13F HOLDINGS REPORT
Lisanti Capital Growth, LLC
Quarter ended Q1 2025 · Filed April 25, 2025 · Accession 0001085146-25-002338
Total Value
$336.2M
Positions
108
Other Managers
0
Confidential Omitted
No
Holdings (108)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CORCEPT THERAPEUTICS INC | CORT | 99,460 | $11.4M | 3.38% |
| 2 | PALOMAR HLDGS INC | PLMR | 57,870 | $7.9M | 2.36% |
| 3 | ANI PHARMACEUTICALS INC | ANIP | 105,425 | $7.1M | 2.10% |
| 4 | CASELLA WASTE SYS INC | CWST | 62,625 | $7.0M | 2.08% |
| 5 | UL SOLUTIONS INC | ULS | 118,155 | $6.7M | 1.98% |
| 6 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 217,545 | $6.5M | 1.92% |
| 7 | COMMVAULT SYS INC | CVLT | 40,400 | $6.4M | 1.90% |
| 8 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 343,015 | $6.2M | 1.85% |
| 9 | ADMA BIOLOGICS INC | ADMA | 308,440 | $6.1M | 1.82% |
| 10 | JBT MAREL CORPORATION | JBTM | 48,265 | $5.9M | 1.75% |
| 11 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 50,335 | $5.9M | 1.74% |
| 12 | LANTHEUS HLDGS INC | LNTH | 57,670 | $5.6M | 1.67% |
| 13 | LIGAND PHARMACEUTICALS INC | LGNZZ | 52,575 | $5.5M | 1.64% |
| 14 | KRYSTAL BIOTECH INC | KRYS | 30,410 | $5.5M | 1.63% |
| 15 | APPLIED INDL TECHNOLOGIES IN | 03820C105 | 23,835 | $5.4M | 1.60% |
| 16 | GENIUS SPORTS LIMITED | GENI | 535,435 | $5.4M | 1.59% |
| 17 | Q2 HLDGS INC | QTWO | 66,665 | $5.3M | 1.59% |
| 18 | STRIDE INC | LRN | 41,155 | $5.2M | 1.55% |
| 19 | VSE CORP | VSECU | 43,375 | $5.2M | 1.55% |
| 20 | MASIMO CORP | MASI | 30,485 | $5.1M | 1.51% |
| 21 | RBC BEARINGS INC | RBC | 15,550 | $5.0M | 1.49% |
| 22 | SPORTRADAR GROUP AG | SRAD | 230,640 | $5.0M | 1.48% |
| 23 | CONSTRUCTION PARTNERS INC | ROAD | 68,960 | $5.0M | 1.47% |
| 24 | HURON CONSULTING GROUP INC | HURN | 32,250 | $4.6M | 1.38% |
| 25 | SKYWARD SPECIALTY INS GROUP | 830940102 | 86,765 | $4.6M | 1.37% |
| 26 | PLANET FITNESS INC | PLNT | 47,520 | $4.6M | 1.37% |
| 27 | CHEFS WHSE INC | 163086101 | 80,450 | $4.4M | 1.30% |
| 28 | EURONET WORLDWIDE INC | EEFT | 40,540 | $4.3M | 1.29% |
| 29 | PIPER SANDLER COMPANIES | PIPR | 17,300 | $4.3M | 1.27% |
| 30 | HEALTHEQUITY INC | HQY | 47,100 | $4.2M | 1.24% |
| 31 | BOOT BARN HLDGS INC | BOOT | 38,050 | $4.1M | 1.22% |
| 32 | NATIONAL VISION HLDGS INC | EYE | 316,210 | $4.0M | 1.20% |
