Lisanti Capital Growth, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 10, 2026, Lisanti Capital Growth, Llc disclosed 109 stock positions valued at approximately $454.58M as of quarter-end June 30, 2026. The largest holdings include HINGE HEALTH INC, BRIGHTSPRING HEALTH SVCS INC, and XOMETRY INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 109
- Portfolio Value
- $454.58M
Holdings by Sector
Lisanti Capital Growth, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| HINGE HEALTH INC | HNGE | Healthcare | 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 |
| JFROG LTD | FROG | Other | 1.61% | 80,655 | -38,655 | -32.40% | $7,329,926 |
| 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 |
| PALVELLA THERAPEUTICS INC NE | PVLA | Other | 1.44% | 42,975 | +1,530 | +3.69% | $6,567,440 |
| 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 |
| GUARDIAN PHARMACY SVCS INC | GRDN | Other | 1.40% | 152,025 | -36,125 | -19.20% | $6,365,287 |
| 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 |
| KINIKSA PHARMACEUTICALS INTL | KNSA | Other | 1.23% | 87,305 | +56,240 | +181.04% | $5,583,155 |
| HEARTFLOW INC | HTFL | Other | 1.22% | 189,675 | +65,870 | +53.20% | $5,565,065 |
Showing 30 of 109 holdings in the latest reporting period.