Lisanti Capital Growth, LLC
Lisanti Capital Growth, LLC reported 109 US-listed holdings worth $454.6 million in its 13F for the quarter ended 30 June 2026, filed 10 August 2026. Its largest: Hinge Health Inc. (2.5%), BrightSpring Health Services, Inc. (2.4%) and Xometry Inc. (2.1%). Against the quarter before, it opened 50 positions, added to 18, trimmed 37 and sold out of 44.
Reported holdings$454.6M+14.6% on Q1 2026
Positions109+6 on Q1 2026
The largest ten19.1%of its reported holdings
Latest 13FQ2 2026filed 10 August 2026
OpenedAdded toTrimmed
The 14 largest of its 109 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +39.9% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Its reported holdingsThe S&P 500
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Opened 50Added 18Held 4Trimmed 37Sold out 44
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 50
- Xometry Inc. XMTR$9.7 million
- Corcept Therapeutics Inc. CORT$8.0 million
- Allegro Microsystems, Inc. ALGM$7.5 million
- Commvault Systems Inc. CVLT$7.0 million
- Adaptive Biotechnologies Corporation ADPT$7.0 million
- Crocs, Inc. CROX$6.4 million
- Extreme Networks Inc. EXTR$5.9 million
- Vericel Corp. VCEL$5.4 million
and 42 more in the table below
Added to 18
- Hinge Health Inc. HNGE+79,950 shares · +135%
- Travere Therapeutics Inc. TVTX+70,820 shares · +147%
- Zeta Global Holdings Corp. ZETA+200,480 shares · +133%
- Kiniksa Pharmaceuticals Intl KNSA+56,240 shares · +181%
- Ceco Environmental Corp. Com CECO+36,415 shares · +118%
- Mirum Pharmaceuticals Inc. MIRM+24,290 shares · +62%
- Clear Secure, Inc. YOU+48,455 shares · +145%
- Formfactor Inc. FORM+12,125 shares · +41%
and 10 more in the table below
Trimmed 37
- Sterling Infrastructure, Inc. STRL-15,251 shares · -86%
- MKS Inc. MKSI-18,346 shares · -79%
- Sitime Corp. SITM-8,729 shares · -73%
- Knight-Swift Transportation Holdings Inc. KNX-83,145 shares · -62%
- Planet Labs PBC PL-190,140 shares · -90%
- Ligand Pharmaceuticals Inc. LGND-19,865 shares · -51%
- Carpenter Technology Corp. CRS-9,310 shares · -44%
- Onto Innovation Inc. ONTO-14,955 shares · -75%
and 29 more in the table below
Sold out of 44
- Five Below, Inc. FIVE$9.7 million last quarter
- Patterson-UTI Energy, Inc. PTEN$9.7 million last quarter
- Matador Resources Co. MTDR$7.8 million last quarter
- Advanced Energy Industries Inc. AEIS$7.7 million last quarter
- Fabrinet FN$6.3 million last quarter
- Ensign Group, Inc. ENSG$6.2 million last quarter
- Nextpower Inc. NXT$6.0 million last quarter
- Karman Holdings Inc. KRMN$5.7 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Hinge Health Inc. HNGE | 139.2K | $11.5 million | 2.54% | +80.0K |
| BrightSpring Health Services, Inc. BTSG | 154.6K | $10.8 million | 2.37% | -34.8K |
| Xometry Inc. XMTR | 100.9K | $9.7 million | 2.14% | new |
| Solaris Energy Infrastructure, Inc. SEI | 114.7K | $9.2 million | 2.03% | -2.6K |
| Corcept Therapeutics Inc. CORT | 91.6K | $8.0 million | 1.75% | new |
| DigitalOcean Holdings, Inc. DOCN | 50.4K | $7.9 million | 1.74% | -18.8K |
| Allegro Microsystems, Inc. ALGM | 107.9K | $7.5 million | 1.65% | new |
| Mirum Pharmaceuticals Inc. MIRM | 63.3K | $7.4 million | 1.63% | +24.3K |
| Jfrog Ltd FROG | 80.7K | $7.3 million | 1.61% | -38.7K |
| Carpenter Technology Corp. CRS | 11.7K | $7.2 million | 1.58% | -9.3K |
| Dycom Industries Inc. DY | 14.2K | $7.2 million | 1.58% | -2.8K |
