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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 $372.86 million in total holdings as of September 30, 2026.
  • Lisanti Capital Growth, LLC owns shares of 95 different stocks, but just 57 companies or ETFs make up 80% of its holdings.
  • Approximately 53.81% of the portfolio was purchased this quarter.
  • About 76.28% of the portfolio was sold this quarter.
  • This quarter, Lisanti Capital Growth, LLC has purchased 109 new stocks and bought additional shares in 13 stocks.
  • Lisanti Capital Growth, LLC sold shares of 29 stocks and completely divested from 66 stocks this quarter.

Largest Holdings

HINGE HEALTH INC
$9,885,418
KINIKSA PHARMACEUTICALS INTL
$9,643,343
Magnite
$9,118,481
CareDx
$8,463,000

Largest New Holdings this Quarter

14167L103 - CareDx
$8,463,000 Holding
377322102 - Glaukos
$7,240,779 Holding
26856L103 - e.l.f. Beauty
$6,461,070 Holding
09061G101 - BioMarin Pharmaceutical
$6,175,500 Holding
90184D100 - Twist Bioscience
$5,583,670 Holding

Largest Purchases this Quarter

CareDx
130,200 shares (about $8.46M)
Glaukos
44,100 shares (about $7.24M)
e.l.f. Beauty
63,990 shares (about $6.46M)
BioMarin Pharmaceutical
102,925 shares (about $6.18M)
Twist Bioscience
28,895 shares (about $5.58M)

Largest Sales this Quarter

Lindblad Expeditions
137,115 shares (about $4.31M)
Xometry
39,925 shares (about $4.11M)
HINGE HEALTH INC
37,490 shares (about $3.65M)
ZETA GLOBAL HOLDINGS CORP
106,890 shares (about $3.37M)
SOLARIS ENERGY INFRAS INC
46,730 shares (about $3.33M)

