Lisanti Capital Growth, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), Lisanti Capital Growth, LLC reported 109 stock positions worth $454.6 million. Its top holding was Hinge Health Class A (HNGE) at 2.5% of the portfolio, followed by Brightspring Health Services (BTSG, 2.4%) and Xometry Class A (XMTR, 2.1%). Compared with Q1 2026, it opened 50 new positions, sold out of 44, added to 18 and reduced 37. The biggest buy was a new position in Xometry Class A (XMTR) and the biggest sale an exit from Five Below (FIVE).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001424467
- Portfolio Value
- $454.6M (Q2 2026)
- SEC Filing
- 0001424467-26-000003 ↗ filed Aug 10, 2026
Holdings Value
Holdings 109 stocks · $454.6M
| HNGE Hinge Health Inc. Class A | 2.54% | 139,150 | $11.5M | Add +135.1% |
| BTSG Brightspring Health Services | 2.37% | 154,620 | $10.8M | Reduce -18.4% |
| XMTR Xometry Inc. Class A | 2.14% | 100,880 | $9.7M | New |
| SEI Solaris Energy Infrastructur | 2.03% | 114,745 | $9.2M | Reduce -2.2% |
| CORT Corcept Therapeutics Inc. | 1.75% | 91,610 | $8.0M | New |
| DOCN Digitalocean Holdings Inc. | 1.74% | 50,425 | $7.9M | Reduce -27.2% |
| ALGM Allegro Microsystems Inc. | 1.65% | 107,865 | $7.5M | New |
| MIRM Mirum Pharmaceuticals Inc. | 1.63% | 63,295 | $7.4M | Add +62.3% |
| FROG Jfrog Ltd. | 1.61% | 80,655 | $7.3M | Reduce -32.4% |
| CRS Carpenter Technology | 1.58% | 11,665 | $7.2M | Reduce -44.4% |
| DY Dycom Industries Inc. | 1.58% | 14,170 | $7.2M | Reduce -16.7% |
| KRYS Krystal Biotech Inc. | 1.56% | 19,050 | $7.1M | Add +2.9% |
| CVLT Commvault Systems Inc. | 1.55% | 49,640 | $7.0M | New |
| ADPT Adaptive Biotechnologies | 1.53% | 325,155 | $7.0M | New |
| ZETA Zeta Global Holdings Corp. Class A | 1.52% | 351,415 | $6.9M | Add +132.8% |
| RBC RBC Bearings Inc. | 1.49% | 10,531 | $6.8M | Reduce -17.4% |
| TVTX Travere Therapeutics Inc. | 1.49% | 119,005 | $6.8M | Add +147.0% |
| ENVA Enova International Inc. | 1.46% | 27,655 | $6.7M | Add +7.0% |
| FORM Formfactor Inc. | 1.46% | 41,430 | $6.6M | Add +41.4% |
| UCTT Ultra Clean Holdings Inc. | 1.45% | 46,285 | $6.6M | Reduce -22.6% |
| PVLA Palvella Therapeutics Inc. | 1.44% | 42,975 | $6.6M | Add +3.7% |
| SIMO Silicon Motion Technol-ADR | 1.44% | 19,600 | $6.5M | Reduce -22.5% |
| MOD Modine Manufacturing Co. | 1.41% | 23,975 | $6.4M | Reduce -35.7% |
| CROX Crocs Inc. | 1.40% | 52,840 | $6.4M | New |
| GRDN Guardian Phrmcy Services-A | 1.40% | 152,025 | $6.4M | Reduce -19.2% |
| CECO Ceco Environmental Corp. | 1.34% | 67,275 | $6.1M | Add +118.0% |
| EXTR Extreme Networks Inc. | 1.30% | 183,095 | $5.9M | New |
| LGND Ligand Pharmaceuticals | 1.30% | 18,747 | $5.9M | Reduce -51.5% |
