13F HOLDINGS REPORT
Lisanti Capital Growth, LLC
Quarter ended Q4 2025 · Filed February 9, 2026 · Accession 0001424467-26-000001
Total Value
$422.1M
Positions
110
Other Managers
0
Confidential Omitted
No
Holdings (110)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | JFROG LTD | FROG | 144,393 | $9.0M | 2.14% |
| 2 | CARPENTER TECHNOLOGY CORP | CRS | 28,625 | $9.0M | 2.14% |
| 3 | LIGAND PHARMACEUTICALS INC | LGNZZ | 43,742 | $8.3M | 1.96% |
| 4 | FIVE BELOW INC | FIVE | 43,844 | $8.3M | 1.96% |
| 5 | SITIME CORP | SITM | 22,854 | $8.1M | 1.91% |
| 6 | HURON CONSULTING GROUP INC | HURN | 45,590 | $7.9M | 1.87% |
| 7 | ALPHATEC HLDGS INC | ATEC | 372,407 | $7.8M | 1.86% |
| 8 | KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | 144,100 | $7.5M | 1.78% |
| 9 | BOOT BARN HLDGS INC | BOOT | 40,769 | $7.2M | 1.70% |
| 10 | DYCOM INDS INC | 267475101 | 20,540 | $6.9M | 1.64% |
| 11 | TRANSMEDICS GROUP INC | TMDX | 56,751 | $6.9M | 1.64% |
| 12 | MERCURY SYS INC | MRCY | 94,265 | $6.9M | 1.63% |
| 13 | JBT MAREL CORPORATION | JBTM | 44,828 | $6.8M | 1.60% |
| 14 | ENOVA INTL INC | 29357K103 | 42,760 | $6.7M | 1.59% |
| 15 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 179,410 | $6.3M | 1.49% |
| 16 | CONSTRUCTION PARTNERS INC | ROAD | 57,463 | $6.2M | 1.48% |
| 17 | VSE CORP | VSECU | 35,309 | $6.1M | 1.45% |
| 18 | HERC HLDGS INC | HRI | 39,060 | $5.8M | 1.37% |
| 19 | KLAVIYO INC | KVYO | 178,140 | $5.8M | 1.37% |
| 20 | TANDEM DIABETES CARE INC | TNDM | 262,885 | $5.8M | 1.37% |
| 21 | NEXTPOWER INC | NXT | 66,175 | $5.8M | 1.37% |
| 22 | RBC BEARINGS INC | RBC | 12,791 | $5.7M | 1.36% |
| 23 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 152,195 | $5.7M | 1.35% |
| 24 | WAYFAIR INC | W | 56,245 | $5.6M | 1.34% |
| 25 | PEGASYSTEMS INC | PEGA | 93,526 | $5.6M | 1.32% |
| 26 | PIPER SANDLER COMPANIES | PIPR | 15,910 | $5.4M | 1.28% |
| 27 | GENEDX HOLDINGS CORP | WGSWW | 41,128 | $5.3M | 1.27% |
| 28 | TRAVERE THERAPEUTICS INC | TVTX | 138,482 | $5.3M | 1.25% |
| 29 | TARSUS PHARMACEUTICALS INC | TARS | 64,341 | $5.3M | 1.25% |
| 30 | NATIONAL VISION HLDGS INC | EYE | 197,063 | $5.1M | 1.21% |
| 31 | CALIX INC | CALX | 95,736 | $5.1M | 1.20% |
| 32 | CECO ENVIRONMENTAL CORP | CECO | 84,235 | $5.0M | 1.19% |
| 33 | KARMAN HLDGS INC | KRMN | 67,369 | $4.9M | 1.17% |
| 34 | MP MATERIALS CORP | MP | 95,797 | $4.8M | 1.15% |
