Lisanti Capital Growth, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$396.8M
Q ending 2026-03-31
Prior quarter
$422.1M
Q ending 2025-12-31
Change
-6.0% QoQ · +18.0% YoY
Positions
103
reported holdings
Largest positions
Top 100 of 103 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Five Below Inc | FIVE | Shares | $9.7M | 43K |
| Patterson-Uti Energy Inc | PTEN | Shares | $9.7M | 896K |
| Carpenter Technology Corp | CRS | Shares | $8.3M | 21K |
| Modine Mfg Co | MOD | Shares | $8.1M | 37K |
| Brightspring Health Svcs Inc | BTSG | Shares | $8.1M | 189K |
| Matador Res Co | MTDR | Shares | $7.8M | 123K |
| Knight-Swift Transn Hldgs In | KNX | Shares | $7.8M | 135K |
| Ligand Pharmaceuticals Inc | LGND | Shares | $7.7M | 39K |
| Advanced Energy Inds | AEIS | Shares | $7.7M | 24K |
| Sterling Infrastructure Inc | STRL | Shares | $7.2M | 18K |
| Guardian Pharmacy Svcs Inc | GRDN | Shares | $7.1M | 188K |
| Rbc Bearings Inc | RBC | Shares | $6.9M | 13K |
| Solaris Energy Infras Inc | SEI | Shares | $6.6M | 117K |
| Fabrinet | Shares | $6.3M | 12K | |
| Ensign Group Inc | ENSG | Shares | $6.2M | 31K |
| Nextpower Inc | NXT | Shares | $6.0M | 50K |
| Amprius Technologies Inc | AMPX | Shares | $5.9M | 352K |
| Digitalocean Hldgs Inc | DOCN | Shares | $5.9M | 69K |
| Planet Labs Pbc | PL | Shares | $5.9M | 212K |
| Construction Partners Inc | ROAD | Shares | $5.9M | 53K |
| Dycom Inds Inc | DY | Shares | $5.8M | 17K |
| Karman Hldgs Inc | KRMN | Shares | $5.7M | 71K |
| Ionis Pharmaceuticals Inc | IONS | Shares | $5.7M | 76K |
| Argan Inc | AGX | Shares | $5.7M | 10K |
| Jfrog Ltd | Shares | $5.6M | 119K | |
| Nlight Inc | LASR | Shares | $5.6M | 98K |
| Lattice Semiconductor Corp | LSCC | Shares | $5.5M | 60K |
| Klaviyo Inc | KVYO | Shares | $5.5M | 281K |
| Vse Corp | VSEC | Shares | $5.4M | 29K |
| Mks Inc. | MKSI | Shares | $5.3M | 23K |
| Kratos Defense & Sec Solutio | KTOS | Shares | $5.2M | 74K |
| Palvella Therapeutics Inc Ne | PVLA | Shares | $5.2M | 41K |
| National Vision Hldgs Inc | EYE | Shares | $5.1M | 197K |
| Mastec Inc | MTZ | Shares | $4.8M | 15K |
| Krystal Biotech Inc | KRYS | Shares | $4.8M | 19K |
| Ttm Technologies Inc | TTMI | Shares | $4.5M | 46K |
| Waystar Hldg Corp | WAY | Shares | $4.5M | 187K |
| Siteone Landscape Supply Inc | SITE | Shares | $4.5M | 34K |
| Apogee Therapeutics Inc | APGE | Shares | $4.4M | 52K |
| Ollies Bargain Outlet Hldgs | OLLI | Shares | $4.4M | 48K |
| Adtran Holdings Inc | ADTN | Shares | $4.2M | 337K |
| Sitime Corp | SITM | Shares | $4.1M | 12K |
| Onto Innovation Inc | ONTO | Shares | $4.1M | 20K |
| Cava Group Inc | CAVA | Shares | $4.1M | 51K |
| Mercury Sys Inc | MRCY | Shares | $3.9M | 54K |
| Propetro Hldg Corp | PUMP | Shares | $3.9M | 267K |
| Axsome Therapeutics Inc. | AXSM | Shares | $3.7M | 22K |
| Ultra Clean Hldgs Inc | UCTT | Shares | $3.7M | 60K |
