Lisanti Capital Growth as of June 30, 2026
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 | 139k | 83.00 | |
| Brightspring Health Svcs (BTSG) | 2.4 | $11M | 155k | 69.74 | |
| Xometry Class A Com (XMTR) | 2.1 | $9.7M | 101k | 96.52 | |
| Solaris Energy Infras Com Cl A (SEI) | 2.0 | $9.2M | 115k | 80.46 | |
| Corcept Therapeutics Incorporated (CORT) | 1.8 | $8.0M | 92k | 86.95 | |
| Digitalocean Hldgs (DOCN) | 1.7 | $7.9M | 50k | 157.03 | |
| Allegro Microsystems Ord (ALGM) | 1.7 | $7.5M | 108k | 69.62 | |
| Mirum Pharmaceuticals (MIRM) | 1.6 | $7.4M | 63k | 117.07 | |
| Jfrog Ord Shs (FROG) | 1.6 | $7.3M | 81k | 90.88 | |
| Carpenter Technology Corporation (CRS) | 1.6 | $7.2M | 12k | 616.84 | |
| Dycom Industries (DY) | 1.6 | $7.2M | 14k | 505.59 | |
| Krystal Biotech (KRYS) | 1.6 | $7.1M | 19k | 371.67 | |
| CommVault Systems (CVLT) | 1.5 | $7.0M | 50k | 141.73 | |
| Adaptive Biotechnologies Cor (ADPT) | 1.5 | $7.0M | 325k | 21.45 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 1.5 | $6.9M | 351k | 19.68 | |
| RBC Bearings Incorporated (RBC) | 1.5 | $6.8M | 11k | 644.06 | |
| Travere Therapeutics (TVTX) | 1.5 | $6.8M | 119k | 56.81 | |
| Enova Intl (ENVA) | 1.5 | $6.7M | 28k | 240.73 | |
| FormFactor (FORM) | 1.5 | $6.6M | 41k | 159.93 | |
| Ultra Clean Holdings (UCTT) | 1.5 | $6.6M | 46k | 142.59 | |
| Palvella Therapeutics Inc Ne (PVLA) | 1.4 | $6.6M | 43k | 152.82 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 1.4 | $6.5M | 20k | 333.33 | |
| Modine Manufacturing (MOD) | 1.4 | $6.4M | 24k | 267.02 | |
| Crocs (CROX) | 1.4 | $6.4M | 53k | 120.64 | |
| Guardian Pharmacy Svcs Cl A (GRDN) | 1.4 | $6.4M | 152k | 41.87 | |
| CECO Environmental (CECO) | 1.3 | $6.1M | 67k | 90.74 | |
| Extreme Networks (EXTR) | 1.3 | $5.9M | 183k | 32.37 | |
| Ligand Pharmaceuticals Com New (LGND) | 1.3 | $5.9M | 19k | 316.09 | |
| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 1.2 | $5.6M | 87k | 63.95 | |
| Heartflow Inc/Sh (HTFL) | 1.2 | $5.6M | 190k | 29.34 | |
| Lattice Semiconductor (LSCC) | 1.2 | $5.6M | 36k | 152.96 | |
| Magnite Ord (MGNI) | 1.2 | $5.5M | 289k | 18.98 | |
| Semtech Corporation (SMTC) | 1.2 | $5.4M | 34k | 161.85 | |
| Vericel (VCEL) | 1.2 | $5.4M | 120k | 44.49 | |
| Lindblad Expeditions Hldgs I (LIND) | 1.2 | $5.3M | 187k | 28.24 | |
| Axsome Therapeutics (AXSM) | 1.1 | $5.1M | 21k | 244.77 | |
| Mercury Computer Systems (MRCY) | 1.1 | $5.1M | 42k | 122.33 | |
| VSE Corporation (VSEC) | 1.1 | $5.0M | 22k | 228.50 | |
| Equipmentshare Com Cl A (EQPT) | 1.1 | $4.9M | 249k | 19.66 | |
| Dave Class A Com New (DAVE) | 1.1 | $4.9M | 13k | 372.59 | |
| Graham Corporation (GHM) | 1.1 | $4.8M | 39k | 123.79 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 1.1 | $4.8M | 170k | 28.24 | |
| Argan (AGX) | 1.1 | $4.8M | 6.0k | 798.55 | |
| Nlight (LASR) | 1.0 | $4.7M | 67k | 69.62 | |
| Clear Secure Com Cl A (YOU) | 1.0 | $4.6M | 82k | 55.73 | |
| Applied Digital Corp Com New (APLD) | 1.0 | $4.5M | 122k | 37.30 | |
| Acadia Healthcare (ACHC) | 1.0 | $4.5M | 152k | 29.53 | |
| Remitly Global (RELY) | 1.0 | $4.3M | 194k | 22.41 | |
| Axogen (AXGN) | 0.9 | $4.2M | 91k | 46.19 | |
| Five9 (FIVN) | 0.9 | $4.1M | 194k | 21.32 | |
| Stonex Group (SNEX) | 0.9 | $4.1M | 35k | 118.50 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.9 | $4.0M | 52k | 77.87 | |
