Lisanti Capital Growth, LLC — 13F Holdings & Portfolio
CIK 1424467 · latest 13F-HR filed 2026-08-10
Lisanti Capital Growth, LLC manages $454.6M in 13F-reported U.S. long-equity assets across 109 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are HNGE (2.54%), BTSG (2.37%), XMTR (2.14%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 50 new positions, exited 44, added to 36, and trimmed 20.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
14TH FLOOR
NEW YORK, NY 10017
$454.6M
Long-equity book
109
Distinct positions
2026-06-30
Filed 2026-08-10
+50 / −44 / ↑36 / ↓20
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- HINGE HEALTH INC$9.3M +405.9%
- TRAVERE THERAPEUTICS INC$5.3M +372.3%
- ZETA GLOBAL HOLDINGS CORP$4.5M +187.8%
- CECO ENVIRONMENTAL CORP$4.3M +232.0%
- KINIKSA PHARMACEUTICALS INTL$4.1M +273.3%
Top Trims
- PLANET LABS PBC-$5.2M -87.6%
- STERLING INFRASTRUCTURE INC-$5.1M -71.1%
- AMPRIUS TECHNOLOGIES INC-$4.4M -73.5%
- KNIGHT-SWIFT TRANSN HLDGS IN-$3.7M -48.2%
- MKS INC.-$3.2M -59.9%
New Positions
- XOMETRY INC$9.7M
- CORCEPT THERAPEUTICS INC$8.0M
- ALLEGRO MICROSYSTEMS INC$7.5M
- COMMVAULT SYS INC$7.0M
- ADAPTIVE BIOTECHNOLOGIES COR$7.0M
Exited Positions
- FIVE BELOW INC$9.7M
- PATTERSON-UTI ENERGY INC$9.7M
- MATADOR RES CO$7.8M
- ADVANCED ENERGY INDS$7.7M
- FABRINET$6.3M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | HINGE HEALTH INC | HNGE | 433313103 | $11.5M | 2.54% | 139,150 | SH |
| 2 | BRIGHTSPRING HEALTH SVCS INC | BTSG | 10950A106 | $10.8M | 2.37% | 154,620 | SH |
| 3 | XOMETRY INC | XMTR | 98423F109 | $9.7M | 2.14% | 100,880 | SH |
| 4 | SOLARIS ENERGY INFRAS INC | SEI | 83418M103 | $9.2M | 2.03% | 114,745 | SH |
| 5 | CORCEPT THERAPEUTICS INC | CORT | 218352102 | $8.0M | 1.75% | 91,610 | SH |
| 6 | DIGITALOCEAN HLDGS INC | DOCN | 25402D102 | $7.9M | 1.74% | 50,425 | SH |
| 7 | ALLEGRO MICROSYSTEMS INC | ALGM | 01749D105 | $7.5M | 1.65% | 107,865 | SH |
| 8 | MIRUM PHARMACEUTICALS INC | MIRM | 604749101 | $7.4M | 1.63% | 63,295 | SH |
| 9 | JFROG LTD | FROG | M6191J100 | $7.3M | 1.61% | 80,655 | SH |
| 10 | CARPENTER TECHNOLOGY CORP | CRS | 144285103 | $7.2M | 1.58% | 11,665 | SH |
| 11 | DYCOM INDS INC | DY | 267475101 | $7.2M | 1.58% | 14,170 | SH |
| 12 | KRYSTAL BIOTECH INC | KRYS | 501147102 | $7.1M | 1.56% | 19,050 | SH |
| 13 | COMMVAULT SYS INC | CVLT | 204166102 | $7.0M | 1.55% | 49,640 | SH |
| 14 | ADAPTIVE BIOTECHNOLOGIES COR | ADPT | 00650F109 | $7.0M | 1.53% | 325,155 | SH |
| 15 | ZETA GLOBAL HOLDINGS CORP | ZETA | 98956A105 | $6.9M | 1.52% | 351,415 | SH |
| 16 | RBC BEARINGS INC | RBC | 75524B104 | $6.8M | 1.49% | 10,531 | SH |
| 17 | TRAVERE THERAPEUTICS INC | TVTX | 89422G107 | $6.8M | 1.49% | 119,005 | SH |
