AH Lisanti Capital Growth
Latest statistics and disclosures from Lisanti Capital Growth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are HNGE, BTSG, XMTR, SEI, CORT, and represent 10.84% of Lisanti Capital Growth's stock portfolio.
- Added to shares of these 10 stocks: XMTR (+$9.7M), CORT (+$8.0M), ALGM (+$7.5M), CVLT (+$7.0M), ADPT (+$7.0M), HNGE (+$6.6M), CROX (+$6.4M), EXTR (+$5.9M), VCEL (+$5.4M), LIND (+$5.3M).
- Started 50 new stock positions in VCEL, LGN, TTAN, TEX, WSC, OFRM, Quantinuum Cl A Ord, CRDO, SEZL, ACHC.
- Reduced shares in these 10 stocks: STRL (-$13M), , PTEN (-$9.7M), MKSI (-$8.2M), MTDR (-$7.8M), AEIS (-$7.7M), SITM (-$6.5M), KNX (-$6.5M), , PL (-$6.3M).
- Sold out of its positions in AEIS, ALHC, APGE, BBIO, CAVA, COHR, FIX, DNTH, ENSG, FIGS.
- Lisanti Capital Growth was a net seller of stock by $-54M.
- Lisanti Capital Growth has $455M in assets under management (AUM), dropping by 14.55%.
- Central Index Key (CIK): 0001424467
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Portfolio Holdings for Lisanti Capital Growth
Lisanti Capital Growth holds 109 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Hinge Health Cl A (HNGE) | 2.5 | $12M | +135% | 139k | 83.00 |
|
| Brightspring Health Svcs (BTSG) | 2.4 | $11M | -18% | 155k | 69.74 |
|
| Xometry Class A Com (XMTR) | 2.1 | $9.7M | NEW | 101k | 96.52 |
|
| Solaris Energy Infras Com Cl A (SEI) | 2.0 | $9.2M | -2% | 115k | 80.46 |
|
| Corcept Therapeutics Incorporated (CORT) | 1.8 | $8.0M | NEW | 92k | 86.95 |
|
| Digitalocean Hldgs (DOCN) | 1.7 | $7.9M | -27% | 50k | 157.03 |
|
| Allegro Microsystems Ord (ALGM) | 1.7 | $7.5M | NEW | 108k | 69.62 |
|
| Mirum Pharmaceuticals (MIRM) | 1.6 | $7.4M | +62% | 63k | 117.07 |
|
| Jfrog Ord Shs (FROG) | 1.6 | $7.3M | -32% | 81k | 90.88 |
|
| Carpenter Technology Corporation (CRS) | 1.6 | $7.2M | -44% | 12k | 616.84 |
|
| Dycom Industries (DY) | 1.6 | $7.2M | -16% | 14k | 505.59 |
|
| Krystal Biotech (KRYS) | 1.6 | $7.1M | +2% | 19k | 371.67 |
|
| CommVault Systems (CVLT) | 1.5 | $7.0M | NEW | 50k | 141.73 |
|
| Adaptive Biotechnologies Cor (ADPT) | 1.5 | $7.0M | NEW | 325k | 21.45 |
|
| Zeta Global Holdings Corp Cl A (ZETA) | 1.5 | $6.9M | +132% | 351k | 19.68 |
|
| RBC Bearings Incorporated (RBC) | 1.5 | $6.8M | -17% | 11k | 644.06 |
|
| Travere Therapeutics (TVTX) | 1.5 | $6.8M | +146% | 119k | 56.81 |
|
| Enova Intl (ENVA) | 1.5 | $6.7M | +7% | 28k | 240.73 |
|
| FormFactor (FORM) | 1.5 | $6.6M | +41% | 41k | 159.93 |
|
| Ultra Clean Holdings (UCTT) | 1.5 | $6.6M | -22% | 46k | 142.59 |
|
| Palvella Therapeutics Inc Ne (PVLA) | 1.4 | $6.6M | +3% | 43k | 152.82 |
|
| Silicon Motion Technology Sponsored Adr (SIMO) | 1.4 | $6.5M | -22% | 20k | 333.33 |
|
| Modine Manufacturing (MOD) | 1.4 | $6.4M | -35% | 24k | 267.02 |
|
| Crocs (CROX) | 1.4 | $6.4M | NEW | 53k | 120.64 |
|
| Guardian Pharmacy Svcs Cl A (GRDN) | 1.4 | $6.4M | -19% | 152k | 41.87 |
|
| CECO Environmental (CECO) | 1.3 | $6.1M | +118% | 67k | 90.74 |
|
| Extreme Networks (EXTR) | 1.3 | $5.9M | NEW | 183k | 32.37 |
|
| Ligand Pharmaceuticals Com New (LGND) | 1.3 | $5.9M | -51% | 19k | 316.09 |
|
| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 1.2 | $5.6M | +181% | 87k | 63.95 |
|
| Heartflow Inc/Sh (HTFL) | 1.2 | $5.6M | +53% | 190k | 29.34 |
|
| Lattice Semiconductor (LSCC) | 1.2 | $5.6M | -38% | 36k | 152.96 |
|
| Magnite Ord (MGNI) | 1.2 | $5.5M | -6% | 289k | 18.98 |
|
| Semtech Corporation (SMTC) | 1.2 | $5.4M | +9% | 34k | 161.85 |
|
| Vericel (VCEL) | 1.2 | $5.4M | NEW | 120k | 44.49 |
|
| Lindblad Expeditions Hldgs I (LIND) | 1.2 | $5.3M | NEW | 187k | 28.24 |
|
| Axsome Therapeutics (AXSM) | 1.1 | $5.1M | -5% | 21k | 244.77 |
|
| Mercury Computer Systems (MRCY) | 1.1 | $5.1M | -22% | 42k | 122.33 |
|
| VSE Corporation (VSEC) | 1.1 | $5.0M | -25% | 22k | 228.50 |
|
| Equipmentshare Com Cl A (EQPT) | 1.1 | $4.9M | NEW | 249k | 19.66 |
|
| Dave Class A Com New (DAVE) | 1.1 | $4.9M | NEW | 13k | 372.59 |
|
| Graham Corporation (GHM) | 1.1 | $4.8M | NEW | 39k | 123.79 |
|
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 1.1 | $4.8M | NEW | 170k | 28.24 |
|
| Argan (AGX) | 1.1 | $4.8M | -42% | 6.0k | 798.55 |
|
| Nlight (LASR) | 1.0 | $4.7M | -31% | 67k | 69.62 |
|
| Clear Secure Com Cl A (YOU) | 1.0 | $4.6M | +145% | 82k | 55.73 |
|
| Applied Digital Corp Com New (APLD) | 1.0 | $4.5M | NEW | 122k | 37.30 |
|
| Acadia Healthcare (ACHC) | 1.0 | $4.5M | NEW | 152k | 29.53 |
|
| Remitly Global (RELY) | 1.0 | $4.3M | NEW | 194k | 22.41 |
|
| Axogen (AXGN) | 0.9 | $4.2M | -11% | 91k | 46.19 |
|
| Five9 (FIVN) | 0.9 | $4.1M | NEW | 194k | 21.32 |
|
| Stonex Group (SNEX) | 0.9 | $4.1M | NEW | 35k | 118.50 |
|
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.9 | $4.0M | -61% | 52k | 77.87 |
|
| Construction Partners Com Cl A (ROAD) | 0.9 | $4.0M | -36% | 34k | 118.77 |
|
| Agilysys (AGYS) | 0.9 | $3.9M | NEW | 37k | 104.50 |
|
| Servicetitan Shs Cl A (TTAN) | 0.8 | $3.9M | NEW | 55k | 70.71 |
|
| Birkenstock Holding Com Shs (BIRK) | 0.8 | $3.7M | NEW | 87k | 43.03 |
|
| Veracyte (VCYT) | 0.8 | $3.7M | NEW | 63k | 58.73 |
|
| Powell Industries (POWL) | 0.8 | $3.6M | +135% | 13k | 286.36 |
|
| Yeti Hldgs (YETI) | 0.8 | $3.5M | NEW | 72k | 49.56 |
|
| ESCO Technologies (ESE) | 0.8 | $3.5M | +116% | 10k | 350.04 |
|
| Terex Corporation (TEX) | 0.8 | $3.5M | NEW | 48k | 72.39 |
|
| Healthcare Services (HCSG) | 0.7 | $3.2M | 132k | 24.56 |
|
|
| Bobs Disc Furniture Com Shs (BOBS) | 0.7 | $3.2M | NEW | 201k | 15.82 |
|
| Allied Motion Technologies (ALNT) | 0.7 | $3.2M | -25% | 31k | 102.93 |
|
| Cardinal Infrastructure Grou Cl A (CDNL) | 0.7 | $3.2M | NEW | 34k | 94.20 |
|
| Viavi Solutions Inc equities (VIAV) | 0.7 | $3.1M | +38% | 65k | 47.75 |
|
| Ouster Com New (OUST) | 0.7 | $3.1M | NEW | 50k | 62.52 |
|
| Astera Labs (ALAB) | 0.7 | $3.1M | NEW | 6.3k | 483.02 |
|
| Firefly Aerospace (FLY) | 0.7 | $3.1M | +50% | 104k | 29.40 |
|
| Power Integrations (POWI) | 0.6 | $2.9M | NEW | 35k | 83.76 |
|
| Boot Barn Hldgs (BOOT) | 0.6 | $2.9M | -2% | 18k | 164.27 |
|
| Sezzle (SEZL) | 0.6 | $2.8M | NEW | 16k | 171.63 |
|
| Navan Cl A (NAVN) | 0.6 | $2.7M | NEW | 120k | 22.87 |
|
| MaxLinear (MXL) | 0.6 | $2.7M | NEW | 21k | 128.03 |
|
| D-wave Quantum (QBTS) | 0.6 | $2.7M | NEW | 113k | 23.99 |
|
| Herc Hldgs (HRI) | 0.6 | $2.6M | NEW | 19k | 143.34 |
|
