Lisanti Capital Growth, LLC

NEW YORK, NY · CIK 1424467 · 13F filing filed 2026-08-10

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityLISANTI CAPITAL GROWTH, LLC (US)

Others nearbyNew York, NY

$454.6m reported value +14.6% vs Q1 2026

109positions

19.1%in top 10

50 new 18 added 37 reduced 44 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	HINGE HEALTH INC CL A HNGE	HNGE	139,150	$11.5m2.54%	2.54%	Added +80.0k	+79,950 135.1%
2	BRIGHTSPRING HEALTH SVCS INC COM BTSG	BTSG	154,620	$10.8m2.37%	2.37%	Reduced -34.8k	-34,835 -18.4%
3	XOMETRY INC CLASS A COM XMTR	XMTR	100,880	$9.7m2.14%	2.14%	New
4	SOLARIS ENERGY INFRAS INC COM CL A SEI	SEI	114,745	$9.2m2.03%	2.03%	Reduced -2.6k	-2,570 -2.2%
5	CORCEPT THERAPEUTICS INC COM CORT	CORT	91,610	$8.0m1.75%	1.75%	New
6	DIGITALOCEAN HLDGS INC COM DOCN	DOCN	50,425	$7.9m1.74%	1.74%	Reduced -18.8k	-18,800 -27.2%
7	ALLEGRO MICROSYSTEMS INC COM ALGM	ALGM	107,865	$7.5m1.65%	1.65%	New
8	MIRUM PHARMACEUTICALS INC COM MIRM	MIRM	63,295	$7.4m1.63%	1.63%	Added +24.3k	+24,290 62.3%
9	JFROG LTD ORD SHS FROG	FROG	80,655	$7.3m1.61%	1.61%	Reduced -38.7k	-38,655 -32.4%
10	CARPENTER TECHNOLOGY CORP COM CRS	CRS	11,665	$7.2m1.58%	1.58%	Reduced -9.3k	-9,310 -44.4%
11	DYCOM INDS INC COM DY	DY	14,170	$7.2m1.58%	1.58%	Reduced -2.8k	-2,835 -16.7%
12	KRYSTAL BIOTECH INC COM KRYS	KRYS	19,050	$7.1m1.56%	1.56%	Added +535	+535 2.9%
13	COMMVAULT SYS INC COM CVLT	CVLT	49,640	$7.0m1.55%	1.55%	New
14	ADAPTIVE BIOTECHNOLOGIES COR COM ADPT	ADPT	325,155	$7.0m1.53%	1.53%	New
15	ZETA GLOBAL HOLDINGS CORP CL A ZETA	ZETA	351,415	$6.9m1.52%	1.52%	Added +200.5k	+200,480 132.8%
16	RBC BEARINGS INC COM RBC	RBC	10,531	$6.8m1.49%	1.49%	Reduced -2.2k	-2,215 -17.4%
17	TRAVERE THERAPEUTICS INC COM TVTX	TVTX	119,005	$6.8m1.49%	1.49%	Added +70.8k	+70,820 147.0%
18	ENOVA INTL INC COM ENVA	ENVA	27,655	$6.7m1.46%	1.46%	Added +1.8k	+1,815 7.0%
19	FORMFACTOR INC COM FORM	FORM	41,430	$6.6m1.46%	1.46%	Added +12.1k	+12,125 41.4%
20	ULTRA CLEAN HLDGS INC COM UCTT	UCTT	46,285	$6.6m1.45%	1.45%	Reduced -13.6k	-13,550 -22.6%
21	PALVELLA THERAPEUTICS INC NE COM PVLA	PVLA	42,975	$6.6m1.44%	1.44%	Added +1.5k	+1,530 3.7%
22	SILICON MOTION TECHNOLOGY CO SPONSORED ADR SIMO	SIMO	19,600	$6.5m1.44%	1.44%	Reduced -5.7k	-5,685 -22.5%
23	MODINE MFG CO COM MOD	MOD	23,975	$6.4m1.41%	1.41%	Reduced -13.3k	-13,290 -35.7%
24	CROCS INC COM CROX	CROX	52,840	$6.4m1.40%	1.40%	New