| 18 | ENOVA INTL INC | ENVA | 29357K103 | $6.7M | 1.46% | 27,655 | SH |
| 19 | FORMFACTOR INC | FORM | 346375108 | $6.6M | 1.46% | 41,430 | SH |
| 20 | ULTRA CLEAN HLDGS INC | UCTT | 90385V107 | $6.6M | 1.45% | 46,285 | SH |
| 21 | PALVELLA THERAPEUTICS INC NE | PVLA | 697947109 | $6.6M | 1.44% | 42,975 | SH |
| 22 | SILICON MOTION TECHNOLOGY CO | SIMO | 82706C108 | $6.5M | 1.44% | 19,600 | SH |
| 23 | MODINE MFG CO | MOD | 607828100 | $6.4M | 1.41% | 23,975 | SH |
| 24 | CROCS INC | CROX | 227046109 | $6.4M | 1.40% | 52,840 | SH |
| 25 | GUARDIAN PHARMACY SVCS INC | GRDN | 40145W101 | $6.4M | 1.40% | 152,025 | SH |
| 26 | CECO ENVIRONMENTAL CORP | CECO | 125141101 | $6.1M | 1.34% | 67,275 | SH |
| 27 | EXTREME NETWORKS INC | EXTR | 30226D106 | $5.9M | 1.30% | 183,095 | SH |
| 28 | LIGAND PHARMACEUTICALS INC | LGND | 53220K504 | $5.9M | 1.30% | 18,747 | SH |
| 29 | KINIKSA PHARMACEUTICALS INTL | KNSA | G52694109 | $5.6M | 1.23% | 87,305 | SH |
| 30 | HEARTFLOW INC | HTFL | 42238D107 | $5.6M | 1.22% | 189,675 | SH |
| 31 | LATTICE SEMICONDUCTOR CORP | LSCC | 518415104 | $5.6M | 1.22% | 36,365 | SH |
| 32 | MAGNITE INC | MGNI | 55955D100 | $5.5M | 1.21% | 289,030 | SH |
| 33 | SEMTECH CORP | SMTC | 816850101 | $5.4M | 1.20% | 33,630 | SH |
| 34 | VERICEL CORP | VCEL | 92346J108 | $5.4M | 1.18% | 120,380 | SH |
| 35 | LINDBLAD EXPEDITIONS HLDGS I | LIND | 535219109 | $5.3M | 1.16% | 186,940 | SH |
| 36 | AXSOME THERAPEUTICS INC. | AXSM | 05464T104 | $5.1M | 1.12% | 20,825 | SH |
| 37 | MERCURY SYS INC | MRCY | 589378108 | $5.1M | 1.12% | 41,450 | SH |
| 38 | VSE CORP | VSEC | 918284100 | $5.0M | 1.09% | 21,754 | SH |
| 39 | EQUIPMENTSHARE COM INC | EQPT | 29445S100 | $4.9M | 1.07% | 248,500 | SH |
| 40 | DAVE INC | DAVE | 23834J201 | $4.9M | 1.07% | 13,060 | SH |
| 41 | GRAHAM CORP | GHM | 384556106 | $4.8M | 1.06% | 39,005 | SH |
| 42 | ONESPAWORLD HOLDINGS LIMITED | OSW | P73684113 | $4.8M | 1.06% | 170,180 | SH |
| 43 | ARGAN INC | AGX | 04010E109 | $4.8M | 1.05% | 6,005 | SH |
| 44 | NLIGHT INC | LASR | 65487K100 | $4.7M | 1.03% | 67,128 | SH |
| 45 | CLEAR SECURE INC | YOU | 18467V109 | $4.6M | 1.00% | 81,815 | SH |
| 46 | APPLIED DIGITAL CORP | APLD | 038169207 | $4.5M | 1.00% | 121,865 | SH |
| 47 | ACADIA HEALTHCARE COMPANY IN | ACHC | 00404A109 | $4.5M | 0.99% | 152,445 | SH |
| 48 | REMITLY GLOBAL INC | RELY | 75960P104 | $4.3M | 0.96% | 194,070 | SH |
| 49 | AXOGEN INC | AXGN | 05463X106 | $4.2M | 0.92% | 90,565 | SH |
| 50 | FIVE9 INC | FIVN | 338307101 | $4.1M | 0.91% | 193,680 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-10 | $454.6M | 109 | 0001424467-26-000003 |
| 2026-03-31 | 2026-05-07 | $396.8M | 103 | 0001424467-26-000002 |
| 2025-12-31 | 2026-02-09 | $422.1M | 110 | 0001424467-26-000001 |