AH Lisanti Capital Growth

Latest statistics and disclosures from Lisanti Capital Growth's latest quarterly 13F-HR filing:

Companies in the Lisanti Capital Growth portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Wingstop 2.73 88540 NEW 94.75
Evo Pmts Inc cl a com 2.54 248060 +55% 31.53
Repligen Corporation (RGEN) 2.49 89040 +55% 85.95
Fox Factory Hldg 2.35 87595 +7% 82.50
Tree 2.25 16490 +25% 420.01
Planet Fitness Inc-cl A 2.18 92524 -17% 72.44
Anaplan Inc 2.15 130825 +22% 50.47
Kinsale Cap Group Inc Com stock 2.07 69722 +79% 91.48
Tandem Diabetes Care Inc 2.06 98325 +108% 64.52
John Bean Technologies Corporation (JBT) 1.92 48775 +29% 121.13
Freshpet 1.91 129315 45.51
Alteryx 1.90 53575 NEW 109.12
MasTec (MTZ) 1.88 112010 NEW 51.53
RBC Bearings Incorporated (ROLL) 1.87 34555 +26% 166.81
Natera 1.86 207305 NEW 27.58
Kemper Corp Del 1.82 64855 +81% 86.28
Topbuild 1.79 66715 NEW 82.76
Coupa Software 1.78 43230 +54% 126.60
Ollies Bargain Outlt Hldgs I 1.72 60597 +13% 87.12
Pacira Pharmaceuticals, Inc. 1.68 118620 +64% 43.49
Mercury Computer Systems (MRCY) 1.62 70690 +52% 70.35
Horizon Therapeutics Plc 1.62 206470 NEW 24.06
Insperity Inc 1.55 38920 +28% 122.15
Trinet 1.52 68985 +63% 67.80
Hubspot 1.50 27113 170.51
Zscaler Incorporated 1.50 60390 +546% 76.64
LHC (LHCG) 1.43 36740 +28% 119.57
Woodward Governor Company (WGOV) 1.41 38295 NEW 113.15
Q2 Holdings 1.40 56303 -3% 76.35
Strategic Education Inc 1.40 24230 -31% 178.00
Meritor Inc 1.38 175060 +58% 24.25
Lgi Homes 1.37 58815 NEW 71.43
Trade Desk 1.31 17735 +145% 227.80
Deckers Outdoor Corporation (DECK) 1.26 21975 175.97
Caredx 1.25 107135 +105% 35.99
Veracyte 1.20 129990 +26% 28.51
Kornit Digital Ltd shs 1.13 109790 -10% 31.66
Etsy 1.10 55080 +36% 61.37
Omnicell (OMCL) 1.09 38920 -14% 86.02
ACI Worldwide (ACIW) 1.08 96800 34.34
Veeva Sys Inc cl a 1.06 20120 +106% 162.13
Revolve Group Inc cl a 1.06 94850 NEW 34.50
Casella Waste Systems (CWST) 1.05 81160 -21% 39.63
Generac Holdings (GNRC) 0.99 44000 NEW 69.41
Upland Software 0.96 64995 45.53
Boot Barn Hldgs 0.95 81970 -30% 35.63
Penumbra 0.95 18325 +10% 160.00
NeoGenomics (NGNM) 0.93 130760 NEW 21.94
HEICO Corporation (HEI) 0.92 21236 133.83
Gardner Denver Hldgs 0.92 81965 NEW 34.60
Winnebago Industries (WGO) 0.88 70270 NEW 38.65
Chegg 0.85 67565 38.59
Glaukos 0.78 31770 75.39
Shockwave Med Inc 0.77 41470 -28% 57.10
Chart Industries (GTLS) 0.72 28865 -64% 76.88
EXACT Sciences Corporation (EXAS) 0.72 18800 +47% 118.03
KB Home (KBH) 0.67 79640 NEW 25.73
Five Below 0.66 16915 +4% 120.01
Masimo Corporation (MASI) 0.65 13430 +75% 148.85
Global Blood Therapeutics In 0.64 37670 +33% 52.59
Nanostring Technologies 0.59 59620 -18% 30.34
Euronet Worldwide (EEFT) 0.58 10565 168.20
Smartsheet 0.58 36910 +241% 48.39
Tempur-Pedic International (TPX) 0.57 24080 NEW 73.38
Insulet Corporation (PODD) 0.56 14380 -17% 119.40
Tactile Systems Technology, In 0.56 30045 +85% 56.91
Cardiovascular Systems (CSII) 0.52 36975 NEW 42.92
Silicon Laboratories (SLAB) 0.51 15245 NEW 103.38
Tabula Rasa Healthcare 0.51 31155 +119% 49.94
Live Nation Entertainment (LYV) 0.50 23245 66.25
AGCO Corporation (AGCO) 0.49 19460 +5% 77.60
Lattice Semiconductor (LSCC) 0.49 102325 -55% 14.59
Zendesk 0.45 15680 +40% 89.03
Hexcel Corporation (HXL) 0.44 16815 80.88
Bright Horizons Fam Sol In D 0.44 9050 +83% 150.83
Guardant Health Inc 0.44 15645 NEW 86.35
Middleby Corporation (MIDD) 0.43 9710 NEW 135.74
Fate Therapeutics 0.41 61615 -65% 20.30
Grocery Outlet Hldg Corp 0.40 37585 NEW 32.89
Crowdstrike Hldgs Inc cl a 0.38 17300 NEW 68.27
ACADIA Pharmaceuticals (ACAD) 0.36 41860 -60% 26.73
Avalara Inc 0.36 15200 NEW 72.17
Vocera Communications 0.35 33790 -28% 31.93
Transmedics Group Inc 0.35 36680 NEW 28.98
SPS Commerce (SPSC) 0.34 10250 -35% 102.24
Ringcentral 0.34 9220 114.97
Okta Inc cl a 0.34 8375 123.46
Aspen Technology (AZPN) 0.30 7550 NEW 124.24
Roku Inc 0.29 9795 -75% 90.56
Pagerduty Inc 0.27 17650 NEW 47.03
Us Silica Hldgs 0.25 60685 NEW 12.79
Zebra Technologies (ZBRA) 0.24 3455 -69% 209.55
Mongodb Inc. Class A 0.24 4895 +250% 151.99
Twilio Inc cl a 0.23 5105 -46% 136.34
Paycom Software 0.20 2685 -74% 226.82
Chewy Inc cl a 0.19 17050 NEW 35.01
Advanced Micro Devices (AMD) 0.17 16725 NEW 30.37
iShares Russell 2000 Growth Index (IWO) 0.13 1915 -19% 201.04

Past 13F-HR SEC Filings by Lisanti Capital Growth

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