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
Corcept Therapeutics Incorporated stock logo
CORT
Corcept Therapeutics
$10,295,801$260,420 ▼-2.5%89,3502.8%Healthcare
HINGE HEALTH INC
$9,885,418$3,645,527 ▼-26.9%101,6602.7%CL A
KINIKSA PHARMACEUTICALS INTL
$9,643,343$3,129,517 ▲48.0%129,2502.6%ORD SHS CL A
Magnite, Inc. stock logo
MGNI
Magnite
$9,118,481$1,817,583 ▲24.9%360,9852.4%Communication Services
CareDx, Inc. stock logo
CDNA
CareDx
$8,463,000$8,463,000 ▲New Holding130,2002.3%Healthcare
HEARTFLOW INC
$7,725,926$1,710,405 ▼-18.1%155,2952.1%COM
ZETA GLOBAL HOLDINGS CORP
$7,719,654$3,374,517 ▼-30.4%244,5252.1%CL A
Glaukos Corporation stock logo
GKOS
Glaukos
$7,240,779$7,240,779 ▲New Holding44,1001.9%Healthcare
Five9, Inc. stock logo
FIVN
Five9
$6,839,751$252,694 ▲3.8%201,1101.8%Technology
e.l.f. Beauty stock logo
ELF
e.l.f. Beauty
$6,461,070$6,461,070 ▲New Holding63,9901.7%Consumer Staples
Xometry, Inc. stock logo
XMTR
Xometry
$6,269,222$4,106,286 ▼-39.6%60,9551.7%Industrials
BioMarin Pharmaceutical Inc. stock logo
BMRN
BioMarin Pharmaceutical
$6,175,500$6,175,500 ▲New Holding102,9251.7%Healthcare
Allient Inc. stock logo
ALNT
Allient
$6,156,972$2,709,648 ▲78.6%55,1701.7%Industrials
Adaptive Biotechnologies Corporation stock logo
ADPT
Adaptive Biotechnologies
$6,115,818$3,281,162 ▼-34.9%211,6201.6%Healthcare
GUARDIAN PHARMACY SVCS INC
$6,012,399$187,180 ▼-3.0%147,4351.6%CL A
DIGITALOCEAN HLDGS INC
$5,794,462$931,729 ▼-13.9%43,4401.6%COM
PALVELLA THERAPEUTICS INC NE
$5,791,681$135,861 ▼-2.3%41,9901.6%COM
Ligand Pharmaceuticals Incorporated stock logo
LGND
Ligand Pharmaceuticals
$5,727,929$128,072 ▼-2.2%18,3371.5%Healthcare
Impinj, Inc. stock logo
PI
Impinj
$5,637,774$4,634,646 ▲462.0%31,4451.5%Technology
Twist Bioscience Corporation stock logo
TWST
Twist Bioscience
$5,583,670$5,583,670 ▲New Holding28,8951.5%Healthcare
Travere Therapeutics, Inc. stock logo
TVTX
Travere Therapeutics
$5,253,862$1,753,152 ▼-25.0%89,2301.4%Healthcare
The Chefs' Warehouse, Inc. stock logo
CHEF
Chefs' Warehouse
$5,158,698$5,158,698 ▲New Holding45,9901.4%Consumer Staples
FormFactor, Inc. stock logo
FORM
FormFactor
$5,130,292$1,055,622 ▼-17.1%34,3601.4%Technology
RBC Bearings Incorporated stock logo
RBC
RBC Bearings
$5,117,607$139,784 ▼-2.7%10,2511.4%Industrials
Digi International Inc. stock logo
DGII
Digi International
$5,062,434$3,420,440 ▲208.3%66,4101.4%Technology
Q2 Holdings, Inc. stock logo
QTWO
Q2
$4,979,344$4,979,344 ▲New Holding89,8151.3%Technology
Semtech Corporation stock logo
SMTC
Semtech
$4,854,687$1,143,224 ▼-19.1%27,2201.3%Technology
SOLARIS ENERGY INFRAS INC
$4,841,308$3,326,242 ▼-40.7%68,0151.3%COM CL A
NETSKOPE INC
$4,739,669$4,739,669 ▲New Holding271,7701.3%CL A
AxoGen, Inc. stock logo
AXGN
AxoGen
$4,628,806$832,322 ▲21.9%110,4201.2%Healthcare
JFrog Ltd. stock logo
FROG
JFrog
$4,550,206$3,276,556 ▼-41.9%46,8901.2%Technology
AXT Inc stock logo
AXTI
AXT
$4,541,258$4,541,258 ▲New Holding58,6651.2%Technology
Five Below, Inc. stock logo
FIVE
Five Below
$4,494,598$4,494,598 ▲New Holding20,4701.2%Consumer Discretionary
CERIBELL INC
$4,466,053$4,466,053 ▲New Holding183,1101.2%COM
AtriCure, Inc. stock logo
ATRC
AtriCure
$4,460,313$4,460,313 ▲New Holding79,3651.2%Healthcare
Littelfuse, Inc. stock logo
LFUS
Littelfuse