| 33 | AXSOME THERAPEUTICS INC | AXSM | 33,280 | $3.9M | 1.15% |
| 34 | SOMNIGROUP INTERNATIONAL INC | SGI | 64,620 | $3.9M | 1.15% |
| 35 | LIFE TIME GROUP HOLDINGS INC | LTH | 127,180 | $3.8M | 1.14% |
| 36 | CARPENTER TECHNOLOGY CORP | CRS | 21,095 | $3.8M | 1.14% |
| 37 | GUIDEWIRE SOFTWARE INC | GWRE | 20,205 | $3.8M | 1.13% |
| 38 | WESTERN ALLIANCE BANCORP | WAL-PA | 48,375 | $3.7M | 1.11% |
| 39 | MERIT MED SYS INC | 589889104 | 34,130 | $3.6M | 1.07% |
| 40 | TARSUS PHARMACEUTICALS INC | TARS | 70,180 | $3.6M | 1.07% |
| 41 | CLEARWATER ANALYTICS HLDGS I | CWAN | 134,035 | $3.6M | 1.07% |
| 42 | BANCORP INC DEL | TBBK | 67,885 | $3.6M | 1.07% |
| 43 | ALPHATEC HLDGS INC | ATEC | 347,280 | $3.5M | 1.05% |
| 44 | PAYMENTUS HOLDINGS INC | PAY | 131,135 | $3.4M | 1.02% |
| 45 | MP MATERIALS CORP | MP | 136,705 | $3.3M | 0.99% |
| 46 | KLAVIYO INC | KVYO | 110,255 | $3.3M | 0.99% |
| 47 | FRESHWORKS INC | FRSH | 234,500 | $3.3M | 0.98% |
| 48 | JFROG LTD | FROG | 99,965 | $3.2M | 0.95% |
| 49 | SITEONE LANDSCAPE SUPPLY INC | SITE | 25,805 | $3.1M | 0.93% |
| 50 | EXTREME NETWORKS | EXTR | 229,670 | $3.0M | 0.90% |
| 51 | TEXAS ROADHOUSE INC | TXRH | 18,115 | $3.0M | 0.90% |
| 52 | PAR TECHNOLOGY CORP | PAR | 49,060 | $3.0M | 0.90% |
| 53 | EVERQUOTE INC | EVER | 108,670 | $2.8M | 0.85% |
| 54 | LUMENTUM HLDGS INC | LITE | 44,045 | $2.7M | 0.82% |
| 55 | RAMBUS INC DEL | RMBS | 51,925 | $2.7M | 0.80% |
| 56 | GENEDX HOLDINGS CORP | WGSWW | 29,435 | $2.6M | 0.78% |
| 57 | UNITED NAT FOODS INC | UNTCW | 93,825 | $2.6M | 0.76% |
| 58 | MERCURY SYS INC | MRCY | 59,455 | $2.6M | 0.76% |
| 59 | NEXTRACKER INC | NXT | 60,760 | $2.6M | 0.76% |
| 60 | CAVA GROUP INC | CAVA | 28,560 | $2.5M | 0.73% |
| 61 | ARS PHARMACEUTICALS INC | SPRY | 193,830 | $2.4M | 0.73% |
| 62 | CHEESECAKE FACTORY INC | CAKE | 49,800 | $2.4M | 0.72% |
| 63 | SI-BONE INC | SIBN | 168,525 | $2.4M | 0.70% |
| 64 | POWERFLEET INC | AIOT | 411,675 | $2.3M | 0.67% |
| 65 | RH | RH | 9,590 | $2.2M | 0.67% |
| 66 | PATTERSON-UTI ENERGY INC | PTEN | 265,855 | $2.2M | 0.65% |
| 67 | TREACE MED CONCEPTS INC | 89455T109 | 252,215 | $2.1M | 0.63% |
| 68 | MASTEC INC | MTZ | 17,885 | $2.1M | 0.62% |
| 69 | ALLEGRO MICROSYSTEMS INC | ALGM | 79,055 | $2.0M | 0.59% |
| 70 | TRANSMEDICS GROUP INC | TMDX | 28,870 | $1.9M | 0.58% |
