Lisanti Capital Growth, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), Lisanti Capital Growth, LLC reported 110 stock positions worth $422.1 million. Its top holding was Jfrog (FROG) at 2.1% of the portfolio, followed by Carpenter Technology (CRS, 2.1%) and Ligand Pharmaceuticals (LGND, 2.0%). Compared with Q3 2025, it opened 38 new positions, sold out of 33, added to 30 and reduced 41. The biggest buy was a new position in Huron Consulting (HURN) and the biggest sale an exit from BWX Technologies (BWXT).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001424467
- Portfolio Value
- $422.1M (Q4 2025)
- SEC Filing
- 0001424467-26-000001 ↗ filed Feb 9, 2026
Holdings Value
Holdings 110 stocks · $422.1M
| FROG Jfrog Ltd. | 2.14% | 144,393 | $9.0M | Add +13.8% |
| CRS Carpenter Technology | 2.14% | 28,625 | $9.0M | Add +47.1% |
| LGND Ligand Pharmaceuticals | 1.96% | 43,742 | $8.3M | Add +47.4% |
| FIVE Five Below | 1.96% | 43,844 | $8.3M | Add +48.4% |
| SITM Sitime Corp. | 1.91% | 22,854 | $8.1M | Add +17.7% |
| HURN Huron Consulting Group Inc. | 1.87% | 45,590 | $7.9M | New |
| ATEC Alphatec Holdings Inc. | 1.86% | 372,407 | $7.8M | Add +63.9% |
| KNX Knight-Swift Transportation | 1.78% | 144,100 | $7.5M | New |
| BOOT Boot Barn Holdings Inc. | 1.70% | 40,769 | $7.2M | Reduce -0.8% |
| DY Dycom Industries Inc. | 1.64% | 20,540 | $6.9M | Add +8.0% |
| TMDX Transmedics Group Inc. | 1.64% | 56,751 | $6.9M | Reduce -0.3% |
| MRCY Mercury Systems Inc. | 1.63% | 94,265 | $6.9M | Reduce -3.4% |
| JBTM JBT Marel Corp. | 1.60% | 44,828 | $6.8M | Reduce -7.7% |
| ENVA Enova International Inc. | 1.59% | 42,760 | $6.7M | New |
| NAMS Newamsterdam Pharma Co. NV | 1.49% | 179,410 | $6.3M | Add +278.1% |
| ROAD Construction Partners Inc. Class A | 1.48% | 57,463 | $6.2M | Reduce -0.9% |
| VSEC Vse Corp. | 1.45% | 35,309 | $6.1M | Add +26.5% |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 1.37% | 39,060 | $5.8M | New |
| KVYO Klaviyo Inc. Class A | 1.37% | 178,140 | $5.8M | New |
| TNDM Tandem Diabetes Care Inc. | 1.37% | 262,885 | $5.8M | New |
| NXT Nextpower Inc. | 1.37% | 66,175 | $5.8M | Add +19.0% |
| RBC RBC Bearings Inc. | 1.36% | 12,791 | $5.7M | Reduce -10.8% |
| BTSG Brightspring Health Services | 1.35% | 152,195 | $5.7M | Add +129.7% |
| W Wayfair Inc. Class A | 1.34% | 56,245 | $5.6M | New |
| PEGA Pegasystems Inc. | 1.32% | 93,526 | $5.6M | Add +36.4% |
| PIPR Piper Sandler Cos | 1.28% | 15,910 | $5.4M | Reduce -0.3% |
| WGS Genedx Holdings Corp. | 1.27% | 41,128 | $5.3M | Reduce -27.4% |
| TVTX Travere Therapeutics Inc. | 1.25% | 138,482 | $5.3M | Add +6.9% |
| TARS Tarsus Pharmaceuticals Inc. | 1.25% | 64,341 | $5.3M | Add +49.6% |
