Lisanti Capital Growth, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Lisanti Capital Growth, LLC reported 106 stock positions worth $360.8 million. Its top holding was Credo Technology Group Holdi (CRDO) at 2.6% of the portfolio, followed by Magnite (MGNI, 2.5%) and Lumentum (LITE, 2.2%). Compared with Q1 2025, it opened 45 new positions, sold out of 47, added to 24 and reduced 31. The biggest buy was Credo Technology Group Holdi (CRDO, shares +1578%) and the biggest sale Corcept Therapeutics (CORT, shares −53%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001424467
Portfolio Value
$360.8M (Q2 2025)
SEC Filing
0001085146-25-004666 ↗ filed Aug 7, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $410.3M Q1 2024 Q2 2024: $416.0M Q2 2024 Q3 2024: $394.9M Q3 2024 Q4 2024: $415.7M Q4 2024 Q1 2025: $336.2M Q1 2025 Q2 2025: $360.8M $360.8M Q2 2025 Q3 2025: $408.8M Q3 2025 Q4 2025: $422.1M Q4 2025 Q1 2026: $396.8M Q1 2026 Q2 2026: $454.6M Q2 2026

Holdings 106 stocks · $360.8M
CRDO Credo Technology Group Holdi 2.61% 101,855 $9.4M Add +1578.0%
MGNI Magnite Inc. 2.46% 368,015 $8.9M Add +155.8%
LITE Lumentum Holdings Inc. 2.23% 84,765 $8.1M Add +92.5%
EYE National Vision Holdings Inc. 2.16% 338,935 $7.8M Add +7.2%
BOOT Boot Barn Holdings Inc. 2.11% 50,030 $7.6M Add +31.5%
SPRY Ars Pharmaceuticals Inc. 2.03% 420,075 $7.3M Add +116.7%
AMSC American Superconductor Corp. 1.84% 180,750 $6.6M New
ROAD Construction Partners Inc. Class A 1.83% 62,255 $6.6M Reduce -9.7%
MOD Modine Manufacturing Co. 1.78% 65,270 $6.4M Add +510.0%
STRL Sterling Infrastructure Inc. 1.78% 27,780 $6.4M New
CVLT Commvault Systems Inc. 1.76% 36,435 $6.4M Reduce -9.8%
ANIP Ani Pharmaceuticals Inc. 1.72% 95,165 $6.2M Reduce -9.7%
OLLI Ollie's Bargain Outlet Holdi 1.66% 45,440 $6.0M Reduce -9.7%
ULS Ul Solutions Inc. Class A 1.65% 81,780 $6.0M Reduce -30.8%
QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC 1.57% 60,450 $5.7M Reduce -9.3%
ELF Elf Beauty Inc. 1.55% 45,000 $5.6M New
BE Bloom Energy Corp. Class A 1.53% 230,130 $5.5M New
RBC RBC Bearings Inc. 1.50% 14,095 $5.4M Reduce -9.4%
CELH Celsius Holdings Inc. 1.49% 116,110 $5.4M New
CRS Carpenter Technology 1.47% 19,215 $5.3M Reduce -8.9%
WGS Genedx Holdings Corp. 1.45% 56,615 $5.2M Add +92.3%
VSEC Vse Corp. 1.42% 39,150 $5.1M Reduce -9.7%
KTOS Kratos Defense & Security 1.42% 110,135 $5.1M Reduce -49.4%
MRCY Mercury Systems Inc. 1.41% 94,205 $5.1M Add +58.5%
GENI Genius Sports Ltd. 1.39% 483,330 $5.0M Reduce -9.7%
ADMA Adma Biologics Inc. 1.39% 275,955 $5.0M Reduce -10.5%
DAVE Dave Inc. 1.38% 18,565 $5.0M New
MP MP Materials Corp. 1.38% 149,635 $5.0M Add +9.5%
FROG Jfrog Ltd. 1.34% 110,195 $4.8M Add +10.2%
TNDM Tandem Diabetes Care Inc. 1.31% 253,840 $4.7M New
TMDX Transmedics Group Inc. 1.30% 35,130 $4.7M Add +21.7%
FIVE Five Below 1.25% 34,500 $4.5M New
SITM Sitime Corp. 1.25% 21,175 $4.5M Add +79.2%
KVYO Klaviyo Inc. Class A 1.23% 132,405 $4.4M Add +20.1%
