Lisanti Capital Growth, LLC
13F Reported Value
ⓘ$454.6M
Holdings
109
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Lisanti Capital Growth, LLC disclosed 109 positions worth $454.6M in its Form 13F-HR for Q2 2026, led by $HNGE (Hinge Health, Inc.) at 2.5% of the equity portfolio, followed by $BTSG and $XMTR. During the quarter the fund opened 50 new positions and exited 44 — including a new stake in $XMTR and a full exit from $FIVE. The portfolio is most concentrated in Technology (39.3% of disclosed assets). All figures are sourced directly from Lisanti Capital Growth, LLC’s Form 13F-HR filing with the SEC under CIK 1424467.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 74.9#105
Quality
$11.5M139,150 sh - 63.3#641
Quality
$10.8M154,620 sh - 48.3#1,732
Quality
$9.7M100,880 sh - 56.4
Quality
$9.2M114,745 sh - 57.8
Quality
$8.0M91,610 sh - 67.2
Quality
$7.9M50,425 sh - 47.6
Quality
$7.5M107,865 sh - 35.0
Quality
$7.4M63,295 sh - —
Quality
$7.3M80,655 sh - 64.6
Quality
$7.2M11,665 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Hinge Health, Inc.$HNGE | 74.9#105 | $11.5M | 139,150 |
 BrightSpring Health Services, Inc.$BTSG | 63.3#641 | $10.8M | 154,620 |
 Xometry, Inc.$XMTR | 48.3#1,732 | $9.7M | 100,880 |
 Solaris Energy Infrastructure, Inc.$SEI | 56.4 | $9.2M | 114,745 |
 CORCEPT THERAPEUTICS INC$CORT | 57.8 | $8.0M | 91,610 |
 DigitalOcean Holdings, Inc.$DOCN | 67.2 | $7.9M | 50,425 |
 ALLEGRO MICROSYSTEMS, INC.$ALGM | 47.6 | $7.5M | 107,865 |
 Mirum Pharmaceuticals, Inc.$MIRM | 35.0 | $7.4M | 63,295 |
 JFrog Ltd$FROG | — | $7.3M | 80,655 |
 CARPENTER TECHNOLOGY CORP$CRS | 64.6 | $7.2M | 11,665 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Lisanti Capital Growth, LLC's 109 positions.
Showing top 10 of 109 holdings.
Sector Allocation
Technology
$178.6M
Healthcare
$104.7M
Industrials
$85.2M
Consumer Discretionary
$34.3M
Financials
$18.4M
Energy
$16.4M
Materials
$8.7M
Communication Services
$4.8M
Full Holdings — Lisanti Capital Growth, LLC (Q2 2026)
All 109 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $HNGE | Hinge Health, Inc. | $11.5M | 2.5% | +135% | 74.9 |
| 2 | $BTSG | BrightSpring Health Services, Inc. | $10.8M | 2.4% | -18% | 63.3 |
| 3 | $XMTR | Xometry, Inc. | $9.7M | 2.1% | NEW | 48.3 |
| 4 | $SEI | Solaris Energy Infrastructure, Inc. | $9.2M | 2.0% | -2% | 56.4 |
| 5 | $CORT | CORCEPT THERAPEUTICS INC | $8.0M | 1.8% | NEW | 57.8 |
| 6 | $DOCN | DigitalOcean Holdings, Inc. | $7.9M | 1.7% | -27% | 67.2 |
| 7 | $ALGM | ALLEGRO MICROSYSTEMS, INC. | $7.5M | 1.6% | NEW | 47.6 |
