Q1 2025 · 13F-HR
Lisanti Capital Growth, LLCholdings as filed
Filed 2025-04-25 · accession 0001085146-25-002338
$336.2M
Reported value
108
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 218352102 | CORT | CORCEPT THERAPEUTICS INC | $11.4M | 3.38% | 99,460 | Common | SOLE |
| 69753M105 | PLMR | PALOMAR HLDGS INC | $7.9M | 2.36% | 57,870 | Common | SOLE |
| 00182C103 | ANIP | ANI PHARMACEUTICALS INC | $7.1M | 2.10% | 105,425 | Common | SOLE |
| 147448104 | CWST | CASELLA WASTE SYS INC | $7.0M | 2.08% | 62,625 | Common | SOLE |
| 903731107 | ULS | UL SOLUTIONS INC | $6.7M | 1.98% | 118,155 | Common | SOLE |
| 50077B207 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | $6.5M | 1.92% | 217,545 | Common | SOLE |
| 204166102 | CVLT | COMMVAULT SYS INC | $6.4M | 1.90% | 40,400 | Common | SOLE |
| 10950A106 | BTSG | BRIGHTSPRING HEALTH SVCS INC | $6.2M | 1.85% | 343,015 | Common | SOLE |
| 000899104 | ADMA | ADMA BIOLOGICS INC | $6.1M | 1.82% | 308,440 | Common | SOLE |
| 477839104 | JBTM | JBT MAREL CORPORATION | $5.9M | 1.75% | 48,265 | Common | SOLE |
| 681116109 | OLLI | OLLIES BARGAIN OUTLET HLDGS | $5.9M | 1.74% | 50,335 | Common | SOLE |
| 516544103 | LNTH | LANTHEUS HLDGS INC | $5.6M | 1.67% | 57,670 | Common | SOLE |
| 53220K504 | LGND | LIGAND PHARMACEUTICALS INC | $5.5M | 1.64% | 52,575 | Common | SOLE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $5.5M | 1.63% | 30,410 | Common | SOLE |
| 03820C105 | AIT | APPLIED INDL TECHNOLOGIES IN | $5.4M | 1.60% | 23,835 | Common | SOLE |
| G3934V109 | GENI | GENIUS SPORTS LIMITED | $5.4M | 1.59% | 535,435 | Common | SOLE |
| 74736L109 | QTWO | Q2 HLDGS INC | $5.3M | 1.59% | 66,665 | Common | SOLE |
| 86333M108 | LRN | STRIDE INC | $5.2M | 1.55% | 41,155 | Common | SOLE |
| 918284100 | VSEC | VSE CORP | $5.2M | 1.55% | 43,375 | Common | SOLE |
| 574795100 | MASI | MASIMO CORP | $5.1M | 1.51% | 30,485 | Common | SOLE |
| 75524B104 | RBC | RBC BEARINGS INC | $5.0M | 1.49% | 15,550 | Common | SOLE |
| H8088L103 | SRAD | SPORTRADAR GROUP AG | $5.0M | 1.48% | 230,640 | Common | SOLE |
| 21044C107 | ROAD | CONSTRUCTION PARTNERS INC | $5.0M | 1.47% | 68,960 | Common | SOLE |
| 447462102 | HURN | HURON CONSULTING GROUP INC | $4.6M | 1.38% | 32,250 | Common | SOLE |
| 830940102 | SKWD | SKYWARD SPECIALTY INS GROUP | $4.6M | 1.37% | 86,765 | Common | SOLE |
| 72703H101 | PLNT | PLANET FITNESS INC | $4.6M | 1.37% | 47,520 | Common | SOLE |
| 163086101 | CHEF | CHEFS WHSE INC | $4.4M | 1.30% | 80,450 | Common | SOLE |
| 298736109 | EEFT | EURONET WORLDWIDE INC | $4.3M | 1.29% | 40,540 | Common | SOLE |
| 724078100 | 62C | PIPER SANDLER COMPANIES | $4.3M | 1.27% | 17,300 | Common | SOLE |
| 42226A107 | HQY | HEALTHEQUITY INC | $4.2M | 1.24% | 47,100 | Common | SOLE |
| 099406100 | BOOT | BOOT BARN HLDGS INC | $4.1M | 1.22% | 38,050 | Common | SOLE |
| 63845R107 | EYE | NATIONAL VISION HLDGS INC | $4.0M | 1.20% | 316,210 | Common | SOLE |
| 05464T104 | AXSM | AXSOME THERAPEUTICS INC | $3.9M | 1.15% | 33,280 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $3.9M | 1.15% | 64,620 | Common | SOLE |
