Lisanti Capital Growth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Lisanti Capital Growth, LLC held in its portfolio 110 assets valued at $422,083,511 (i.e. $422.08M).
The most valuable assets in the portfolio included: JFROG LTD ($9.02M), CARPENTER TECHNOLOGY CORP ($9.01M), and LIGAND PHARMACEUTICALS INC ($8.27M).
The chart below shows the top 10 valuable assets, and the table below shows the top 110 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Lisanti Capital Growth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| JFROG LTD | 144393 | 9018787 | ORD SHS |
| CARPENTER TECHNOLOGY CORP | 28625 | 9012295 | COM |
| LIGAND PHARMACEUTICALS INC | 43742 | 8270300 | COM NEW |
| FIVE BELOW INC | 43844 | 8258456 | COM |
| SITIME CORP | 22854 | 8071804 | COM |
| HURON CONSULTING GROUP INC | 45590 | 7882967 | COM |
| ALPHATEC HLDGS INC | 372407 | 7835443 | COM NEW |
| KNIGHT-SWIFT TRANSN HLDGS IN | 144100 | 7533548 | CL A |
| BOOT BARN HLDGS INC | 40769 | 7194505 | COM |
| DYCOM INDS INC | 20540 | 6940466 | COM |
| TRANSMEDICS GROUP INC | 56751 | 6903759 | COM |
| MERCURY SYS INC | 94265 | 6882288 | COM |
| JBT MAREL CORPORATION | 44828 | 6754235 | COM |
| ENOVA INTL INC | 42760 | 6721872 | COM |
| NEWAMSTERDAM PHARMA COMPANY | 179410 | 6293703 | ORDINARY SHARES |
| CONSTRUCTION PARTNERS INC | 57463 | 6237609 | COM CL A |
| VSE CORP | 35309 | 6100336 | COM |
| HERC HLDGS INC | 39060 | 5795723 | COM |
| KLAVIYO INC | 178140 | 5784206 | COM SER A |
| TANDEM DIABETES CARE INC | 262885 | 5778212 | COM NEW |
| NEXTPOWER INC | 66175 | 5764504 | CLASS A COM |
| RBC BEARINGS INC | 12791 | 5735868 | COM |
| BRIGHTSPRING HEALTH SVCS INC | 152195 | 5699703 | COM |
| WAYFAIR INC | 56245 | 5647560 | CL A |
| PEGASYSTEMS INC | 93526 | 5585373 | COM |
| PIPER SANDLER COMPANIES | 15910 | 5404786 | COM |
| GENEDX HOLDINGS CORP | 41128 | 5349108 | COM CL A |
| TRAVERE THERAPEUTICS INC | 138482 | 5291397 | COM |
| TARSUS PHARMACEUTICALS INC | 64341 | 5268241 | COM |
| NATIONAL VISION HLDGS INC | 197063 | 5088167 | COM |
| CALIX INC | 95736 | 5067306 | COM |
| CECO ENVIRONMENTAL CORP | 84235 | 5041465 | COM |
| KARMAN HLDGS INC | 67369 | 4929390 | COMMON STOCK |
| MP MATERIALS CORP | 95797 | 4839664 | COM CL A |
| IMPINJ INC | 27406 | 4768918 | COM |
| KRATOS DEFENSE & SEC SOLUTIO | 62300 | 4729193 | COM NEW |
| CYTOKINETICS INC | 74200 | 4714668 | COM NEW |
| TTM TECHNOLOGIES INC | 68322 | 4714218 | COM |
| LUMENTUM HLDGS INC | 12785 | 4712423 | COM |
| ARS PHARMACEUTICALS INC | 396509 | 4619330 | COM |
| ON HLDG AG | 95840 | 4454643 | NAMEN AKT A |
| CREDO TECHNOLOGY GROUP HOLDI | 30576 | 4399581 | ORDINARY SHARES |
| PALVELLA THERAPEUTICS INC NE | 41470 | 4340665 | COM |
| MERITAGE HOMES CORP | 65260 | 4294108 | COM |
| ADVANCED ENERGY INDS | 20261 | 4242046 | COM |
| BLOOM ENERGY CORP | 48600 | 4222854 | COM CL A |
| BRAZE INC | 119030 | 4081539 | COM CL A |
| PLANET FITNESS INC | 37485 | 4065998 | CL A |
| DUTCH BROS INC | 65840 | 4030725 | CL A |