| EYE National Vision Holdings Inc. | 1.21% | 197,063 | $5.1M | Add +16.7% |
| CALX Calix Inc. | 1.20% | 95,736 | $5.1M | Add +17.7% |
| CECO Ceco Environmental Corp. | 1.19% | 84,235 | $5.0M | New |
| KRMN Karman Holdings Inc. | 1.17% | 67,369 | $4.9M | Reduce -17.7% |
| MP MP Materials Corp. | 1.15% | 95,797 | $4.8M | Reduce -0.9% |
| PI Impinj Inc. | 1.13% | 27,406 | $4.8M | Reduce -26.6% |
| KTOS Kratos Defense & Security | 1.12% | 62,300 | $4.7M | Reduce -48.9% |
| CYTK Cytokinetics Inc. | 1.12% | 74,200 | $4.7M | Add +51.2% |
| TTMI TTM Technologies | 1.12% | 68,322 | $4.7M | Reduce -25.8% |
| LITE Lumentum Holdings Inc. | 1.12% | 12,785 | $4.7M | Reduce -66.5% |
| SPRY Ars Pharmaceuticals Inc. | 1.09% | 396,509 | $4.6M | Add +87.8% |
| ONON On Holding AG Class A filed as ON HLDG AG | 1.06% | 95,840 | $4.5M | New |
| CRDO Credo Technology Group Holdi | 1.04% | 30,576 | $4.4M | Reduce -24.3% |
| PVLA Palvella Therapeutics Inc. | 1.03% | 41,470 | $4.3M | New |
| MTH Meritage Homes Corp. | 1.02% | 65,260 | $4.3M | Reduce -0.8% |
| AEIS Advanced Energy Industries | 1.00% | 20,261 | $4.2M | Reduce -0.5% |
| BE Bloom Energy Corp. Class A | 1.00% | 48,600 | $4.2M | Reduce -14.3% |
| BRZE Braze Inc. Class A | 0.97% | 119,030 | $4.1M | New |
| PLNT Planet Fitness Inc. Class A | 0.96% | 37,485 | $4.1M | New |
| BROS Dutch Bros Inc. Class A | 0.95% | 65,840 | $4.0M | New |
| SMTC Semtech Corp. | 0.94% | 54,040 | $4.0M | Reduce -10.6% |
| GH Guardant Health Inc. | 0.94% | 38,665 | $3.9M | New |
| AIT Applied Industrial Tech Inc. | 0.93% | 15,355 | $3.9M | Reduce -13.7% |
| LASR Nlight Inc. | 0.92% | 103,978 | $3.9M | Add +23.0% |
| XMTR Xometry Inc. Class A | 0.91% | 64,905 | $3.9M | Reduce -21.3% |
| SEI Solaris Energy Infrastructur | 0.91% | 83,885 | $3.9M | New |
| EVER Everquote Inc. Class A | 0.91% | 142,710 | $3.9M | New |
| CCB Coastal Financial Corp. | 0.89% | 32,609 | $3.7M | Reduce -0.1% |
| DOCN Digitalocean Holdings Inc. | 0.87% | 76,735 | $3.7M | New |
| MIR Mirion Technologies Inc. | 0.87% | 156,740 | $3.7M | Add +133.3% |
| AXGN Axogen Inc. | 0.85% | 109,175 | $3.6M | New |
| ANF Abercrombie & Fitch Co. Class A | 0.82% | 27,450 | $3.5M | New |
| CIEN Ciena Corp. | 0.78% | 14,145 | $3.3M | Reduce -0.5% |
| MTZ Mastec Inc. | 0.77% | 14,998 | $3.3M | Reduce -45.0% |
| RGEN Repligen Corp. | 0.76% | 19,460 | $3.2M | New |
| M Macy's Inc. | 0.74% | 141,090 | $3.1M | New |
| BJRI Bj's Restaurants Inc. | 0.74% | 78,870 | $3.1M | New |
| ZETA Zeta Global Holdings Corp. Class A | 0.72% | 150,350 | $3.1M | Reduce -59.4% |
| DYN Dyne Therapeutics Inc. | 0.72% | 154,445 | $3.0M | New |