25	GUARDIAN PHARMACY SVCS INC CL A GRDN	GRDN	152,025	$6.4m1.40%	1.40%	Reduced -36.1k	-36,125 -19.2%
26	CECO ENVIRONMENTAL CORP COM CECO	CECO	67,275	$6.1m1.34%	1.34%	Added +36.4k	+36,415 118.0%
27	EXTREME NETWORKS COM EXTR	EXTR	183,095	$5.9m1.30%	1.30%	New
28	LIGAND PHARMACEUTICALS INC COM NEW LGND	LGND	18,747	$5.9m1.30%	1.30%	Reduced -19.9k	-19,865 -51.5%
29	KINIKSA PHARMACEUTICALS INTL ORD SHS CL A KNSA	KNSA	87,305	$5.6m1.23%	1.23%	Added +56.2k	+56,240 181.0%
30	HEARTFLOW INC COM HTFL	HTFL	189,675	$5.6m1.22%	1.22%	Added +65.9k	+65,870 53.2%
31	LATTICE SEMICONDUCTOR CORP COM LSCC	LSCC	36,365	$5.6m1.22%	1.22%	Reduced -23.2k	-23,245 -39.0%
32	MAGNITE INC COM MGNI	MGNI	289,030	$5.5m1.21%	1.21%	Reduced -20.4k	-20,410 -6.6%
33	SEMTECH CORP COM SMTC	SMTC	33,630	$5.4m1.20%	1.20%	Added +2.8k	+2,845 9.2%
34	VERICEL CORP COM VCEL	VCEL	120,380	$5.4m1.18%	1.18%	New
35	LINDBLAD EXPEDITIONS HLDGS I COM LIND	LIND	186,940	$5.3m1.16%	1.16%	New
36	AXSOME THERAPEUTICS INC COM AXSM	AXSM	20,825	$5.1m1.12%	1.12%	Reduced -1.2k	-1,250 -5.7%
37	MERCURY SYS INC COM MRCY	MRCY	41,450	$5.1m1.12%	1.12%	Reduced -12.1k	-12,115 -22.6%
38	VSE CORP COM VSEC	VSEC	21,754	$5.0m1.09%	1.09%	Reduced -7.4k	-7,415 -25.4%
39	EQUIPMENTSHARE COM INC COM CL A EQPT	EQPT	248,500	$4.9m1.07%	1.07%	New
40	DAVE INC CLASS A COM NEW DAVE	DAVE	13,060	$4.9m1.07%	1.07%	New
41	GRAHAM CORP COM GHM	GHM	39,005	$4.8m1.06%	1.06%	New
42	ONESPAWORLD HOLDINGS LIMITED COM OSW	OSW	170,180	$4.8m1.06%	1.06%	New
43	ARGAN INC COM AGX	AGX	6,005	$4.8m1.05%	1.05%	Reduced -4.4k	-4,400 -42.3%
44	NLIGHT INC COM LASR	LASR	67,128	$4.7m1.03%	1.03%	Reduced -30.4k	-30,430 -31.2%
45	CLEAR SECURE INC COM CL A YOU	YOU	81,815	$4.6m1.00%	1.00%	Added +48.5k	+48,455 145.2%
46	APPLIED DIGITAL CORP COM NEW APLD	APLD	121,865	$4.5m1.00%	1.00%	New
47	ACADIA HEALTHCARE COMPANY IN COM ACHC	ACHC	152,445	$4.5m0.99%	0.99%	New
48	REMITLY GLOBAL INC COM RELY	RELY	194,070	$4.3m0.96%	0.96%	New
49	AXOGEN INC COM AXGN	AXGN	90,565	$4.2m0.92%	0.92%	Reduced -11.8k	-11,760 -11.5%
50	FIVE9 INC COM FIVN	FIVN	193,680	$4.1m0.91%	0.91%	New
51	STONEX GROUP INC COM SNEX	SNEX	34,680	$4.1m0.90%	0.90%	New
52	KNIGHT-SWIFT TRANSN HLDGS IN CL A KNX	KNX	51,585	$4.0m0.88%	0.88%	Reduced -83.1k	-83,145 -61.7%
53	CONSTRUCTION PARTNERS INC COM CL A ROAD	ROAD	33,648	$4.0m0.88%	0.88%	Reduced -19.6k	-19,645 -36.9%
54	AGILYSYS INC COM AGYS	AGYS	37,130	$3.9m0.85%	0.85%	New
