Lisanti Capital Growth, LLC

13F filer · CIK 0001424467

Reported Aug 10, 2026

Net seller this quarter

13F portfolio value$455MU.S. long equity reported on 13F

Positions10950 new · 44 closed

Net flow last quarter-$57.7MBuys minus sells

Top 10 positions weight19.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 2026109 positions
HNGEHinge Health, Inc.	$11.5M	2.54%	0.85%	+135.1%	Q2 2025
BTSGBrightSpring Health Services, Inc.	$10.8M	2.37%	0.08%	-18.4%	Q3 2024
XMTRXometry, Inc.	$9.74M	2.14%	0.22%	Not reported	Q3 2022
SEISolaris Energy Infrastructure, Inc.	$9.23M	2.03%	Not reported	-2.2%	Q4 2025
CORTCorcept Therapeutics Inc	$7.97M	1.75%	0.09%	Not reported	Q2 2024
DOCNDigitalOcean Holdings, Inc.	$7.92M	1.74%	0.05%	-27.2%	Q3 2021
ALGMAllegro Microsystems, Inc.	$7.51M	1.65%	0.06%	Not reported	Q1 2023
MIRMMirum Pharmaceuticals, Inc.	$7.41M	1.63%	0.10%	+62.3%	Q1 2026
FROGJFrog Ltd	$7.33M	1.61%	0.07%	-32.4%	Q4 2023
CRSCarpenter Technology Corp	$7.2M	1.58%	0.02%	-44.4%	Q1 2023
DYDycom Industries Inc	$7.16M	1.58%	0.05%	-16.7%	Q3 2015
KRYSKrystal Biotech, Inc.	$7.08M	1.56%	0.06%	+2.9%	Q2 2023
CVLTCommvault Systems Inc	$7.04M	1.55%	0.12%	Not reported	Q2 2013
ADPTAdaptive Biotechnologies Corp	$6.97M	1.53%	0.20%	Not reported	Q3 2025
ZETAZeta Global Holdings Corp.	$6.92M	1.52%	Not reported	+132.8%	Q3 2024
RBCRBC Bearings INC	$6.78M	1.49%	0.03%	-17.4%	Q1 2017
TVTXTravere Therapeutics, Inc.	$6.76M	1.49%	0.13%	+147.0%	Q3 2025
ENVAEnova International, Inc.	$6.66M	1.46%	0.11%	+7.0%	Q4 2025
FORMFormfactor Inc	$6.63M	1.46%	0.05%	+41.4%	Q1 2015
UCTTUltra Clean Holdings, Inc.	$6.6M	1.45%	0.10%	-22.7%	Q4 2017
PVLAPalvella Therapeutics, Inc.	$6.57M	1.44%	0.30%	+3.7%	Q4 2025
SIMOSilicon Motion Technology CORP	$6.53M	1.44%	0.01%	-22.5%	Q2 2016