| Krystal Biotech, Inc. KRYS | 19.1K | $7.1 million | 1.56% | +535 |
| Commvault Systems Inc. CVLT | 49.6K | $7.0 million | 1.55% | new |
| Adaptive Biotechnologies Corporation ADPT | 325.2K | $7.0 million | 1.53% | new |
| Zeta Global Holdings Corp. ZETA | 351.4K | $6.9 million | 1.52% | +200.5K |
| RBC Bearings Inc. RBC | 10.5K | $6.8 million | 1.49% | -2.2K |
| Travere Therapeutics Inc. TVTX | 119.0K | $6.8 million | 1.49% | +70.8K |
| Enova International, Inc. ENVA | 27.7K | $6.7 million | 1.46% | +1.8K |
| Formfactor Inc. FORM | 41.4K | $6.6 million | 1.46% | +12.1K |
| Ultra Clean Holdings, Inc. UCTT | 46.3K | $6.6 million | 1.45% | -13.6K |
| Palvella Therapeutics Inc. Ne PVLA | 43.0K | $6.6 million | 1.44% | +1.5K |
| Silicon Motion Technology Corporation SIMO | 19.6K | $6.5 million | 1.44% | -5.7K |
| Modine Manufacturing Co MOD | 24.0K | $6.4 million | 1.41% | -13.3K |
| Crocs, Inc. CROX | 52.8K | $6.4 million | 1.40% | new |
| Guardian Pharmacy Svcs Inc. GRDN | 152.0K | $6.4 million | 1.40% | -36.1K |
| Ceco Environmental Corp. Com CECO | 67.3K | $6.1 million | 1.34% | +36.4K |
| Extreme Networks Inc. EXTR | 183.1K | $5.9 million | 1.30% | new |
| Ligand Pharmaceuticals Inc. LGND | 18.7K | $5.9 million | 1.30% | -19.9K |
| Kiniksa Pharmaceuticals Intl KNSA | 87.3K | $5.6 million | 1.23% | +56.2K |
| Heartflow Inc. HTFL | 189.7K | $5.6 million | 1.22% | +65.9K |
| Lattice Semiconductor Corp. LSCC | 36.4K | $5.6 million | 1.22% | -23.2K |
| Magnite Inc. MGNI | 289.0K | $5.5 million | 1.21% | -20.4K |
| Semtech Corp. SMTC | 33.6K | $5.4 million | 1.20% | +2.8K |
| Vericel Corp. VCEL | 120.4K | $5.4 million | 1.18% | new |
| Lindblad Expeditions Hldgs I LIND | 186.9K | $5.3 million | 1.16% | new |
| Axsome Therapeutics Inc. AXSM | 20.8K | $5.1 million | 1.12% | -1.2K |
| Mercury Systems Inc. MRCY | 41.5K | $5.1 million | 1.12% | -12.1K |
| VSE Corp. VSEC | 21.8K | $5.0 million | 1.09% | -7.4K |
| Equipmentshare Com Inc. EQPT | 248.5K | $4.9 million | 1.07% | new |
| Dave Inc. DAVE | 13.1K | $4.9 million | 1.07% | new |
| Graham Corp. GHM | 39.0K | $4.8 million | 1.06% | new |
| Onespaworld Holdings Ltd. OSW | 170.2K | $4.8 million | 1.06% | new |
| Argan Inc. AGX | 6.0K | $4.8 million | 1.05% | -4.4K |
| Nlight Inc. LASR | 67.1K | $4.7 million | 1.03% | -30.4K |
| Clear Secure, Inc. YOU | 81.8K | $4.6 million | 1.00% | +48.5K |
| Applied Digital Corp. APLD | 121.9K | $4.5 million | 1.00% | new |
| Acadia Healthcare Company, Inc. ACHC | 152.4K | $4.5 million | 0.99% | new |
| Remitly Global, Inc. RELY | 194.1K | $4.3 million | 0.96% | new |
| Axogen Inc. AXGN | 90.6K | $4.2 million | 0.92% | -11.8K |
| Five9, Inc. FIVN | 193.7K | $4.1 million | 0.91% | new |
| StoneX Group Inc. SNEX | 34.7K | $4.1 million | 0.90% | new |
| Knight-Swift Transportation Holdings Inc. KNX | 51.6K | $4.0 million | 0.88% | -83.1K |
| Construction Partners, Inc. ROAD | 33.6K | $4.0 million | 0.88% | -19.6K |
| Agilysys Inc. AGYS | 37.1K | $3.9 million | 0.85% | new |
| Servicetitan TTAN | 54.6K | $3.9 million | 0.85% | new |
| Birkenstock Holding plc BIRK | 87.1K | $3.7 million | 0.82% | new |
| Veracyte, Inc. VCYT | 63.4K | $3.7 million | 0.82% | new |
| Powell Industries Inc. POWL | 12.7K | $3.6 million | 0.80% | -3.5K |
| Yeti Holdings, Inc. YETI | 71.6K | $3.5 million | 0.78% | new |