| Magnite Inc | MGNI | Shares | $3.7M | 309K |
| Mirum Pharmaceuticals Inc | MIRM | Shares | $3.6M | 39K |
| Halozyme Therapeutics Inc | HALO | Shares | $3.5M | 54K |
| Enova Intl Inc | ENVA | Shares | $3.5M | 26K |
| Axogen Inc | AXGN | Shares | $3.4M | 102K |
| Firstcash Holdings Inc | FCFS | Shares | $3.2M | 17K |
| Tandem Diabetes Care Inc | TNDM | Shares | $3.2M | 165K |
| Freshpet Inc | FRPT | Shares | $3.1M | 53K |
| Heartflow Inc | HTFL | Shares | $3.0M | 124K |
| Universal Technical Inst Inc | UTI | Shares | $3.0M | 82K |
| Tarsus Pharmaceuticals Inc | TARS | Shares | $2.9M | 42K |
| Powell Inds Inc | POWL | Shares | $2.9M | 5K |
| Patrick Inds Inc | PATK | Shares | $2.8M | 26K |
| Formfactor Inc | FORM | Shares | $2.8M | 29K |
| Silicon Motion Technology Co | SIMO | Shares | $2.8M | 25K |
| Astronics Corp | ATRO | Shares | $2.7M | 41K |
| Pdf Solutions Inc | PDFS | Shares | $2.7M | 81K |
| Installed Bldg Prods Inc | IBP | Shares | $2.6M | 10K |
| Boot Barn Hldgs Inc | BOOT | Shares | $2.6M | 18K |
| Allient Inc | ALNT | Shares | $2.5M | 42K |
| Zeta Global Holdings Corp | ZETA | Shares | $2.4M | 151K |
| Healthcare Svcs Group Inc | HCSG | Shares | $2.4M | 129K |
| Semtech Corp | SMTC | Shares | $2.4M | 31K |
| Weatherford Intl Plc | Shares | $2.4M | 25K | |
| Bridgebio Pharma Inc | BBIO | Shares | $2.3M | 31K |
| Alignment Healthcare Inc | ALHC | Shares | $2.3M | 130K |
| Hinge Health Inc | HNGE | Shares | $2.3M | 59K |
| Ul Solutions Inc | ULS | Shares | $2.2M | 25K |
| Macom Tech Solutions Hldgs I | MTSI | Shares | $2.1M | 10K |
| Rocket Lab Corp | RKLB | Shares | $2.1M | 33K |
| Shake Shack Inc | SHAK | Shares | $2.1M | 23K |
| Jbt Marel Corporation | JBTM | Shares | $2.1M | 16K |
| Figs Inc | FIGS | Shares | $2.0M | 137K |
| Firefly Aerospace Inc | FLY | Shares | $2.0M | 69K |
| Comfort Sys Usa Inc | FIX | Shares | $1.9M | 1K |
| Curtiss Wright Corp | CW | Shares | $1.9M | 3K |
| Ceco Environmental Corp | CECO | Shares | $1.8M | 31K |
| Viking Holdings Ltd | Shares | $1.7M | 23K | |
| Clear Secure Inc | YOU | Shares | $1.6M | 33K |
| Viavi Solutions Inc | VIAV | Shares | $1.6M | 47K |
| Kiniksa Pharmaceuticals Intl | Shares | $1.5M | 31K | |
| Travere Therapeutics Inc | TVTX | Shares | $1.4M | 48K |
| Warby Parker Inc | WRBY | Shares | $1.3M | 63K |
| Esco Technologies Inc | ESE | Shares | $1.3M | 5K |
| Applied Indl Technologies In | AIT | Shares | $1.1M | 4K |
| Clean Harbors Inc | CLH | Shares | $1.1M | 4K |
| Dianthus Therapeutics Inc | DNTH | Shares | $1.0M | 12K |
| Coherent Corp | COHR | Shares | $958K | 4K |
| Kalvista Pharmaceuticals Inc | 4XC1 | Shares | $881K | 44K |
| Wayfair Inc | W | Shares | $833K | 11K |
| Guidewire Software Inc | GWRE | Shares | $799K | 5K |
| Glaukos Corp | GKOS | Shares | $753K | 7K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.