55	SERVICETITAN INC SHS CL A TTAN	TTAN	54,575	$3.9m0.85%	0.85%	New
56	BIRKENSTOCK HOLDING PLC COM SHS BIRK	BIRK	87,120	$3.7m0.82%	0.82%	New
57	VERACYTE INC COM VCYT	VCYT	63,400	$3.7m0.82%	0.82%	New
58	POWELL INDS INC COM POWL	POWL	12,735	$3.6m0.80%	0.80%	Reduced -3.5k	-3,465 -21.4%
59	YETI HLDGS INC COM YETI	YETI	71,570	$3.5m0.78%	0.78%	New
60	ESCO TECHNOLOGIES INC COM ESE	ESE	10,130	$3.5m0.78%	0.78%	Added +5.5k	+5,450 116.5%
61	TEREX CORP NEW COM TEX	TEX	48,015	$3.5m0.76%	0.76%	New
62	HEALTHCARE SVCS GROUP INC COM HCSG	HCSG	131,800	$3.2m0.71%	0.71%	Added +2.3k	+2,325 1.8%
63	BOBS DISC FURNITURE INC COM SHS BOBS	BOBS	201,015	$3.2m0.70%	0.70%	New
64	ALLIENT INC COM ALNT	ALNT	30,890	$3.2m0.70%	0.70%	Reduced -10.7k	-10,700 -25.7%
65	CARDINAL INFRASTRUCTURE GROU CL A CDNL	CDNL	33,690	$3.2m0.70%	0.70%	New
66	VIAVI SOLUTIONS INC COM VIAV	VIAV	65,275	$3.1m0.69%	0.69%	Added +18.3k	+18,295 38.9%
67	OUSTER INC COM NEW OUST	OUST	49,830	$3.1m0.69%	0.69%	New
68	ASTERA LABS INC COM ALAB	ALAB	6,345	$3.1m0.67%	0.67%	New
69	FIREFLY AEROSPACE INC COM FLY	FLY	104,060	$3.1m0.67%	0.67%	Added +35.1k	+35,105 50.9%
70	POWER INTEGRATIONS INC COM POWI	POWI	34,790	$2.9m0.64%	0.64%	New
71	BOOT BARN HLDGS INC COM BOOT	BOOT	17,485	$2.9m0.63%	0.63%	Reduced -489	-489 -2.7%
72	SEZZLE INC COM SEZL	SEZL	16,295	$2.8m0.62%	0.62%	New
73	NAVAN INC CL A NAVN	NAVN	120,075	$2.7m0.60%	0.60%	New
74	MAXLINEAR INC COM MXL	MXL	21,410	$2.7m0.60%	0.60%	New
75	D-WAVE QUANTUM INC COM QBTS	QBTS	112,955	$2.7m0.60%	0.60%	New
76	HERC HLDGS INC COM HRI	HRI	18,455	$2.6m0.58%	0.58%	New
77	MACYS INC COM M	M	112,010	$2.6m0.58%	0.58%	New
78	UL SOLUTIONS INC CLASS A COM SHS ULS	ULS	25,110	$2.6m0.56%	0.56%	Unchanged
79	APPLIED OPTOELECTRONICS INC COM AAOI	AAOI	16,820	$2.5m0.55%	0.55%	New
80	VIKING HOLDINGS LTD ORD SHS VIK	VIK	23,490	$2.5m0.54%	0.54%	Unchanged
81	SITIME CORP COM SITM	SITM	3,205	$2.4m0.53%	0.53%	Reduced -8.7k	-8,729 -73.1%
82	HARMONIC INC COM HLIT	HLIT	142,485	$2.3m0.51%	0.51%	New
83	WILLSCOT HLDGS CORP COM CL A WSC	WSC	73,810	$2.1m0.47%	0.47%	New
84	MKS INC. COM MKSI	MKSI	4,789	$2.1m0.47%	0.47%	Reduced -18.3k	-18,346 -79.3%
85	STERLING INFRASTRUCTURE INC COM STRL	STRL	2,490	$2.1m0.46%	0.46%	Reduced -15.3k	-15,251 -86.0%
86	UNIVERSAL TECHNICAL INST INC COM UTI	UTI	46,715	$2.0m0.44%	0.44%	Reduced -35.4k	-35,425 -43.1%
87	ONTO INNOVATION INC COM ONTO	ONTO	5,090	$1.9m0.42%	0.42%	Reduced -15.0k	-14,955 -74.6%