| SEMTECH CORP | 54040 | 3982208 | COM |
| GUARDANT HEALTH INC | 38665 | 3949243 | COM |
| APPLIED INDL TECHNOLOGIES IN | 15355 | 3942703 | COM |
| NLIGHT INC | 103978 | 3900215 | COM |
| XOMETRY INC | 64905 | 3859900 | CLASS A COM |
| SOLARIS ENERGY INFRAS INC | 83885 | 3856193 | COM CL A |
| EVERQUOTE INC | 142710 | 3853170 | COM CL A |
| COASTAL FINL CORP WA | 32609 | 3736665 | COM NEW |
| DIGITALOCEAN HLDGS INC | 76735 | 3692488 | COM |
| MIRION TECHNOLOGIES INC | 156740 | 3670851 | COM CL A |
| AXOGEN INC | 109175 | 3573298 | COM |
| ABERCROMBIE & FITCH CO | 27450 | 3455132 | CL A |
| CIENA CORP | 14145 | 3308091 | COM NEW |
| MASTEC INC | 14998 | 3260115 | COM |
| REPLIGEN CORP | 19460 | 3188716 | COM |
| MACYS INC | 141090 | 3111035 | COM |
| BJS RESTAURANTS INC | 78870 | 3107478 | COM |
| ZETA GLOBAL HOLDINGS CORP | 150350 | 3059623 | CL A |
| DYNE THERAPEUTICS INC | 154445 | 3020944 | COM |
| IRHYTHM TECHNOLOGIES INC | 16995 | 3015593 | COM |
| PDF SOLUTIONS INC | 105540 | 3011056 | COM |
| STERLING INFRASTRUCTURE INC | 9361 | 2866619 | COM |
| HINGE HEALTH INC | 59711 | 2773576 | CL A |
| GLAUKOS CORP | 24135 | 2725083 | COM |
| IONIS PHARMACEUTICALS INC | 32789 | 2593938 | COM |
| ANI PHARMACEUTICALS INC | 30379 | 2398118 | COM |
| ADAPTIVE BIOTECHNOLOGIES COR | 142515 | 2314444 | COM |
| CAMTEK LTD | 21640 | 2301306 | ORD |
| VIKING HOLDINGS LTD | 32090 | 2291547 | ORD SHS |
| ALLIENT INC | 41385 | 2224444 | COM |
| SOMNIGROUP INTERNATIONAL INC | 24785 | 2212805 | COM |
| MADDEN STEVEN LTD | 52480 | 2185267 | COM |
| PLANET LABS PBC | 105030 | 2071192 | COM CL A |
| CRINETICS PHARMACEUTICALS IN | 43040 | 2003512 | COM |
| CLEAR SECURE INC | 54920 | 1926594 | COM CL A |
| URBAN OUTFITTERS INC | 25550 | 1922893 | COM |
| ROCKET LAB CORP | 26770 | 1867475 | COM |
| D-WAVE QUANTUM INC | 62485 | 1633983 | COM |
| UL SOLUTIONS INC | 20600 | 1624516 | CLASS A COM SHS |
| AMPRIUS TECHNOLOGIES INC | 198890 | 1569242 | COMMON STOCK |
| CURTISS WRIGHT CORP | 2845 | 1568363 | COM |
| PATRICK INDS INC | 14369 | 1558031 | COM |
| ADMA BIOLOGICS INC | 83555 | 1524043 | COM |
| NCINO INC | 57590 | 1476608 | COM |
| COMFORT SYS USA INC | 1415 | 1320605 | COM |
| LOAR HOLDINGS INC | 19410 | 1319880 | COM SHS |
| BETA BIONICS INC | 42985 | 1309753 | COM |
| HEARTFLOW INC | 43789 | 1276449 | COM |
| EVOLV TECHNOLOGIES HLDNGS IN | 172350 | 1234026 | COM CL A |
| PROCEPT BIOROBOTICS CORP | 35890 | 1129099 | COM |
| SI-BONE INC | 56964 | 1123330 | COM |
| PINNACLE FINL PARTNERS INC | 11570 | 1103894 | COM |
| SITEONE LANDSCAPE SUPPLY INC | 8345 | 1039453 | COM |
| ASTRONICS CORP | 18270 | 990965 | COM |
| OLLIES BARGAIN OUTLET HLDGS | 7785 | 853314 | COM |
| XPO INC | 6240 | 848078 | COM |
| TAYLOR MORRISON HOME CORP | 13580 | 799455 | COM |
| PROCORE TECHNOLOGIES INC | 10130 | 736856 | COM |
| CAPRI HOLDINGS LIMITED | 20215 | 493246 | SHS |
| WAYSTAR HLDG CORP | 14870 | 486993 | COM |
| PAYMENTUS HOLDINGS INC | 14430 | 455844 | COM CL A |