| 53190C102 | LTH | LIFE TIME GROUP HOLDINGS INC | $3.8M | 1.14% | 127,180 | Common | SOLE |
| 144285103 | CRS | CARPENTER TECHNOLOGY CORP | $3.8M | 1.14% | 21,095 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $3.8M | 1.13% | 20,205 | Common | SOLE |
| 957638109 | WAL | WESTERN ALLIANCE BANCORP | $3.7M | 1.11% | 48,375 | Common | SOLE |
| 589889104 | MMSI | MERIT MED SYS INC | $3.6M | 1.07% | 34,130 | Common | SOLE |
| 87650L103 | TARS | TARSUS PHARMACEUTICALS INC | $3.6M | 1.07% | 70,180 | Common | SOLE |
| 185123106 | CWAN | CLEARWATER ANALYTICS HLDGS I | $3.6M | 1.07% | 134,035 | Common | SOLE |
| 05969A105 | TBBK | BANCORP INC DEL | $3.6M | 1.07% | 67,885 | Common | SOLE |
| 02081G201 | ATEC | ALPHATEC HLDGS INC | $3.5M | 1.05% | 347,280 | Common | SOLE |
| 70439P108 | PAY | PAYMENTUS HOLDINGS INC | $3.4M | 1.02% | 131,135 | Common | SOLE |
| 553368101 | MP | MP MATERIALS CORP | $3.3M | 0.99% | 136,705 | Common | SOLE |
| 49845K101 | KVYO | KLAVIYO INC | $3.3M | 0.99% | 110,255 | Common | SOLE |
| 358054104 | FRSH | FRESHWORKS INC | $3.3M | 0.98% | 234,500 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $3.2M | 0.95% | 99,965 | Common | SOLE |
| 82982L103 | SITE | SITEONE LANDSCAPE SUPPLY INC | $3.1M | 0.93% | 25,805 | Common | SOLE |
| 30226D106 | EXTR | EXTREME NETWORKS | $3.0M | 0.90% | 229,670 | Common | SOLE |
| 882681109 | TXRH | TEXAS ROADHOUSE INC | $3.0M | 0.90% | 18,115 | Common | SOLE |
| 698884103 | PAR | PAR TECHNOLOGY CORP | $3.0M | 0.90% | 49,060 | Common | SOLE |
| 30041R108 | EVER | EVERQUOTE INC | $2.8M | 0.85% | 108,670 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $2.7M | 0.82% | 44,045 | Common | SOLE |
| 750917106 | RMBS | RAMBUS INC DEL | $2.7M | 0.80% | 51,925 | Common | SOLE |
| 81663L200 | WGS | GENEDX HOLDINGS CORP | $2.6M | 0.78% | 29,435 | Common | SOLE |
| 911163103 | UNFI | UNITED NAT FOODS INC | $2.6M | 0.76% | 93,825 | Common | SOLE |
| 589378108 | MRCY | MERCURY SYS INC | $2.6M | 0.76% | 59,455 | Common | SOLE |
| 65290E101 | NXT | NEXTRACKER INC | $2.6M | 0.76% | 60,760 | Common | SOLE |
| 148929102 | CAVA | CAVA GROUP INC | $2.5M | 0.73% | 28,560 | Common | SOLE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS INC | $2.4M | 0.73% | 193,830 | Common | SOLE |
| 163072101 | CAKE | CHEESECAKE FACTORY INC | $2.4M | 0.72% | 49,800 | Common | SOLE |
| 825704109 | SIBN | SI-BONE INC | $2.4M | 0.70% | 168,525 | Common | SOLE |
| 73931J109 | AIOT | POWERFLEET INC | $2.3M | 0.67% | 411,675 | Common | SOLE |
| 74967X103 | RH | RH | $2.2M | 0.67% | 9,590 | Common | SOLE |
| 703481101 | PTEN | PATTERSON-UTI ENERGY INC | $2.2M | 0.65% | 265,855 | Common | SOLE |
| 89455T109 | TMCI | TREACE MED CONCEPTS INC | $2.1M | 0.63% | 252,215 | Common | SOLE |
| 576323109 | MTZ | MASTEC INC | $2.1M | 0.62% | 17,885 | Common | SOLE |
| 01749D105 | ALGM | ALLEGRO MICROSYSTEMS INC | $2.0M | 0.59% | 79,055 | Common | SOLE |
| 89377M109 | TMDX | TRANSMEDICS GROUP INC | $1.9M | 0.58% | 28,870 | Common | SOLE |
| 26622P107 | DOCS | DOXIMITY INC | $1.9M | 0.57% | 32,735 | Common | SOLE |
