Lisanti Capital Growth, Llc Portfolio Stock Holdings
Lisanti Capital Growth, Llc disclosed 109 stock positions valued at approximately $454.6 million in its latest SEC 13F filing. The largest holdings include HINGE HEALTH INC, BRIGHTSPRING HEALTH SVCS INC, and XOMETRY INC. The filing reflects positions held as of June 30, 2026 and was filed on August 10, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 109
- Portfolio Value
- $454.6M
Holdings by Sector
Lisanti Capital Growth, Llc Portfolio Holdings in Q2 2026
92 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| HINGE HEALTH INC | 433313103 | Other | 2.54% | 139,150 | +79,950 | +135.05% | $11,549,450 |
| BRIGHTSPRING HEALTH SVCS INC | BTSG | Healthcare | 2.37% | 154,620 | -34,835 | -18.39% | $10,783,199 |
| XOMETRY INC | XMTR | Industrials | 2.14% | 100,880 | +35,975 | +55.43% | $9,736,938 |
| SOLARIS ENERGY INFRAS INC | SOI | Other | 2.03% | 114,745 | -2,570 | -2.19% | $9,232,383 |
| CORCEPT THERAPEUTICS INC | CORT | Healthcare | 1.75% | 91,610 | +91,610 | +100.00% | $7,965,490 |
| DIGITALOCEAN HLDGS INC | DOCN | Technology | 1.74% | 50,425 | -18,800 | -27.16% | $7,918,238 |
| ALLEGRO MICROSYSTEMS INC | ALGM | Technology | 1.65% | 107,865 | +107,865 | +100.00% | $7,509,561 |
| MIRUM PHARMACEUTICALS INC | MIRM | Healthcare | 1.63% | 63,295 | +24,290 | +62.27% | $7,409,946 |
| CARPENTER TECHNOLOGY CORP | CRS | Industrials | 1.58% | 11,665 | -9,310 | -44.39% | $7,195,439 |
| DYCOM INDS INC | DY | Industrials | 1.58% | 14,170 | -2,835 | -16.67% | $7,164,210 |
| KRYSTAL BIOTECH INC | KRYS | Healthcare | 1.56% | 19,050 | +535 | +2.89% | $7,080,314 |
| COMMVAULT SYS INC | CVLT | Technology | 1.55% | 49,640 | +49,640 | +100.00% | $7,035,477 |
| ADAPTIVE BIOTECHNOLOGIES COR | ADPT | Healthcare | 1.53% | 325,155 | +182,640 | +128.15% | $6,974,575 |
| ZETA GLOBAL HOLDINGS CORP | ZETA | Technology | 1.52% | 351,415 | +200,480 | +132.83% | $6,915,847 |
| RBC BEARINGS INC | RBC | Industrials | 1.49% | 10,531 | -2,215 | -17.38% | $6,782,596 |
| TRAVERE THERAPEUTICS INC | TVTX | Healthcare | 1.49% | 119,005 | +70,820 | +146.98% | $6,760,674 |
| ENOVA INTL INC | ENVA | Financial Services | 1.46% | 27,655 | +1,815 | +7.02% | $6,657,388 |
| FORMFACTOR INC | FORM | Technology | 1.46% | 41,430 | +12,125 | +41.38% | $6,625,900 |
| ULTRA CLEAN HLDGS INC | UCTT | Technology | 1.45% | 46,285 | -13,550 | -22.65% | $6,599,778 |
| SILICON MOTION TECHNOLOGY CO | SIMO | Technology | 1.44% | 19,600 | -5,685 | -22.48% | $6,533,268 |
| MODINE MFG CO | MOD | Consumer Cyclical | 1.41% | 23,975 | -13,290 | -35.66% | $6,401,805 |
| CROCS INC | CROX | Consumer Cyclical | 1.40% | 52,840 | +52,840 | +100.00% | $6,374,618 |
| CECO ENVIRONMENTAL CORP | CECO | Industrials | 1.34% | 67,275 | +36,415 | +118.00% | $6,104,534 |
| EXTREME NETWORKS INC | EXTR | Technology | 1.30% | 183,095 | +183,095 | +100.00% | $5,926,785 |
| LIGAND PHARMACEUTICALS INC | LGND | Healthcare | 1.30% | 18,747 | -19,865 | -51.45% | $5,925,739 |
| LATTICE SEMICONDUCTOR CORP | LSCC | Technology | 1.22% | 36,365 | -23,245 | -39.00% | $5,562,390 |