| 35 | IMPINJ INC | PI | 27,406 | $4.8M | 1.13% |
| 36 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 62,300 | $4.7M | 1.12% |
| 37 | CYTOKINETICS INC | CYTK | 74,200 | $4.7M | 1.12% |
| 38 | TTM TECHNOLOGIES INC | TTMI | 68,322 | $4.7M | 1.12% |
| 39 | LUMENTUM HLDGS INC | LITE | 12,785 | $4.7M | 1.12% |
| 40 | ARS PHARMACEUTICALS INC | SPRY | 396,509 | $4.6M | 1.09% |
| 41 | ON HLDG AG | H5919C104 | 95,840 | $4.5M | 1.06% |
| 42 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 30,576 | $4.4M | 1.04% |
| 43 | PALVELLA THERAPEUTICS INC NE | PVLA | 41,470 | $4.3M | 1.03% |
| 44 | MERITAGE HOMES CORP | MTH | 65,260 | $4.3M | 1.02% |
| 45 | ADVANCED ENERGY INDS | 007973100 | 20,261 | $4.2M | 1.01% |
| 46 | BLOOM ENERGY CORP | BE | 48,600 | $4.2M | 1.00% |
| 47 | BRAZE INC | BRZE | 119,030 | $4.1M | 0.97% |
| 48 | PLANET FITNESS INC | PLNT | 37,485 | $4.1M | 0.96% |
| 49 | DUTCH BROS INC | BROS | 65,840 | $4.0M | 0.95% |
| 50 | SEMTECH CORP | SMTC | 54,040 | $4.0M | 0.94% |
| 51 | GUARDANT HEALTH INC | GH | 38,665 | $3.9M | 0.94% |
| 52 | APPLIED INDL TECHNOLOGIES IN | 03820C105 | 15,355 | $3.9M | 0.93% |
| 53 | NLIGHT INC | LASR | 103,978 | $3.9M | 0.92% |
| 54 | XOMETRY INC | XMTR | 64,905 | $3.9M | 0.91% |
| 55 | SOLARIS ENERGY INFRAS INC | SEI | 83,885 | $3.9M | 0.91% |
| 56 | EVERQUOTE INC | EVER | 142,710 | $3.9M | 0.91% |
| 57 | COASTAL FINL CORP WA | 19046P209 | 32,609 | $3.7M | 0.89% |
| 58 | DIGITALOCEAN HLDGS INC | DOCN | 76,735 | $3.7M | 0.87% |
| 59 | MIRION TECHNOLOGIES INC | MIR | 156,740 | $3.7M | 0.87% |
| 60 | AXOGEN INC | AXGN | 109,175 | $3.6M | 0.85% |
| 61 | ABERCROMBIE & FITCH CO | ANF | 27,450 | $3.5M | 0.82% |
| 62 | CIENA CORP | CIEN | 14,145 | $3.3M | 0.78% |
| 63 | MASTEC INC | MTZ | 14,998 | $3.3M | 0.77% |
| 64 | REPLIGEN CORP | RGEN | 19,460 | $3.2M | 0.76% |
| 65 | MACYS INC | 55616P104 | 141,090 | $3.1M | 0.74% |
| 66 | BJS RESTAURANTS INC | BJRI | 78,870 | $3.1M | 0.74% |
| 67 | ZETA GLOBAL HOLDINGS CORP | ZETA | 150,350 | $3.1M | 0.72% |
| 68 | DYNE THERAPEUTICS INC | DYN | 154,445 | $3.0M | 0.72% |
| 69 | IRHYTHM TECHNOLOGIES INC | IRTC | 16,995 | $3.0M | 0.71% |
| 70 | PDF SOLUTIONS INC | PDFS | 105,540 | $3.0M | 0.71% |
| 71 | STERLING INFRASTRUCTURE INC | STRL | 9,361 | $2.9M | 0.68% |
| 72 | HINGE HEALTH INC | HNGE | 59,711 | $2.8M | 0.66% |
| 73 | GLAUKOS CORP | GKOS | 24,135 | $2.7M | 0.65% |
