Lisanti Capital Growth, LLC Top Holdings and 13F Report (2026) About Lisanti Capital Growth, LLCInvestment ActivityLisanti Capital Growth, LLC has $396.84 million in total holdings as of March 31, 2026.Lisanti Capital Growth, LLC owns shares of 103 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 48.04% of the portfolio was purchased this quarter.About 59.06% of the portfolio was sold this quarter.This quarter, Lisanti Capital Growth, LLC has purchased 110 new stocks and bought additional shares in 21 stocks.Lisanti Capital Growth, LLC sold shares of 38 stocks and completely divested from 51 stocks this quarter.Largest Holdings Five Below $9,742,159Patterson-UTI Energy $9,708,770Carpenter Technology $8,267,296Modine Manufacturing $8,075,698BRIGHTSPRING HEALTH SVCS INC $8,072,678 Largest New Holdings this Quarter 703481101 - Patterson-UTI Energy $9,708,770 Holding607828100 - Modine Manufacturing $8,075,698 Holding576485205 - Matador Resources $7,778,406 Holding40145W101 - GUARDIAN PHARMACY SVCS INC $7,085,729 HoldingG3323L100 - Fabrinet $6,344,291 Holding Largest Purchases this Quarter Patterson-UTI Energy 896,470 shares (about $9.71M)Modine Manufacturing 37,265 shares (about $8.08M)Matador Resources 123,115 shares (about $7.78M)GUARDIAN PHARMACY SVCS INC 188,150 shares (about $7.09M)Fabrinet 12,165 shares (about $6.34M) Largest Sales this Quarter Lumentum 11,865 shares (about $8.34M)SiTime 10,920 shares (about $3.77M)JBT MAREL CORPORATION 28,765 shares (about $3.68M)Wayfair 45,175 shares (about $3.40M)Boot Barn 22,795 shares (about $3.34M) 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 PortfolioSectorFIVEFive Below$9,742,159$275,318 ▼-2.7%42,6392.5%Retail/WholesalePTENPatterson-UTI Energy$9,708,770$9,708,770 ▲New Holding896,4702.4%EnergyCRSCarpenter Technology$8,267,296$3,015,247 ▼-26.7%20,9752.1%Basic MaterialsMODModine Manufacturing$8,075,698$8,075,698 ▲New Holding37,2652.0%Auto/Tires/TrucksBRIGHTSPRING HEALTH SVCS INC$8,072,678$1,587,649 ▲24.5%189,4552.0%COMMTDRMatador Resources$7,778,406$7,778,406 ▲New Holding123,1152.0%EnergyKNXKnight-Swift Transportation$7,757,753$539,525 ▼-6.5%134,7302.0%TransportationLGNDLigand Pharmaceuticals$7,708,886$1,024,205 ▼-11.7%38,6121.9%MedicalAEISAdvanced Energy Industries$7,659,845$1,121,417 ▲17.2%23,7361.9%Computer and TechnologySTRLSterling Infrastructure$7,225,377$3,412,923 ▲89.5%17,7411.8%ConstructionGUARDIAN PHARMACY SVCS INC$7,085,729$7,085,729 ▲New Holding188,1501.8%CL ARBCRBC Bearings$6,922,608$24,440 ▼-0.4%12,7461.7%IndustrialsSOLARIS ENERGY INFRAS INC$6,629,471$1,889,129 ▲39.9%117,3151.7%COM CL AFNFabrinet$6,344,291$6,344,291 ▲New Holding12,1651.6%Computer and TechnologyENSGThe Ensign Group$6,208,215$6,208,215 ▲New Holding30,8101.6%MedicalNXTNextpower$5,982,294$1,995,103 ▼-25.0%49,6251.5%EnergyAMPXAmprius Technologies$5,941,043$2,587,757 ▲77.2%352,3751.5%Business ServicesDIGITALOCEAN HLDGS INC$5,938,121$644,208 ▼-9.8%69,2251.5%COMPLPlanet Labs