| KNSA Kiniksa Pharmaceuticals Inte | 1.23% | 87,305 | $5.6M | Add +181.0% |
| HTFL Heartflow Inc. | 1.22% | 189,675 | $5.6M | Add +53.2% |
| LSCC Lattice Semiconductor Corp. | 1.22% | 36,365 | $5.6M | Reduce -39.0% |
| MGNI Magnite Inc. | 1.21% | 289,030 | $5.5M | Reduce -6.6% |
| SMTC Semtech Corp. | 1.20% | 33,630 | $5.4M | Add +9.2% |
| VCEL Vericel Corp. | 1.18% | 120,380 | $5.4M | New |
| LIND Lindblad Expeditions Holding | 1.16% | 186,940 | $5.3M | New |
| AXSM Axsome Therapeutics Inc. | 1.12% | 20,825 | $5.1M | Reduce -5.7% |
| MRCY Mercury Systems Inc. | 1.12% | 41,450 | $5.1M | Reduce -22.6% |
| VSEC Vse Corp. | 1.09% | 21,754 | $5.0M | Reduce -25.4% |
| EQPT Equipmentshare.com Inc. Class A | 1.07% | 248,500 | $4.9M | New |
| DAVE Dave Inc. | 1.07% | 13,060 | $4.9M | New |
| GHM Graham Corp. | 1.06% | 39,005 | $4.8M | New |
| OSW Onespaworld Holdings Ltd. | 1.06% | 170,180 | $4.8M | New |
| AGX Argan Inc. | 1.05% | 6,005 | $4.8M | Reduce -42.3% |
| LASR Nlight Inc. | 1.03% | 67,128 | $4.7M | Reduce -31.2% |
| YOU Clear Secure Inc. Class A | 1.00% | 81,815 | $4.6M | Add +145.3% |
| APLD Applied Digital Corp. | 1.00% | 121,865 | $4.5M | New |
| ACHC Acadia Healthcare Co. Inc. | 0.99% | 152,445 | $4.5M | New |
| RELY Remitly Global Inc. | 0.96% | 194,070 | $4.3M | New |
| AXGN Axogen Inc. | 0.92% | 90,565 | $4.2M | Reduce -11.5% |
| FIVN FIVE9 Inc. | 0.91% | 193,680 | $4.1M | New |
| SNEX Stonex Group Inc. | 0.90% | 34,680 | $4.1M | New |
| KNX Knight-Swift Transportation | 0.88% | 51,585 | $4.0M | Reduce -61.7% |
| ROAD Construction Partners Inc. Class A | 0.88% | 33,648 | $4.0M | Reduce -36.9% |
| AGYS Agilysys Inc. | 0.85% | 37,130 | $3.9M | New |
| TTAN Servicetitan Inc. Class A | 0.85% | 54,575 | $3.9M | New |
| BIRK Birkenstock Holding PLC | 0.82% | 87,120 | $3.7M | New |
| VCYT Veracyte Inc. | 0.82% | 63,400 | $3.7M | New |
| POWL Powell Industries Inc. | 0.80% | 12,735 | $3.6M | Reduce -21.4% |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 0.78% | 71,570 | $3.5M | New |
| ESE Esco Technologies Inc. | 0.78% | 10,130 | $3.5M | Add +116.5% |
| TEX Terex Corp. | 0.76% | 48,015 | $3.5M | New |
| HCSG Healthcare Services Group | 0.71% | 131,800 | $3.2M | Add +1.8% |
| BOBS Bob's Discount Furniture | 0.70% | 201,015 | $3.2M | New |
| ALNT Allient Inc. | 0.70% | 30,890 | $3.2M | Reduce -25.7% |
| CDNL Cardinal Infrastructure GR-A | 0.70% | 33,690 | $3.2M | New |
| VIAV Viavi Solutions Inc. | 0.69% | 65,275 | $3.1M | Add +38.9% |
| OUST Ouster Inc. | 0.69% | 49,830 | $3.1M | New |
| ALAB Astera Labs Inc. | 0.67% | 6,345 | $3.1M | New |
| FLY Firefly Aerospace Inc. | 0.67% | 104,060 | $3.1M | Add +50.9% |
| POWI Power Integrations Inc. | 0.64% | 34,790 | $2.9M | New |
| BOOT Boot Barn Holdings Inc. | 0.63% | 17,485 | $2.9M | Reduce -2.7% |