| 00486H105 | ADTN | ADTRAN HOLDINGS INC | $1.9M | 0.56% | 215,555 | Common | SOLE |
| 834203309 | SLNO | SOLENO THERAPEUTICS INC | $1.8M | 0.54% | 25,365 | Common | SOLE |
| 82982T106 | SITM | SITIME CORP | $1.8M | 0.54% | 11,820 | Common | SOLE |
| 92346J108 | VCEL | VERICEL CORP | $1.7M | 0.52% | 39,015 | Common | SOLE |
| 55955D100 | MGNI | MAGNITE INC | $1.6M | 0.49% | 143,855 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $1.6M | 0.48% | 4,745 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $1.6M | 0.48% | 11,320 | Common | SOLE |
| G87110105 | FTI | TECHNIPFMC PLC | $1.6M | 0.47% | 49,380 | Common | SOLE |
| 498894104 | KNF | KNIFE RIVER CORP | $1.4M | 0.42% | 15,825 | Common | SOLE |
| 88224Q107 | TCBI | TEXAS CAP BANCSHARES INC | $1.4M | 0.42% | 18,975 | Common | SOLE |
| 628778102 | NBTB | NBT BANCORP INC | $1.4M | 0.41% | 32,350 | Common | SOLE |
| 74874Q100 | QNST | QUINSTREET INC | $1.4M | 0.41% | 76,835 | Common | SOLE |
| 33768G107 | FCFS | FIRSTCASH HOLDINGS INC | $1.4M | 0.41% | 11,385 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $1.3M | 0.40% | 31,380 | Common | SOLE |
| 38526M106 | LOPE | GRAND CANYON ED INC | $1.3M | 0.40% | 7,710 | Common | SOLE |
| G93A5A101 | VIK | VIKING HOLDINGS LTD | $1.3M | 0.39% | 33,320 | Common | SOLE |
| 379577208 | GMED | GLOBUS MED INC | $1.3M | 0.39% | 17,910 | Common | SOLE |
| 749527107 | 1RG | REV GROUP INC | $1.3M | 0.38% | 40,795 | Common | SOLE |
| 05550J101 | BJ | BJS WHSL CLUB HLDGS INC | $1.3M | 0.38% | 11,160 | Common | SOLE |
| 98423F109 | XMTR | XOMETRY INC | $1.2M | 0.37% | 50,080 | Common | SOLE |
| 70975L107 | PEN | PENUMBRA INC | $1.1M | 0.32% | 4,005 | Common | SOLE |
| 71944F106 | PHR | PHREESIA INC | $1.1M | 0.32% | 41,545 | Common | SOLE |
| 86627T108 | SMMT | SUMMIT THERAPEUTICS INC | $1.0M | 0.31% | 53,850 | Common | SOLE |
| N62509109 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $1.0M | 0.30% | 49,110 | Common | SOLE |
| 231561101 | CW | CURTISS WRIGHT CORP | $928,015 | 0.28% | 2,925 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $874,120 | 0.26% | 14,465 | Common | SOLE |
| 98956A105 | ZETA | ZETA GLOBAL HOLDINGS CORP | $832,584 | 0.25% | 61,400 | Common | SOLE |
| 607828100 | MOD | MODINE MFG CO | $821,225 | 0.24% | 10,700 | Common | SOLE |
| 98954M101 | ZG | ZILLOW GROUP INC | $793,963 | 0.24% | 11,875 | Common | SOLE |
| 457730109 | INSP | INSPIRE MED SYS INC | $766,137 | 0.23% | 4,810 | Common | SOLE |
| 26701L100 | BROS | DUTCH BROS INC | $757,859 | 0.23% | 12,275 | Common | SOLE |
| 52635N103 | LENZ | LENZ THERAPEUTICS INC | $659,847 | 0.20% | 25,665 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $558,829 | 0.17% | 8,005 | Common | SOLE |
| 466313103 | JBL | JABIL INC | $466,040 | 0.14% | 3,425 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $425,478 | 0.13% | 2,035 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $349,905 | 0.10% | 4,195 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $243,771 | 0.07% | 6,070 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.