SLAB Silicon Laboratories Inc. 1.16% 28,450 $4.2M New
VRNA Verona Pharma Ltd. 1.15% 43,965 $4.2M New
AIT Applied Industrial Tech Inc. 1.13% 17,565 $4.1M Reduce -26.3%
XMTR Xometry Inc. Class A 1.13% 120,185 $4.1M Add +140.0%
LRN Stride Inc. 1.11% 27,695 $4.0M Reduce -32.7%
ONON On Holding AG Class A filed as ON HLDG AG 1.10% 76,435 $4.0M New
HQY Healthequity Inc. 1.06% 36,345 $3.8M Reduce -22.8%
ALGM Allegro Microsystems Inc. 1.04% 109,975 $3.8M Add +39.1%
PI Impinj Inc. 1.04% 33,635 $3.7M New
MTZ Mastec Inc. 1.03% 21,775 $3.7M Add +21.8%
LEU Centrus Energy Corp. Class A 0.97% 19,125 $3.5M New
BROS Dutch Bros Inc. Class A 0.95% 49,870 $3.4M Add +306.3%
CORT Corcept Therapeutics Inc. 0.94% 46,360 $3.4M Reduce -53.4%
VCEL Vericel Corp. 0.94% 79,935 $3.4M Add +104.9%
FOUR SHIFT4 Payments Inc. Class A 0.93% 33,850 $3.4M New
CROX Crocs Inc. 0.87% 30,985 $3.1M New
SKWD Skyward Specialty Insurance 0.87% 54,190 $3.1M Reduce -37.5%
HNGE Hinge Health Inc. Class A 0.86% 59,700 $3.1M New
TARS Tarsus Pharmaceuticals Inc. 0.85% 75,525 $3.1M Add +7.6%
PIPR Piper Sandler Cos 0.83% 10,810 $3.0M Reduce -37.5%
LNTH Lantheus Holdings Inc. 0.82% 36,350 $3.0M Reduce -37.0%
AVAV Aerovironment Inc. 0.81% 10,315 $2.9M New
COHR Coherent Corp. 0.81% 32,650 $2.9M New
ITRI Itron Inc. 0.78% 21,460 $2.8M New
DY Dycom Industries Inc. 0.77% 11,440 $2.8M New
GTLS Chart Industries Inc. 0.72% 15,860 $2.6M New
EXTR Extreme Networks Inc. 0.72% 144,155 $2.6M Reduce -37.2%
CHEF The Chefs' Warehouse Inc. 0.71% 39,970 $2.6M Reduce -50.3%
PRCT Procept Biorobotics Corp. 0.70% 43,965 $2.5M New
PAR Par Technology Corp. 0.70% 36,330 $2.5M Reduce -25.9%
FLR Fluor Corp. 0.70% 49,065 $2.5M New
PEGA Pegasystems Inc. 0.65% 43,445 $2.4M New
ZETA Zeta Global Holdings Corp. Class A 0.64% 149,080 $2.3M Add +142.8%
LOPE Grand Canyon Education Inc. 0.64% 12,160 $2.3M Add +57.7%
ALAB Astera Labs Inc. 0.61% 24,180 $2.2M New
JBTM JBT Marel Corp. 0.59% 17,665 $2.1M Reduce -63.4%
SEZL Sezzle Inc. 0.58% 11,615 $2.1M New
KRMN Karman Holdings Inc. 0.55% 39,630 $2.0M New
CALX Calix Inc. 0.55% 37,240 $2.0M New
SIBN Si-Bone Inc. 0.53% 102,545 $1.9M Reduce -39.1%
SLNO Soleno Therapeutics Inc. 0.53% 22,885 $1.9M Reduce -9.8%
VIK Viking Holdings Ltd. 0.49% 33,320 $1.8M No change
APLD Applied Digital Corp. 0.48% 172,365 $1.7M New
LMB Limbach Holdings Inc. 0.47% 12,170 $1.7M New
REVG Rev Group Inc. 0.47% 35,595 $1.7M Reduce -12.8%
EXAS Exact Sciences Corp. 0.46% 31,060 $1.7M New
LASR Nlight Inc. 0.44% 81,330 $1.6M New
TTMI TTM Technologies 0.43% 38,035 $1.6M New
HURN Huron Consulting Group Inc. 0.43% 11,240 $1.5M Reduce -65.2%
WSC Willscot Holdings Corp. 0.43% 55,980 $1.5M New
CFLT Confluent Inc. Class A 0.41% 59,845 $1.5M New
CW Curtiss-Wright Corp. 0.40% 2,925 $1.4M No change
WRBY Warby Parker Inc. Class A 0.38% 62,460 $1.4M New
UEC Uranium Energy Corp. 0.37% 197,745 $1.3M New
NVTS Navitas Semiconductor Corp. 0.34% 189,945 $1.2M New