| MAGNITE INC | MGNI | Communication Services | 1.21% | 289,030 | -20,410 | -6.60% | $5,485,789 |
| SEMTECH CORP | SMTC | Technology | 1.20% | 33,630 | +2,845 | +9.24% | $5,443,016 |
| VERICEL CORP | VCEL | Healthcare | 1.18% | 120,380 | +120,380 | +100.00% | $5,355,706 |
| LINDBLAD EXPEDITIONS HLDGS I | LIND | Consumer Cyclical | 1.16% | 186,940 | +186,940 | +100.00% | $5,279,186 |
| AXSOME THERAPEUTICS INC. | AXSM | Healthcare | 1.12% | 20,825 | -1,250 | -5.66% | $5,097,335 |
| MERCURY SYS INC | MRCY | Industrials | 1.12% | 41,450 | -12,115 | -22.62% | $5,070,579 |
| VSE CORP | VSEC | Industrials | 1.09% | 21,754 | -7,415 | -25.42% | $4,970,789 |
| DAVE INC | DAVE | Technology | 1.07% | 13,060 | +13,060 | +100.00% | $4,866,025 |
| GRAHAM CORP | GHM | Industrials | 1.06% | 39,005 | +39,005 | +100.00% | $4,828,429 |
| ONESPAWORLD HOLDINGS LIMITED | OSW | Other | 1.06% | 170,180 | +170,180 | +100.00% | $4,805,883 |
| ARGAN INC | AGX | Industrials | 1.05% | 6,005 | -4,400 | -42.29% | $4,795,293 |
| NLIGHT INC | LASR | Technology | 1.03% | 67,128 | -30,430 | -31.19% | $4,673,451 |
| CLEAR SECURE INC | YOU | Technology | 1.00% | 81,815 | +48,455 | +145.25% | $4,559,550 |
| APPLIED DIGITAL CORP | APLD | Technology | 1.00% | 121,865 | +121,865 | +100.00% | $4,545,565 |
| ACADIA HEALTHCARE COMPANY IN | ACHC | Healthcare | 0.99% | 152,445 | +152,445 | +100.00% | $4,501,701 |
| REMITLY GLOBAL INC | RELY | Technology | 0.96% | 194,070 | +194,070 | +100.00% | $4,349,109 |
| AXOGEN INC | AXGN | Healthcare | 0.92% | 90,565 | -11,760 | -11.49% | $4,183,197 |
| FIVE9 INC | FIVN | Technology | 0.91% | 193,680 | +193,680 | +100.00% | $4,129,258 |
| STONEX GROUP INC | SNEX | Financial Services | 0.90% | 34,680 | +34,680 | +100.00% | $4,109,580 |
| KNIGHT-SWIFT TRANSN HLDGS IN | KNX | Industrials | 0.88% | 51,585 | -83,145 | -61.71% | $4,016,924 |
| CONSTRUCTION PARTNERS INC | ROAD | Industrials | 0.88% | 33,648 | -19,645 | -36.86% | $3,996,373 |
| AGILYSYS INC | AGYS | Technology | 0.85% | 37,130 | +37,130 | +100.00% | $3,880,085 |
| SERVICETITAN INC | TTAN | Other | 0.85% | 54,575 | +54,575 | +100.00% | $3,858,998 |
| BIRKENSTOCK HOLDING PLC | BIRK | Other | 0.82% | 87,120 | +87,120 | +100.00% | $3,748,774 |
| VERACYTE INC | VCYT | Healthcare | 0.82% | 63,400 | +63,400 | +100.00% | $3,723,482 |
| POWELL INDS INC | POWL | Industrials | 0.80% | 12,735 | +7,335 | +135.83% | $3,646,795 |
| YETI HLDGS INC | YETI | Consumer Cyclical | 0.78% | 71,570 | +71,570 | +100.00% | $3,547,009 |
| ESCO TECHNOLOGIES INC | ESE | Technology | 0.78% | 10,130 | +5,450 | +116.45% | $3,545,905 |
| TEREX CORP NEW | TEX | Industrials | 0.76% | 48,015 | +48,015 | +100.00% | $3,475,806 |
| HEALTHCARE SVCS GROUP INC | HCSG | Healthcare | 0.71% | 131,800 | +2,325 | +1.80% | $3,237,008 |
| ALLIENT INC | ALNT | Technology | 0.70% | 30,890 | -10,700 | -25.73% | $3,179,508 |
| VIAVI SOLUTIONS INC | VIAV | Technology | 0.69% | 65,275 | +18,295 | +38.94% | $3,116,881 |
| OUSTER INC | OUST | Technology | 0.69% | 49,830 | +49,830 | +100.00% | $3,115,372 |