| 74 | IONIS PHARMACEUTICALS INC | IONS | 32,789 | $2.6M | 0.61% |
| 75 | ANI PHARMACEUTICALS INC | ANIP | 30,379 | $2.4M | 0.57% |
| 76 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 142,515 | $2.3M | 0.55% |
| 77 | CAMTEK LTD | CAMT | 21,640 | $2.3M | 0.55% |
| 78 | VIKING HOLDINGS LTD | VIK | 32,090 | $2.3M | 0.54% |
| 79 | ALLIENT INC | ALNT | 41,385 | $2.2M | 0.53% |
| 80 | SOMNIGROUP INTERNATIONAL INC | SGI | 24,785 | $2.2M | 0.52% |
| 81 | MADDEN STEVEN LTD | 556269108 | 52,480 | $2.2M | 0.52% |
| 82 | PLANET LABS PBC | PL-WT | 105,030 | $2.1M | 0.49% |
| 83 | CRINETICS PHARMACEUTICALS IN | CRNX | 43,040 | $2.0M | 0.47% |
| 84 | CLEAR SECURE INC | YOU | 54,920 | $1.9M | 0.46% |
| 85 | URBAN OUTFITTERS INC | URBN | 25,550 | $1.9M | 0.46% |
| 86 | ROCKET LAB CORP | RKLB | 26,770 | $1.9M | 0.44% |
| 87 | D-WAVE QUANTUM INC | QBTS | 62,485 | $1.6M | 0.39% |
| 88 | UL SOLUTIONS INC | ULS | 20,600 | $1.6M | 0.38% |
| 89 | AMPRIUS TECHNOLOGIES INC | AMPX-WT | 198,890 | $1.6M | 0.37% |
| 90 | CURTISS WRIGHT CORP | CW | 2,845 | $1.6M | 0.37% |
| 91 | PATRICK INDS INC | 703343103 | 14,369 | $1.6M | 0.37% |
| 92 | ADMA BIOLOGICS INC | ADMA | 83,555 | $1.5M | 0.36% |
| 93 | NCINO INC | NCNO | 57,590 | $1.5M | 0.35% |
| 94 | COMFORT SYS USA INC | 199908104 | 1,415 | $1.3M | 0.31% |
| 95 | LOAR HOLDINGS INC | LOAR | 19,410 | $1.3M | 0.31% |
| 96 | BETA BIONICS INC | BBNX | 42,985 | $1.3M | 0.31% |
| 97 | HEARTFLOW INC | HTFL | 43,789 | $1.3M | 0.30% |
| 98 | EVOLV TECHNOLOGIES HLDNGS IN | EVLVW | 172,350 | $1.2M | 0.29% |
| 99 | PROCEPT BIOROBOTICS CORP | PRCT | 35,890 | $1.1M | 0.27% |
| 100 | SI-BONE INC | SIBN | 56,964 | $1.1M | 0.27% |
| 101 | PINNACLE FINL PARTNERS INC | 72346Q104 | 11,570 | $1.1M | 0.26% |
| 102 | SITEONE LANDSCAPE SUPPLY INC | SITE | 8,345 | $1.0M | 0.25% |
| 103 | ASTRONICS CORP | ATROB | 18,270 | $990,965 | 0.23% |
| 104 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 7,785 | $853,314 | 0.20% |
| 105 | XPO INC | XPO | 6,240 | $848,078 | 0.20% |
| 106 | TAYLOR MORRISON HOME CORP | TMHC | 13,580 | $799,455 | 0.19% |
| 107 | PROCORE TECHNOLOGIES INC | PCOR | 10,130 | $736,856 | 0.17% |
| 108 | CAPRI HOLDINGS LIMITED | CPRI | 20,215 | $493,246 | 0.12% |
| 109 | WAYSTAR HLDG CORP | WAY | 14,870 | $486,993 | 0.12% |
| 110 | PAYMENTUS HOLDINGS INC | PAY | 14,430 | $455,844 | 0.11% |