The Analysis of Lisanti Capital Growth, LLC's Holdings


Currently, Lisanti Capital Growth, LLC holds 110 types of securities in its portfolio with a total value $422.1M. In the most recent quarter, they have increased their positions in HURN (+45.6K shares, valued at $7.9M), KNX (+144.1K shares, valued at $7.5M), ENVA (+42.8K shares, valued at $6.7M); decreased their positions in LITE (-25.4K shares, valued at $9.4M), STRL (-23.1K shares, valued at $7.1M), ULS (-62.7K shares, valued at $4.9M); initiated new positions in HURN (+45.6K shares, valued at $7.9M), KNX (+144.1K shares, valued at $7.5M), ENVA (+42.8K shares, valued at $6.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
FROG JFROG LTD144.4K shares13.77%2025-12-312026-02-09history
CRS CARPENTER TECHNOLOGY CORP28.6K shares47.06%2025-12-312026-02-09history
LGND LIGAND PHARMACEUTICALS INC43.7K shares47.39%2025-12-312026-02-09history
FIVE FIVE BELOW INC43.8K shares48.43%2025-12-312026-02-09history
SITM SITIME CORP22.9K shares17.72%2025-12-312026-02-09history
HURN HURON CONSULTING GROUP INC45.6K sharesnew addition2025-12-312026-02-09history
ATEC ALPHATEC HLDGS INC372.4K shares63.85%2025-12-312026-02-09history
KNX KNIGHT-SWIFT TRANSN HLDGS IN144.1K sharesnew addition2025-12-312026-02-09history
Sponsored
BOOT BOOT BARN HLDGS INC40.8K shares-0.80%2025-12-312026-02-09history
DY DYCOM INDS INC20.5K shares8.02%2025-12-312026-02-09history
TMDX TRANSMEDICS GROUP INC56.8K shares-0.26%2025-12-312026-02-09history
MRCY MERCURY SYS INC94.3K shares-3.44%2025-12-312026-02-09history
JBTM JBT MAREL CORPORATION44.8K shares-7.72%2025-12-312026-02-09history
ENVA ENOVA INTL INC42.8K sharesnew addition2025-12-312026-02-09history
NAMS NEWAMSTERDAM PHARMA COMPANY179.4K shares278.14%2025-12-312026-02-09history
ROAD CONSTRUCTION PARTNERS INC57.5K shares-0.90%2025-12-312026-02-09history
Sponsored
VSEC VSE CORP35.3K shares26.47%2025-12-312026-02-09history
HRI HERC HLDGS INC39.1K sharesnew addition2025-12-312026-02-09history
KVYO KLAVIYO INC178.1K sharesnew addition2025-12-312026-02-09history
TNDM TANDEM DIABETES CARE INC262.9K sharesnew addition2025-12-312026-02-09history
NXT NEXTPOWER INC66.2K shares18.98%2025-12-312026-02-09history
RBC RBC BEARINGS INC12.8K shares-10.78%2025-12-312026-02-09history
BTSG BRIGHTSPRING HEALTH SVCS INC152.2K shares129.66%2025-12-312026-02-09history
W WAYFAIR INC56.2K sharesnew addition2025-12-312026-02-09history
Sponsored
PEGA PEGASYSTEMS INC93.5K shares36.40%2025-12-312026-02-09history
PIPR PIPER SANDLER COMPANIES15.9K shares-0.31%2025-12-312026-02-09history
WGS GENEDX HOLDINGS CORP41.1K shares-27.37%2025-12-312026-02-09history
TVTX TRAVERE THERAPEUTICS INC138.5K shares6.93%2025-12-312026-02-09history
TARS TARSUS PHARMACEUTICALS INC64.3K shares49.59%2025-12-312026-02-09history
EYE NATIONAL VISION HLDGS INC197.1K shares16.66%2025-12-312026-02-09history
CALX CALIX INC95.7K shares17.73%2025-12-312026-02-09history
