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Disclosery

13F-HR filed by Lisanti Capital Growth, LLC

Lisanti Capital Growth, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-07, with 106 holding rows worth $360,777,478.

Accession
0001085146-25-004666
Filer
CIK 1424467
Filed
2025-08-07
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 106 entries on the cover page, a total value of $360,777,478 stated on the cover page (in dollars after the unit check, H1), rows summing to $360,777,478 with VALUE read as dollars as filed, 13F file number 028-12654. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock101,855$9,430,754dollars as filed
MAGNITE INC COM55955D100Stock368,015$8,876,522dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock84,765$8,057,761dollars as filed
NATIONAL VISION HLDGS INC COM63845R107Stock338,935$7,798,894dollars as filed
BOOT BARN HLDGS INC099406100COM50,030$7,604,560dollars as filed
ARS PHARMACEUTICALS INC82835W108COM420,075$7,330,309dollars as filed
AMERICAN SUPERCONDUCTOR CORP030111207SHS NEW180,750$6,631,718dollars as filed
CONSTRUCTION PARTNERS INC21044C107COM CL A62,255$6,616,461dollars as filed
MODINE MFG CO COM607828100Stock65,270$6,429,095dollars as filed
STERLING INFRASTRUCTURE INC COM859241101Stock27,780$6,409,679dollars as filed
COMMVAULT SYS INC COM204166102Stock36,435$6,351,714dollars as filed
ANI PHARMACEUTICALS INC00182C103COM95,165$6,209,516dollars as filed
OLLIES BARGAIN OUTLET HLDGS681116109COM45,440$5,988,083dollars as filed
UL SOLUTIONS INC903731107CLASS A COM SHS81,780$5,958,491dollars as filed
Q2 HLDGS INC COM74736L109Stock60,450$5,657,516dollars as filed
ELFBEAUTYINC26856L103STOK45,000$5,599,800dollars as filed
BLOOM ENERGY CORP093712107COM230,130$5,504,710dollars as filed
RBC BEARINGS INC COM75524B104Stock14,095$5,423,756dollars as filed
CELSIUS HLDGS INC15118V207COM NEW116,110$5,386,343dollars as filed
CARPENTER TECHNOLOGY CORP144285103COM19,215$5,310,642dollars as filed
GENEDX HOLDINGS CORP81663L200COM CL A56,615$5,226,131dollars as filed
VSE CORP COM918284100Stock39,150$5,127,867dollars as filed
KRATOS DEFENSE & SEC SOLUTIO50077B207COM NEW110,135$5,115,771dollars as filed
MERCURY SYS INC COM589378108Stock94,205$5,073,881dollars as filed
GENIUS SPORTS LIMITED SHARES CL AG3934V109Stock483,330$5,026,632dollars as filed
ADMA BIOLOGICS INC000899104COM275,955$5,025,141dollars as filed
DAVE INC23834J201CLASS A COM NEW18,565$4,983,032dollars as filed
MP MATERIALS CORP553368101COM CL A149,635$4,978,356dollars as filed
JFROG LTD ORD SHSM6191J100Stock110,195$4,835,357dollars as filed
TANDEM DIABETES CARE INC875372203COM NEW253,840$4,731,578dollars as filed
TRANSMEDICS GROUP INC89377M109COM35,130$4,707,771dollars as filed
FIVE BELOW INC COM33829M101Stock34,500$4,525,710dollars as filed
SITIME CORP COM82982T106Stock21,175$4,511,969dollars as filed
KLAVIYO INC COM SER A49845K101Stock132,405$4,446,160dollars as filed
SILICON LABORATORIES INC COM826919102Stock28,450$4,192,392dollars as filed
VERONA PHARMA PLC925050106SPONSORED ADS43,965$4,158,210dollars as filed
APPLIED INDL TECHNOLOGIES INC COM03820C105Stock17,565$4,082,984dollars as filed
XOMETRY INC98423F109CLASS A COM120,185$4,061,051dollars as filed
STRIDE INC86333M108COM27,695$4,021,037dollars as filed
ON HLDG AG NAMEN AKT AH5919C104Stock76,435$3,978,442dollars as filed
HEALTHEQUITY INC COM42226A107Stock36,345$3,807,502dollars as filed
ALLEGRO MICROSYSTEMS INC01749D105COM109,975$3,760,045dollars as filed
IMPINJ INC453204109COM33,635$3,735,839dollars as filed
MASTEC INC COM576323109Stock21,775$3,711,113dollars as filed
CENTRUS ENERGY CORP15643U104CL A19,125$3,503,318dollars as filed
DUTCH BROS INC26701L100CL A49,870$3,409,612dollars as filed
CORCEPT THERAPEUTICS INC218352102COM46,360$3,402,824dollars as filed
VERICEL CORP92346J108COM79,935$3,401,234dollars as filed
SHIFT4 PMTS INC CL A82452J109Stock33,850$3,354,874dollars as filed