| 71 | DOXIMITY INC | DOCS | 32,735 | $1.9M | 0.57% |
| 72 | ADTRAN HOLDINGS INC | ADTN | 215,555 | $1.9M | 0.56% |
| 73 | SOLENO THERAPEUTICS INC | SLNO | 25,365 | $1.8M | 0.54% |
| 74 | SITIME CORP | SITM | 11,820 | $1.8M | 0.54% |
| 75 | VERICEL CORP | VCEL | 39,015 | $1.7M | 0.52% |
| 76 | MAGNITE INC | MGNI | 143,855 | $1.6M | 0.49% |
| 77 | CYBERARK SOFTWARE LTD | M2682V108 | 4,745 | $1.6M | 0.48% |
| 78 | NATERA INC | NTRA | 11,320 | $1.6M | 0.48% |
| 79 | TECHNIPFMC PLC | FTI | 49,380 | $1.6M | 0.47% |
| 80 | KNIFE RIVER CORP | KNF | 15,825 | $1.4M | 0.42% |
| 81 | TEXAS CAP BANCSHARES INC | 88224Q107 | 18,975 | $1.4M | 0.42% |
| 82 | NBT BANCORP INC | NBTB | 32,350 | $1.4M | 0.41% |
| 83 | QUINSTREET INC | QNST | 76,835 | $1.4M | 0.41% |
| 84 | FIRSTCASH HOLDINGS INC | FCFS | 11,385 | $1.4M | 0.41% |
| 85 | GUARDANT HEALTH INC | GH | 31,380 | $1.3M | 0.40% |
| 86 | GRAND CANYON ED INC | LOPE | 7,710 | $1.3M | 0.40% |
| 87 | VIKING HOLDINGS LTD | VIK | 33,320 | $1.3M | 0.39% |
| 88 | GLOBUS MED INC | GMED | 17,910 | $1.3M | 0.39% |
| 89 | REV GROUP INC | 749527107 | 40,795 | $1.3M | 0.38% |
| 90 | BJS WHSL CLUB HLDGS INC | 05550J101 | 11,160 | $1.3M | 0.38% |
| 91 | XOMETRY INC | XMTR | 50,080 | $1.2M | 0.37% |
| 92 | PENUMBRA INC | PEN | 4,005 | $1.1M | 0.32% |
| 93 | PHREESIA INC | PHR | 41,545 | $1.1M | 0.32% |
| 94 | SUMMIT THERAPEUTICS INC | SMMT | 53,850 | $1.0M | 0.31% |
| 95 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 49,110 | $1.0M | 0.30% |
| 96 | CURTISS WRIGHT CORP | CW | 2,925 | $928,015 | 0.28% |
| 97 | CIENA CORP | CIEN | 14,465 | $874,120 | 0.26% |
| 98 | ZETA GLOBAL HOLDINGS CORP | ZETA | 61,400 | $832,584 | 0.25% |
| 99 | MODINE MFG CO | 607828100 | 10,700 | $821,225 | 0.24% |
| 100 | ZILLOW GROUP INC | Z | 11,875 | $793,963 | 0.24% |
| 101 | INSPIRE MED SYS INC | 457730109 | 4,810 | $766,137 | 0.23% |
| 102 | DUTCH BROS INC | BROS | 12,275 | $757,859 | 0.23% |
| 103 | LENZ THERAPEUTICS INC | LENZ | 25,665 | $659,847 | 0.20% |
| 104 | NUTANIX INC | NTNX | 8,005 | $558,829 | 0.17% |
| 105 | JABIL INC | JBL | 3,425 | $466,040 | 0.14% |
| 106 | CARVANA CO | CVNA | 2,035 | $425,478 | 0.13% |
| 107 | SHARKNINJA INC | SN | 4,195 | $349,905 | 0.10% |
| 108 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 6,070 | $243,771 | 0.07% |