Lisanti Capital Growth, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), Lisanti Capital Growth, LLC reported 108 stock positions worth $336.2 million. Its top holding was Corcept Therapeutics (CORT) at 3.4% of the portfolio, followed by Palomar (PLMR, 2.4%) and Ani Pharmaceuticals (ANIP, 2.1%). Compared with Q4 2024, it opened 55 new positions, sold out of 58, added to 21 and reduced 32. The biggest buy was Corcept Therapeutics (CORT, shares +28%) and the biggest sale an exit from Astera Labs (ALAB).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001424467
- Portfolio Value
- $336.2M (Q1 2025)
- SEC Filing
- 0001085146-25-002338 ↗ filed Apr 25, 2025
Holdings Value
Holdings 108 stocks · $336.2M
| CORT Corcept Therapeutics Inc. | 3.38% | 99,460 | $11.4M | Add +28.1% |
| PLMR Palomar Holdings Inc. | 2.36% | 57,870 | $7.9M | New |
| ANIP Ani Pharmaceuticals Inc. | 2.10% | 105,425 | $7.1M | Add +291.8% |
| CWST Casella Waste Systems Inc. Class A | 2.08% | 62,625 | $7.0M | New |
| ULS Ul Solutions Inc. Class A | 1.98% | 118,155 | $6.7M | Add +26.2% |
| KTOS Kratos Defense & Security | 1.92% | 217,545 | $6.5M | Reduce -2.6% |
| CVLT Commvault Systems Inc. | 1.90% | 40,400 | $6.4M | Reduce -6.4% |
| BTSG Brightspring Health Services | 1.85% | 343,015 | $6.2M | Add +3.4% |
| ADMA Adma Biologics Inc. | 1.82% | 308,440 | $6.1M | Add +75.8% |
| JBTM JBT Marel Corp. | 1.75% | 48,265 | $5.9M | Add +1.7% |
| OLLI Ollie's Bargain Outlet Holdi | 1.74% | 50,335 | $5.9M | Reduce -4.2% |
| LNTH Lantheus Holdings Inc. | 1.67% | 57,670 | $5.6M | New |
| LGND Ligand Pharmaceuticals | 1.64% | 52,575 | $5.5M | Add +34.8% |
| KRYS Krystal Biotech Inc. | 1.63% | 30,410 | $5.5M | New |
| AIT Applied Industrial Tech Inc. | 1.60% | 23,835 | $5.4M | Add +44.5% |
| GENI Genius Sports Ltd. | 1.59% | 535,435 | $5.4M | New |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 1.59% | 66,665 | $5.3M | Reduce -42.4% |
| LRN Stride Inc. | 1.55% | 41,155 | $5.2M | New |
| VSEC Vse Corp. | 1.55% | 43,375 | $5.2M | Add +3.8% |
| MASI Masimo Corp. | 1.51% | 30,485 | $5.1M | New |
| RBC RBC Bearings Inc. | 1.49% | 15,550 | $5.0M | New |
| SRAD Sportradar Group AG-A | 1.48% | 230,640 | $5.0M | New |
| ROAD Construction Partners Inc. Class A | 1.47% | 68,960 | $5.0M | Reduce -34.7% |
| HURN Huron Consulting Group Inc. | 1.38% | 32,250 | $4.6M | New |
| SKWD Skyward Specialty Insurance | 1.37% | 86,765 | $4.6M | Add +158.8% |
| PLNT Planet Fitness Inc. Class A | 1.37% | 47,520 | $4.6M | Reduce -27.6% |
| CHEF The Chefs' Warehouse Inc. | 1.30% | 80,450 | $4.4M | New |
| EEFT Euronet Worldwide Inc. | 1.29% | 40,540 | $4.3M | New |
