13F HOLDINGS REPORT
Lisanti Capital Growth, LLC
Quarter ended Q2 2025 · Filed August 7, 2025 · Accession 0001085146-25-004666
Total Value
$360.8M
Positions
106
Other Managers
0
Confidential Omitted
No
Holdings (106)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 101,855 | $9.4M | 2.61% |
| 2 | MAGNITE INC | MGNI | 368,015 | $8.9M | 2.46% |
| 3 | LUMENTUM HLDGS INC | LITE | 84,765 | $8.1M | 2.23% |
| 4 | NATIONAL VISION HLDGS INC | EYE | 338,935 | $7.8M | 2.16% |
| 5 | BOOT BARN HLDGS INC | BOOT | 50,030 | $7.6M | 2.11% |
| 6 | ARS PHARMACEUTICALS INC | SPRY | 420,075 | $7.3M | 2.03% |
| 7 | AMERICAN SUPERCONDUCTOR CORP | AMSC | 180,750 | $6.6M | 1.84% |
| 8 | CONSTRUCTION PARTNERS INC | ROAD | 62,255 | $6.6M | 1.83% |
| 9 | MODINE MFG CO | 607828100 | 65,270 | $6.4M | 1.78% |
| 10 | STERLING INFRASTRUCTURE INC | STRL | 27,780 | $6.4M | 1.78% |
| 11 | COMMVAULT SYS INC | CVLT | 36,435 | $6.4M | 1.76% |
| 12 | ANI PHARMACEUTICALS INC | ANIP | 95,165 | $6.2M | 1.72% |
| 13 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 45,440 | $6.0M | 1.66% |
| 14 | UL SOLUTIONS INC | ULS | 81,780 | $6.0M | 1.65% |
| 15 | Q2 HLDGS INC | QTWO | 60,450 | $5.7M | 1.57% |
| 16 | E L F BEAUTY INC | ELF | 45,000 | $5.6M | 1.55% |
| 17 | BLOOM ENERGY CORP | BE | 230,130 | $5.5M | 1.53% |
| 18 | RBC BEARINGS INC | RBC | 14,095 | $5.4M | 1.50% |
| 19 | CELSIUS HLDGS INC | CELH | 116,110 | $5.4M | 1.49% |
| 20 | CARPENTER TECHNOLOGY CORP | CRS | 19,215 | $5.3M | 1.47% |
| 21 | GENEDX HOLDINGS CORP | WGSWW | 56,615 | $5.2M | 1.45% |
| 22 | VSE CORP | VSECU | 39,150 | $5.1M | 1.42% |
| 23 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 110,135 | $5.1M | 1.42% |
| 24 | MERCURY SYS INC | MRCY | 94,205 | $5.1M | 1.41% |
| 25 | GENIUS SPORTS LIMITED | GENI | 483,330 | $5.0M | 1.39% |
| 26 | ADMA BIOLOGICS INC | ADMA | 275,955 | $5.0M | 1.39% |
| 27 | DAVE INC | 23834J201 | 18,565 | $5.0M | 1.38% |
| 28 | MP MATERIALS CORP | MP | 149,635 | $5.0M | 1.38% |
| 29 | JFROG LTD | FROG | 110,195 | $4.8M | 1.34% |
| 30 | TANDEM DIABETES CARE INC | TNDM | 253,840 | $4.7M | 1.31% |
| 31 | TRANSMEDICS GROUP INC | TMDX | 35,130 | $4.7M | 1.30% |
| 32 | FIVE BELOW INC | FIVE | 34,500 | $4.5M | 1.25% |
| 33 | SITIME CORP | SITM | 21,175 | $4.5M | 1.25% |
| 34 | KLAVIYO INC | KVYO | 132,405 | $4.4M | 1.23% |
| 35 | SILICON LABORATORIES INC | SLAB | 28,450 | $4.2M | 1.16% |
| 36 | VERONA PHARMA PLC | 925050106 | 43,965 | $4.2M | 1.15% |
| 37 | APPLIED INDL TECHNOLOGIES IN | 03820C105 | 17,565 | $4.1M | 1.13% |
| 38 | XOMETRY INC | XMTR | 120,185 | $4.1M | 1.13% |
| 39 | STRIDE INC | LRN | 27,695 | $4.0M | 1.11% |
| 40 | ON HLDG AG | H5919C104 | 76,435 | $4.0M | 1.10% |
| 41 | HEALTHEQUITY INC | HQY | 36,345 | $3.8M | 1.06% |
| 42 | ALLEGRO MICROSYSTEMS INC | ALGM | 109,975 | $3.8M | 1.04% |
| 43 | IMPINJ INC | PI | 33,635 | $3.7M | 1.04% |
| 44 | MASTEC INC | MTZ | 21,775 | $3.7M | 1.03% |
| 45 | CENTRUS ENERGY CORP | LEU | 19,125 | $3.5M | 0.97% |
| 46 | DUTCH BROS INC | BROS | 49,870 | $3.4M | 0.95% |
| 47 | CORCEPT THERAPEUTICS INC | CORT | 46,360 | $3.4M | 0.94% |
| 48 | VERICEL CORP | VCEL | 79,935 | $3.4M | 0.94% |
| 49 | SHIFT4 PMTS INC | 82452J109 | 33,850 | $3.4M | 0.93% |
| 50 | CROCS INC | CROX | 30,985 | $3.1M | 0.87% |
| 51 | SKYWARD SPECIALTY INS GROUP | 830940102 | 54,190 | $3.1M | 0.87% |