| Macy's (M) | 0.6 | $2.6M | NEW | 112k | 23.55 |
|
| Ul Solutions Class A Com Shs (ULS) | 0.6 | $2.6M | 25k | 101.86 |
|
|
| Applied Optoelectronics (AAOI) | 0.5 | $2.5M | NEW | 17k | 148.16 |
|
| Viking Holdings Ord Shs (VIK) | 0.5 | $2.5M | 24k | 104.67 |
|
|
| Sitime Corp (SITM) | 0.5 | $2.4M | -73% | 3.2k | 745.56 |
|
| Harmonic (HLIT) | 0.5 | $2.3M | NEW | 143k | 16.33 |
|
| Willscot Hldgs Corp Com Cl A (WSC) | 0.5 | $2.1M | NEW | 74k | 28.86 |
|
| MKS Instruments (MKSI) | 0.5 | $2.1M | -79% | 4.8k | 444.80 |
|
| Sterling Construction Company (STRL) | 0.5 | $2.1M | -85% | 2.5k | 839.36 |
|
| Universal Technical Institute (UTI) | 0.4 | $2.0M | -43% | 47k | 42.77 |
|
| Onto Innovation (ONTO) | 0.4 | $1.9M | -74% | 5.1k | 378.45 |
|
| Curtiss-Wright (CW) | 0.4 | $1.9M | -12% | 2.5k | 757.76 |
|
| Clean Harbors (CLH) | 0.4 | $1.7M | +55% | 5.7k | 298.75 |
|
| Cognex Corporation (CGNX) | 0.4 | $1.7M | NEW | 23k | 72.42 |
|
| Once Upon A Farm Pbc (OFRM) | 0.4 | $1.7M | NEW | 81k | 20.48 |
|
| Rocket Lab Corp (RKLB) | 0.4 | $1.6M | -50% | 16k | 101.65 |
|
| Digi International (DGII) | 0.4 | $1.6M | NEW | 22k | 74.95 |
|
| Adtran Holdings (ADTN) | 0.4 | $1.6M | -65% | 116k | 13.90 |
|
| Guardant Health (GH) | 0.4 | $1.6M | NEW | 11k | 150.03 |
|
| Amprius Technologies Common Stock (AMPX) | 0.3 | $1.6M | -67% | 114k | 13.86 |
|
| Burlington Stores (BURL) | 0.3 | $1.6M | NEW | 4.9k | 316.80 |
|
| USA Rare Earth Inc A (USAR) | 0.3 | $1.5M | NEW | 72k | 21.58 |
|
| M/a (MTSI) | 0.3 | $1.4M | -61% | 3.7k | 380.37 |
|
| Applied Industrial Technologies (AIT) | 0.3 | $1.4M | 4.1k | 338.15 |
|
|
| Madison Air Solutions Corp Com Shs Cl A | 0.3 | $1.4M | NEW | 35k | 39.00 |
|
| Legence Corp Cl A (LGN) | 0.3 | $1.3M | NEW | 16k | 85.23 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.2 | $1.1M | NEW | 4.2k | 271.95 |
|
| American Public Education (APEI) | 0.2 | $1.1M | NEW | 21k | 53.70 |
|
| Astronics Corporation (ATRO) | 0.2 | $998k | -69% | 12k | 81.26 |
|
| Impinj (PI) | 0.2 | $801k | NEW | 5.6k | 143.23 |
|
| Planet Labs Pbc Com Cl A (PL) | 0.2 | $738k | -89% | 22k | 33.13 |
|
| Xpo Logistics Inc equity (XPO) | 0.1 | $643k | 3.1k | 205.29 |
|
|
| Quantinuum Cl A Com | 0.1 | $409k | NEW | 5.0k | 81.74 |
|
Past Filings by Lisanti Capital Growth
SEC 13F filings are viewable for Lisanti Capital Growth going back to 2011
- Lisanti Capital Growth 2026 Q2 filed Aug. 10, 2026
- Lisanti Capital Growth 2026 Q1 filed May 7, 2026
- Lisanti Capital Growth 2025 Q4 filed Feb. 9, 2026
- Lisanti Capital Growth 2025 Q3 filed Nov. 4, 2025
- Lisanti Capital Growth 2025 Q2 filed Aug. 7, 2025
- Lisanti Capital Growth 2025 Q1 filed April 25, 2025
- Lisanti Capital Growth 2024 Q4 filed Feb. 7, 2025
- Lisanti Capital Growth 2024 Q3 filed Nov. 4, 2024
- Lisanti Capital Growth 2024 Q2 filed Aug. 1, 2024
- Lisanti Capital Growth 2024 Q1 filed May 7, 2024
- Lisanti Capital Growth 2023 Q4 filed Feb. 6, 2024
- Lisanti Capital Growth 2023 Q3 filed Nov. 3, 2023
- Lisanti Capital Growth 2023 Q2 filed Aug. 11, 2023
- Lisanti Capital Growth 2023 Q1 filed May 8, 2023
- Lisanti Capital Growth 2022 Q4 filed Feb. 6, 2023
- Lisanti Capital Growth 2022 Q3 filed Nov. 2, 2022