PBC$5,937,279$3,001,690 ▲102.3%212,4251.5%Computer and TechnologyROADConstruction Partners$5,921,918$463,370 ▼-7.3%53,2931.5%ConstructionDYDycom Industries$5,761,634$1,197,729 ▼-17.2%17,0051.5%ConstructionKARMAN HLDGS INC$5,689,874$296,986 ▲5.5%71,0791.4%COMMON STOCKIONSIonis Pharmaceuticals$5,684,238$3,222,112 ▲130.9%75,6991.4%MedicalAGXArgan$5,667,083$5,667,083 ▲New Holding10,4051.4%ConstructionFROGJFrog$5,599,218$1,177,145 ▼-17.4%119,3101.4%Computer and TechnologyLASRnLight$5,562,757$366,068 ▼-6.2%97,5581.4%Computer and TechnologyLSCCLattice Semiconductor$5,529,424$5,529,424 ▲New Holding59,6101.4%Computer and TechnologyKLAVIYO INC$5,470,595$2,003,991 ▲57.8%281,1201.4%COM SER AVSECVSE$5,378,764$1,132,216 ▼-17.4%29,1691.4%ConstructionMKSIMKS$5,316,654$5,316,654 ▲New Holding23,1351.3%Computer and TechnologyKTOSKratos Defense & Security Solutions$5,234,310$841,537 ▲19.2%74,2351.3%AerospacePALVELLA THERAPEUTICS INC NE$5,166,119$3,116 ▼-0.1%41,4451.3%COMEYENational Vision$5,101,083$2,849 ▼-0.1%196,9531.3%Consumer StaplesMTZMasTec$4,849,587$24,130 ▲0.5%15,0731.2%ConstructionKRYSKrystal Biotech$4,782,795$4,782,795 ▲New Holding18,5151.2%MedicalTTMITTM Technologies$4,523,698$2,132,232 ▼-32.0%46,4351.1%Computer and TechnologyWAYSTAR HLDG CORP$4,511,704$4,153,188 ▲1,158.4%187,1301.1%COMSITESiteOne Landscape Supply$4,463,844$3,353,041 ▲301.9%33,5351.1%IndustrialsAPOGEE THERAPEUTICS INC$4,398,724$4,398,724 ▲New Holding52,2601.1%COMOLLIOllie's Bargain Outlet$4,377,883$3,661,352 ▲511.0%47,5651.1%Consumer StaplesADTNADTRAN$4,239,020$4,239,020 ▲New Holding336,9651.1%Business ServicesSITMSiTime$4,121,407$3,771,222 ▼-47.8%11,9341.0%Computer and TechnologyONTOOnto Innovation$4,110,628$4,110,628 ▲New Holding20,0451.0%Computer and TechnologyCAVACAVA Group$4,086,259$4,086,259 ▲New Holding50,5101.0%Retail/WholesaleMRCYMercury Systems$3,905,424$2,967,437 ▼-43.2%53,5651.0%AerospacePUMPProPetro$3,853,090$3,853,090 ▲New Holding267,3901.0%EnergyAXSMAxsome Therapeutics$3,731,117$3,731,117 ▲New Holding22,0750.9%MedicalUCTTUltra Clean$3,720,540$3,720,540 ▲New Holding59,8350.9%Computer and TechnologyMGNIMagnite$3,676,147$3,676,147 ▲New Holding309,4400.9%Computer and TechnologyMIRMMirum Pharmaceuticals$3,603,282$3,603,282 ▲New Holding39,0050.9%MedicalHALOHalozyme Therapeutics$3,518,780$3,518,780 ▲New Holding54,4450.9%MedicalENVAEnova International$3,509,847$2,298,243 ▼-39.6%25,8400.9%FinanceAXGNAxoGen$3,390,027$226,940 ▼-6.3%102,3250.9%MedicalFCFSFirstCash$3,189,420$3,189,420 ▲New Holding16,9650.8%Business ServicesTNDMTandem Diabetes Care$3,169,280$1,870,225 ▼-37.1%165,3250.8%MedicalFRPTFreshpet$3,132,250$3,132,250 ▲New Holding53,1250.8%Consumer StaplesHEARTFLOW INC$3,012,176$1,946,790 ▲182.7%123,8050.8%COMUTIUniversal Technical Institute$2,965,254$2,965,254 ▲New Holding82,1400.7%Consumer DiscretionaryTARSTarsus Pharmaceuticals$2,933,322$1,580,199 ▼-35.0%41,8150.7%MedicalPOWLPowell Industries$2,921,832$2,921,832 ▲New Holding5,4000.7%IndustrialsPATKPatrick