MODModine Manufacturing Co	$6.4M	1.41%	0.05%	-35.7%	Q3 2023
CROXCrocs, Inc.	$6.37M	1.40%	0.11%	Not reported	Q3 2019
GRDNGuardian Pharmacy Services, Inc.	$6.37M	1.40%	Not reported	-19.2%	Q1 2026
CECOCeco Environmental Corp	$6.1M	1.34%	0.12%	+118.0%	Q4 2025
EXTRExtreme Networks Inc	$5.93M	1.30%	0.14%	Not reported	Q1 2021
LGNDLigand Pharmaceuticals Inc	$5.93M	1.30%	0.09%	-51.5%	Q2 2013
KNSAKiniksa Pharmaceuticals International, plc	$5.58M	1.23%	Not reported	+181.0%	Q1 2026
HTFLHeartflow, Inc.	$5.57M	1.22%	0.22%	+53.2%	Q3 2025
LSCCLattice Semiconductor Corp	$5.56M	1.22%	0.03%	-39.0%	Q1 2019
MGNIMagnite, Inc.	$5.49M	1.21%	0.20%	-6.6%	Q1 2021
SMTCSemtech Corp	$5.44M	1.20%	0.04%	+9.2%	Q4 2020
VCELVericel Corp	$5.36M	1.18%	0.24%	Not reported	Q4 2020
LINDLindblad Expeditions Holdings, Inc.	$5.28M	1.16%	0.29%	Not reported	Q1 2022
AXSMAxsome Therapeutics, Inc.	$5.1M	1.12%	0.04%	-5.7%	Q2 2023
MRCYMercury Systems Inc	$5.07M	1.12%	0.07%	-22.6%	Q4 2016
VSECVse Corp	$4.97M	1.09%	0.08%	-25.4%	Q1 2024
EQPTEquipmentShare.com Inc	$4.89M	1.07%	0.31%	New	Q2 2026
DAVEDave Inc.	$4.87M	1.07%	Not reported	Not reported	Q2 2025
GHMGraham Corp	$4.83M	1.06%	0.33%	New	Q2 2026
OSWONESPAWORLD HOLDINGS Ltd	$4.81M	1.06%	0.17%	Not reported	Q3 2023
AGXArgan Inc	$4.8M	1.05%	0.04%	-42.3%	Q1 2026
LASRNlight, Inc.	$4.67M	1.03%	0.12%	-31.2%	Q2 2018
YOUClear Secure, Inc.	$4.56M	1.00%	0.09%	+145.3%	Q4 2022
APLDApplied Digital Corp.	$4.55M	1.00%	0.04%	Not reported	Q2 2025
ACHCAcadia Healthcare Company, Inc.	$4.5M	0.99%	0.17%	Not reported	Q2 2013
RELYRemitly Global, Inc.	$4.35M	0.96%	0.09%	Not reported	Q3 2023
AXGNAxogen, Inc.	$4.18M	0.92%	0.17%	-11.5%	Q1 2018
FIVNFive9, Inc.	$4.13M	0.91%	0.26%	Not reported	Q1 2017