| IRTC Irhythm Holdings Inc. | 0.71% | 16,995 | $3.0M | Add +1.0% |
| PDFS PDF Solutions Inc. | 0.71% | 105,540 | $3.0M | New |
| STRL Sterling Infrastructure Inc. | 0.68% | 9,361 | $2.9M | Reduce -71.2% |
| HNGE Hinge Health Inc. Class A | 0.66% | 59,711 | $2.8M | Reduce -2.0% |
| GKOS Glaukos Corp. | 0.65% | 24,135 | $2.7M | New |
| IONS Ionis Pharmaceuticals Inc. | 0.61% | 32,789 | $2.6M | Reduce -64.4% |
| ANIP Ani Pharmaceuticals Inc. | 0.57% | 30,379 | $2.4M | Reduce -63.2% |
| ADPT Adaptive Biotechnologies | 0.55% | 142,515 | $2.3M | Reduce -52.4% |
| CAMT Camtek Ltd. | 0.55% | 21,640 | $2.3M | New |
| VIK Viking Holdings Ltd. | 0.54% | 32,090 | $2.3M | Reduce -0.5% |
| ALNT Allient Inc. | 0.53% | 41,385 | $2.2M | New |
| SGI Somnigroup International Inc. | 0.52% | 24,785 | $2.2M | Add +65.9% |
| SHOO Steven Madden Ltd. filed as MADDEN STEVEN LTD | 0.52% | 52,480 | $2.2M | New |
| PL Planet Labs PBC | 0.49% | 105,030 | $2.1M | New |
| CRNX Crinetics Pharmaceuticals Inc. | 0.47% | 43,040 | $2.0M | Add +88.0% |
| YOU Clear Secure Inc. Class A | 0.46% | 54,920 | $1.9M | New |
| URBN Urban Outfitters Inc. | 0.46% | 25,550 | $1.9M | New |
| RKLB Rocket Lab Corp. | 0.44% | 26,770 | $1.9M | Reduce -0.5% |
| QBTS D-Wave Quantum Inc. | 0.39% | 62,485 | $1.6M | New |
| ULS Ul Solutions Inc. Class A | 0.38% | 20,600 | $1.6M | Reduce -75.3% |
| AMPX Amprius Technologies Inc. | 0.37% | 198,890 | $1.6M | Reduce -25.1% |
| CW Curtiss-Wright Corp. | 0.37% | 2,845 | $1.6M | Add +0.7% |
| PATK Patrick Industries Inc. | 0.37% | 14,369 | $1.6M | Reduce -58.2% |
| ADMA Adma Biologics Inc. | 0.36% | 83,555 | $1.5M | Add +4.9% |
| NCNO Ncino Inc. | 0.35% | 57,590 | $1.5M | Add +48.8% |
| FIX Comfort Systems USA Inc. | 0.31% | 1,415 | $1.3M | No change |
| LOAR Loar Holdings Inc. | 0.31% | 19,410 | $1.3M | Add +68.7% |
| BBNX Beta Bionics Inc. | 0.31% | 42,985 | $1.3M | New |
| HTFL Heartflow Inc. | 0.30% | 43,789 | $1.3M | Add +50.1% |
| EVLV Evolv Technologies Holdings | 0.29% | 172,350 | $1.2M | Add +58.3% |
| PRCT Procept Biorobotics Corp. | 0.27% | 35,890 | $1.1M | New |
| SIBN Si-Bone Inc. | 0.27% | 56,964 | $1.1M | Reduce -3.9% |
Portfolio Sells Q3 2025 → Q4 2025
| BWXT BWX Technologies Inc. | Sold out | 0.00% | −2.09 |
| STRL Sterling Infrastructure Inc. | Reduce -71.2% | 0.68% | −2.02 |
| MOD Modine Manufacturing Co. | Sold out | 0.00% | −2.02 |
| TBBK The Bancorp Inc. | Sold out | 0.00% | −1.80 |
| AMSC American Superconductor Corp. | Sold out | 0.00% | −1.72 |
| KTOS Kratos Defense & Security | Reduce -48.9% | 1.12% | −1.60 |
| CORT Corcept Therapeutics Inc. | Sold out | 0.00% | −1.39 |
| ANIP Ani Pharmaceuticals Inc. | Reduce -63.2% | 0.57% | −1.28 |