| PIPR Piper Sandler Cos | 1.27% | 17,300 | $4.3M | Add +37.6% |
| HQY Healthequity Inc. | 1.24% | 47,100 | $4.2M | Add +467.5% |
| BOOT Boot Barn Holdings Inc. | 1.22% | 38,050 | $4.1M | Reduce -16.6% |
| EYE National Vision Holdings Inc. | 1.20% | 316,210 | $4.0M | New |
| AXSM Axsome Therapeutics Inc. | 1.15% | 33,280 | $3.9M | New |
| SGI Somnigroup International Inc. | 1.15% | 64,620 | $3.9M | New |
| LTH Life Time Group Holdings Inc. | 1.14% | 127,180 | $3.8M | New |
| CRS Carpenter Technology | 1.14% | 21,095 | $3.8M | Reduce -20.7% |
| GWRE Guidewire Software Inc. | 1.13% | 20,205 | $3.8M | Add +28.3% |
| WAL Western Alliance Bancorp | 1.11% | 48,375 | $3.7M | Add +136.7% |
| MMSI Merit Medical Systems Inc. | 1.07% | 34,130 | $3.6M | New |
| TARS Tarsus Pharmaceuticals Inc. | 1.07% | 70,180 | $3.6M | Reduce -27.6% |
| CWAN Clearwater Analytics HDS-A | 1.07% | 134,035 | $3.6M | New |
| TBBK The Bancorp Inc. | 1.07% | 67,885 | $3.6M | Add +66.0% |
| ATEC Alphatec Holdings Inc. | 1.05% | 347,280 | $3.5M | New |
| PAY Paymentus Holdings Inc. Class A | 1.02% | 131,135 | $3.4M | New |
| MP MP Materials Corp. | 0.99% | 136,705 | $3.3M | New |
| KVYO Klaviyo Inc. Class A | 0.99% | 110,255 | $3.3M | Reduce -16.8% |
| FRSH Freshworks Inc. Class A | 0.98% | 234,500 | $3.3M | Add +65.6% |
| FROG Jfrog Ltd. | 0.95% | 99,965 | $3.2M | New |
| SITE Siteone Landscape Supply Inc. | 0.93% | 25,805 | $3.1M | New |
| EXTR Extreme Networks Inc. | 0.90% | 229,670 | $3.0M | Reduce -31.3% |
| TXRH Texas Roadhouse Inc. | 0.90% | 18,115 | $3.0M | Reduce -39.9% |
| PAR Par Technology Corp. | 0.90% | 49,060 | $3.0M | Reduce -31.7% |
| EVER Everquote Inc. Class A | 0.85% | 108,670 | $2.8M | New |
| LITE Lumentum Holdings Inc. | 0.82% | 44,045 | $2.7M | Reduce -45.1% |
| RMBS Rambus Inc. | 0.80% | 51,925 | $2.7M | New |
| WGS Genedx Holdings Corp. | 0.78% | 29,435 | $2.6M | Reduce -56.6% |
| UNFI United Natural Foods Inc. | 0.76% | 93,825 | $2.6M | New |
| MRCY Mercury Systems Inc. | 0.76% | 59,455 | $2.6M | New |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.76% | 60,760 | $2.6M | New |
| CAVA Cava Group Inc. | 0.73% | 28,560 | $2.5M | New |
| SPRY Ars Pharmaceuticals Inc. | 0.73% | 193,830 | $2.4M | New |
| CAKE The Cheesecake Factory Inc. | 0.72% | 49,800 | $2.4M | New |
| SIBN Si-Bone Inc. | 0.70% | 168,525 | $2.4M | New |
| AIOT Powerfleet Inc. | 0.67% | 411,675 | $2.3M | New |
| RH RH | 0.67% | 9,590 | $2.2M | Reduce -52.4% |
| PTEN Patterson-Uti Energy Inc. | 0.65% | 265,855 | $2.2M | New |
| TMCI Treace Medical Concepts Inc. | 0.63% | 252,215 | $2.1M | New |
| MTZ Mastec Inc. | 0.62% | 17,885 | $2.1M | Reduce -59.5% |
