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CIK: 0001424467
Total reported value
$454.6M
$454.6M
106 檔
9.2%
At the close of Q2 2025, Lisanti Capital Growth, LLC disclosed equity holdings valued at approximately $454.6M, spread across 106 reported holdings.
During Q2 2025, Lisanti Capital Growth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 2.61% | +0.25% | NEW | |
| 2 | MGNI | Magnite Inc | Stock-Other | 2.46% | +0.28% | +155.82% | |
| 3 | LITE | Lumentum Holdings Inc | Stock-Tech | 2.23% | -0.16% | EXIT | |
| 4 | EYE | National Vision Holdings Inc | Stock-Other | 2.16% | -1.29% | EXIT | |
| 5 | BOOT | Boot Barn Holdings Inc | Stock-Consumer Disc | 2.11% | -0.03% | +31.48% | |
| 6 | SPRY | Ars Pharmaceuticals Inc | Stock-Other | 2.03% | — | +116.72% | |
| 7 | AMSC | American Superconductor CORP | Stock-Other | 1.84% | — | — | |
| 8 | ROAD | Construction Partners Inc-a | Stock-Industrials | 1.83% | -0.61% | -9.72% | |
| 9 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 1.78% | -0.63% | +510.00% | |
| 10 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 1.78% | -1.36% | — | |
| 11 | CVLT | Commvault Systems Inc | Stock-Tech | 1.76% | +1.55% | NEW | |
| 12 | ANIP | Ani Pharmaceuticals Inc | Stock-Other | 1.72% | — | -9.73% | |
| 13 | OLLI | Ollie's Bargain Outlet Holdi | Stock-Consumer Staples | 1.66% | -1.10% | EXIT | |
| 14 | ULS | Ul Solutions Inc - Class A | Stock-Industrials | 1.65% | +0.02% | -30.79% | |
| 15 | QTWO | Q2 Holdings Inc | Stock-Tech | 1.57% | — | -9.32% | |
| 16 | ELF | Elf Beauty Inc | Stock-Consumer Staples | 1.55% | — | — | |
| 17 | BE | Bloom Energy Corp- A | Stock-Industrials | 1.53% | — | — | |
| 18 | RBC | RBC Bearings Inc | Stock-Industrials | 1.50% | -0.25% | -9.36% | |
| 19 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 1.49% | — | — | |
| 20 | CRS | Carpenter Technology | Stock-Industrials | 1.47% | -0.50% | -8.91% | |
| 21 | WGS | Genedx Holdings CORP | Stock-Other | 1.45% | — | +92.34% | |
| 22 | VSEC | Vse CORP | Stock-Industrials | 1.42% | -0.27% | -9.74% | |
| 23 | KTOS | Kratos Defense & Security | Stock-Industrials | 1.42% | -1.32% | EXIT | |
| 24 | MRCY | Mercury Systems Inc | Stock-Industrials | 1.41% | +0.14% | +58.45% | |
| 25 | GENI | Genius Sports Limited | Stock-Other | 1.39% | — | -9.73% | |
| 26 | ADMA | Adma Biologics Inc | Stock-Healthcare | 1.39% | — | -10.53% | |
| 27 | DAVE | Dave Inc | Stock-Other | 1.38% | +1.07% | NEW | |
| 28 | MP | Mp Materials CORP | Stock-Materials | 1.38% | — | +9.46% | |
| 29 | FROG | JFrog Ltd. | Stock-Tech | 1.34% | +0.20% | +10.23% | |
| 30 | TNDM | Tandem Diabetes Care Inc | Stock-Other | 1.31% | -0.80% | EXIT | |
| 31 | TMDX | Transmedics Group Inc | Stock-Healthcare | 1.30% | — | +21.68% | |
| 32 | FIVE | Five Below | Stock-Consumer Disc | 1.25% | -2.46% | EXIT | |
| 33 | SITM | Sitime CORP | Stock-Tech | 1.25% | -0.51% | +79.15% | |
| 34 | KVYO | Klaviyo Inc-a | Stock-Other | 1.23% | -1.38% | EXIT | |
| 35 | SLAB | Silicon Laboratories Inc | Stock-Tech | 1.16% | — | — | |
| 36 | VRNA | Verona Pharma PLC - Adr | Stock-Other | 1.15% | — | — | |
| 37 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 1.13% | +0.03% | -26.31% | |
| 38 | XMTR | Xometry Inc-a | Stock-Other | 1.13% | +2.14% | NEW | |
| 39 | LRN | Stride Inc | Stock-Consumer Staples | 1.11% | — | -32.71% | |
| 40 | ✓ | On Holding AG | Stock-Other | 1.10% | — | — | |
| 41 | HQY | Healthequity Inc | Stock-Healthcare | 1.06% | — | -22.83% | |
| 42 | ALGM | Allegro Microsystems Inc | Stock-Other | 1.04% | +1.65% | NEW | |
| 43 | PI | Impinj Inc | Stock-Tech | 1.04% | +0.18% | NEW | |
| 44 | MTZ | Mastec Inc | Stock-Industrials | 1.03% | -1.22% | EXIT | |
| 45 | LEU | Centrus Energy Corp-class A | Stock-Energy | 0.97% | — | — | |
| 46 | BROS | Dutch Bros Inc-class A | Stock-Consumer Disc | 0.95% | — | +306.27% | |
| 47 | CORT | Corcept Therapeutics Inc | Stock-Healthcare | 0.94% | +1.75% | NEW | |
| 48 | VCEL | Vericel CORP | Stock-Other | 0.94% | +1.18% | NEW | |
| 49 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 0.93% | — | — | |
| 50 | CROX | Crocs Inc | Stock-Consumer Disc | 0.87% | +1.40% | NEW |
According to official SEC Form 13F filings, Lisanti Capital Growth, LLC reported a total U.S. public equity portfolio value of $454.6M across 106 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CRDO, MGNI, LITE) accounted for 9.2% of total reported equity market value during Q2 2025.
During Q2 2025, Lisanti Capital Growth, LLC's top holdings by market value included CRDO (2.6%)、MGNI (2.5%)、LITE (2.2%). The largest single position, CRDO, represented 2.6% of total portfolio value.
In Q2 2025, Lisanti Capital Growth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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