Lisanti Capital Growth, LLC

Lisanti Capital Growth, LLC reported 109 holdings worth US$455M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 10, 2026

Lisanti Capital Growth, LLC reported 109 holdings worth US$455M as of Jun 30, 2026. Largest: Hinge Health, Inc., Brightspring Health Services, Inc. and Xometry, Inc. Filed Aug 10, 2026 (Form 13F).

Holdings
109
Value as reported
US$455M

The filing in full

CompanySharesValue as reported% of portfolio
Hinge Health, Inc.139KUS$11.5M2.5%
Brightspring Health Services, Inc.155KUS$10.8M2.4%
Xometry, Inc.101KUS$9.74M2.1%
Solaris Energy Infrastructure, Inc.115KUS$9.23M2.0%
Corcept Therapeutics Incorporated91,610US$7.97M1.8%
Digitalocean Holdings, Inc.50,425US$7.92M1.7%
Allegro Microsystems, Inc.108KUS$7.51M1.7%
Mirum Pharmaceuticals, Inc.63,295US$7.41M1.6%
Carpenter Technology Corporation11,665US$7.2M1.6%
Dycom Industries, Inc.14,170US$7.16M1.6%
Krystal Biotech, Inc.19,050US$7.08M1.6%
Commvault Systems, Inc.49,640US$7.04M1.5%
Adaptive Biotechnologies Corporation325KUS$6.97M1.5%
Zeta Global Holdings Corp.351KUS$6.92M1.5%
Rbc Bearings Incorporated10,531US$6.78M1.5%
Travere Therapeutics, Inc.119KUS$6.76M1.5%
Enova International, Inc.27,655US$6.66M1.5%
Formfactor, Inc.41,430US$6.63M1.5%
Ultra Clean Holdings, Inc.46,285US$6.6M1.5%
Palvella Therapeutics, Inc.42,975US$6.57M1.4%
Modine Manufacturing Company23,975US$6.4M1.4%
Crocs, Inc.52,840US$6.37M1.4%
Guardian Pharmacy Services, Inc.152KUS$6.37M1.4%
Ceco Environmental Corp.67,275US$6.1M1.3%
Extreme Networks, Inc.183KUS$5.93M1.3%
Ligand Pharmaceuticals Incorporated18,747US$5.93M1.3%
Heartflow, Inc.190KUS$5.57M1.2%
Lattice Semiconductor Corporation36,365US$5.56M1.2%
Magnite, Inc.289KUS$5.49M1.2%
Semtech Corporation33,630US$5.44M1.2%
Vericel Corporation120KUS$5.36M1.2%
Lindblad Expeditions Holdings Inc.187KUS$5.28M1.2%
Axsome Therapeutics, Inc.20,825US$5.1M1.1%
Mercury Systems Inc41,450US$5.07M1.1%
Vse Corporation21,754US$4.97M1.1%
Equipmentshare.com Inc249KUS$4.89M1.1%
Dave Inc.13,060US$4.87M1.1%
Graham Corporation39,005US$4.83M1.1%
Onespaworld Holdings Limited170KUS$4.81M1.1%
Argan, Inc.6,005US$4.8M1.1%
Nlight, Inc.67,128US$4.67M1.0%
Clear Secure, Inc.81,815US$4.56M1.0%
Applied Digital Corporation122KUS$4.55M1.00%
Acadia Healthcare Company, Inc.152KUS$4.5M0.99%
Remitly Global, Inc.194KUS$4.35M0.96%
Axogen, Inc.90,565US$4.18M0.92%
Five9, Inc.194KUS$4.13M0.91%
Stonex Group Inc.34,680US$4.11M0.90%
Knight-swift Transportation Holdings Inc.51,585US$4.02M0.88%
Construction Partners, Inc.33,648US$4M0.88%
Agilysys, Inc.37,130US$3.88M0.85%
Servicetitan, Inc.54,575US$3.86M0.85%
Veracyte, Inc.63,400US$3.72M0.82%
Powell Industries, Inc.12,735US$3.65M0.80%
Yeti Holdings, Inc.71,570US$3.55M0.78%
Esco Technologies Inc.10,130US$3.55M0.78%
Terex Corporation48,015US$3.48M0.76%
Healthcare Services Group, Inc.132KUS$3.24M0.71%
Bob's Discount Furniture, Inc.201KUS$3.18M0.70%
Allient Inc.30,890US$3.18M0.70%
Cardinal Infrastructure Group Inc.33,690US$3.17M0.70%
Viavi Solutions Inc.65,275US$3.12M0.69%
Ouster, Inc.49,830US$3.12M0.69%
Astera Labs, Inc.6,345US$3.06M0.67%
Firefly Aerospace Inc.104KUS$3.06M0.67%
Power Integrations, Inc.34,790US$2.91M0.64%
Boot Barn Holdings, Inc.17,485US$2.87M0.63%
Sezzle Inc.16,295US$2.8M0.62%
Navan, Inc.120KUS$2.75M0.60%
Maxlinear, Inc21,410US$2.74M0.60%
D-wave Quantum Inc.113KUS$2.71M0.60%
Herc Holdings Inc.18,455US$2.65M0.58%
Macy's Inc112KUS$2.64M0.58%
Ul Solutions Inc.25,110US$2.56M0.56%
Applied Optoelectronics, Inc.16,820US$2.49M0.55%
Viking Holdings Ltd23,490US$2.46M0.54%
Sitime Corporation3,205US$2.39M0.53%
Harmonic Inc.142KUS$2.33M0.51%
Willscot Holdings Corporation73,810US$2.13M0.47%
Mks Inc.4,789US$2.13M0.47%
Sterling Infrastructure, Inc.2,490US$2.09M0.46%
Universal Technical Institute Inc46,715US$2M0.44%
Onto Innovation Inc.5,090US$1.93M0.42%
Curtiss-wright Corporation2,450US$1.86M0.41%
Clean Harbors, Inc.5,745US$1.72M0.38%
Cognex Corporation23,085US$1.67M0.37%
Once Upon A Farm, Pbc81,290US$1.66M0.37%
Rocket Lab Corporation16,195US$1.65M0.36%
Digi International Inc.21,540US$1.61M0.36%
Adtran Holdings, Inc.116KUS$1.61M0.35%
Guardant Health, Inc.10,610US$1.59M0.35%
Amprius Technologies, Inc.114KUS$1.58M0.35%
Burlington Stores, Inc.4,940US$1.56M0.34%
Usa Rare Earth, Inc.71,750US$1.55M0.34%
Macom Technology Solutions Holdings, Inc.3,695US$1.41M0.31%
Applied Industrial Technologies, Inc.4,075US$1.38M0.30%
Madison Air Solutions Corporation35,015US$1.37M0.30%
Legence Corp.15,580US$1.33M0.29%
Credo Technology Group Holding Ltd4,175US$1.14M0.25%
American Public Education, Inc.20,895US$1.12M0.25%

Every holding of Lisanti Capital Growth, LLC

Source

View original at SEC

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