LGND Ligand Pharmaceuticals 0.34% 10,675 $1.2M Reduce -79.7%
CIEN Ciena Corp. 0.33% 14,465 $1.2M No change
VKTX Viking Therapeutics Inc. 0.31% 42,835 $1.1M New
LENZ Lenz Therapeutics Inc. 0.29% 36,185 $1.1M Add +41.0%
JBL Jabil Inc. 0.28% 4,715 $1.0M Add +37.7%
PEN Penumbra Inc. 0.28% 4,005 $1.0M No change
LOAR Loar Holdings Inc. 0.28% 11,895 $1.0M New
CYBR Cyberark Software Ltd./Israel 0.26% 2,300 $936K Reduce -51.5%
NAMS Newamsterdam Pharma Co. NV 0.25% 49,110 $889K No change
FCFS Firstcash Holdings Inc. 0.24% 6,490 $877K Reduce -43.0%
GWRE Guidewire Software Inc. 0.24% 3,635 $856K Reduce -82.0%

Show all 106 holdings

Portfolio Sells Q1 2025 → Q2 2025
CORT Corcept Therapeutics Inc. Reduce -53.4% 0.94% −2.44
PLMR Palomar Holdings Inc. Sold out 0.00% −2.36
CWST Casella Waste Systems Inc. Class A Sold out 0.00% −2.08
BTSG Brightspring Health Services Sold out 0.00% −1.85
KRYS Krystal Biotech Inc. Sold out 0.00% −1.63
MASI Masimo Corp. Sold out 0.00% −1.51
SRAD Sportradar Group AG-A Sold out 0.00% −1.48
PLNT Planet Fitness Inc. Class A Sold out 0.00% −1.37
LGND Ligand Pharmaceuticals Reduce -79.7% 0.34% −1.31
EEFT Euronet Worldwide Inc. Sold out 0.00% −1.29
JBTM JBT Marel Corp. Reduce -63.4% 0.59% −1.17
AXSM Axsome Therapeutics Inc. Sold out 0.00% −1.15
SGI Somnigroup International Inc. Sold out 0.00% −1.15
LTH Life Time Group Holdings Inc. Sold out 0.00% −1.14
WAL Western Alliance Bancorp Sold out 0.00% −1.11
MMSI Merit Medical Systems Inc. Sold out 0.00% −1.07
CWAN Clearwater Analytics HDS-A Sold out 0.00% −1.07
TBBK The Bancorp Inc. Sold out 0.00% −1.07
ATEC Alphatec Holdings Inc. Sold out 0.00% −1.05
PAY Paymentus Holdings Inc. Class A Sold out 0.00% −1.02
FRSH Freshworks Inc. Class A Sold out 0.00% −0.98
HURN Huron Consulting Group Inc. Reduce -65.2% 0.43% −0.95
SITE Siteone Landscape Supply Inc. Sold out 0.00% −0.93
TXRH Texas Roadhouse Inc. Sold out 0.00% −0.90
GWRE Guidewire Software Inc. Reduce -82.0% 0.24% −0.89
LNTH Lantheus Holdings Inc. Reduce -37.0% 0.82% −0.85
EVER Everquote Inc. Class A Sold out 0.00% −0.85
RMBS Rambus Inc. Sold out 0.00% −0.80
UNFI United Natural Foods Inc. Sold out 0.00% −0.76
NXT Nextpower Inc. Sold out 0.00% −0.76
CAVA Cava Group Inc. Sold out 0.00% −0.73
CAKE The Cheesecake Factory Inc. Sold out 0.00% −0.72
AIOT Powerfleet Inc. Sold out 0.00% −0.67
RH RH Sold out 0.00% −0.67
PTEN Patterson-Uti Energy Inc. Sold out 0.00% −0.65
TMCI Treace Medical Concepts Inc. Sold out 0.00% −0.63
CHEF The Chefs' Warehouse Inc. Reduce -50.3% 0.71% −0.60
DOCS Doximity Inc. Class A Sold out 0.00% −0.57
ADTN Adtran Holdings Inc. Sold out 0.00% −0.56
KTOS Kratos Defense & Security Reduce -49.4% 1.42% −0.50
SKWD Skyward Specialty Insurance Reduce -37.5% 0.87% −0.50
NTRA Natera Inc. Sold out 0.00% −0.48
AIT Applied Industrial Tech Inc. Reduce -26.3% 1.13% −0.47
FTI Technipfmc PLC Sold out 0.00% −0.47
PIPR Piper Sandler Cos Reduce -37.5% 0.83% −0.44