CECO CECO ENVIRONMENTAL CORP84.2K sharesnew addition2025-12-312026-02-09history
Sponsored
KRMN KARMAN HLDGS INC67.4K shares-17.74%2025-12-312026-02-09history
MP MP MATERIALS CORP95.8K shares-0.89%2025-12-312026-02-09history
PI IMPINJ INC27.4K shares-26.63%2025-12-312026-02-09history
KTOS KRATOS DEFENSE & SEC SOLUTIO62.3K shares-48.87%2025-12-312026-02-09history
CYTK CYTOKINETICS INC74.2K shares51.21%2025-12-312026-02-09history
TTMI TTM TECHNOLOGIES INC68.3K shares-25.82%2025-12-312026-02-09history
LITE LUMENTUM HLDGS INC12.8K shares-66.55%2025-12-312026-02-09history
SPRY ARS PHARMACEUTICALS INC396.5K shares87.75%2025-12-312026-02-09history
Sponsored
ONON ON HLDG AG95.8K sharesnew addition2025-12-312026-02-09history
CRDO CREDO TECHNOLOGY GROUP HOLDI30.6K shares-24.26%2025-12-312026-02-09history
PVLA PALVELLA THERAPEUTICS INC NE41.5K sharesnew addition2025-12-312026-02-09history
MTH MERITAGE HOMES CORP65.3K shares-0.85%2025-12-312026-02-09history
AEIS ADVANCED ENERGY INDS20.3K shares-0.49%2025-12-312026-02-09history
BE BLOOM ENERGY CORP48.6K shares-14.25%2025-12-312026-02-09history
BRZE BRAZE INC119.0K sharesnew addition2025-12-312026-02-09history
PLNT PLANET FITNESS INC37.5K sharesnew addition2025-12-312026-02-09history
Sponsored
BROS DUTCH BROS INC65.8K sharesnew addition2025-12-312026-02-09history
SMTC SEMTECH CORP54.0K shares-10.59%2025-12-312026-02-09history
GH GUARDANT HEALTH INC38.7K sharesnew addition2025-12-312026-02-09history
AIT APPLIED INDL TECHNOLOGIES IN15.4K shares-13.71%2025-12-312026-02-09history
LASR NLIGHT INC104.0K shares22.99%2025-12-312026-02-09history
XMTR XOMETRY INC64.9K shares-21.28%2025-12-312026-02-09history
SEI SOLARIS ENERGY INFRAS INC83.9K sharesnew addition2025-12-312026-02-09history
EVER EVERQUOTE INC142.7K sharesnew addition2025-12-312026-02-09history
Sponsored
CCB COASTAL FINL CORP WA32.6K shares-0.15%2025-12-312026-02-09history
DOCN DIGITALOCEAN HLDGS INC76.7K sharesnew addition2025-12-312026-02-09history
MIR MIRION TECHNOLOGIES INC156.7K shares133.33%2025-12-312026-02-09history
AXGN AXOGEN INC109.2K sharesnew addition2025-12-312026-02-09history
ANF ABERCROMBIE & FITCH CO27.4K sharesnew addition2025-12-312026-02-09history
CIEN CIENA CORP14.1K shares-0.49%2025-12-312026-02-09history
MTZ MASTEC INC15.0K shares-45.02%2025-12-312026-02-09history
RGEN REPLIGEN CORP19.5K sharesnew addition2025-12-312026-02-09history
Sponsored
M MACYS INC141.1K sharesnew addition2025-12-312026-02-09history
BJRI BJS RESTAURANTS INC78.9K sharesnew addition2025-12-312026-02-09history
ZETA ZETA GLOBAL HOLDINGS CORP150.3K shares-59.39%2025-12-312026-02-09history
DYN DYNE THERAPEUTICS INC154.4K sharesnew addition2025-12-312026-02-09history
IRTC IRHYTHM TECHNOLOGIES INC17.0K shares0.98%2025-12-312026-02-09history
PDFS PDF SOLUTIONS INC105.5K sharesnew addition2025-12-312026-02-09history
STRL STERLING INFRASTRUCTURE INC9.4K shares-71.17%2025-12-312026-02-09history