| ALGM Allegro Microsystems Inc. | 0.59% | 79,055 | $2.0M | New |
| TMDX Transmedics Group Inc. | 0.58% | 28,870 | $1.9M | New |
| DOCS Doximity Inc. Class A | 0.57% | 32,735 | $1.9M | New |
| ADTN Adtran Holdings Inc. | 0.56% | 215,555 | $1.9M | New |
| SLNO Soleno Therapeutics Inc. | 0.54% | 25,365 | $1.8M | New |
| SITM Sitime Corp. | 0.54% | 11,820 | $1.8M | Reduce -59.6% |
| VCEL Vericel Corp. | 0.52% | 39,015 | $1.7M | Add +53.4% |
| MGNI Magnite Inc. | 0.49% | 143,855 | $1.6M | Reduce -14.4% |
| CYBR Cyberark Software Ltd./Israel | 0.48% | 4,745 | $1.6M | Reduce -2.4% |
| NTRA Natera Inc. | 0.48% | 11,320 | $1.6M | Reduce -2.3% |
| FTI Technipfmc PLC | 0.47% | 49,380 | $1.6M | Add +38.0% |
| KNF Knife River Corp. | 0.42% | 15,825 | $1.4M | New |
| TCBI Texas Capital Bancshares Inc. | 0.42% | 18,975 | $1.4M | New |
| NBTB N B T Bancorp Inc. | 0.41% | 32,350 | $1.4M | Reduce -51.0% |
| QNST Quinstreet Inc. | 0.41% | 76,835 | $1.4M | Reduce -12.7% |
| FCFS Firstcash Holdings Inc. | 0.41% | 11,385 | $1.4M | New |
| GH Guardant Health Inc. | 0.40% | 31,380 | $1.3M | New |
| LOPE Grand Canyon Education Inc. | 0.40% | 7,710 | $1.3M | New |
| VIK Viking Holdings Ltd. | 0.39% | 33,320 | $1.3M | Add +40.8% |
| GMED Globus Medical Inc. Class A | 0.39% | 17,910 | $1.3M | Reduce -2.3% |
| REVG Rev Group Inc. | 0.38% | 40,795 | $1.3M | New |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.38% | 11,160 | $1.3M | New |
| XMTR Xometry Inc. Class A | 0.37% | 50,080 | $1.2M | Reduce -75.9% |
| PEN Penumbra Inc. | 0.32% | 4,005 | $1.1M | New |
| PHR Phreesia Inc. | 0.32% | 41,545 | $1.1M | New |
| SMMT Summit Therapeutics Inc. | 0.31% | 53,850 | $1.0M | New |
| NAMS Newamsterdam Pharma Co. NV | 0.30% | 49,110 | $1.0M | Add +26.9% |
| CW Curtiss-Wright Corp. | 0.28% | 2,925 | $928K | Reduce -49.0% |
| CIEN Ciena Corp. | 0.26% | 14,465 | $874K | Add +162.1% |
| ZETA Zeta Global Holdings Corp. Class A | 0.25% | 61,400 | $833K | Reduce -79.5% |
| MOD Modine Manufacturing Co. | 0.24% | 10,700 | $821K | Reduce -79.0% |
| ZG Zillow Group Inc. Class A | 0.24% | 11,875 | $794K | Reduce -15.2% |
Portfolio Sells Q4 2024 → Q1 2025
| ALAB Astera Labs Inc. | Sold out | 0.00% | −2.51 |
| FIX Comfort Systems USA Inc. | Sold out | 0.00% | −2.00 |
| FRPT Freshpet Inc. | Sold out | 0.00% | −1.88 |
| XMTR Xometry Inc. Class A | Reduce -75.9% | 0.37% | −1.76 |
| KRNT Kornit Digital Ltd. | Sold out | 0.00% | −1.59 |
| SMTC Semtech Corp. | Sold out | 0.00% | −1.59 |
| RELY Remitly Global Inc. | Sold out | 0.00% | −1.52 |
| ITCI Intra-Cellular Therapies Inc. | Sold out | 0.00% | −1.46 |