| SEZL Sezzle Inc. | 0.62% | 16,295 | $2.8M | New |
| NAVN Navan Inc. Class A | 0.60% | 120,075 | $2.7M | New |
| MXL Maxlinear Inc. | 0.60% | 21,410 | $2.7M | New |
| QBTS D-Wave Quantum Inc. | 0.60% | 112,955 | $2.7M | New |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 0.58% | 18,455 | $2.6M | New |
| M Macy's Inc. | 0.58% | 112,010 | $2.6M | New |
| ULS Ul Solutions Inc. Class A | 0.56% | 25,110 | $2.6M | No change |
| AAOI Applied Optoelectronics Inc. | 0.55% | 16,820 | $2.5M | New |
| VIK Viking Holdings Ltd. | 0.54% | 23,490 | $2.5M | No change |
| SITM Sitime Corp. | 0.53% | 3,205 | $2.4M | Reduce -73.1% |
| HLIT Harmonic Inc. | 0.51% | 142,485 | $2.3M | New |
| WSC Willscot Holdings Corp. | 0.47% | 73,810 | $2.1M | New |
| MKSI MKS Inc. | 0.47% | 4,789 | $2.1M | Reduce -79.3% |
| STRL Sterling Infrastructure Inc. | 0.46% | 2,490 | $2.1M | Reduce -86.0% |
| UTI Universal Technical Institut | 0.44% | 46,715 | $2.0M | Reduce -43.1% |
| ONTO Onto Innovation Inc. | 0.42% | 5,090 | $1.9M | Reduce -74.6% |
| CW Curtiss-Wright Corp. | 0.41% | 2,450 | $1.9M | Reduce -12.2% |
| CLH Clean Harbors Inc. | 0.38% | 5,745 | $1.7M | Add +55.3% |
| CGNX Cognex Corp. | 0.37% | 23,085 | $1.7M | New |
| OFRM Once Upon A Farm PBC | 0.37% | 81,290 | $1.7M | New |
| RKLB Rocket Lab Corp. | 0.36% | 16,195 | $1.6M | Reduce -50.8% |
| DGII Digi International Inc. | 0.36% | 21,540 | $1.6M | New |
| ADTN Adtran Holdings Inc. | 0.35% | 115,625 | $1.6M | Reduce -65.7% |
| GH Guardant Health Inc. | 0.35% | 10,610 | $1.6M | New |
| AMPX Amprius Technologies Inc. | 0.35% | 113,710 | $1.6M | Reduce -67.7% |
| BURL Burlington Stores Inc. | 0.34% | 4,940 | $1.6M | New |
| USAR USA Rare Earth Inc. | 0.34% | 71,750 | $1.5M | New |
| MTSI Macom Technology Solutions H | 0.31% | 3,695 | $1.4M | Reduce -61.6% |
| AIT Applied Industrial Tech Inc. | 0.30% | 4,075 | $1.4M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| FIVE Five Below | Sold out | 0.00% | −2.46 |
| PTEN Patterson-Uti Energy Inc. | Sold out | 0.00% | −2.45 |
| MTDR Matador Resources Co. | Sold out | 0.00% | −1.96 |
| AEIS Advanced Energy Industries | Sold out | 0.00% | −1.93 |
| FN Fabrinet | Sold out | 0.00% | −1.60 |
| ENSG The Ensign Group Inc. | Sold out | 0.00% | −1.56 |
| NXT Nextpower Inc. | Sold out | 0.00% | −1.51 |
| KRMN Karman Holdings Inc. | Sold out | 0.00% | −1.43 |
| IONS Ionis Pharmaceuticals Inc. | Sold out | 0.00% | −1.43 |
| KVYO Klaviyo Inc. Class A | Sold out | 0.00% | −1.38 |
| STRL Sterling Infrastructure Inc. | Reduce -86.0% | 0.46% | −1.36 |
| PL Planet Labs PBC | Reduce -89.5% | 0.16% | −1.33 |
| KTOS Kratos Defense & Security | Sold out | 0.00% | −1.32 |
| EYE National Vision Holdings Inc. | Sold out | 0.00% | −1.29 |
