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
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% |
| OKLO Oklo Inc. | 0.23% | 14,970 | $838K | New |
| APGE Apogee Therapeutics Inc. | 0.22% | 18,410 | $800K | New |
| UTI Universal Technical Institut | 0.20% | 21,570 | $731K | New |
| INSP Inspire Medical Systems Inc. | 0.17% | 4,810 | $624K | No change |
| IONQ Ionq Inc. | 0.15% | 12,620 | $542K | New |
| FIX Comfort Systems USA Inc. | 0.14% | 945 | $507K | New |
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
| 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 |