$4,375,116$4,375,116 ▲New Holding10,3251.2%Technology
Manhattan Associates, Inc. stock logo
MANH
Manhattan Associates
$4,191,577$4,191,577 ▲New Holding21,0951.1%Technology
Viavi Solutions Inc. stock logo
VIAV
Viavi Solutions
$4,168,525$1,432,197 ▲52.3%99,4401.1%Technology
Life Time Group Holdings, Inc. stock logo
LTH
Life Time Group
$4,078,926$4,078,926 ▲New Holding102,2801.1%Consumer Discretionary
Diodes Incorporated stock logo
DIOD
Diodes
$4,067,116$4,067,116 ▲New Holding42,0201.1%Technology
Repligen Corporation stock logo
RGEN
Repligen
$4,058,936$4,058,936 ▲New Holding21,1151.1%Healthcare
Freshpet, Inc. stock logo
FRPT
Freshpet
$4,040,712$4,040,712 ▲New Holding70,2001.1%Consumer Staples
Palomar Holdings, Inc. stock logo
PLMR
Palomar
$4,019,254$4,019,254 ▲New Holding32,6001.1%Finance
Flywire Corporation stock logo
FLYW
Flywire
$3,948,175$3,948,175 ▲New Holding225,6101.1%Finance
Varonis Systems, Inc. stock logo
VRNS
Varonis Systems
$3,934,080$3,934,080 ▲New Holding82,9101.1%Technology
FORGENT POWER SOLUTIONS INC
$3,828,614$3,828,614 ▲New Holding102,2601.0%COM SHS CL A
TTM Technologies, Inc. stock logo
TTMI
TTM Technologies
$3,784,086$3,784,086 ▲New Holding30,8051.0%Technology
CECO ENVIRONMENTAL CORP
$3,765,087$919,944 ▼-19.6%54,0651.0%COM
MAXLINEAR INC
$3,697,743$1,764,206 ▲91.2%40,9451.0%COM
BJ's Restaurants, Inc. stock logo
BJRI
BJ's Restaurants
$3,658,253$3,658,253 ▲New Holding63,8551.0%Consumer Discretionary
Aehr Test Systems stock logo
AEHR
Aehr Test Systems
$3,625,670$3,625,670 ▲New Holding36,3951.0%Technology
Cactus, Inc. stock logo
WHD
Cactus
$3,610,004$3,610,004 ▲New Holding58,0201.0%Energy
Edgewise Therapeutics, Inc. stock logo
EWTX
Edgewise Therapeutics
$3,566,507$3,566,507 ▲New Holding87,8451.0%Healthcare
Krystal Biotech, Inc. stock logo
KRYS
Krystal Biotech
$3,500,194$2,835,074 ▼-44.8%10,5250.9%Healthcare
Abercrombie & Fitch Company stock logo
ANF
Abercrombie & Fitch
$3,377,352$3,377,352 ▲New Holding25,0750.9%Consumer Discretionary
AeroVironment, Inc. stock logo
AVAV
AeroVironment
$3,359,948$3,359,948 ▲New Holding23,6250.9%Industrials
Proto Labs, Inc. stock logo
PRLB
Proto Labs
$3,191,703$3,191,703 ▲New Holding33,6500.9%Industrials
FIGURE TECHNOLOGY SOLUTIO
$3,120,849$3,120,849 ▲New Holding108,1750.8%COM CL A
MINIMED GROUP INC
$3,102,545$3,102,545 ▲New Holding159,3500.8%COM
Modine Manufacturing Company stock logo
MOD
Modine Manufacturing
$2,901,600$1,586,520 ▼-35.3%15,5000.8%Industrials
SPS Commerce, Inc. stock logo
SPSC
SPS Commerce
$2,880,041$2,880,041 ▲New Holding34,9350.8%Technology
Schrodinger, Inc. stock logo
SDGR
Schrodinger
$2,875,230$2,875,230 ▲New Holding92,6000.8%Healthcare
Cohu, Inc. stock logo
COHU
Cohu
$2,838,031$2,838,031 ▲New Holding41,6500.8%Technology
Plexus Corp. stock logo
PLXS
Plexus
$2,739,975$2,739,975 ▲New Holding10,5000.7%Technology
Silicon Motion Technology Corporation stock logo
SIMO
Silicon Motion Technology
$2,727,200$2,760,800 ▼-50.3%9,7400.7%Technology
Ultra Clean Holdings, Inc. stock logo
UCTT
Ultra Clean
$2,721,590$1,030,273 ▼-27.5%33,5750.7%Technology
Herc Holdings Inc. stock logo
HRI
Herc
$2,649,504$346,320 ▲15.0%21,2300.7%Industrials
DEFINIUM THERAPEUTICS INC
$2,647,073$2,647,073 ▲New Holding69,5500.7%COM SHS
ESCO Technologies Inc. stock logo
ESE
ESCO Technologies