| GTLS Chart Industries Inc. | Sold out | 0.00% | −1.43 |
| WRBY Warby Parker Inc. Class A | Sold out | 0.00% | −1.41 |
| ELF Elf Beauty Inc. | Sold out | 0.00% | −1.30 |
| MTSI Macom Technology Solutions H | Sold out | 0.00% | −1.29 |
| RH RH | Reduce -52.4% | 0.67% | −1.24 |
| QTWO Q2 Holdings Inc. | Reduce -42.4% | 1.59% | −1.22 |
| CRDO Credo Technology Group Holdi | Reduce -92.3% | 0.07% | −1.20 |
| MOD Modine Manufacturing Co. | Reduce -79.0% | 0.24% | −1.17 |
| GKOS Glaukos Corp. | Sold out | 0.00% | −1.07 |
| CFLT Confluent Inc. Class A | Sold out | 0.00% | −1.05 |
| ZETA Zeta Global Holdings Corp. Class A | Reduce -79.5% | 0.25% | −1.05 |
| TNDM Tandem Diabetes Care Inc. | Sold out | 0.00% | −1.03 |
| CRNX Crinetics Pharmaceuticals Inc. | Sold out | 0.00% | −1.02 |
| EVR Evercore Inc. Class A | Sold out | 0.00% | −1.01 |
| SAIA Saia Inc. | Sold out | 0.00% | −1.00 |
| KNX Knight-Swift Transportation | Sold out | 0.00% | −0.99 |
| AZEK The Azek Co. Inc. | Sold out | 0.00% | −0.98 |
| SITM Sitime Corp. | Reduce -59.6% | 0.54% | −0.97 |
| DY Dycom Industries Inc. | Sold out | 0.00% | −0.97 |
| NARI Inari Medical Inc. | Sold out | 0.00% | −0.95 |
| DUOL Duolingo | Sold out | 0.00% | −0.91 |
| ALKT Alkami Technology Inc. | Sold out | 0.00% | −0.87 |
| FSS Federal Signal Corp. | Sold out | 0.00% | −0.86 |
| STRL Sterling Infrastructure Inc. | Sold out | 0.00% | −0.85 |
| TGLS Tecnoglass Holdings Inc. | Sold out | 0.00% | −0.83 |
| MTZ Mastec Inc. | Reduce -59.5% | 0.62% | −0.83 |
| RVLV Revolve Group Inc. Class A | Sold out | 0.00% | −0.81 |
| LITE Lumentum Holdings Inc. | Reduce -45.1% | 0.82% | −0.80 |
| SHAK Shake Shack Inc. Class A | Sold out | 0.00% | −0.80 |
| WWW Wolverine World Wide Inc. | Sold out | 0.00% | −0.79 |
| PRCT Procept Biorobotics Corp. | Sold out | 0.00% | −0.79 |
| ROAD Construction Partners Inc. Class A | Reduce -34.7% | 1.47% | −0.77 |
| RDNT Radnet Inc. | Sold out | 0.00% | −0.75 |
| CLH Clean Harbors Inc. | Sold out | 0.00% | −0.75 |
| ANF Abercrombie & Fitch Co. Class A | Sold out | 0.00% | −0.74 |
| LOAR Loar Holdings Inc. | Sold out | 0.00% | −0.68 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.67 |
| ITRI Itron Inc. | Sold out | 0.00% | −0.67 |
| FTAI Ftai Aviation Ltd. | Sold out | 0.00% | −0.59 |
| JEF Jefferies Financial Group Inc. | Sold out | 0.00% | −0.56 |
| AGYS Agilysys Inc. | Sold out | 0.00% | −0.55 |
| NWL Newell Brands Inc. | Sold out | 0.00% | −0.53 |
Portfolio Buys Q4 2024 → Q1 2025
| CORT Corcept Therapeutics Inc. | Add +28.1% | 3.38% | +2.44 |
| PLMR Palomar Holdings Inc. | New | 2.36% | +2.36 |
| CWST Casella Waste Systems Inc. Class A | New | 2.08% | +2.08 |
