGII
Digi International
$1,614,423$1,614,423 â–²New Holding21,5400.4%Technology
ADTRAN Holdings, Inc. stock logo
ADTN
ADTRAN
$1,607,188$3,076,627 â–¼-65.7%115,6250.4%Technology
Guardant Health, Inc. stock logo
GH
Guardant Health
$1,591,818$1,591,818 â–²New Holding10,6100.4%Healthcare
Amprius Technologies, Inc. stock logo
AMPX
Amprius Technologies
$1,576,021$3,307,898 â–¼-67.7%113,7100.3%Industrials
Burlington Stores, Inc. stock logo
BURL
Burlington Stores
$1,564,992$1,564,992 â–²New Holding4,9400.3%Consumer Discretionary
USA RARE EARTH INC
$1,548,365$1,548,365 â–²New Holding71,7500.3%COM
MACOM Technology Solutions Holdings, Inc. stock logo
MTSI
MACOM Technology Solutions
$1,405,467$2,253,692 â–¼-61.6%3,6950.3%Technology
Applied Industrial Technologies, Inc. stock logo
AIT
Applied Industrial Technologies
$1,377,9610.0%4,0750.3%Industrials

Showing largest 100 holdings. View all holdings.
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