HNGE HINGE HEALTH INC59.7K shares-1.97%2025-12-312026-02-09history
Sponsored
GKOS GLAUKOS CORP24.1K sharesnew addition2025-12-312026-02-09history
IONS IONIS PHARMACEUTICALS INC32.8K shares-64.41%2025-12-312026-02-09history
ANIP ANI PHARMACEUTICALS INC30.4K shares-63.20%2025-12-312026-02-09history
ADPT ADAPTIVE BIOTECHNOLOGIES COR142.5K shares-52.36%2025-12-312026-02-09history
CAMT CAMTEK LTD21.6K sharesnew addition2025-12-312026-02-09history
VIK VIKING HOLDINGS LTD32.1K shares-0.45%2025-12-312026-02-09history
ALNT ALLIENT INC41.4K sharesnew addition2025-12-312026-02-09history
SGI SOMNIGROUP INTERNATIONAL INC24.8K shares65.90%2025-12-312026-02-09history
Sponsored
SHOO MADDEN STEVEN LTD52.5K sharesnew addition2025-12-312026-02-09history
PL PLANET LABS PBC105.0K sharesnew addition2025-12-312026-02-09history
CRNX CRINETICS PHARMACEUTICALS IN43.0K shares88.03%2025-12-312026-02-09history
YOU CLEAR SECURE INC54.9K sharesnew addition2025-12-312026-02-09history
URBN URBAN OUTFITTERS INC25.6K sharesnew addition2025-12-312026-02-09history
ROCKET LAB CORP ROCKET LAB CORP26.8K shares-0.45%2025-12-312026-02-09history
QBTS D-WAVE QUANTUM INC62.5K sharesnew addition2025-12-312026-02-09history
ULS UL SOLUTIONS INC20.6K shares-75.27%2025-12-312026-02-09history
Sponsored
AMPX AMPRIUS TECHNOLOGIES INC198.9K shares-25.15%2025-12-312026-02-09history
CW CURTISS WRIGHT CORP2.8K shares0.71%2025-12-312026-02-09history
PATK PATRICK INDS INC14.4K shares-58.22%2025-12-312026-02-09history
ADMA ADMA BIOLOGICS INC83.6K shares4.94%2025-12-312026-02-09history
NCNO NCINO INC57.6K shares48.77%2025-12-312026-02-09history
FIX COMFORT SYS USA INC1.4K shares0.00%2025-12-312026-02-09history
LOAR LOAR HOLDINGS INC19.4K shares68.71%2025-12-312026-02-09history
BBNX BETA BIONICS INC43.0K sharesnew addition2025-12-312026-02-09history
Sponsored
HTFL HEARTFLOW INC43.8K shares50.15%2025-12-312026-02-09history
EVLV EVOLV TECHNOLOGIES HLDNGS IN172.3K shares58.34%2025-12-312026-02-09history
PRCT PROCEPT BIOROBOTICS CORP35.9K sharesnew addition2025-12-312026-02-09history
SIBN SI-BONE INC57.0K shares-3.86%2025-12-312026-02-09history
PNFP PINNACLE FINL PARTNERS INC11.6K sharesnew addition2025-12-312026-02-09history
SITE SITEONE LANDSCAPE SUPPLY INC8.3K shares-60.17%2025-12-312026-02-09history
ATRO ASTRONICS CORP18.3K sharesnew addition2025-12-312026-02-09history
OLLI OLLIES BARGAIN OUTLET HLDGS7.8K shares4.43%2025-12-312026-02-09history
Sponsored
XPO XPO INC6.2K shares-0.48%2025-12-312026-02-09history
TMHC TAYLOR MORRISON HOME CORP13.6K shares-75.50%2025-12-312026-02-09history
PCOR PROCORE TECHNOLOGIES INC10.1K sharesnew addition2025-12-312026-02-09history
CPRI CAPRI HOLDINGS LIMITED20.2K sharesnew addition2025-12-312026-02-09history
WAY WAYSTAR HLDG CORP14.9K shares-85.91%2025-12-312026-02-09history
PAY PAYMENTUS HOLDINGS INC14.4K shares-88.09%2025-12-312026-02-09history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available