$2,621,938$63,626 ▼-2.4%9,8900.7%Industrials
Clean Harbors, Inc. stock logo
CLH
Clean Harbors
$2,601,279$819,007 ▲46.0%8,3850.7%Industrials
VSE Corporation stock logo
VSEC
VSE
$2,548,568$1,034,316 ▼-28.9%15,4740.7%Industrials
Huron Consulting Group Inc. stock logo
HURN
Huron Consulting Group
$2,514,769$2,514,769 ▲New Holding16,0350.7%Industrials
Compass Pathways PLC Sponsored ADR stock logo
CMPS
Compass Pathways
$2,468,096$2,468,096 ▲New Holding198,4000.7%Healthcare
RadNet, Inc. stock logo
RDNT
RadNet
$2,341,892$2,341,892 ▲New Holding33,9700.6%Healthcare
VIA TRANSN INC
$2,317,604$2,317,604 ▲New Holding76,6150.6%COM CL A
Astronics Corporation stock logo
ATRO
Astronics
$2,189,532$1,361,614 ▲164.5%32,4760.6%Industrials
Guardant Health, Inc. stock logo
GH
Guardant Health
$1,892,4000.0%10,6100.5%Healthcare
Charles River Laboratories International, Inc. stock logo
CRL
Charles River Laboratories International
$1,830,537$1,830,537 ▲New Holding6,2050.5%Healthcare
Applied Industrial Technologies, Inc. stock logo
AIT
Applied Industrial Technologies
$1,804,335$450,253 ▲33.3%5,4300.5%Industrials
Lattice Semiconductor Corporation stock logo
LSCC
Lattice Semiconductor
$1,745,490$2,822,682 ▼-61.8%13,8950.5%Technology
Red Violet, Inc. stock logo
RDVT
Red Violet
$1,666,321$1,666,321 ▲New Holding21,0900.4%Industrials
Lindblad Expeditions stock logo
LIND
Lindblad Expeditions
$1,566,000$4,309,525 ▼-73.3%49,8250.4%Consumer Discretionary
Matson, Inc. stock logo
MATX
Matson
$1,515,516$1,515,516 ▲New Holding6,9000.4%Industrials
Atlassian Corporation PLC stock logo
TEAM
Atlassian
$1,365,293$1,365,293 ▲New Holding7,6150.4%Technology
NeoGenomics, Inc. stock logo
NEO
NeoGenomics
$1,362,312$1,362,312 ▲New Holding74,2000.4%Healthcare
Onto Innovation Inc. stock logo
ONTO
Onto Innovation
$1,260,523$306,281 ▼-19.5%4,0950.3%Technology
Sterling Infrastructure, Inc. stock logo
STRL
Sterling Infrastructure
$1,140,930$83,603 ▼-6.8%2,3200.3%Industrials
SiTime Corporation stock logo
SITM
SiTime
$965,004$1,124,751 ▼-53.8%1,4800.3%Technology
Generac Holdings Inc. stock logo
GNRC
Generac
$886,781$886,781 ▲New Holding4,2850.2%Industrials
Paysign, Inc. stock logo
PAYS
Paysign
$838,523$838,523 ▲New Holding62,2050.2%Finance
Brinker International, Inc. stock logo
EAT
Brinker International
$821,535$821,535 ▲New Holding4,2450.2%Consumer Discretionary
Frequency Electronics, Inc. stock logo
FEIM
Frequency Electronics
$792,469$792,469 ▲New Holding9,3750.2%Technology
BETA BIONICS INC
$682,521$682,521 ▲New Holding35,9600.2%COM
Mercury Systems Inc stock logo
MRCY
Mercury Systems
$568,550$2,871,800 ▼-83.5%6,8500.2%Industrials
Advanced Energy Industries, Inc. stock logo
AEIS
Advanced Energy Industries
$565,049$565,049 ▲New Holding2,0050.2%Technology
BRIGHTSPRING HEALTH SVCS INC
$0$10,783,199 ▼-100.0%00.0%COM
Allegro MicroSystems, Inc. stock logo
ALGM
Allegro MicroSystems
$0$7,509,561 ▼-100.0%00.0%Technology
Mirum Pharmaceuticals, Inc. stock logo
MIRM
Mirum Pharmaceuticals
$0$7,409,946 ▼-100.0%00.0%Healthcare
Carpenter Technology Corporation stock logo
CRS
Carpenter Technology
$0$7,195,439 ▼-100.0%00.0%Industrials
Dycom Industries, Inc. stock logo
DY
Dycom Industries
$0$7,164,210 ▼-100.0%00.0%Industrials

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