Q1 2026Reported May 7, 2026103 positions
FIVEFive Below, Inc	$9.74M	2.45%	0.08%	-2.8%	Q2 2013
PTENPatterson Uti Energy Inc	$9.71M	2.45%	0.24%	Not reported	Q1 2016
CRSCarpenter Technology Corp	$8.27M	2.08%	0.04%	-26.7%	Q1 2023
MODModine Manufacturing Co	$8.08M	2.04%	0.07%	Not reported	Q3 2023
BTSGBrightSpring Health Services, Inc.	$8.07M	2.03%	0.10%	+24.5%	Q3 2024
MTDRMatador Resources Co	$7.78M	1.96%	0.10%	Not reported	Q4 2015
KNXKnight-Swift Transportation Holdings Inc.	$7.76M	1.95%	0.08%	-6.5%	Q1 2014
LGNDLigand Pharmaceuticals Inc	$7.71M	1.94%	0.19%	-11.7%	Q2 2013
AEISAdvanced Energy Industries Inc	$7.66M	1.93%	0.06%	+17.2%	Q1 2014
STRLSterling Infrastructure, Inc.	$7.23M	1.82%	0.06%	+89.5%	Q3 2023
GRDNGuardian Pharmacy Services, Inc.	$7.09M	1.79%	Not reported	New	Q1 2026
RBCRBC Bearings INC	$6.92M	1.74%	0.04%	-0.4%	Q1 2017
SEISolaris Energy Infrastructure, Inc.	$6.63M	1.67%	Not reported	+39.9%	Q4 2025
FNFabrinet	$6.34M	1.60%	0.03%	Not reported	Q4 2015
ENSGEnsign Group, Inc	$6.21M	1.56%	0.05%	Not reported	Q2 2018
NXTNextpower Inc.	$5.98M	1.51%	0.04%	-25.0%	Q1 2023
AMPXAmprius Technologies, Inc.	$5.94M	1.50%	0.25%	+77.2%	Q3 2025
DOCNDigitalOcean Holdings, Inc.	$5.94M	1.50%	0.07%	-9.8%	Q3 2021
PLPlanet Labs PBC	$5.94M	1.50%	0.08%	+102.3%	Q4 2025
ROADConstruction Partners, Inc.	$5.92M	1.49%	0.28%	-7.3%	Q2 2023
DYDycom Industries Inc	$5.76M	1.45%	0.06%	-17.2%	Q3 2015
KRMNKarman Holdings Inc.	$5.69M	1.43%	0.05%	+5.5%	Q2 2025
IONSIonis Pharmaceuticals Inc	$5.68M	1.43%	0.05%	+130.9%	Q4 2023
AGXArgan Inc	$5.67M	1.43%	0.07%	New	Q1 2026
FROGJFrog Ltd	$5.6M	1.41%	0.10%	-17.4%	Q4 2023
LASRNlight, Inc.	$5.56M	1.40%	0.17%	-6.2%	Q2 2018
LSCCLattice Semiconductor Corp	$5.53M	1.39%	0.04%	Not reported	Q1 2019
KVYOKlaviyo, Inc.	$5.47M	1.38%	Not reported	+57.8%	Q3 2024
VSECVse Corp	$5.38M	1.36%	0.10%	-17.4%	Q1 2024
MKSIMKS Inc	$5.32M	1.34%	0.03%	Not reported	Q2 2016
KTOSKratos Defense & Security Solutions, Inc.	$5.23M	1.32%	0.04%	+19.2%	Q1 2023
PVLAPalvella Therapeutics, Inc.	$5.17M	1.30%	0.29%	-0.1%	Q4 2025
EYENational Vision Holdings, Inc.	$5.1M	1.29%	0.25%	-0.1%	Q3 2020
MTZMastec Inc	$4.85M	1.22%	0.02%	+0.5%	Q2 2013
KRYSKrystal Biotech, Inc.	$4.78M	1.21%	0.06%	Not reported	Q2 2023
TTMITTM Technologies Inc	$4.52M	1.14%	0.04%	-32.0%	Q2 2025
WAYWaystar Holding Corp.	$4.51M	1.14%	0.10%	+1158.4%	Q3 2025
SITESiteOne Landscape Supply, Inc.	$4.46M	1.12%	0.08%	+301.9%	Q2 2016
APGEApogee Therapeutics, Inc.	$4.4M	1.11%	0.07%	Not reported	Q2 2025
OLLIOllie's Bargain Outlet Holdings, Inc.	$4.38M	1.10%	0.08%	+511.0%	Q1 2016
ADTNADTRAN Holdings, Inc.	$4.24M	1.07%	0.42%	Not reported	Q1 2025
SITMSITIME Corp	$4.12M	1.04%	0.05%	-47.8%	Q3 2020
ONTOOnto Innovation Inc.	$4.11M	1.04%	0.04%	Not reported	Q2 2023
CAVACava Group, Inc.	$4.09M	1.03%	0.04%	Not reported	Q4 2023
MRCYMercury Systems Inc	$3.91M	0.98%	0.09%	-43.2%	Q4 2016
PUMPProPetro Holding Corp.	$3.85M	0.97%	0.22%	Not reported	Q2 2018
AXSMAxsome Therapeutics, Inc.	$3.73M	0.94%	0.04%	Not reported	Q2 2023
UCTTUltra Clean Holdings, Inc.	$3.72M	0.94%	0.13%	Not reported	Q4 2017
MGNIMagnite, Inc.	$3.68M	0.93%	0.22%	Not reported	Q1 2021
MIRMMirum Pharmaceuticals, Inc.	$3.6M	0.91%	0.06%	New	Q1 2026

