Lisanti Capital Growth, LLC 13F Holdings

CIK 0001424467 · NEW YORK, NY

As of Sep 30, 2025, Lisanti Capital Growth, LLC reported 105 positions worth $408.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
KRATOS DEFENSE & SECURITY SOLUTIONS INCKTOSIndustrials121,840 1.1M2.72%
STERLING INFRASTRUCTURE INCSTRLIndustrials32,471 1.0M2.70%
BWX TECHNOLOGIES INCBWXTIndustrials46,382$8.6M2.09%
MODINE MANUFACTURING COMODConsumer Cyclical58,035$8.3M2.02%
ANI PHARMACEUTICALS INCANIPHealthcare82,554$7.6M1.85%
MERCURY SYSTEMS INCMRCYIndustrials97,625$7.6M1.85%
CONSTRUCTION PARTNERS INCROADIndustrials57,983$7.4M1.80%
ZETA GLOBAL HOLDINGS CORPZETATechnology370,205$7.4M1.80%
BANCORP INCTBBKFinancial Services98,156$7.4M1.80%
AMERICAN SUPERCONDUCTOR CORPAMSCIndustrials118,151$7.0M1.72%
JBT MAREL CORPJBTMIndustrials48,577$6.8M1.67%
BOOT BARN HOLDINGS INCBOOTConsumer Cyclical41,099$6.8M1.67%
IMPINJ INCPITechnology37,351$6.8M1.65%
MP MATERIALS CORPMPBasic Materials96,662$6.5M1.59%
TRANSMEDICS GROUP INCTMDXHealthcare56,901$6.4M1.56%
LUMENTUM HOLDINGS INCLITETechnology38,219$6.2M1.52%
GENEDX HOLDINGS CORPWGSHealthcare56,623$6.1M1.49%
IONIS PHARMACEUTICALS INCIONSHealthcare92,124$6.0M1.47%
JFROG LTDFROGTechnology126,913$6.0M1.47%
KARMAN HOLDINGS INCKRMNIndustrials81,894$5.9M1.45%
UL SOLUTIONS INCULSIndustrials83,299$5.9M1.44%
CREDO TECHNOLOGY GROUP HOLDING LTDCRDOTechnology40,371$5.9M1.44%
SITIME CORPSITMTechnology19,414$5.8M1.43%
MASTEC INCMTZIndustrials27,278$5.8M1.42%
CORCEPT THERAPEUTICS INCCORTHealthcare68,273$5.7M1.39%