| 8 | $MIRM | Mirum Pharmaceuticals, Inc. | $7.4M | 1.6% | +62% | 35 |
| 9 | $FROG | JFrog Ltd | $7.3M | 1.6% | -32% | — |
| 10 | $CRS | CARPENTER TECHNOLOGY CORP | $7.2M | 1.6% | -44% | 64.6 |
| 11 |  $DY | DYCOM INDUSTRIES INC | $7.2M | 1.6% | -17% | 56.3 |
| 12 |  $KRYS | Krystal Biotech, Inc. | $7.1M | 1.6% | +3% | 79.2 |
| 13 |  $CVLT | COMMVAULT SYSTEMS INC | $7.0M | 1.6% | NEW | 62.3 |
| 14 |  $ADPT | Adaptive Biotechnologies Corp | $7.0M | 1.5% | NEW | 41.4 |
| 15 |  $ZETA | Zeta Global Holdings Corp. | $6.9M | 1.5% | +133% | 63.4 |
| 16 |  $RBC | RBC Bearings INC | $6.8M | 1.5% | -17% | 66.8 |
| 17 |  $TVTX | Travere Therapeutics, Inc. | $6.8M | 1.5% | +147% | 56.6 |
| 18 |  $ENVA | Enova International, Inc. | $6.7M | 1.5% | +7% | 69.9 |
| 19 |  $FORM | FORMFACTOR INC | $6.6M | 1.5% | +41% | 60 |
| 20 |  $UCTT | Ultra Clean Holdings, Inc. | $6.6M | 1.4% | -23% | 40.1 |
| 21 |  $PVLA | PALVELLA THERAPEUTICS, INC. | $6.6M | 1.4% | +4% | — |
| 22 |  $SIMO | Silicon Motion Technology CORP | $6.5M | 1.4% | -22% | — |
| 23 |  $MOD | MODINE MANUFACTURING CO | $6.4M | 1.4% | -36% | 56.3 |
| 24 |  $CROX | Crocs, Inc. | $6.4M | 1.4% | NEW | 58 |
| 25 |  $GRDN | Guardian Pharmacy Services, Inc. | $6.4M | 1.4% | -19% | 62.3 |
| 26 |  $CECO | CECO ENVIRONMENTAL CORP | $6.1M | 1.3% | +118% | 24.6 |
| 27 |  $EXTR | EXTREME NETWORKS INC | $5.9M | 1.3% | NEW | 54 |
| 28 |  $LGND | LIGAND PHARMACEUTICALS INC | $5.9M | 1.3% | -51% | 76 |
| 29 |  $KNSA | Kiniksa Pharmaceuticals International, plc | $5.6M | 1.2% | +181% | — |
| 30 |  $HTFL | Heartflow, Inc. | $5.6M | 1.2% | +53% | 34.3 |
| 31 |  $LSCC | LATTICE SEMICONDUCTOR CORP | $5.6M | 1.2% | -39% | 48.7 |
| 32 |  $MGNI | MAGNITE, INC. | $5.5M | 1.2% | -7% | 66.1 |
| 33 |  $SMTC | SEMTECH CORP | $5.4M | 1.2% | +9% | 55.9 |
| 34 |  $VCEL | Vericel Corp | $5.4M | 1.2% | NEW | 62.8 |
| 35 |  $LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | $5.3M | 1.2% | NEW | 56.9 |
| 36 |  $AXSM | Axsome Therapeutics, Inc. | $5.1M | 1.1% | -6% | 40.8 |
| 37 |  $MRCY | MERCURY SYSTEMS INC | $5.1M | 1.1% | -23% | 47.8 |
| 38 |  $VSEC | VSE CORP | $5.0M | 1.1% | -25% | 56.5 |
| 39 |  $EQPT | EquipmentShare.com Inc | $4.9M | 1.1% | NEW | 52.4 |
| 40 |  $DAVE | Dave Inc./DE | $4.9M | 1.1% | NEW | 80.2 |
| 41 |  $GHM | GRAHAM CORP | $4.8M | 1.1% | NEW | 50 |
| 42 |  $OSW | ONESPAWORLD HOLDINGS Ltd | $4.8M | 1.1% | NEW | — |
| 43 |  $AGX | ARGAN INC | $4.8M | 1.1% | -42% | 81.4 |
| 44 |  $LASR | NLIGHT, INC. | $4.7M | 1.0% | -31% | 54.1 |