| ANIP Ani Pharmaceuticals Inc. | Add +291.8% | 2.10% | +1.74 |
| LNTH Lantheus Holdings Inc. | New | 1.67% | +1.67 |
| KRYS Krystal Biotech Inc. | New | 1.63% | +1.63 |
| GENI Genius Sports Ltd. | New | 1.59% | +1.59 |
| LRN Stride Inc. | New | 1.55% | +1.55 |
| MASI Masimo Corp. | New | 1.51% | +1.51 |
| RBC RBC Bearings Inc. | New | 1.49% | +1.49 |
| SRAD Sportradar Group AG-A | New | 1.48% | +1.48 |
| HURN Huron Consulting Group Inc. | New | 1.38% | +1.38 |
| CHEF The Chefs' Warehouse Inc. | New | 1.30% | +1.30 |
| EEFT Euronet Worldwide Inc. | New | 1.29% | +1.29 |
| EYE National Vision Holdings Inc. | New | 1.20% | +1.20 |
| AXSM Axsome Therapeutics Inc. | New | 1.15% | +1.15 |
| SGI Somnigroup International Inc. | New | 1.15% | +1.15 |
| LTH Life Time Group Holdings Inc. | New | 1.14% | +1.14 |
| ADMA Adma Biologics Inc. | Add +75.8% | 1.82% | +1.10 |
| MMSI Merit Medical Systems Inc. | New | 1.07% | +1.07 |
| CWAN Clearwater Analytics HDS-A | New | 1.07% | +1.07 |
| ATEC Alphatec Holdings Inc. | New | 1.05% | +1.05 |
| HQY Healthequity Inc. | Add +467.5% | 1.24% | +1.05 |
| PAY Paymentus Holdings Inc. Class A | New | 1.02% | +1.02 |
| MP MP Materials Corp. | New | 0.99% | +0.99 |
| SKWD Skyward Specialty Insurance | Add +158.8% | 1.37% | +0.96 |
| FROG Jfrog Ltd. | New | 0.95% | +0.95 |
| SITE Siteone Landscape Supply Inc. | New | 0.93% | +0.93 |
| ULS Ul Solutions Inc. Class A | Add +26.2% | 1.98% | +0.86 |
| EVER Everquote Inc. Class A | New | 0.85% | +0.85 |
| RMBS Rambus Inc. | New | 0.80% | +0.80 |
| UNFI United Natural Foods Inc. | New | 0.76% | +0.76 |
| MRCY Mercury Systems Inc. | New | 0.76% | +0.76 |
| NXT Nextpower Inc. | New | 0.76% | +0.76 |
| CAVA Cava Group Inc. | New | 0.73% | +0.73 |
| SPRY Ars Pharmaceuticals Inc. | New | 0.73% | +0.73 |
| CAKE The Cheesecake Factory Inc. | New | 0.72% | +0.72 |
| SIBN Si-Bone Inc. | New | 0.70% | +0.70 |
| WAL Western Alliance Bancorp | Add +136.7% | 1.11% | +0.69 |
| AIOT Powerfleet Inc. | New | 0.67% | +0.67 |
| PTEN Patterson-Uti Energy Inc. | New | 0.65% | +0.65 |
| AIT Applied Industrial Tech Inc. | Add +44.5% | 1.60% | +0.65 |
| LGND Ligand Pharmaceuticals | Add +34.8% | 1.64% | +0.64 |
| TMCI Treace Medical Concepts Inc. | New | 0.63% | +0.63 |
| VSEC Vse Corp. | Add +3.8% | 1.55% | +0.59 |
| ALGM Allegro Microsystems Inc. | New | 0.59% | +0.59 |
| TMDX Transmedics Group Inc. | New | 0.58% | +0.58 |
| DOCS Doximity Inc. Class A | New | 0.57% | +0.57 |
| ADTN Adtran Holdings Inc. | New | 0.56% | +0.56 |
| TBBK The Bancorp Inc. | Add +66.0% | 1.07% | +0.55 |
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 |