Lisanti Capital Growth LLC Investment Activity: Significant Purchases and Sales in Q3 2026
Lisanti Capital Growth LLC's portfolio reached $395.7 million as of June 30, 2026. This report highlights notable changes observed during the quarter.
As of June 30, 2026, Lisanti Capital Growth, Llc managed a portfolio valued at $395.7 million. The investment firm demonstrated active trading behavior this quarter, with substantial purchases and notable sales observed across various sectors.
Prominent Purchases: Lisanti Capital Growth significantly increased its holdings in several companies during the third quarter of 2026. Notable additions include a large stake purchase in HINGE HEALTH INC (symbol: 433313103), acquiring shares representing approximately $2.5% of the portfolio value. Similarly, substantial purchases were noted in BRIGHTSPRING HEALTH SVCS INC (BTSG) and XOMETRY INC (XMTR), both adding around $2.1% to the portfolio value.
The investor also showed strong buying interest in other companies, including CORCEPT THERAPEUTICS INC (CORT), where they quintupled their position. Furthermore, significant increases were recorded for MIRUM PHARMACEUTICALS INC (MIRM) and ALLEGRO MICROSYSTEMS INC (ALGM), which saw their portfolio allocations rise to 1.7% and 1.6%, respectively.
Notable Sales: Alongside these purchases, Lisanti Capital Growth divested significant portions of its holdings in other sectors during the quarter. The firm sold a substantial stake in AMPRIUS TECHNOLOGIES INC (AMPX), reducing its portfolio allocation from 0.35% to effectively zero, as shares decreased by approximately 67%. Similarly, major sales were observed in ADTRAN HOLDINGS INC (ADTN), where the stake was halved.
The investor also sold significant positions in companies like PLANET LABS PBC (PL) and exited holdings entirely in firms such as LGD HOLDINGS INC, KNX ENERGY INC, HRI HOMESTEAD RENTALS INC, and SITM SYSTEM INTEGRATION T&M INC. These exits resulted in the removal of those stocks from the portfolio.
Overall, Lisanti Capital Growth's activities this quarter reflect a dynamic investment strategy focused on capitalizing on sector-specific opportunities while strategically exiting other positions. For more detailed information about their holdings and performance, please visit Lisanti Capital Growth, Llc.