| 45 |  $YOU | Clear Secure, Inc. | $4.6M | 1.0% | +145% | 73.1 |
| 46 |  $APLD | Applied Digital Corp. | $4.5M | 1.0% | NEW | 35.8 |
| 47 |  $ACHC | Acadia Healthcare Company, Inc. | $4.5M | 1.0% | NEW | 36.7 |
| 48 |  $RELY | Remitly Global, Inc. | $4.3M | 1.0% | NEW | 72.5 |
| 49 |  $AXGN | Axogen, Inc. | $4.2M | 0.9% | -11% | 40.8 |
| 50 |  $FIVN | Five9, Inc. | $4.1M | 0.9% | NEW | 59.7 |
| 51 |  $SNEX | StoneX Group Inc. | $4.1M | 0.9% | NEW | 68.9 |
| 52 |  $KNX | Knight-Swift Transportation Holdings Inc. | $4.0M | 0.9% | -62% | 54.4 |
| 53 |  $ROAD | Construction Partners, Inc. | $4.0M | 0.9% | -37% | 67.4 |
| 54 |  $AGYS | AGILYSYS INC | $3.9M | 0.8% | NEW | 63.4 |
| 55 |  $TTAN | ServiceTitan, Inc. | $3.9M | 0.8% | NEW | 49.2 |
| 56 |  $BIRK | Birkenstock Holding plc | $3.7M | 0.8% | NEW | — |
| 57 |  $VCYT | VERACYTE, INC. | $3.7M | 0.8% | NEW | 68.6 |
| 58 |  $POWL | POWELL INDUSTRIES INC | $3.6M | 0.8% | +136% | 69.8 |
| 59 |  $YETI | YETI Holdings, Inc. | $3.5M | 0.8% | NEW | 59.9 |
| 60 |  $ESE | ESCO TECHNOLOGIES INC | $3.5M | 0.8% | +116% | 70 |
| 61 |  $TEX | TEREX CORP | $3.5M | 0.8% | NEW | 58.6 |
| 62 |  $HCSG | HEALTHCARE SERVICES GROUP INC | $3.2M | 0.7% | +2% | 61.1 |
| 63 |  $BOBS | Bob's Discount Furniture, Inc. | $3.2M | 0.7% | NEW | — |
| 64 |  $ALNT | ALLIENT INC | $3.2M | 0.7% | -26% | 47.4 |
| 65 |  $CDNL | Cardinal Infrastructure Group Inc. | $3.2M | 0.7% | NEW | 56.4 |
| 66 |  $VIAV | VIAVI SOLUTIONS INC. | $3.1M | 0.7% | +39% | 51.5 |
| 67 |  $OUST | Ouster, Inc. | $3.1M | 0.7% | NEW | 36.2 |
| 68 |  $ALAB | Astera Labs, Inc. | $3.1M | 0.7% | NEW | 75.1 |
| 69 |  $FLY | Firefly Aerospace Inc. | $3.1M | 0.7% | +51% | 32.6 |
| 70 |  $POWI | POWER INTEGRATIONS INC | $2.9M | 0.6% | NEW | 45.2 |
| 71 |  $BOOT | Boot Barn Holdings, Inc. | $2.9M | 0.6% | -3% | 62.6 |
| 72 |  $SEZL | Sezzle Inc. | $2.8M | 0.6% | NEW | 80.1 |
| 73 |  $NAVN | Navan, Inc. | $2.7M | 0.6% | NEW | 41.9 |
| 74 |  $MXL | MAXLINEAR, INC | $2.7M | 0.6% | NEW | 33.1 |
| 75 |  $QBTS | D-Wave Quantum Inc. | $2.7M | 0.6% | NEW | 27.9 |
| 76 |  $HRI | HERC HOLDINGS INC | $2.6M | 0.6% | NEW | 65.3 |
| 77 |  $M | Macy's, Inc. | $2.6M | 0.6% | NEW | 63.6 |
| 78 |  $ULS | UL Solutions Inc. | $2.6M | 0.6% | +0% | 65.2 |
| 79 |  $AAOI | APPLIED OPTOELECTRONICS, INC. | $2.5M | 0.6% | NEW | 40.1 |
| 80 |  $VIK | Viking Holdings Ltd | $2.5M | 0.5% | +0% | — |
| 81 |  $SITM | SITIME Corp | $2.4M | 0.5% | -73% | 66.1 |
| 82 |  $HLIT | HARMONIC INC. | $2.3M | 0.5% | NEW | 23.3 |