88	CURTISS WRIGHT CORP COM CW	CW	2,450	$1.9m0.41%	0.41%	Reduced -340	-340 -12.2%
89	CLEAN HARBORS INC COM CLH	CLH	5,745	$1.7m0.38%	0.38%	Added +2.0k	+2,045 55.3%
90	COGNEX CORP COM CGNX	CGNX	23,085	$1.7m0.37%	0.37%	New
91	ONCE UPON A FARM PBC COM OFRM	OFRM	81,290	$1.7m0.37%	0.37%	New
92	ROCKET LAB CORP COM RKLB	RKLB	16,195	$1.6m0.36%	0.36%	Reduced -16.7k	-16,735 -50.8%
93	DIGI INTL INC COM DGII	DGII	21,540	$1.6m0.36%	0.36%	New
94	ADTRAN HOLDINGS INC COM ADTN	ADTN	115,625	$1.6m0.35%	0.35%	Reduced -221.3k	-221,340 -65.7%
95	GUARDANT HEALTH INC COM GH	GH	10,610	$1.6m0.35%	0.35%	New
96	AMPRIUS TECHNOLOGIES INC COMMON STOCK AMPX	AMPX	113,710	$1.6m0.35%	0.35%	Reduced -238.7k	-238,665 -67.7%
97	BURLINGTON STORES INC COM BURL	BURL	4,940	$1.6m0.34%	0.34%	New
98	USA RARE EARTH INC COM USAR	USAR	71,750	$1.5m0.34%	0.34%	New
99	MACOM TECH SOLUTIONS HLDGS I COM MTSI	MTSI	3,695	$1.4m0.31%	0.31%	Reduced -5.9k	-5,925 -61.6%
100	APPLIED INDL TECHNOLOGIES IN COM AIT	AIT	4,075	$1.4m0.30%	0.30%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
FIVE BELOW INC FIVE	FIVE	42,639	$9.7m42.6k shares
PATTERSON-UTI ENERGY INC PTEN	PTEN	896,470	$9.7m896.5k shares
MATADOR RES CO MTDR	MTDR	123,115	$7.8m123.1k shares
ADVANCED ENERGY INDS AEIS	AEIS	23,736	$7.7m23.7k shares
FABRINET FN	FN	12,165	$6.3m12.2k shares
ENSIGN GROUP INC ENSG	ENSG	30,810	$6.2m30.8k shares
NEXTRACKER INC NXT	NXT	49,625	$6.0m49.6k shares
KARMAN HLDGS INC KRMN	KRMN	71,079	$5.7m71.1k shares
IONIS PHARMACEUTICALS INC IONS	IONS	75,699	$5.7m75.7k shares
KLAVIYO INC KVYO	KVYO	281,120	$5.5m281.1k shares
KRATOS DEFENSE & SEC SOLUTIO KTOS	KTOS	74,235	$5.2m74.2k shares
NATIONAL VISION HLDGS INC EYE	EYE	196,953	$5.1m197.0k shares
MASTEC INC MTZ	MTZ	15,073	$4.8m15.1k shares
TTM TECHNOLOGIES INC TTMI	TTMI	46,435	$4.5m46.4k shares
WAYSTAR HLDG CORP WAY	WAY	187,130	$4.5m187.1k shares
SITEONE LANDSCAPE SUPPLY INC SITE	SITE	33,535	$4.5m33.5k shares
APOGEE THERAPEUTICS INC		52,260	$4.4m52.3k shares
OLLIES BARGAIN OUTLET HLDGS OLLI	OLLI	47,565	$4.4m47.6k shares
CAVA GROUP INC CAVA	CAVA	50,510	$4.1m50.5k shares
PROPETRO HLDG CORP PUMP	PUMP	267,390	$3.9m267.4k shares
HALOZYME THERAPEUTICS INC HALO	HALO	54,445	$3.5m54.4k shares
FIRSTCASH HOLDINGS INC FCFS	FCFS	16,965	$3.2m17.0k shares
TANDEM DIABETES CARE INC TNDM	TNDM	165,325	$3.2m165.3k shares
FRESHPET INC FRPT	FRPT	53,125	$3.1m53.1k shares
TARSUS PHARMACEUTICALS INC TARS	TARS	41,815	$2.9m41.8k shares