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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 2025-09-30, filed 2025-11-04, with 105 holding rows worth $408,838,268.

Accession
0001424467-25-000002
Filer
CIK 1424467
Filed
2025-11-04
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 105 entries on the cover page, a total value of $408,838,268 stated on the cover page (in dollars after the unit check, H1), rows summing to $408,838,268 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
KRATOS DEFENSE & SEC SOLUTIO50077B207COM NEW121,840$11,132,521dollars as filed
STERLING INFRASTRUCTURE INC COM859241101Stock32,471$11,029,749dollars as filed
BWX TECHNOLOGIES INC05605H100COM46,382$8,551,449dollars as filed
MODINE MFG CO COM607828100Stock58,035$8,250,256dollars as filed
ANI PHARMACEUTICALS INC00182C103COM82,554$7,561,946dollars as filed
MERCURY SYS INC COM589378108Stock97,625$7,556,175dollars as filed
CONSTRUCTION PARTNERS INC21044C107COM CL A57,983$7,363,841dollars as filed
ZETA GLOBAL HOLDINGS CORP CL A98956A105Stock370,205$7,355,973dollars as filed
BANCORP INC DEL05969A105COM98,156$7,350,903dollars as filed
AMERICAN SUPERCONDUCTOR CORP030111207SHS NEW118,151$7,016,988dollars as filed
JBT MAREL CORPORATION477839104COM48,577$6,822,640dollars as filed
BOOT BARN HLDGS INC099406100COM41,099$6,810,926dollars as filed
IMPINJ INC453204109COM37,351$6,751,193dollars as filed
MP MATERIALS CORP553368101COM CL A96,662$6,483,120dollars as filed
TRANSMEDICS GROUP INC89377M109COM56,901$6,384,292dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock38,219$6,218,613dollars as filed
GENEDX HOLDINGS CORP81663L200COM CL A56,623$6,100,562dollars as filed
IONIS PHARMACEUTICALS INC COM462222100Stock92,124$6,026,752dollars as filed
JFROG LTD ORD SHSM6191J100Stock126,913$6,006,792dollars as filed
KARMAN HLDGS INC COMMON STOCK485924104Stock81,894$5,912,747dollars as filed
UL SOLUTIONS INC903731107CLASS A COM SHS83,299$5,902,567dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock40,371$5,878,421dollars as filed
SITIME CORP COM82982T106Stock19,414$5,849,632dollars as filed
MASTEC INC COM576323109Stock27,278$5,805,031dollars as filed
CORCEPT THERAPEUTICS INC218352102COM68,273$5,674,169dollars as filed
RBC BEARINGS INC COM75524B104Stock14,336$5,595,197dollars as filed
DYCOM INDS INC COM267475101Stock19,015$5,547,816dollars as filed
PIPER SANDLER COMPANIES724078100COM15,960$5,537,960dollars as filed
TTM TECHNOLOGIES INC87305R109COM92,107$5,305,363dollars as filed
LIGAND PHARMACEUTICALS INC53220K504COM NEW29,677$5,256,984dollars as filed
EXTREME NETWORKS INC30226D106COM248,712$5,135,903dollars as filed
CALIX INC13100M509COM81,321$4,990,670dollars as filed
NATIONAL VISION HLDGS INC COM63845R107Stock168,928$4,931,008dollars as filed
BLOOM ENERGY CORP093712107COM56,678$4,793,258dollars as filed
CARPENTER TECHNOLOGY CORP144285103COM19,465$4,779,436dollars as filed
MERITAGE HOMES CORP COM59001A102Stock65,820$4,767,343dollars as filed
AEROVIRONMENT INC COM008073108Stock14,932$4,701,937dollars as filed
APPLIED INDL TECHNOLOGIES INC COM03820C105Stock17,795$4,645,385dollars as filed
VSE CORP COM918284100Stock27,919$4,641,255dollars as filed
FIVE BELOW INC COM33829M101Stock29,539$4,569,683dollars as filed
XOMETRY INC98423F109CLASS A COM82,455$4,491,324dollars as filed
REV Group Inc749527107Common Stock79,182$4,487,244dollars as filed
ADAPTIVE BIOTECHNOLOGIES CORP COM00650F109Stock299,180$4,475,733dollars as filed
GENIUS SPORTS LIMITED SHARES CL AG3934V109Stock360,753$4,466,122dollars as filed
STRIDE INC86333M108COM29,100$4,334,154dollars as filed
RAMBUS INC DEL COM750917106Stock41,532$4,327,634dollars as filed
SEMTECH CORP COM816850101Stock60,440$4,318,438dollars as filed
DAVE INC23834J201CLASS A COM NEW20,724$4,131,329dollars as filed
MAGNITE INC COM55955D100Stock189,168$4,120,079dollars as filed
NEXTPOWER INC CLASS A COM65290E101Stock55,620$4,115,324dollars as filed