| ASTERA LABS INC | ALAB | Technology | 0.67% | 6,345 | +6,345 | +100.00% | $3,064,762 |
| POWER INTEGRATIONS INC | POWI | Technology | 0.64% | 34,790 | +34,790 | +100.00% | $2,914,010 |
| BOOT BARN HLDGS INC | BOOT | Consumer Cyclical | 0.63% | 17,485 | -489 | -2.72% | $2,872,261 |
| SEZZLE INC | SEZL | Financial Services | 0.62% | 16,295 | +16,295 | +100.00% | $2,796,711 |
| MAXLINEAR INC | MXL | Technology | 0.60% | 21,410 | +21,410 | +100.00% | $2,741,122 |
| D-WAVE QUANTUM INC | QBTS | Technology | 0.60% | 112,955 | +50,470 | +80.77% | $2,709,790 |
| HERC HLDGS INC | HRI | Industrials | 0.58% | 18,455 | -20,605 | -52.75% | $2,645,340 |
| MACYS INC | M | Consumer Cyclical | 0.58% | 112,010 | -29,080 | -20.61% | $2,637,836 |
| UL SOLUTIONS INC | ULS | Industrials | 0.56% | 25,110 | - | - | $2,557,705 |
| APPLIED OPTOELECTRONICS INC | AAOI | Technology | 0.55% | 16,820 | +16,820 | +100.00% | $2,492,051 |
| SITIME CORP | SITM | Technology | 0.53% | 3,205 | -8,729 | -73.14% | $2,389,520 |
| HARMONIC INC | HLIT | Technology | 0.51% | 142,485 | +142,485 | +100.00% | $2,326,780 |
| WILLSCOT HLDGS CORP | WSC | Industrials | 0.47% | 73,810 | +73,810 | +100.00% | $2,130,157 |
| MKS INC. | MKSI | Technology | 0.47% | 4,789 | -18,346 | -79.30% | $2,130,147 |
| STERLING INFRASTRUCTURE INC | STRL | Industrials | 0.46% | 2,490 | -15,251 | -85.96% | $2,090,006 |
| UNIVERSAL TECHNICAL INST INC | UTI | Consumer Defensive | 0.44% | 46,715 | -35,425 | -43.13% | $1,998,001 |
| ONTO INNOVATION INC | ONTO | Technology | 0.42% | 5,090 | -14,955 | -74.61% | $1,926,311 |
| CURTISS WRIGHT CORP | CW | Industrials | 0.41% | 2,450 | -340 | -12.19% | $1,856,512 |
| CLEAN HARBORS INC | CLH | Industrials | 0.38% | 5,745 | +2,045 | +55.27% | $1,716,319 |
| COGNEX CORP | CGNX | Technology | 0.37% | 23,085 | +23,085 | +100.00% | $1,671,816 |
| DIGI INTL INC | DGII | Technology | 0.36% | 21,540 | +21,540 | +100.00% | $1,614,423 |
| ADTRAN HOLDINGS INC | ADTN | Technology | 0.35% | 115,625 | -221,340 | -65.69% | $1,607,188 |
| GUARDANT HEALTH INC | GH | Healthcare | 0.35% | 10,610 | -28,055 | -72.56% | $1,591,818 |
| AMPRIUS TECHNOLOGIES INC | AMPX | Industrials | 0.35% | 113,710 | -238,665 | -67.73% | $1,576,021 |
| BURLINGTON STORES INC | BURL | Consumer Cyclical | 0.34% | 4,940 | +4,940 | +100.00% | $1,564,992 |
| MACOM TECH SOLUTIONS HLDGS I | MTSI | Technology | 0.31% | 3,695 | -5,925 | -61.59% | $1,405,467 |
| APPLIED INDL TECHNOLOGIES IN | AIT | Industrials | 0.30% | 4,075 | - | - | $1,377,961 |
| CREDO TECHNOLOGY GROUP HOLDI | G25457105 | Other | 0.25% | 4,175 | -26,401 | -86.35% | $1,135,391 |
| AMERICAN PUB ED INC | APEI | Consumer Defensive | 0.25% | 20,895 | +20,895 | +100.00% | $1,122,062 |
| ASTRONICS CORP | ATRO | Industrials | 0.22% | 12,280 | -28,540 | -69.92% | $997,873 |
| IMPINJ INC | PI | Technology | 0.18% | 5,595 | -21,811 | -79.58% | $801,372 |
| PLANET LABS PBC | PL | Industrials | 0.16% | 22,285 | -190,140 | -89.51% | $738,302 |
| XPO INC | XPO | Industrials | 0.14% | 3,130 | - | - | $642,558 |