| 83 |  $WSC | WillScot Holdings Corp | $2.1M | 0.5% | NEW | 47.5 |
| 84 |  $MKSI | MKS INC | $2.1M | 0.5% | -79% | 61.2 |
| 85 |  $STRL | STERLING INFRASTRUCTURE, INC. | $2.1M | 0.5% | -86% | 70.6 |
| 86 |  $UTI | UNIVERSAL TECHNICAL INSTITUTE INC | $2.0M | 0.4% | -43% | 53.3 |
| 87 |  $ONTO | ONTO INNOVATION INC. | $1.9M | 0.4% | -75% | 61.9 |
| 88 |  $CW | CURTISS WRIGHT CORP | $1.9M | 0.4% | -12% | 69.5 |
| 89 |  $CLH | CLEAN HARBORS INC | $1.7M | 0.4% | +55% | 55.6 |
| 90 |  $CGNX | COGNEX CORP | $1.7M | 0.4% | NEW | 66.9 |
| 91 |  $OFRM | Once Upon a Farm, PBC | $1.7M | 0.4% | NEW | — |
| 92 |  $RKLB | Rocket Lab Corp | $1.6M | 0.4% | -51% | 39.9 |
| 93 |  $DGII | DIGI INTERNATIONAL INC | $1.6M | 0.4% | NEW | 60.7 |
| 94 |  $ADTN | ADTRAN Holdings, Inc. | $1.6M | 0.3% | -66% | 49.4 |
| 95 |  $GH | Guardant Health, Inc. | $1.6M | 0.3% | NEW | 39 |
| 96 |  $AMPX | Amprius Technologies, Inc. | $1.6M | 0.3% | -68% | 34.4 |
| 97 |  $BURL | Burlington Stores, Inc. | $1.6M | 0.3% | NEW | 65.2 |
| 98 |  $USAR | USA Rare Earth, Inc. | $1.5M | 0.3% | NEW | 16 |
| 99 |  $MTSI | MACOM Technology Solutions Holdings, Inc. | $1.4M | 0.3% | -62% | 69.4 |
| 100 |  $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | $1.4M | 0.3% | +0% | 58.7 |
| 101 |  $MAIR | Madison Air Solutions Corp | $1.4M | 0.3% | NEW | — |
| 102 |  $LGN | Legence Corp. | $1.3M | 0.3% | NEW | 64.1 |
| 103 |  $CRDO | Credo Technology Group Holding Ltd | $1.1M | 0.3% | NEW | 55.1 |
| 104 |  $APEI | AMERICAN PUBLIC EDUCATION INC | $1.1M | 0.3% | NEW | 52.2 |
| 105 |  $ATRO | ASTRONICS CORP | $997,873 | 0.2% | -70% | 61.3 |
| 106 |  $PI | IMPINJ INC | $801,372 | 0.2% | NEW | 41.1 |
| 107 |  $PL | Planet Labs PBC | $738,302 | 0.2% | -90% | 38.4 |
| 108 |  $XPO | XPO, Inc. | $642,558 | 0.1% | +0% | 58.4 |
| 109 |  $QNT | Quantinuum Inc. | $409,109 | 0.1% | NEW | — |
New Positions (50)
$XMTR Xometry, Inc.$9.7M$CORT CORCEPT THERAPEUTICS INC$8.0M$ALGM ALLEGRO MICROSYSTEMS, INC.$7.5M$CVLT COMMVAULT SYSTEMS INC$7.0M$ADPT Adaptive Biotechnologies Corp$7.0M$CROX Crocs, Inc.$6.4M$EXTR EXTREME NETWORKS INC$5.9M$VCEL Vericel Corp$5.4M$LIND LINDBLAD EXPEDITIONS HOLDINGS, INC.$5.3M$EQPT EquipmentShare.com Inc$4.9M$DAVE Dave Inc./DE$4.9M$GHM GRAHAM CORP$4.8M$OSW ONESPAWORLD HOLDINGS Ltd$4.8M$APLD Applied Digital Corp.$4.5M$ACHC Acadia Healthcare Company, Inc.$4.5MExited Positions (44)
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$WAY Waystar Holding Corp.Browse Top Institutional Investors
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