LENZ THERAPEUTICS INC52635N103COM87,753$4,087,535dollars as filed
WAYSTAR HLDG CORP946784105COM105,540$4,002,077dollars as filed
PEGASYSTEMS INC COM705573103Stock68,566$3,942,545dollars as filed
FIGURE TECHNOLOGY SOLUTIO349381103COM CL A103,920$3,779,570dollars as filed
PAYMENTUS HOLDINGS INC70439P108COM CL A121,173$3,707,894dollars as filed
TAYLOR MORRISON HOME CORP COM87724P106Stock55,425$3,658,604dollars as filed
TREX CO INC89531P105COM69,944$3,614,006dollars as filed
PATRICK INDS INC703343103COM34,394$3,557,371dollars as filed
COASTAL FINL CORP WA19046P209COM NEW32,659$3,532,724dollars as filed
CENTRUS ENERGY CORP15643U104CL A11,195$3,471,234dollars as filed
ADVANCED ENERGY INDS COM007973100Stock20,361$3,464,221dollars as filed
ALPHATEC HLDGS INC02081G201COM NEW227,287$3,304,753dollars as filed
COMMVAULT SYS INC COM204166102Stock16,697$3,152,060dollars as filed
TRAVERE THERAPEUTICS INC89422G107COM129,512$3,095,337dollars as filed
CANADA GOOSE HLDGS INC SHS SUB VTG135086106Stock221,585$3,055,657dollars as filed
HINGE HEALTH INC A433313103COMMON STOCK60,911$2,989,512dollars as filed
IRHYTHM HOLDINGS INC COM450056106Stock16,830$2,894,592dollars as filed
ONTERRIS INC615111101COM102,082$2,803,172dollars as filed
AMPRIUS TECHNOLOGIES INC COMMON STOCK03214Q108Stock265,725$2,795,427dollars as filed
SITEONE LANDSCAPE SUPPLY INC82982L103COM20,950$2,698,360dollars as filed
CYTOKINETICS INC23282W605COM NEW49,070$2,696,887dollars as filed
TARSUS PHARMACEUTICALS INC87650L103COMMON STOCK43,011$2,556,144dollars as filed
NLIGHT INC65487K100COM84,543$2,505,009dollars as filed
PELOTON INTERACTIVE INC70614W100CL A COM269,925$2,429,325dollars as filed
NUSCALE PWR CORP CL A COM67079K100Stock65,274$2,349,864dollars as filed
ARS PHARMACEUTICALS INC82835W108COM211,189$2,122,449dollars as filed
CIENA CORP COM NEW171779309Stock14,215$2,070,699dollars as filed
VIKING HOLDINGS LTDG93A5A101ORD SHS32,235$2,003,728dollars as filed
BRIGHTSPRING HEALTH SVCS10950A106COM66,270$1,958,941dollars as filed
EXACT SCIENCES CORP COM30063P105Stock35,700$1,953,147dollars as filed
MIRION TECHNOLOGIES INC60471A101COM CL A67,175$1,562,491dollars as filed
CURTISS WRIGHT CORP COM231561101Stock2,825$1,533,806dollars as filed
NEWAMSTERDAM PHARMA CO NVN62509109COMMON STOCK47,445$1,349,336dollars as filed
GUIDEWIRE SOFTWARE INC COM40171V100Stock5,610$1,289,515dollars as filed
ROCKETLABCORPCLASSCLASSA773121108STOK26,890$1,288,300dollars as filed
SOMNIGROUP INTERNATIONAL INC COM88023U101Stock14,940$1,259,890dollars as filed
MAXLINEAR INC57776J100COM73,362$1,179,661dollars as filed
COMFORT SYS USA INC COM199908104Stock1,415$1,167,630dollars as filed
ADMA BIOLOGICS INC000899104COM79,622$1,167,259dollars as filed
NCINO INC63947X101COM38,710$1,049,428dollars as filed
HEARTFLOW INC42238D107COM29,164$981,660dollars as filed
OLLIES BARGAIN OUTLET HLDGS681116109COM7,455$957,222dollars as filed
CRINETICS PHARMACEUTICALS INC COM22663K107Stock22,890$953,369dollars as filed
LOAR HOLDINGS INC COM SHS53947R105Stock11,505$920,400dollars as filed
TOPBUILD COR COM89055F103Stock2,335$912,658dollars as filed
SI BONE INC825704109COM59,254$872,219dollars as filed
APPLIED DIGITAL CORP COM NEW038169207Stock37,735$865,641dollars as filed
EVOLV TECHNOLOGIES HLDNGS IN30049H102COM CL A108,849$821,810dollars as filed
ALLEGRO MICROSYSTEMS INC01749D105COM27,940$815,848dollars as filed
UNITED STATES ANTIMONY CORP911549103COM130,815$811,053dollars as filed
XPO INC COM983793100Stock6,270$810,523dollars as filed
ASTERA LABS INC COM04626A103COM2,865$560,967dollars as filed
CHEESECAKE FACTORY INC163072101COM9,105$497,497dollars as filed
CELSIUS HLDGS INC15118V207COM NEW8,415$483,778dollars as filed
ISHARES TR464287648RUS 2000 GRW ETF655$209,626dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001424467-25-000002this filing2025-11-04acceptance time not in the bulk data set