13F HOLDINGS REPORT
Lisanti Capital Growth, LLC
Quarter ended Q3 2025 · Filed November 4, 2025 · Accession 0001424467-25-000002
Total Value
$408.8M
Positions
105
Other Managers
0
Confidential Omitted
No
Holdings (105)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 121,840 | $11.1M | 2.72% |
| 2 | STERLING INFRASTRUCTURE INC | STRL | 32,471 | $11.0M | 2.70% |
| 3 | BWX TECHNOLOGIES INC | BWXT | 46,382 | $8.6M | 2.09% |
| 4 | MODINE MFG CO | 607828100 | 58,035 | $8.3M | 2.02% |
| 5 | ANI PHARMACEUTICALS INC | ANIP | 82,554 | $7.6M | 1.85% |
| 6 | MERCURY SYS INC | MRCY | 97,625 | $7.6M | 1.85% |
| 7 | CONSTRUCTION PARTNERS INC | ROAD | 57,983 | $7.4M | 1.80% |
| 8 | ZETA GLOBAL HOLDINGS CORP | ZETA | 370,205 | $7.4M | 1.80% |
| 9 | BANCORP INC DEL | TBBK | 98,156 | $7.4M | 1.80% |
| 10 | AMERICAN SUPERCONDUCTOR CORP | AMSC | 118,151 | $7.0M | 1.72% |
| 11 | JBT MAREL CORPORATION | JBTM | 48,577 | $6.8M | 1.67% |
| 12 | BOOT BARN HLDGS INC | BOOT | 41,099 | $6.8M | 1.67% |
| 13 | IMPINJ INC | PI | 37,351 | $6.8M | 1.65% |
| 14 | MP MATERIALS CORP | MP | 96,662 | $6.5M | 1.59% |
| 15 | TRANSMEDICS GROUP INC | TMDX | 56,901 | $6.4M | 1.56% |
| 16 | LUMENTUM HLDGS INC | LITE | 38,219 | $6.2M | 1.52% |
| 17 | GENEDX HOLDINGS CORP | WGSWW | 56,623 | $6.1M | 1.49% |
| 18 | IONIS PHARMACEUTICALS INC | IONS | 92,124 | $6.0M | 1.47% |
| 19 | JFROG LTD | FROG | 126,913 | $6.0M | 1.47% |
| 20 | KARMAN HLDGS INC | KRMN | 81,894 | $5.9M | 1.45% |
| 21 | UL SOLUTIONS INC | ULS | 83,299 | $5.9M | 1.44% |
| 22 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 40,371 | $5.9M | 1.44% |
| 23 | SITIME CORP | SITM | 19,414 | $5.8M | 1.43% |
| 24 | MASTEC INC | MTZ | 27,278 | $5.8M | 1.42% |
| 25 | CORCEPT THERAPEUTICS INC | CORT | 68,273 | $5.7M | 1.39% |
| 26 | RBC BEARINGS INC | RBC | 14,336 | $5.6M | 1.37% |
| 27 | DYCOM INDS INC | 267475101 | 19,015 | $5.5M | 1.36% |
| 28 | PIPER SANDLER COMPANIES | PIPR | 15,960 | $5.5M | 1.35% |
| 29 | TTM TECHNOLOGIES INC | TTMI | 92,107 | $5.3M | 1.30% |
| 30 | LIGAND PHARMACEUTICALS INC | LGNZZ | 29,677 | $5.3M | 1.29% |
| 31 | EXTREME NETWORKS | EXTR | 248,712 | $5.1M | 1.26% |
| 32 | CALIX INC | CALX | 81,321 | $5.0M | 1.22% |
| 33 | NATIONAL VISION HLDGS INC | EYE | 168,928 | $4.9M | 1.21% |
| 34 | BLOOM ENERGY CORP | BE | 56,678 | $4.8M | 1.17% |
| 35 | CARPENTER TECHNOLOGY CORP | CRS | 19,465 | $4.8M | 1.17% |
| 36 | MERITAGE HOMES CORP | MTH | 65,820 | $4.8M | 1.17% |
| 37 | AEROVIRONMENT INC | AVAV | 14,932 | $4.7M | 1.15% |
| 38 | APPLIED INDL TECHNOLOGIES IN | 03820C105 | 17,795 | $4.6M | 1.14% |
| 39 | VSE CORP | VSECU | 27,919 | $4.6M | 1.14% |
| 40 | FIVE BELOW INC | FIVE | 29,539 | $4.6M | 1.12% |
| 41 | XOMETRY INC | XMTR | 82,455 | $4.5M | 1.10% |
| 42 | REV GROUP INC | 749527107 | 79,182 | $4.5M | 1.10% |
| 43 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 299,180 | $4.5M | 1.09% |
| 44 | GENIUS SPORTS LIMITED | GENI | 360,753 | $4.5M | 1.09% |
| 45 | STRIDE INC | LRN | 29,100 | $4.3M | 1.06% |
| 46 | RAMBUS INC DEL | RMBS | 41,532 | $4.3M | 1.06% |
| 47 | SEMTECH CORP | SMTC | 60,440 | $4.3M | 1.06% |
| 48 | DAVE INC | 23834J201 | 20,724 | $4.1M | 1.01% |
| 49 | MAGNITE INC | MGNI | 189,168 | $4.1M | 1.01% |
| 50 | NEXTRACKER INC | NXT | 55,620 | $4.1M | 1.01% |
| 51 | LENZ THERAPEUTICS INC | LENZ | 87,753 | $4.1M | 1.00% |
| 52 | WAYSTAR HLDG CORP | WAY | 105,540 | $4.0M | 0.98% |