CROCS INC COM227046109Stock30,985$3,138,161dollars as filed
SKYWARD SPECIALTY INS GROUP830940102COM54,190$3,131,640dollars as filed
HINGE HEALTH INC A433313103COMMON STOCK59,700$3,089,475dollars as filed
TARSUS PHARMACEUTICALS INC87650L103COMMON STOCK75,525$3,059,518dollars as filed
PIPER SANDLER COMPANIES724078100COM10,810$3,004,531dollars as filed
LANTHEUS HLDGS INC516544103COM36,350$2,975,611dollars as filed
AEROVIRONMENT INC COM008073108Stock10,315$2,939,259dollars as filed
COHERENT CORP COM19247G107Stock32,650$2,912,707dollars as filed
ITRON INC COM465741106Stock21,460$2,824,780dollars as filed
DYCOM INDS INC COM267475101Stock11,440$2,795,822dollars as filed
CHART INDS INC16115Q308COM15,860$2,611,349dollars as filed
EXTREME NETWORKS INC30226D106COM144,155$2,587,582dollars as filed
CHEFS WHSE INC163086101COM39,970$2,550,486dollars as filed
PROCEPT BIOROBOTICS CORP COM74276L105Stock43,965$2,532,384dollars as filed
PAR TECHNOLOGY CORP698884103COM36,330$2,520,212dollars as filed
FLUOR CORP343412102COM49,065$2,515,563dollars as filed
PEGASYSTEMS INC COM705573103Stock43,445$2,351,678dollars as filed
ZETA GLOBAL HOLDINGS CORP CL A98956A105Stock149,080$2,309,249dollars as filed
GRAND CANYON ED INC COM38526M106Stock12,160$2,298,240dollars as filed
ASTERA LABS INC COM04626A103COM24,180$2,186,356dollars as filed
JBT MAREL CORPORATION477839104COM17,665$2,124,393dollars as filed
SEZZLE INC78435P105COM11,615$2,081,989dollars as filed
KARMAN HLDGS INC COMMON STOCK485924104Stock39,630$1,996,163dollars as filed
CALIX INC13100M509COM37,240$1,980,796dollars as filed
SI BONE INC825704109COM102,545$1,929,897dollars as filed
SOLENO THERAPEUTICS INC834203309COM22,885$1,917,305dollars as filed
VIKING HOLDINGS LTDG93A5A101ORD SHS33,320$1,775,623dollars as filed
APPLIED DIGITAL CORP COM NEW038169207Stock172,365$1,735,716dollars as filed
LIMBACH HLDGS INC53263P105COM12,170$1,705,017dollars as filed
REV Group Inc749527107Common Stock35,595$1,693,966dollars as filed
EXACT SCIENCES CORP COM30063P105Stock31,060$1,650,528dollars as filed
NLIGHT INC65487K100COM81,330$1,600,574dollars as filed
TTM TECHNOLOGIES INC87305R109COM38,035$1,552,589dollars as filed
HURON CONSULTING GROUP INC447462102COM11,240$1,545,950dollars as filed
WILLSCOT HLDGS CORP971378104COM CL A55,980$1,533,852dollars as filed
CONFLUENT INC20717M103CLASS A COM59,845$1,491,936dollars as filed
CURTISS WRIGHT CORP COM231561101Stock2,925$1,429,009dollars as filed
WARBY PARKER INC93403J106CL A COM62,460$1,369,748dollars as filed
URANIUM ENERGY CORP COM916896103Stock197,745$1,344,666dollars as filed
NAVITAS SEMICONDUCTOR CORP COM63942X106Stock189,945$1,244,140dollars as filed
LIGAND PHARMACEUTICALS INC53220K504COM NEW10,675$1,213,534dollars as filed
CIENA CORP COM NEW171779309Stock14,465$1,176,438dollars as filed
VIKING THERAPEUTICS INC92686J106COM42,835$1,135,128dollars as filed
LENZ THERAPEUTICS INC52635N103COM36,185$1,060,582dollars as filed
JABIL INC COM466313103Stock4,715$1,028,342dollars as filed
PENUMBRA INC COM70975L107Stock4,005$1,027,803dollars as filed
LOAR HOLDINGS INC COM SHS53947R105Stock11,895$1,024,992dollars as filed
CYBERARK SOFTWARE LTD SHSM2682V108Stock2,300$935,824dollars as filed
NEWAMSTERDAM PHARMA CO NVN62509109COMMON STOCK49,110$889,382dollars as filed
FIRSTCASH HOLDINGS INC33768G107COM6,490$877,059dollars as filed
GUIDEWIRE SOFTWARE INC COM40171V100Stock3,635$855,861dollars as filed
OKLO INC COM CL A02156V109Stock14,970$838,170dollars as filed
APOGEE THERAPEUTICS INC COM03770N101Stock18,410$799,546dollars as filed
UNIVERSAL TECHNICAL INST INC913915104COM21,570$731,007dollars as filed
INSPIRE MED SYS INC COM457730109Stock4,810$624,194dollars as filed
IONQ INC COM46222L108Stock12,620$542,281dollars as filed
COMFORT SYS USA INC COM199908104Stock945$506,718dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-004666this filing2025-08-07acceptance time not in the bulk data set