| EXTR Extreme Networks Inc. | Sold out | 0.00% | −1.26 |
| AVAV Aerovironment Inc. | Sold out | 0.00% | −1.15 |
| REVG Rev Group Inc. | Sold out | 0.00% | −1.10 |
| GENI Genius Sports Ltd. | Sold out | 0.00% | −1.09 |
| ZETA Zeta Global Holdings Corp. Class A | Reduce -59.4% | 0.72% | −1.07 |
| LRN Stride Inc. | Sold out | 0.00% | −1.06 |
| ULS Ul Solutions Inc. Class A | Reduce -75.3% | 0.38% | −1.06 |
| RMBS Rambus Inc. | Sold out | 0.00% | −1.06 |
| DAVE Dave Inc. | Sold out | 0.00% | −1.01 |
| MGNI Magnite Inc. | Sold out | 0.00% | −1.01 |
| LENZ Lenz Therapeutics Inc. | Sold out | 0.00% | −1.00 |
| FIGR Figure Technology Solut Class A | Sold out | 0.00% | −0.92 |
| TREX Trex Company Inc. | Sold out | 0.00% | −0.88 |
| WAY Waystar Holding Corp. | Reduce -85.9% | 0.12% | −0.86 |
| IONS Ionis Pharmaceuticals Inc. | Reduce -64.4% | 0.61% | −0.86 |
| LEU Centrus Energy Corp. Class A | Sold out | 0.00% | −0.85 |
| PAY Paymentus Holdings Inc. Class A | Reduce -88.1% | 0.11% | −0.80 |
| CVLT Commvault Systems Inc. | Sold out | 0.00% | −0.77 |
| GOOS Canada Goose Holdings Inc. | Sold out | 0.00% | −0.75 |
| TMHC Taylor Morrison Home Corp. | Reduce -75.5% | 0.19% | −0.71 |
| ONT Onterris Inc. | Sold out | 0.00% | −0.69 |
| MTZ Mastec Inc. | Reduce -45.0% | 0.77% | −0.65 |
| PTON Peloton Interactive Inc. Class A | Sold out | 0.00% | −0.59 |
| SMR Nuscale Power Corp. | Sold out | 0.00% | −0.57 |
| ADPT Adaptive Biotechnologies | Reduce -52.4% | 0.55% | −0.55 |
| PI Impinj Inc. | Reduce -26.6% | 1.13% | −0.52 |
| PATK Patrick Industries Inc. | Reduce -58.2% | 0.37% | −0.50 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −0.48 |
| MP MP Materials Corp. | Reduce -0.9% | 1.15% | −0.44 |
| SITE Siteone Landscape Supply Inc. | Reduce -60.2% | 0.25% | −0.41 |
| LITE Lumentum Holdings Inc. | Reduce -66.5% | 1.12% | −0.40 |
| CRDO Credo Technology Group Holdi | Reduce -24.3% | 1.04% | −0.40 |
| ROAD Construction Partners Inc. Class A | Reduce -0.9% | 1.48% | −0.32 |
| GWRE Guidewire Software Inc. | Sold out | 0.00% | −0.32 |
| AMPX Amprius Technologies Inc. | Reduce -25.1% | 0.37% | −0.31 |
| MXL Maxlinear Inc. | Sold out | 0.00% | −0.29 |
| KRMN Karman Holdings Inc. | Reduce -17.7% | 1.17% | −0.28 |
| WGS Genedx Holdings Corp. | Reduce -27.4% | 1.27% | −0.22 |
| BLD Topbuild Corp. | Sold out | 0.00% | −0.22 |
| MRCY Mercury Systems Inc. | Reduce -3.4% | 1.63% | −0.22 |
| APLD Applied Digital Corp. | Sold out | 0.00% | −0.21 |
| AIT Applied Industrial Tech Inc. | Reduce -13.7% | 0.93% | −0.20 |
Portfolio Buys Q3 2025 → Q4 2025
| HURN Huron Consulting Group Inc. | New | 1.87% | +1.87 |