| 52 | HINGE HEALTH INC | HNGE | 59,700 | $3.1M | 0.86% |
| 53 | TARSUS PHARMACEUTICALS INC | TARS | 75,525 | $3.1M | 0.85% |
| 54 | PIPER SANDLER COMPANIES | PIPR | 10,810 | $3.0M | 0.83% |
| 55 | LANTHEUS HLDGS INC | LNTH | 36,350 | $3.0M | 0.82% |
| 56 | AEROVIRONMENT INC | AVAV | 10,315 | $2.9M | 0.81% |
| 57 | COHERENT CORP | COHR | 32,650 | $2.9M | 0.81% |
| 58 | ITRON INC | ITRI | 21,460 | $2.8M | 0.78% |
| 59 | DYCOM INDS INC | 267475101 | 11,440 | $2.8M | 0.77% |
| 60 | CHART INDS INC | 16115Q308 | 15,860 | $2.6M | 0.72% |
| 61 | EXTREME NETWORKS | EXTR | 144,155 | $2.6M | 0.72% |
| 62 | CHEFS WHSE INC | 163086101 | 39,970 | $2.6M | 0.71% |
| 63 | PROCEPT BIOROBOTICS CORP | PRCT | 43,965 | $2.5M | 0.70% |
| 64 | PAR TECHNOLOGY CORP | PAR | 36,330 | $2.5M | 0.70% |
| 65 | FLUOR CORP NEW | FLR | 49,065 | $2.5M | 0.70% |
| 66 | PEGASYSTEMS INC | PEGA | 43,445 | $2.4M | 0.65% |
| 67 | ZETA GLOBAL HOLDINGS CORP | ZETA | 149,080 | $2.3M | 0.64% |
| 68 | GRAND CANYON ED INC | LOPE | 12,160 | $2.3M | 0.64% |
| 69 | ASTERA LABS INC | ALAB | 24,180 | $2.2M | 0.61% |
| 70 | JBT MAREL CORPORATION | JBTM | 17,665 | $2.1M | 0.59% |
| 71 | SEZZLE INC | SEZL | 11,615 | $2.1M | 0.58% |
| 72 | KARMAN HLDGS INC | KRMN | 39,630 | $2.0M | 0.55% |
| 73 | CALIX INC | CALX | 37,240 | $2.0M | 0.55% |
| 74 | SI-BONE INC | SIBN | 102,545 | $1.9M | 0.53% |
| 75 | SOLENO THERAPEUTICS INC | SLNO | 22,885 | $1.9M | 0.53% |
| 76 | VIKING HOLDINGS LTD | VIK | 33,320 | $1.8M | 0.49% |
| 77 | APPLIED DIGITAL CORP | APLD | 172,365 | $1.7M | 0.48% |
| 78 | LIMBACH HLDGS INC | LMB | 12,170 | $1.7M | 0.47% |
| 79 | REV GROUP INC | 749527107 | 35,595 | $1.7M | 0.47% |
| 80 | EXACT SCIENCES CORP | 30063P105 | 31,060 | $1.7M | 0.46% |
| 81 | NLIGHT INC | LASR | 81,330 | $1.6M | 0.44% |
| 82 | TTM TECHNOLOGIES INC | TTMI | 38,035 | $1.6M | 0.43% |
| 83 | HURON CONSULTING GROUP INC | HURN | 11,240 | $1.5M | 0.43% |
| 84 | WILLSCOT HLDGS CORP | WSC | 55,980 | $1.5M | 0.43% |
| 85 | CONFLUENT INC | 20717M103 | 59,845 | $1.5M | 0.41% |
| 86 | CURTISS WRIGHT CORP | CW | 2,925 | $1.4M | 0.40% |
| 87 | WARBY PARKER INC | WRBY | 62,460 | $1.4M | 0.38% |
| 88 | URANIUM ENERGY CORP | UEC | 197,745 | $1.3M | 0.37% |
| 89 | NAVITAS SEMICONDUCTOR CORP | NVTS | 189,945 | $1.2M | 0.34% |
| 90 | LIGAND PHARMACEUTICALS INC | LGNZZ | 10,675 | $1.2M | 0.34% |
| 91 | CIENA CORP | CIEN | 14,465 | $1.2M | 0.33% |
| 92 | VIKING THERAPEUTICS INC | VKTX | 42,835 | $1.1M | 0.31% |
| 93 | LENZ THERAPEUTICS INC | LENZ | 36,185 | $1.1M | 0.29% |
| 94 | JABIL INC | JBL | 4,715 | $1.0M | 0.29% |
| 95 | PENUMBRA INC | PEN | 4,005 | $1.0M | 0.28% |
| 96 | LOAR HOLDINGS INC | LOAR | 11,895 | $1.0M | 0.28% |
| 97 | CYBERARK SOFTWARE LTD | M2682V108 | 2,300 | $935,824 | 0.26% |
| 98 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 49,110 | $889,382 | 0.25% |
| 99 | FIRSTCASH HOLDINGS INC | FCFS | 6,490 | $877,059 | 0.24% |
| 100 | GUIDEWIRE SOFTWARE INC | GWRE | 3,635 | $855,861 | 0.24% |
| 101 | OKLO INC | OKLO | 14,970 | $838,170 | 0.23% |
| 102 | APOGEE THERAPEUTICS INC | APGE | 18,410 | $799,546 | 0.22% |
| 103 | UNIVERSAL TECHNICAL INST INC | UTI | 21,570 | $731,007 | 0.20% |
| 104 | INSPIRE MED SYS INC | 457730109 | 4,810 | $624,194 | 0.17% |
| 105 | IONQ INC | IONQ-WT | 12,620 | $542,281 | 0.15% |
| 106 | COMFORT SYS USA INC | 199908104 | 945 | $506,718 | 0.14% |