| Esco Technologies Inc. ESE | 10.1K | $3.5 million | 0.78% | +5.5K |
| Terex Corp. TEX | 48.0K | $3.5 million | 0.76% | new |
| Healthcare Services Group Inc. HCSG | 131.8K | $3.2 million | 0.71% | +2.3K |
| Bobs Disc Furniture Inc. BOBS | 201.0K | $3.2 million | 0.70% | new |
| Allient Inc. ALNT | 30.9K | $3.2 million | 0.70% | -10.7K |
| Cardinal Infrastructure Grou CDNL | 33.7K | $3.2 million | 0.70% | new |
| Viavi Solutions Inc. VIAV | 65.3K | $3.1 million | 0.69% | +18.3K |
| Ouster Inc. OUST | 49.8K | $3.1 million | 0.69% | new |
| Astera Labs Inc. ALAB | 6.3K | $3.1 million | 0.67% | new |
| Firefly Aerospace Inc. FLY | 104.1K | $3.1 million | 0.67% | +35.1K |
| Power Integrations Inc. POWI | 34.8K | $2.9 million | 0.64% | new |
| Boot Barn Holdings, Inc. BOOT | 17.5K | $2.9 million | 0.63% | -489 |
| Sezzle Inc. SEZL | 16.3K | $2.8 million | 0.62% | new |
| Navan Inc. NAVN | 120.1K | $2.7 million | 0.60% | new |
| Maxlinear, Inc. MXL | 21.4K | $2.7 million | 0.60% | new |
| D-Wave Quantum Inc. QBTS | 113.0K | $2.7 million | 0.60% | new |
| Herc Hldgs Inc. HRI | 18.5K | $2.6 million | 0.58% | new |
| Macy's, Inc. M | 112.0K | $2.6 million | 0.58% | new |
| UL Solutions Inc. ULS | 25.1K | $2.6 million | 0.56% | no change |
| Applied Optoelectronics Inc. AAOI | 16.8K | $2.5 million | 0.55% | new |
| Viking Holdings Ltd VIK | 23.5K | $2.5 million | 0.54% | no change |
| Sitime Corp. SITM | 3.2K | $2.4 million | 0.53% | -8.7K |
| Harmonic Inc. HLIT | 142.5K | $2.3 million | 0.51% | new |
| WillScot Holdings Corp. WSC | 73.8K | $2.1 million | 0.47% | new |
| MKS Inc. MKSI | 4.8K | $2.1 million | 0.47% | -18.3K |
| Sterling Infrastructure, Inc. STRL | 2.5K | $2.1 million | 0.46% | -15.3K |
| Universal Technical Institute Inc. UTI | 46.7K | $2.0 million | 0.44% | -35.4K |
| Onto Innovation Inc. ONTO | 5.1K | $1.9 million | 0.42% | -15.0K |
| Curtiss Wright Corp. CW | 2.5K | $1.9 million | 0.41% | -340 |
| Clean Harbors Inc. CLH | 5.7K | $1.7 million | 0.38% | +2.0K |
| Cognex Corp. CGNX | 23.1K | $1.7 million | 0.37% | new |
| Once Upon A Farm PBC OFRM | 81.3K | $1.7 million | 0.37% | new |
| Rocket Lab Corp. RKLB | 16.2K | $1.6 million | 0.36% | -16.7K |
| Digi International Inc. DGII | 21.5K | $1.6 million | 0.36% | new |
| Adtran Holdings Inc. ADTN | 115.6K | $1.6 million | 0.35% | -221.3K |
| Guardant Health Inc. GH | 10.6K | $1.6 million | 0.35% | new |
| Amprius Technologies Inc. AMPX | 113.7K | $1.6 million | 0.35% | -238.7K |
| Burlington Stores, Inc. BURL | 4.9K | $1.6 million | 0.34% | new |
| USA Rare Earth Inc. USAR | 71.8K | $1.5 million | 0.34% | new |
| Macom Technology Solutions Holdings, Inc. MTSI | 3.7K | $1.4 million | 0.31% | -5.9K |
| Applied Industrial Technologies Inc. AIT | 4.1K | $1.4 million | 0.30% | no change |
| Madison Air Solutions Coclass A MAIR | 35.0K | $1.4 million | 0.30% | new |
| Legence Corp. LGN | 15.6K | $1.3 million | 0.29% | new |
| Credo Technology Group Holdi CRDO | 4.2K | $1.1 million | 0.25% | new |
| American Pub Ed Inc. APEI | 20.9K | $1.1 million | 0.25% | new |
| Astronics Corp. ATRO | 12.3K | $997,873 | 0.22% | -28.5K |
| Impinj Inc. PI | 5.6K | $801,372 | 0.18% | new |
| Planet Labs PBC PL | 22.3K | $738,302 | 0.16% | -190.1K |
| Xpo, Inc. XPO | 3.1K | $642,558 | 0.14% | no change |
| Quantinuum Inc. QNT | 5.0K | $409,109 | 0.09% | new |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.