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.
Top Valuable Stocks in Lisanti Capital Growth, LLC Portfolio
JFROG LTD
CARPENTER TECHNOLOGY CORP
LIGAND PHARMACEUTICALS INC
FIVE BELOW INC
SITIME CORP
HURON CONSULTING GROUP INC
ALPHATEC HLDGS INC
KNIGHT-SWIFT TRANSN HLDGS IN
BOOT BARN HLDGS INC
DYCOM INDS INC
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