Q2 2026 13F · SEC CIK 1424467

Lisanti Capital Growth, LLC

Institutional asset managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $454.6M
Reported positions: 109
Top holdings a year, 3 yrs: +18.4%
Assets under management: $432.5M

Lisanti Capital Growth, LLC is an institutional asset manager that reported 109 positions worth $454.6M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Hinge Health, Inc. (HNGE, 2.5%), Brightspring Health Services I (BTSG, 2.4%), Xometry, Inc. (XMTR, 2.1%). A portfolio copying its top holdings returned 18.4% a year over the last 3 years, against 20.4% for the S&P 500.

Lisanti Capital Growth, LLC holdings largest 50 of 109 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Lisanti Capital Growth, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
HNGEHinge Health, Inc.	2.5%	—	139,150	—	$11.5M
BTSGBrightspring Health Services I	2.4%	2.0%	154,620	-18.4%	$10.8M
XMTRXometry, Inc.	2.1%	—	100,880	—	$9.7M
SOISolaris Energy Infrastructure Inc	2.0%	1.7%	114,745	-2.2%	$9.2M
CORTCorcept Therapeutics Inc	1.8%	—	91,610	—	$8.0M
DOCNDigitalocean Hldgs Inc	1.7%	1.5%	50,425	-27.2%	$7.9M
ALGMAllegro Microsystems Inc	1.7%	—	107,865	—	$7.5M
MIRMMirum Pharmaceuticals Inc	1.6%	0.9%	63,295	+62.3%	$7.4M
FROGJfrog Ltd	1.6%	1.4%	80,655	-32.4%	$7.3M
CRSCarpenter Technology Corp	1.6%	2.1%	11,665	-44.4%	$7.2M
DYDycom Inds Inc	1.6%	1.5%	14,170	-16.7%	$7.2M
KRYSKrystal Biotech Inc	1.6%	1.2%	19,050	+2.9%	$7.1M
CVLTCommvault Sys Inc	1.5%	—	49,640	—	$7.0M
ADPTAdaptive Biotechnologies Corp	1.5%	—	325,155	—	$7.0M
ZETAZeta Global Holdings Corp	1.5%	—	351,415	—	$6.9M
ROLLRbc Bearings Incorporated	1.5%	1.7%	10,531	-17.4%	$6.8M
TVTXTravere Therapeutics Inc	1.5%	—	119,005	—	$6.8M
ENVAEnova Intl Inc	1.5%	—	27,655	—	$6.7M
FORMFormFactor Inc	1.5%	—	41,430	—	$6.6M
UCTTUltra Clean Holdings Inc	1.5%	0.9%	46,285	-22.6%	$6.6M
PVLAPalvella Therapeutics Inc Ne	1.4%	1.3%	42,975	+3.7%	$6.6M
SIMOSilicon Motion Technology Co	1.4%	—	19,600	—	$6.5M
MODModine Manufacturing Co	1.4%	2.0%	23,975	-35.7%	$6.4M
CROXCrocs Inc	1.4%	—	52,840	—	$6.4M
GRDNGuardian Pharmacy Svcs Inc	1.4%	1.8%	152,025	-19.2%	$6.4M
CECOCeco Environmental Corp	1.3%	—	67,275	—	$6.1M
EXTRExtreme Networks Inc	1.3%	—	183,095	—	$5.9M
LGNDLigand Pharmaceuticals Inc	1.3%	1.9%	18,747	-51.4%	$5.9M
KNSAKiniksa Pharmaceuticals Intl	1.2%	—	87,305	—	$5.6M
HTFLHeartflow Inc	1.2%	—	189,675	—	$5.6M
LSCCLattice Semiconductor Corp	1.2%	1.4%	36,365	-39.0%	$5.6M
MGNIMagnite Inc	1.2%	0.9%	289,030	-6.6%	$5.5M
SMTCSemtech Corp	1.2%	—	33,630	—	$5.4M
VCELVericel Corp	1.2%	—	120,380	—	$5.4M
LINDLindblad Expeditions Hldgs I	1.2%	—	186,940	—	$5.3M
AXSMAxsome Therapeutics, Inc.	1.1%	0.9%	20,825	-5.7%	$5.1M
MRCYMercury Sys Inc	1.1%	1.0%	41,450	-22.6%	$5.1M
VSECVse Corp	1.1%	1.4%	21,754	-25.4%	$5.0M
EQPTEquipmentshare Com Inc	1.1%	—	248,500	—	$4.9M
DAVEDave Inc	1.1%	—	13,060	—	$4.9M
GHMGraham Corp	1.1%	—	39,005	—	$4.8M
OSWOnespaworld Holdings Limited	1.1%	—	170,180	—	$4.8M
AGXArgan Inc	1.1%	1.4%	6,005	-42.3%	$4.8M
LASRNlight Inc	1.0%	1.4%	67,128	-31.2%	$4.7M
YOUClear Secure Inc	1.0%	—	81,815	—	$4.6M
APLDApplied Digital Corp	1.0%	—	121,865	—	$4.5M
ACHCAcadia Healthcare Company in	1.0%	—	152,445	—	$4.5M
RELYRemitly Global Inc Com	1.0%	—	194,070	—	$4.3M
AXGNAxogen Inc	0.9%	—	90,565	—	$4.2M
FIVNFive9 Inc	0.9%	—	193,680	—	$4.1M