| Construction Partners Com Cl A (ROAD) | 0.9 | $4.0M | 34k | 118.77 | |
| Agilysys (AGYS) | 0.9 | $3.9M | 37k | 104.50 | |
| Servicetitan Shs Cl A (TTAN) | 0.8 | $3.9M | 55k | 70.71 | |
| Birkenstock Holding Com Shs (BIRK) | 0.8 | $3.7M | 87k | 43.03 | |
| Veracyte (VCYT) | 0.8 | $3.7M | 63k | 58.73 | |
| Powell Industries (POWL) | 0.8 | $3.6M | 13k | 286.36 | |
| Yeti Hldgs (YETI) | 0.8 | $3.5M | 72k | 49.56 | |
| ESCO Technologies (ESE) | 0.8 | $3.5M | 10k | 350.04 | |
| Terex Corporation (TEX) | 0.8 | $3.5M | 48k | 72.39 | |
| Healthcare Services (HCSG) | 0.7 | $3.2M | 132k | 24.56 | |
| Bobs Disc Furniture Com Shs (BOBS) | 0.7 | $3.2M | 201k | 15.82 | |
| Allied Motion Technologies (ALNT) | 0.7 | $3.2M | 31k | 102.93 | |
| Cardinal Infrastructure Grou Cl A (CDNL) | 0.7 | $3.2M | 34k | 94.20 | |
| Viavi Solutions Inc equities (VIAV) | 0.7 | $3.1M | 65k | 47.75 | |
| Ouster Com New (OUST) | 0.7 | $3.1M | 50k | 62.52 | |
| Astera Labs (ALAB) | 0.7 | $3.1M | 6.3k | 483.02 | |
| Firefly Aerospace (FLY) | 0.7 | $3.1M | 104k | 29.40 | |
| Power Integrations (POWI) | 0.6 | $2.9M | 35k | 83.76 | |
| Boot Barn Hldgs (BOOT) | 0.6 | $2.9M | 18k | 164.27 | |
| Sezzle (SEZL) | 0.6 | $2.8M | 16k | 171.63 | |
| Navan Cl A (NAVN) | 0.6 | $2.7M | 120k | 22.87 | |
| MaxLinear (MXL) | 0.6 | $2.7M | 21k | 128.03 | |
| D-wave Quantum (QBTS) | 0.6 | $2.7M | 113k | 23.99 | |
| Herc Hldgs (HRI) | 0.6 | $2.6M | 19k | 143.34 | |
| Macy's (M) | 0.6 | $2.6M | 112k | 23.55 | |
| Ul Solutions Class A Com Shs (ULS) | 0.6 | $2.6M | 25k | 101.86 | |
| Applied Optoelectronics (AAOI) | 0.5 | $2.5M | 17k | 148.16 | |
| Viking Holdings Ord Shs (VIK) | 0.5 | $2.5M | 24k | 104.67 | |
| Sitime Corp (SITM) | 0.5 | $2.4M | 3.2k | 745.56 | |
| Harmonic (HLIT) | 0.5 | $2.3M | 143k | 16.33 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 0.5 | $2.1M | 74k | 28.86 | |
| MKS Instruments (MKSI) | 0.5 | $2.1M | 4.8k | 444.80 | |
| Sterling Construction Company (STRL) | 0.5 | $2.1M | 2.5k | 839.36 | |
| Universal Technical Institute (UTI) | 0.4 | $2.0M | 47k | 42.77 | |
| Onto Innovation (ONTO) | 0.4 | $1.9M | 5.1k | 378.45 | |
| Curtiss-Wright (CW) | 0.4 | $1.9M | 2.5k | 757.76 | |
| Clean Harbors (CLH) | 0.4 | $1.7M | 5.7k | 298.75 | |
| Cognex Corporation (CGNX) | 0.4 | $1.7M | 23k | 72.42 | |
| Once Upon A Farm Pbc (OFRM) | 0.4 | $1.7M | 81k | 20.48 | |
| Rocket Lab Corp (RKLB) | 0.4 | $1.6M | 16k | 101.65 | |
| Digi International (DGII) | 0.4 | $1.6M | 22k | 74.95 | |
| Adtran Holdings (ADTN) | 0.4 | $1.6M | 116k | 13.90 | |
| Guardant Health (GH) | 0.4 | $1.6M | 11k | 150.03 | |
| Amprius Technologies Common Stock (AMPX) | 0.3 | $1.6M | 114k | 13.86 | |
| Burlington Stores (BURL) | 0.3 | $1.6M | 4.9k | 316.80 | |
| USA Rare Earth Inc A (USAR) | 0.3 | $1.5M | 72k | 21.58 | |
| M/a (MTSI) | 0.3 | $1.4M | 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 | 35k | 39.00 | |
| Legence Corp Cl A (LGN) | 0.3 | $1.3M | 16k | 85.23 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.2 | $1.1M | 4.2k | 271.95 | |
| American Public Education (APEI) | 0.2 | $1.1M | 21k | 53.70 | |
| Astronics Corporation (ATRO) | 0.2 | $998k | 12k | 81.26 | |
| Impinj (PI) | 0.2 | $801k | 5.6k | 143.23 | |
| Planet Labs Pbc Com Cl A (PL) | 0.2 | $738k | 22k | 33.13 | |
| Xpo Logistics Inc equity (XPO) | 0.1 | $643k | 3.1k | 205.29 | |
| Quantinuum Cl A Com | 0.1 | $409k | 5.0k | 81.74 |