Q4 2025Reported Feb 9, 2026110 positions
FROGJFrog Ltd	$9.02M	2.14%	0.12%	+13.8%	Q4 2023
CRSCarpenter Technology Corp	$9.01M	2.14%	0.06%	+47.1%	Q1 2023
LGNDLigand Pharmaceuticals Inc	$8.27M	1.96%	0.22%	+47.4%	Q2 2013
FIVEFive Below, Inc	$8.26M	1.96%	0.08%	+48.4%	Q2 2013
SITMSITIME Corp	$8.07M	1.91%	0.09%	+17.7%	Q3 2020
HURNHuron Consulting Group Inc.	$7.88M	1.87%	0.26%	Not reported	Q2 2013
ATECAlphatec Holdings, Inc.	$7.84M	1.86%	0.25%	+63.9%	Q1 2023
KNXKnight-Swift Transportation Holdings Inc.	$7.53M	1.78%	0.09%	Not reported	Q1 2014
BOOTBoot Barn Holdings, Inc.	$7.19M	1.70%	0.13%	-0.8%	Q4 2014
DYDycom Industries Inc	$6.94M	1.64%	0.07%	+8.0%	Q3 2015
TMDXTransMedics Group, Inc.	$6.9M	1.64%	0.17%	-0.3%	Q2 2019
MRCYMercury Systems Inc	$6.88M	1.63%	0.16%	-3.4%	Q4 2016
JBTMJBT MAREL Corp	$6.75M	1.60%	0.09%	-7.7%	Q4 2015
ENVAEnova International, Inc.	$6.72M	1.59%	0.17%	New	Q4 2025
NAMSNewAmsterdam Pharma Co N.V.	$6.29M	1.49%	0.16%	+278.1%	Q3 2024
ROADConstruction Partners, Inc.	$6.24M	1.48%	0.30%	-0.9%	Q2 2023
VSECVse Corp	$6.1M	1.45%	0.15%	+26.5%	Q1 2024
HRIHerc Holdings Inc	$5.8M	1.37%	0.12%	Not reported	Q4 2023
KVYOKlaviyo, Inc.	$5.78M	1.37%	Not reported	Not reported	Q3 2024
TNDMTandem Diabetes Care Inc	$5.78M	1.37%	0.38%	Not reported	Q4 2013
NXTNextpower Inc.	$5.76M	1.37%	0.05%	+19.0%	Q1 2023
RBCRBC Bearings INC	$5.74M	1.36%	0.04%	-10.8%	Q1 2017
BTSGBrightSpring Health Services, Inc.	$5.7M	1.35%	0.08%	+129.7%	Q3 2024
WWayfair Inc.	$5.65M	1.34%	Not reported	Not reported	Q3 2015
PEGAPegasystems Inc	$5.59M	1.32%	0.05%	+36.4%	Q2 2025
PJCPiper Sandler Companies	$5.4M	1.28%	Not reported	-0.3%	Q4 2024
WGSGeneDx Holdings Corp.	$5.35M	1.27%	0.14%	-27.4%	Q3 2024
TVTXTravere Therapeutics, Inc.	$5.29M	1.25%	0.15%	+6.9%	Q3 2025
TARSTarsus Pharmaceuticals, Inc.	$5.27M	1.25%	0.15%	+49.6%	Q3 2024
EYENational Vision Holdings, Inc.	$5.09M	1.21%	0.25%	+16.7%	Q3 2020
CALXCalix, Inc	$5.07M	1.20%	0.14%	+17.7%	Q2 2013
CECOCeco Environmental Corp	$5.04M	1.19%	0.24%	New	Q4 2025
KRMNKarman Holdings Inc.	$4.93M	1.17%	0.05%	-17.7%	Q2 2025
MPMP Materials Corp. / DE	$4.84M	1.15%	0.05%	-0.9%	Q1 2022
PIImpinj Inc	$4.77M	1.13%	0.09%	-26.6%	Q1 2017
KTOSKratos Defense & Security Solutions, Inc.	$4.73M	1.12%	0.04%	-48.9%	Q1 2023
CYTKCytokinetics Inc	$4.71M	1.12%	0.06%	+51.2%	Q4 2021
TTMITTM Technologies Inc	$4.71M	1.12%	0.07%	-25.8%	Q2 2025
LITELumentum Holdings Inc.	$4.71M	1.12%	0.02%	-66.6%	Q1 2016
SPRYARS Pharmaceuticals, Inc.	$4.62M	1.09%	0.40%	+87.8%	Q1 2025
ONONOn Holding AG	$4.45M	1.06%	0.03%	Not reported	Q3 2021
CRDOCredo Technology Group Holding Ltd	$4.4M	1.04%	0.02%	-24.3%	Q2 2023
PVLAPalvella Therapeutics, Inc.	$4.34M	1.03%	0.34%	New	Q4 2025
MTHMeritage Homes CORP	$4.29M	1.02%	0.10%	-0.9%	Q4 2022
AEISAdvanced Energy Industries Inc	$4.24M	1.01%	0.05%	-0.5%	Q1 2014
BEBloom Energy Corp	$4.22M	1.00%	0.02%	-14.3%	Q2 2025
BRZEBraze, Inc.	$4.08M	0.97%	0.56%	Not reported	Q1 2024
PLNTPlanet Fitness, Inc.	$4.07M	0.96%	37485.00%	Not reported	Q3 2015
BROSDutch Bros Inc.	$4.03M	0.95%	0.04%	Not reported	Q1 2022
SMTCSemtech Corp	$3.98M	0.94%	0.06%	-10.6%	Q4 2020