| MTZ Mastec Inc. | Sold out | 0.00% | −1.22 |
| AMPX Amprius Technologies Inc. | Reduce -67.7% | 0.35% | −1.15 |
| TTMI TTM Technologies | Sold out | 0.00% | −1.14 |
| WAY Waystar Holding Corp. | Sold out | 0.00% | −1.14 |
| SITE Siteone Landscape Supply Inc. | Sold out | 0.00% | −1.12 |
| APGE Apogee Therapeutics Inc. | Sold out | 0.00% | −1.11 |
| OLLI Ollie's Bargain Outlet Holdi | Sold out | 0.00% | −1.10 |
| KNX Knight-Swift Transportation | Reduce -61.7% | 0.88% | −1.07 |
| CAVA Cava Group Inc. | Sold out | 0.00% | −1.03 |
| PUMP Propetro Holding Corp. | Sold out | 0.00% | −0.97 |
| HALO Halozyme Therapeutics Inc. | Sold out | 0.00% | −0.89 |
| MKSI MKS Inc. | Reduce -79.3% | 0.47% | −0.87 |
| FCFS Firstcash Holdings Inc. | Sold out | 0.00% | −0.80 |
| TNDM Tandem Diabetes Care Inc. | Sold out | 0.00% | −0.80 |
| FRPT Freshpet Inc. | Sold out | 0.00% | −0.79 |
| TARS Tarsus Pharmaceuticals Inc. | Sold out | 0.00% | −0.74 |
| PATK Patrick Industries Inc. | Sold out | 0.00% | −0.72 |
| ADTN Adtran Holdings Inc. | Reduce -65.7% | 0.35% | −0.71 |
| PDFS PDF Solutions Inc. | Sold out | 0.00% | −0.67 |
| IBP Installed Building Products | Sold out | 0.00% | −0.66 |
| LGND Ligand Pharmaceuticals | Reduce -51.5% | 1.30% | −0.64 |
| MOD Modine Manufacturing Co. | Reduce -35.7% | 1.41% | −0.63 |
| ROAD Construction Partners Inc. Class A | Reduce -36.9% | 0.88% | −0.61 |
| ONTO Onto Innovation Inc. | Reduce -74.6% | 0.42% | −0.61 |
| WFRD Weatherford International PL | Sold out | 0.00% | −0.59 |
| BBIO Bridgebio Pharma Inc. | Sold out | 0.00% | −0.59 |
| ALHC Alignment Healthcare Inc. | Sold out | 0.00% | −0.58 |
| SHAK Shake Shack Inc. Class A | Sold out | 0.00% | −0.52 |
| JBTM JBT Marel Corp. | Sold out | 0.00% | −0.52 |
| SITM Sitime Corp. | Reduce -73.1% | 0.53% | −0.51 |
| FIGS Figs Inc. Class A | Sold out | 0.00% | −0.51 |
| CRS Carpenter Technology | Reduce -44.4% | 1.58% | −0.50 |
| FIX Comfort Systems USA Inc. | Sold out | 0.00% | −0.48 |
| ATRO Astronics Corp. | Reduce -69.9% | 0.22% | −0.47 |
| GRDN Guardian Phrmcy Services-A | Reduce -19.2% | 1.40% | −0.39 |
| LASR Nlight Inc. | Reduce -31.2% | 1.03% | −0.37 |
Portfolio Buys Q1 2026 → Q2 2026
| XMTR Xometry Inc. Class A | New | 2.14% | +2.14 |
| HNGE Hinge Health Inc. Class A | Add +135.1% | 2.54% | +1.97 |
| CORT Corcept Therapeutics Inc. | New | 1.75% | +1.75 |
| ALGM Allegro Microsystems Inc. | New | 1.65% | +1.65 |
| CVLT Commvault Systems Inc. | New | 1.55% | +1.55 |
| ADPT Adaptive Biotechnologies | New | 1.53% | +1.53 |
| CROX Crocs Inc. | New | 1.40% | +1.40 |
| EXTR Extreme Networks Inc. | New | 1.30% | +1.30 |
| VCEL Vericel Corp. | New | 1.18% | +1.18 |
| LIND Lindblad Expeditions Holding | New | 1.16% | +1.16 |