What Lisanti Capital Growth, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.9% /yr; S&P 500 +20.1%
3 years: +18.4% /yr; S&P 500 +20.4%
5 years: +0.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$454.6M	109
Q1 2026	$396.8M	103
Q4 2025	$422.1M	110
Q3 2025	$408.8M	105
Q2 2025	$360.8M	106
Q1 2025	$336.2M	108
Q4 2024	$415.7M	111
Q3 2024	$394.9M	116
Q2 2024	$416.0M	115
Q1 2024	$410.3M	117
Q4 2023	$423.9M	124
Q3 2023	$632.8M	117

Questions about Lisanti Capital Growth, LLC's portfolio

What stocks does Lisanti Capital Growth, LLC own?

Lisanti Capital Growth, LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 109 positions worth $454.6M. The largest are Hinge Health, Inc. (HNGE) at 2.5%, Brightspring Health Services I (BTSG) at 2.4%, Xometry, Inc. (XMTR) at 2.1%, Solaris Energy Infrastructure Inc (SOI) at 2.0% and Corcept Therapeutics Inc (CORT) at 1.8%.

What did Lisanti Capital Growth, LLC buy last quarter?

In Q2 2026, Lisanti Capital Growth, LLC added Mirum Pharmaceuticals Inc (MIRM) (+62.3% shares), compared with its Q1 2026 filing.

What did Lisanti Capital Growth, LLC sell last quarter?

In Q2 2026, Lisanti Capital Growth, LLC cut from its top 50 Five Below Inc (FIVE), cut from its top 50 Patterson-Uti Energy Inc (PTEN), cut from its top 50 Matador Resources Co. (MTDR), cut from its top 50 Knight-Swift Transn Hldgs in (KNX), cut from its top 50 Advanced Energy Inds Inc (AEIS), Ligand Pharmaceuticals Inc (LGND) (-51.4% shares), Carpenter Technology Corp (CRS) (-44.4% shares) and Argan Inc (AGX) (-42.3% shares), compared with its Q1 2026 filing.

How has Lisanti Capital Growth, LLC's portfolio performed?

A portfolio copying Lisanti Capital Growth, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.9% against +20.1%. Over 5 years: +0.6% a year against +11.6%.

When is Lisanti Capital Growth, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Lisanti Capital Growth, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Lisanti Capital Growth, LLC manage?

Lisanti Capital Growth, LLC reported $432.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $454.6M.