Industries$2,845,613$1,249,648 ▲78.3%25,6200.7%ConstructionFORMFormFactor$2,842,292$2,842,292 ▲New Holding29,3050.7%Computer and TechnologySIMOSilicon Motion Technology$2,839,253$2,839,253 ▲New Holding25,2850.7%Computer and TechnologyATROAstronics$2,723,919$1,504,762 ▲123.4%40,8200.7%AerospacePDFSPDF Solutions$2,661,449$790,764 ▼-22.9%81,3650.7%Computer and TechnologyIBPInstalled Building Products$2,632,940$2,632,940 ▲New Holding9,9300.7%ConstructionBOOTBoot Barn$2,630,675$3,336,277 ▼-55.9%17,9740.7%Retail/WholesaleALNTAllient$2,457,553$12,113 ▲0.5%41,5900.6%Computer and TechnologyZETA GLOBAL HOLDINGS CORP$2,402,885$9,313 ▲0.4%150,9350.6%CL AHCSGHealthcare Services Group$2,401,761$2,401,761 ▲New Holding129,4750.6%Business ServicesSMTCSemtech$2,367,059$1,788,077 ▼-43.0%30,7850.6%Computer and TechnologyWFRDWeatherford International$2,360,717$2,360,717 ▲New Holding24,9600.6%EnergyBBIOBridgeBio Pharma$2,332,135$2,332,135 ▲New Holding31,4050.6%MedicalALHCAlignment Healthcare$2,295,534$2,295,534 ▲New Holding130,2800.6%MedicalHINGE HEALTH INC$2,282,752$19,704 ▼-0.9%59,2000.6%CL AUL SOLUTIONS INC$2,152,178$386,552 ▲21.9%25,1100.5%CLASS A COM SHSMTSIMACOM Technology Solutions$2,136,313$2,136,313 ▲New Holding9,6200.5%Computer and TechnologyROCKET LAB CORP$2,114,765$395,595 ▲23.0%32,9300.5%COMSHAKShake Shack$2,056,928$2,056,928 ▲New Holding23,2500.5%Retail/WholesaleJBT MAREL CORPORATION$2,053,976$3,678,181 ▼-64.2%16,0630.5%COMFIGSFIGS$2,026,149$2,026,149 ▲New Holding137,1800.5%Retail/WholesaleFIREFLY AEROSPACE INC$1,963,149$1,963,149 ▲New Holding68,9550.5%COMFIXComfort Systems USA$1,916,796$34,475 ▼-1.8%1,3900.5%ConstructionCWCurtiss-Wright$1,900,325$37,462 ▼-1.9%2,7900.5%AerospaceCECOCECO Environmental$1,838,639$3,180,083 ▼-63.4%30,8600.5%IndustrialsVIKING HOLDINGS LTD$1,726,045$631,928 ▼-26.8%23,4900.4%ORD SHSYOUCLEAR Secure$1,614,958$1,043,720 ▼-39.3%33,3600.4%Computer and TechnologyVIAVViavi Solutions$1,563,494$1,563,494 ▲New Holding46,9800.4%Computer and TechnologyKINIKSA PHARMACEUTICALS INTL$1,495,780$1,495,780 ▲New Holding31,0650.4%ORD SHS CL ATVTXTravere Therapeutics$1,431,576$2,682,723 ▼-65.2%48,1850.4%MedicalWRBYWarby Parker$1,322,985$1,322,985 ▲New Holding62,7900.3%Consumer StaplesESEESCO Technologies$1,316,812$1,316,812 ▲New Holding4,6800.3%IndustrialsAITApplied Industrial Technologies$1,081,179$2,992,810 ▼-73.5%4,0750.3%IndustrialsCLHClean Harbors$1,060,901$1,060,901 ▲New Holding3,7000.3%Business ServicesDIANTHUS THERAPEUTICS INC$1,041,447$1,041,447 ▲New Holding12,4100.3%COMCOHRCoherent$957,604$957,604 ▲New Holding4,0200.2%Business ServicesKALVKalVista Pharmaceuticals$881,191$881,191 ▲New Holding43,7750.2%MedicalWWayfair$832,575$3,397,613 ▼-80.3%11,0700.2%Retail/WholesaleGWREGuidewire Software$799,398$799,398 ▲New Holding5,3450.2%Computer and TechnologyGKOSGlaukos$753,082$1,845,293 ▼-71.0%6,9950.2%MedicalShowing largest 100 holdings. 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