| TVTX Travere Therapeutics Inc. | Add +147.0% | 1.49% | +1.13 |
| EQPT Equipmentshare.com Inc. Class A | New | 1.07% | +1.07 |
| DAVE Dave Inc. | New | 1.07% | +1.07 |
| GHM Graham Corp. | New | 1.06% | +1.06 |
| OSW Onespaworld Holdings Ltd. | New | 1.06% | +1.06 |
| APLD Applied Digital Corp. | New | 1.00% | +1.00 |
| ACHC Acadia Healthcare Co. Inc. | New | 0.99% | +0.99 |
| RELY Remitly Global Inc. | New | 0.96% | +0.96 |
| ZETA Zeta Global Holdings Corp. Class A | Add +132.8% | 1.52% | +0.92 |
| FIVN FIVE9 Inc. | New | 0.91% | +0.91 |
| SNEX Stonex Group Inc. | New | 0.90% | +0.90 |
| CECO Ceco Environmental Corp. | Add +118.0% | 1.34% | +0.88 |
| AGYS Agilysys Inc. | New | 0.85% | +0.85 |
| KNSA Kiniksa Pharmaceuticals Inte | Add +181.0% | 1.23% | +0.85 |
| TTAN Servicetitan Inc. Class A | New | 0.85% | +0.85 |
| BIRK Birkenstock Holding PLC | New | 0.82% | +0.82 |
| VCYT Veracyte Inc. | New | 0.82% | +0.82 |
| YETI Yeti Holdings Inc. | New | 0.78% | +0.78 |
| TEX Terex Corp. | New | 0.76% | +0.76 |
| FORM Formfactor Inc. | Add +41.4% | 1.46% | +0.74 |
| MIRM Mirum Pharmaceuticals Inc. | Add +62.3% | 1.63% | +0.72 |
| BOBS Bob's Discount Furniture | New | 0.70% | +0.70 |
| CDNL Cardinal Infrastructure GR-A | New | 0.70% | +0.70 |
| OUST Ouster Inc. | New | 0.69% | +0.69 |
| ALAB Astera Labs Inc. | New | 0.67% | +0.67 |
| POWI Power Integrations Inc. | New | 0.64% | +0.64 |
| SEZL Sezzle Inc. | New | 0.62% | +0.62 |
| NAVN Navan Inc. Class A | New | 0.60% | +0.60 |
| MXL Maxlinear Inc. | New | 0.60% | +0.60 |
| SMTC Semtech Corp. | Add +9.2% | 1.20% | +0.60 |
| YOU Clear Secure Inc. Class A | Add +145.3% | 1.00% | +0.60 |
| QBTS D-Wave Quantum Inc. | New | 0.60% | +0.60 |
| HRI Herc Holdings Inc. | New | 0.58% | +0.58 |
| M Macy's Inc. | New | 0.58% | +0.58 |
| ENVA Enova International Inc. | Add +7.0% | 1.46% | +0.58 |
| AAOI Applied Optoelectronics Inc. | New | 0.55% | +0.55 |
| HLIT Harmonic Inc. | New | 0.51% | +0.51 |
| WSC Willscot Holdings Corp. | New | 0.47% | +0.47 |
| HTFL Heartflow Inc. | Add +53.2% | 1.22% | +0.47 |
| ESE Esco Technologies Inc. | Add +116.5% | 0.78% | +0.45 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 109 | $454.6M | HNGE, BTSG, XMTR, SEI, CORT |
| Q1 2026 | 103 | $396.8M | FIVE, PTEN, CRS, MOD, BTSG |
| Q4 2025 | 110 | $422.1M | FROG, CRS, LGND, FIVE, SITM |
| Q3 2025 | 105 | $408.8M | KTOS, STRL, BWXT, MOD, ANIP |
| Q2 2025 | 106 | $360.8M | CRDO, MGNI, LITE, EYE, BOOT |
| Q1 2025 | 108 | $336.2M | CORT, PLMR, ANIP, CWST, ULS |
| Q4 2024 | 111 | $415.7M | QTWO, ALAB, ROAD, XMTR, FIX |
| Q3 2024 | 116 | $394.9M | FTAI, ZETA, QTWO, CRS, PI |
| Q2 2024 | 115 | $416.0M | OLLI, FRPT, QTWO, TMDX, CRDO |
| Q1 2024 | 117 | $410.3M | MOD, CNM, WFRD, FRPT, FIX |