LRN Stride Inc. Reduce -32.7% 1.11% −0.43
ADMA Adma Biologics Inc. Reduce -10.5% 1.39% −0.43
KNF Knife River Corp. Sold out 0.00% −0.42
TCBI Texas Capital Bancshares Inc. Sold out 0.00% −0.42
NBTB N B T Bancorp Inc. Sold out 0.00% −0.41

Portfolio Buys Q1 2025 → Q2 2025
CRDO Credo Technology Group Holdi Add +1578.0% 2.61% +2.54
MGNI Magnite Inc. Add +155.8% 2.46% +1.97
AMSC American Superconductor Corp. New 1.84% +1.84
STRL Sterling Infrastructure Inc. New 1.78% +1.78
ELF Elf Beauty Inc. New 1.55% +1.55
MOD Modine Manufacturing Co. Add +510.0% 1.78% +1.54
BE Bloom Energy Corp. Class A New 1.53% +1.53
CELH Celsius Holdings Inc. New 1.49% +1.49
LITE Lumentum Holdings Inc. Add +92.5% 2.23% +1.42
DAVE Dave Inc. New 1.38% +1.38
TNDM Tandem Diabetes Care Inc. New 1.31% +1.31
SPRY Ars Pharmaceuticals Inc. Add +116.7% 2.03% +1.31
FIVE Five Below New 1.25% +1.25
SLAB Silicon Laboratories Inc. New 1.16% +1.16
VRNA Verona Pharma Ltd. New 1.15% +1.15
ONON On Holding AG Class A New 1.10% +1.10
PI Impinj Inc. New 1.04% +1.04
LEU Centrus Energy Corp. Class A New 0.97% +0.97
EYE National Vision Holdings Inc. Add +7.2% 2.16% +0.96
FOUR SHIFT4 Payments Inc. Class A New 0.93% +0.93
BOOT Boot Barn Holdings Inc. Add +31.5% 2.11% +0.89
CROX Crocs Inc. New 0.87% +0.87
HNGE Hinge Health Inc. Class A New 0.86% +0.86
AVAV Aerovironment Inc. New 0.81% +0.81
COHR Coherent Corp. New 0.81% +0.81
ITRI Itron Inc. New 0.78% +0.78
DY Dycom Industries Inc. New 0.77% +0.77
XMTR Xometry Inc. Class A Add +140.0% 1.13% +0.75
TMDX Transmedics Group Inc. Add +21.7% 1.30% +0.73
GTLS Chart Industries Inc. New 0.72% +0.72
BROS Dutch Bros Inc. Class A Add +306.3% 0.95% +0.72
SITM Sitime Corp. Add +79.2% 1.25% +0.71
PRCT Procept Biorobotics Corp. New 0.70% +0.70
FLR Fluor Corp. New 0.70% +0.70
WGS Genedx Holdings Corp. Add +92.3% 1.45% +0.67
PEGA Pegasystems Inc. New 0.65% +0.65
MRCY Mercury Systems Inc. Add +58.5% 1.41% +0.64
ALAB Astera Labs Inc. New 0.61% +0.61
SEZL Sezzle Inc. New 0.58% +0.58
KRMN Karman Holdings Inc. New 0.55% +0.55
CALX Calix Inc. New 0.55% +0.55
APLD Applied Digital Corp. New 0.48% +0.48
LMB Limbach Holdings Inc. New 0.47% +0.47
EXAS Exact Sciences Corp. New 0.46% +0.46
ALGM Allegro Microsystems Inc. Add +39.1% 1.04% +0.45
LASR Nlight Inc. New 0.44% +0.44
TTMI TTM Technologies New 0.43% +0.43
WSC Willscot Holdings Corp. New 0.43% +0.43
VCEL Vericel Corp. Add +104.9% 0.94% +0.42
CFLT Confluent Inc. Class A New 0.41% +0.41

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 109$454.6MHNGE, BTSG, XMTR, SEI, CORT
Q1 2026 103$396.8MFIVE, PTEN, CRS, MOD, BTSG
Q4 2025 110$422.1MFROG, CRS, LGND, FIVE, SITM
Q3 2025 105$408.8MKTOS, STRL, BWXT, MOD, ANIP
Q2 2025 106$360.8MCRDO, MGNI, LITE, EYE, BOOT
Q1 2025 108$336.2MCORT, PLMR, ANIP, CWST, ULS
Q4 2024 111$415.7MQTWO, ALAB, ROAD, XMTR, FIX
Q3 2024 116$394.9MFTAI, ZETA, QTWO, CRS, PI
Q2 2024 115$416.0MOLLI, FRPT, QTWO, TMDX, CRDO
Q1 2024 117$410.3MMOD, CNM, WFRD, FRPT, FIX