Q3 2025Reported Nov 4, 2025104 positions
KTOSKratos Defense & Security Solutions, Inc.	$11.1M	2.72%	0.07%	+10.6%	Q1 2023
STRLSterling Infrastructure, Inc.	$11M	2.70%	0.11%	+16.9%	Q3 2023
BWXTBWX Technologies, Inc.	$8.55M	2.09%	0.05%	New	Q3 2025
MODModine Manufacturing Co	$8.25M	2.02%	0.11%	-11.1%	Q3 2023
ANIPAni Pharmaceuticals Inc	$7.56M	1.85%	0.39%	-13.3%	Q1 2024
MRCYMercury Systems Inc	$7.56M	1.85%	0.16%	+3.6%	Q4 2016
ROADConstruction Partners, Inc.	$7.36M	1.80%	0.30%	-6.9%	Q2 2023
ZETAZeta Global Holdings Corp.	$7.36M	1.80%	Not reported	+148.3%	Q3 2024
TBBKBancorp, Inc.	$7.35M	1.80%	0.22%	Not reported	Q2 2013
AMSCAmerican Superconductor Corp	$7.02M	1.72%	0.26%	-34.6%	Q2 2024
JBTMJBT MAREL Corp	$6.82M	1.67%	0.09%	+175.0%	Q4 2015
BOOTBoot Barn Holdings, Inc.	$6.81M	1.67%	0.13%	-17.9%	Q4 2014
PIImpinj Inc	$6.75M	1.65%	0.12%	+11.1%	Q1 2017
MPMP Materials Corp. / DE	$6.48M	1.59%	0.05%	-35.4%	Q1 2022
TMDXTransMedics Group, Inc.	$6.38M	1.56%	0.17%	+62.0%	Q2 2019
LITELumentum Holdings Inc.	$6.22M	1.52%	0.05%	-54.9%	Q1 2016
WGSGeneDx Holdings Corp.	$6.1M	1.49%	0.20%	0.0%	Q3 2024
IONSIonis Pharmaceuticals Inc	$6.03M	1.47%	0.06%	Not reported	Q4 2023
FROGJFrog Ltd	$6.01M	1.47%	0.11%	+15.2%	Q4 2023
KRMNKarman Holdings Inc.	$5.91M	1.45%	0.06%	+106.7%	Q2 2025
ULSUL Solutions Inc.	$5.9M	1.44%	0.04%	+1.9%	Q2 2024
CRDOCredo Technology Group Holding Ltd	$5.88M	1.44%	0.02%	-60.4%	Q2 2023
SITMSITIME Corp	$5.85M	1.43%	0.07%	-8.3%	Q3 2020
MTZMastec Inc	$5.81M	1.42%	0.03%	+25.3%	Q2 2013
CORTCorcept Therapeutics Inc	$5.67M	1.39%	0.06%	+47.3%	Q2 2024
RBCRBC Bearings INC	$5.6M	1.37%	0.04%	+1.7%	Q1 2017
DYDycom Industries Inc	$5.55M	1.36%	0.07%	+66.2%	Q3 2015
PJCPiper Sandler Companies	$5.54M	1.35%	Not reported	+47.6%	Q4 2024
TTMITTM Technologies Inc	$5.31M	1.30%	0.09%	+142.2%	Q2 2025
LGNDLigand Pharmaceuticals Inc	$5.26M	1.29%	0.15%	+178.0%	Q2 2013
EXTRExtreme Networks Inc	$5.14M	1.26%	0.19%	+72.5%	Q1 2021
CALXCalix, Inc	$4.99M	1.22%	0.12%	+118.4%	Q2 2013
EYENational Vision Holdings, Inc.	$4.93M	1.21%	0.21%	-50.2%	Q3 2020
BEBloom Energy Corp	$4.79M	1.17%	0.02%	-75.4%	Q2 2025
CRSCarpenter Technology Corp	$4.78M	1.17%	0.04%	+1.3%	Q1 2023
MTHMeritage Homes CORP	$4.77M	1.17%	0.09%	Not reported	Q4 2022
AVAVAeroVironment Inc	$4.7M	1.15%	0.03%	+44.8%	Q3 2022
AITApplied Industrial Technologies Inc	$4.65M	1.14%	0.05%	+1.3%	Q1 2020
VSECVse Corp	$4.64M	1.14%	0.14%	-28.7%	Q1 2024
FIVEFive Below, Inc	$4.57M	1.12%	0.05%	-14.4%	Q2 2013
XMTRXometry, Inc.	$4.49M	1.10%	0.18%	-31.4%	Q3 2022
REVGREV Group, Inc.	$4.49M	1.10%	0.16%	+122.5%	Q1 2017
ADPTAdaptive Biotechnologies Corp	$4.48M	1.09%	0.20%	New	Q3 2025
GENIGenius Sports Ltd	$4.47M	1.09%	1.95%	-25.4%	Q1 2025
LRNStride, Inc.	$4.33M	1.06%	0.07%	+5.1%	Q1 2025
RMBSRambus Inc	$4.33M	1.06%	0.04%	Not reported	Q2 2023
SMTCSemtech Corp	$4.32M	1.06%	0.07%	Not reported	Q4 2020
DAVEDave Inc.	$4.13M	1.01%	Not reported	+11.6%	Q2 2025
MGNIMagnite, Inc.	$4.12M	1.01%	0.13%	-48.6%	Q1 2021
NXTNextpower Inc.	$4.12M	1.01%	0.04%	Not reported	Q1 2023

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