| 53 | PEGASYSTEMS INC | PEGA | 68,566 | $3.9M | 0.96% |
| 54 | FIGURE TECHNOLOGY SOLUTIO | FGRS | 103,920 | $3.8M | 0.92% |
| 55 | PAYMENTUS HOLDINGS INC | PAY | 121,173 | $3.7M | 0.91% |
| 56 | TAYLOR MORRISON HOME CORP | TMHC | 55,425 | $3.7M | 0.89% |
| 57 | TREX CO INC | TREX | 69,944 | $3.6M | 0.88% |
| 58 | PATRICK INDS INC | 703343103 | 34,394 | $3.6M | 0.87% |
| 59 | COASTAL FINL CORP WA | 19046P209 | 32,659 | $3.5M | 0.86% |
| 60 | CENTRUS ENERGY CORP | LEU | 11,195 | $3.5M | 0.85% |
| 61 | ADVANCED ENERGY INDS | 007973100 | 20,361 | $3.5M | 0.85% |
| 62 | ALPHATEC HLDGS INC | ATEC | 227,287 | $3.3M | 0.81% |
| 63 | COMMVAULT SYS INC | CVLT | 16,697 | $3.2M | 0.77% |
| 64 | TRAVERE THERAPEUTICS INC | TVTX | 129,512 | $3.1M | 0.76% |
| 65 | CANADA GOOSE HLDGS INC | GOOS | 221,585 | $3.1M | 0.75% |
| 66 | HINGE HEALTH INC | HNGE | 60,911 | $3.0M | 0.73% |
| 67 | IRHYTHM TECHNOLOGIES INC | IRTC | 16,830 | $2.9M | 0.71% |
| 68 | MONTROSE ENVIRONMENTAL GROUP | MEG | 102,082 | $2.8M | 0.69% |
| 69 | AMPRIUS TECHNOLOGIES INC | AMPX-WT | 265,725 | $2.8M | 0.68% |
| 70 | SITEONE LANDSCAPE SUPPLY INC | SITE | 20,950 | $2.7M | 0.66% |
| 71 | CYTOKINETICS INC | CYTK | 49,070 | $2.7M | 0.66% |
| 72 | TARSUS PHARMACEUTICALS INC | TARS | 43,011 | $2.6M | 0.63% |
| 73 | NLIGHT INC | LASR | 84,543 | $2.5M | 0.61% |
| 74 | PELOTON INTERACTIVE INC | PTON | 269,925 | $2.4M | 0.59% |
| 75 | NUSCALE PWR CORP | NU | 65,274 | $2.3M | 0.57% |
| 76 | ARS PHARMACEUTICALS INC | SPRY | 211,189 | $2.1M | 0.52% |
| 77 | CIENA CORP | CIEN | 14,215 | $2.1M | 0.51% |
| 78 | VIKING HOLDINGS LTD | VIK | 32,235 | $2.0M | 0.49% |
| 79 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 66,270 | $2.0M | 0.48% |
| 80 | EXACT SCIENCES CORP | 30063P105 | 35,700 | $2.0M | 0.48% |
| 81 | MIRION TECHNOLOGIES INC | MIR | 67,175 | $1.6M | 0.38% |
| 82 | CURTISS WRIGHT CORP | CW | 2,825 | $1.5M | 0.38% |
| 83 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 47,445 | $1.3M | 0.33% |
| 84 | GUIDEWIRE SOFTWARE INC | GWRE | 5,610 | $1.3M | 0.32% |
| 85 | ROCKET LAB CORP | RKLB | 26,890 | $1.3M | 0.32% |
| 86 | SOMNIGROUP INTERNATIONAL INC | SGI | 14,940 | $1.3M | 0.31% |
| 87 | MAXLINEAR INC | MXL | 73,362 | $1.2M | 0.29% |
| 88 | COMFORT SYS USA INC | 199908104 | 1,415 | $1.2M | 0.29% |
| 89 | ADMA BIOLOGICS INC | ADMA | 79,622 | $1.2M | 0.29% |
| 90 | NCINO INC | NCNO | 38,710 | $1.0M | 0.26% |
| 91 | HEARTFLOW INC | HTFL | 29,164 | $981,660 | 0.24% |
| 92 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 7,455 | $957,222 | 0.23% |
| 93 | CRINETICS PHARMACEUTICALS IN | CRNX | 22,890 | $953,369 | 0.23% |
| 94 | LOAR HOLDINGS INC | LOAR | 11,505 | $920,400 | 0.23% |
| 95 | TOPBUILD CORP | BLD | 2,335 | $912,658 | 0.22% |
| 96 | SI-BONE INC | SIBN | 59,254 | $872,219 | 0.21% |
| 97 | APPLIED DIGITAL CORP | APLD | 37,735 | $865,641 | 0.21% |
| 98 | EVOLV TECHNOLOGIES HLDNGS IN | EVLVW | 108,849 | $821,810 | 0.20% |
| 99 | ALLEGRO MICROSYSTEMS INC | ALGM | 27,940 | $815,848 | 0.20% |
| 100 | UNITED STATES ANTIMONY CORP | UAMY | 130,815 | $811,053 | 0.20% |
| 101 | XPO INC | XPO | 6,270 | $810,523 | 0.20% |
| 102 | ASTERA LABS INC | ALAB | 2,865 | $560,967 | 0.14% |
| 103 | CHEESECAKE FACTORY INC | CAKE | 9,105 | $497,497 | 0.12% |
| 104 | CELSIUS HLDGS INC | CELH | 8,415 | $483,778 | 0.12% |
| 105 | ISHARES TR | 464287648 | 655 | $209,626 | 0.05% |