| KNX Knight-Swift Transportation | New | 1.78% | +1.78 |
| ENVA Enova International Inc. | New | 1.59% | +1.59 |
| HRI Herc Holdings Inc. | New | 1.37% | +1.37 |
| KVYO Klaviyo Inc. Class A | New | 1.37% | +1.37 |
| TNDM Tandem Diabetes Care Inc. | New | 1.37% | +1.37 |
| W Wayfair Inc. Class A | New | 1.34% | +1.34 |
| CECO Ceco Environmental Corp. | New | 1.19% | +1.19 |
| NAMS Newamsterdam Pharma Co. NV | Add +278.1% | 1.49% | +1.16 |
| ONON On Holding AG Class A | New | 1.06% | +1.06 |
| ATEC Alphatec Holdings Inc. | Add +63.9% | 1.86% | +1.05 |
| PVLA Palvella Therapeutics Inc. | New | 1.03% | +1.03 |
| BRZE Braze Inc. Class A | New | 0.97% | +0.97 |
| CRS Carpenter Technology | Add +47.1% | 2.14% | +0.97 |
| PLNT Planet Fitness Inc. Class A | New | 0.96% | +0.96 |
| BROS Dutch Bros Inc. Class A | New | 0.95% | +0.95 |
| GH Guardant Health Inc. | New | 0.94% | +0.94 |
| SEI Solaris Energy Infrastructur | New | 0.91% | +0.91 |
| EVER Everquote Inc. Class A | New | 0.91% | +0.91 |
| DOCN Digitalocean Holdings Inc. | New | 0.87% | +0.87 |
| BTSG Brightspring Health Services | Add +129.7% | 1.35% | +0.87 |
| AXGN Axogen Inc. | New | 0.85% | +0.85 |
| FIVE Five Below | Add +48.4% | 1.96% | +0.84 |
| ANF Abercrombie & Fitch Co. Class A | New | 0.82% | +0.82 |
| RGEN Repligen Corp. | New | 0.76% | +0.76 |
| M Macy's Inc. | New | 0.74% | +0.74 |
| BJRI Bj's Restaurants Inc. | New | 0.74% | +0.74 |
| DYN Dyne Therapeutics Inc. | New | 0.72% | +0.72 |
| PDFS PDF Solutions Inc. | New | 0.71% | +0.71 |
| LGND Ligand Pharmaceuticals | Add +47.4% | 1.96% | +0.67 |
| FROG Jfrog Ltd. | Add +13.8% | 2.14% | +0.67 |
| GKOS Glaukos Corp. | New | 0.65% | +0.65 |
| TARS Tarsus Pharmaceuticals Inc. | Add +49.6% | 1.25% | +0.62 |
| SPRY Ars Pharmaceuticals Inc. | Add +87.8% | 1.09% | +0.58 |
| CAMT Camtek Ltd. | New | 0.55% | +0.55 |
| ALNT Allient Inc. | New | 0.53% | +0.53 |
| SHOO Steven Madden Ltd. | New | 0.52% | +0.52 |
| TVTX Travere Therapeutics Inc. | Add +6.9% | 1.25% | +0.50 |
| PL Planet Labs PBC | New | 0.49% | +0.49 |
| MIR Mirion Technologies Inc. | Add +133.3% | 0.87% | +0.49 |
| SITM Sitime Corp. | Add +17.7% | 1.91% | +0.48 |
| CYTK Cytokinetics Inc. | Add +51.2% | 1.12% | +0.46 |
| YOU Clear Secure Inc. Class A | New | 0.46% | +0.46 |
| URBN Urban Outfitters Inc. | New | 0.46% | +0.46 |
| QBTS D-Wave Quantum Inc. | New | 0.39% | +0.39 |
| NXT Nextpower Inc. | Add +19.0% | 1.37% | +0.36 |
| PEGA Pegasystems Inc. | Add +36.4% | 1.32% | +0.36 |
| LASR Nlight Inc. | Add +23.0% | 0.92% | +0.31 |
| BBNX Beta Bionics Inc. | New | 0.31% | +0.31 |
| VSEC Vse Corp. | Add +26.5% | 1.45% | +0.31 |
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 |