Lisanti Capital Growth
NEW YORK, NYfiles as Lisanti Capital Growth, LLC
$455m in 109 US stocks at the end of 30 June 2026. The top 10 are 19.1% of the money. It changed about 54.1% of the portfolio this quarter.
Value
$455m
Stocks
109
Top 10 share
19.1%
Turnover
54.1%
What changed this quarter
New
Bought for the first time this quarter.
- XometryXMTR2.1% of the fund
- Corcept TherapeuticsCORT1.8% of the fund
- Allegro MicrosystemsALGM1.7% of the fund
- Commvault SystemsCVLT1.5% of the fund
- Adaptive BiotechnologiesADPT1.5% of the fund
- CrocsCROX1.4% of the fund
- Extreme NetworksEXTR1.3% of the fund
- VericelVCEL1.2% of the fund
- Lindblad Expeditions HoldingsLIND1.2% of the fund
- EquipmentShare.comEQPT1.1% of the fund
- DaveDAVE1.1% of the fund
- GrahamGHM1.1% of the fund
- Onespaworld HoldingsOSW1.1% of the fund
- Applied DigitalAPLD1.0% of the fund
- Acadia Healthcare CompanyACHC1.0% of the fund
- Remitly GlobalRELY1.0% of the fund
- Five9FIVN0.9% of the fund
- StoneX GroupSNEX0.9% of the fund
- AgilysysAGYS0.9% of the fund
- ServiceTitanTTAN0.8% of the fund
- Birkenstock HoldingBIRK0.8% of the fund
- VeracyteVCYT0.8% of the fund
- YETI HoldingsYETI0.8% of the fund
- TerexTEX0.8% of the fund
- Bob's Discount FurnitureBOBS0.7% of the fund
Added
Bought more of a stock they already held.
- Hinge HealthHNGE2.5% of the fund+135%
- Mirum PharmaceuticalsMIRM1.6% of the fund+62%
- Krystal BiotechKRYS1.6% of the fund+3%
- Zeta Global HoldingsZETA1.5% of the fund+133%
- Travere TherapeuticsTVTX1.5% of the fund+147%
- Enova InternationalENVA1.5% of the fund+7%
- FormfactorFORM1.5% of the fund+41%
- Palvella TherapeuticsPVLA1.4% of the fund+4%
- Ceco EnvironmentalCECO1.3% of the fund+118%
- Kiniksa Pharmaceuticals InternationalKNSA1.2% of the fund+181%
- HeartflowHTFL1.2% of the fund+53%
- SemtechSMTC1.2% of the fund+9%
- Clear SecureYOU1.0% of the fund+145%
- Esco TechnologiesESE0.8% of the fund+116%
- Viavi SolutionsVIAV0.7% of the fund+39%
- Firefly AerospaceFLY0.7% of the fund+51%
- Clean HarborsCLH0.4% of the fund+55%
Cut
Sold some of their stake.
- BrightSpring Health ServicesBTSG2.4% of the fund-18%
- Solaris Energy InfrastructureSEI2.0% of the fund-2%
- DigitalOcean HoldingsDOCN1.7% of the fund-27%
- JFrogFROG1.6% of the fund-32%
- Carpenter TechnologyCRS1.6% of the fund-44%
- Dycom IndustriesDY1.6% of the fund-17%
- RBC BearingsRBC1.5% of the fund-17%
- Ultra Clean HoldingsUCTT1.5% of the fund-23%
- Silicon Motion TechnologySIMO1.4% of the fund-22%
- Modine ManufacturingMOD1.4% of the fund-36%
- Guardian Pharmacy ServicesGRDN1.4% of the fund-19%
- Ligand PharmaceuticalsLGND1.3% of the fund-51%
- Lattice SemiconductorLSCC1.2% of the fund-39%
- MagniteMGNI1.2% of the fund-7%
- Axsome TherapeuticsAXSM1.1% of the fund-6%
- Mercury SystemsMRCY1.1% of the fund-23%
- VSEVSEC1.1% of the fund-25%
- ArganAGX1.1% of the fund-42%
- NlightLASR1.0% of the fund-31%
- AxogenAXGN0.9% of the fund-11%
- Knight-Swift Transportation HoldingsKNX0.9% of the fund-62%
- Construction PartnersROAD0.9% of the fund-37%
- Powell IndustriesPOWL0.8% of the fund-21%
- AllientALNT0.7% of the fund-26%
- Boot Barn HoldingsBOOT0.6% of the fund-3%
Sold out
Sold their entire stake.
- Five BelowFIVE-100%
- Patterson UTI EnergyPTEN-100%
- Matador ResourcesMTDR-100%
- Advanced Energy IndustriesAEIS-100%
- FabrinetFN-100%
- Ensign GroupENSG-100%
- NextpowerNXT-100%
- Karman HoldingsKRMN-100%
- Ionis PharmaceuticalsIONS-100%
- KlaviyoKVYO-100%
- Kratos Defense & Security SolutionsKTOS-100%
- National Vision HoldingsEYE-100%
- MastecMTZ-100%
- TTM TechnologiesTTMI-100%
- Waystar HoldingWAY-100%
- SiteOne Landscape SupplySITE-100%
- Apogee TherapeuticsAPGE-100%
- Ollie's Bargain Outlet HoldingsOLLI-100%
- Cava GroupCAVA-100%
- ProPetro HoldingPUMP-100%
- Halozyme TherapeuticsHALO-100%
- FirstCash HoldingsFCFS-100%
- Tandem Diabetes CareTNDM-100%
- FreshpetFRPT-100%
- Tarsus PharmaceuticalsTARS-100%
Holdings
- Silicon Motion TechnologySIMO
- Share
- 1.4%
- Value
- $7m
- Shares
- 19,600
-22%
Showing the largest 100 of 109.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 26.0% since 30 June 2025.
Where the money is
Technology41.3%
Industrials21.6%
Health care21.6%
Retail & consumer8.4%
Financial services3.4%
Everyday goods1.8%
Materials0.3%
Other1.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.