Fund HoldingsLisanti Capital Growth, LLC

Total Portfolio Value
$394.88M
Total Bought
$163.77M
Total Sold
$193.01M
Net Transaction
-$29.24M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ZETA GLOBAL HOLDINGS CORP(ZETA)0319,110+319,11009,5192.41%+9,519
MERITAGE HOMES CORP(MTH)034,005+34,00506,9731.77%+6,973
BANCORP INC DEL(TBBK)0114,025+114,02506,1001.54%+6,100
INSPIRE MED SYS INC(INSP)026,615+26,61505,6171.42%+5,617
KLAVIYO INC(KVYO)0155,810+155,81005,5131.40%+5,513
PLANET FITNESS INC(PLNT)064,095+64,09505,2061.32%+5,206
INSTALLED BLDG PRODS INC(IBP)020,680+20,68005,0931.29%+5,093
GUIDEWIRE SOFTWARE INC(GWRE)15,83537,725+21,8902,1836,9011.75%+4,718
ADMA BIOLOGICS INC0235,035+235,03504,6981.19%+4,698
BRIGHTSPRING HEALTH SVCS INC(BTSG)0317,345+317,34504,6591.18%+4,659
DYCOM INDS INC(DY)022,550+22,55004,4451.13%+4,445
PACS GROUP INC(PACS)0106,565+106,56504,2591.08%+4,259
KRATOS DEFENSE & SEC SOLUTIO(KTOS)52,880221,085+168,2051,0585,1511.30%+4,093
CARPENTER TECHNOLOGY CORP(CRS)38,13549,315+11,1804,1797,8701.99%+3,691
LENDINGTREE INC NEW062,910+62,91003,6510.92%+3,651
WESTERN ALLIANCE BANCORP(WAL)041,760+41,76003,6120.91%+3,612
PAR TECHNOLOGY CORP067,595+67,59503,5200.89%+3,520
CONSTRUCTION PARTNERS INC(ROAD)66,095102,050+35,9553,6497,1231.80%+3,474
FIVE BELOW INC(FIVE)039,105+39,10503,4550.87%+3,455
RH(RH)09,720+9,72003,2510.82%+3,251
CORCEPT THERAPEUTICS INC(CORT)62,995113,155+50,1602,0475,2371.33%+3,190
RADNET INC(RDNT)042,110+42,11002,9220.74%+2,922
HARMONIC INC(HLIT)0200,075+200,07502,9150.74%+2,915
SEMTECH CORP(SMTC)64,955104,065+39,1101,9414,7521.20%+2,811
LOAR HOLDINGS INC(LOAR)035,751+35,75102,6670.68%+2,667
KORNIT DIGITAL LTD097,655+97,65502,5230.64%+2,523
SAIA INC(SAIA)05,765+5,76502,5210.64%+2,521
LIGAND PHARMACEUTICALS INC(LGND)024,785+24,78502,4810.63%+2,481
FTAI AVIATION LTD(FTAI)73,89574,825+9307,6289,9442.52%+2,316
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)042,845+42,84502,3110.59%+2,311
CASTLE BIOSCIENCES INC(CSTL)96,550154,710+58,1602,1024,4121.12%+2,310
REVOLVE GROUP INC(RVLV)091,845+91,84502,2760.58%+2,276
VAXCYTE INC(PCVX)19,34032,515+13,1751,4603,7150.94%+2,255
EVERCORE INC(EVR)08,765+8,76502,2210.56%+2,221
MODINE MFG CO(MOD)050,640+50,64006,7241.70%+6,724
NBT BANCORP INC(NBTB)043,170+43,17001,9090.48%+1,909
TECNOGLASS INC(TGLS)027,555+27,55501,8920.48%+1,892
CRINETICS PHARMACEUTICALS IN(CRNX)83,380108,575+25,1953,7355,5481.41%+1,814
MASTEC INC(MTZ)32,78543,090+10,3053,5085,3041.34%+1,797
AGILYSYS INC(AGYS)016,380+16,38001,7850.45%+1,785
JEFFERIES FINL GROUP INC(JEF)027,920+27,92001,7180.44%+1,718
AMERICAN SUPERCONDUCTOR CORP62,495131,340+68,8451,4623,1000.78%+1,638
GENEDX HOLDINGS CORP(WGS)036,615+36,61501,5540.39%+1,554
AVEPOINT INC0121,000+121,00001,4240.36%+1,424
ASTERA LABS INC(ALAB)30,11559,990+29,8751,8223,1430.80%+1,321
TARSUS PHARMACEUTICALS INC(TARS)039,845+39,84501,3110.33%+1,311
EXTREME NETWORKS(EXTR)121,410195,490+74,0801,6332,9380.74%+1,305
DUOLINGO INC(DUOL)9,88511,645+1,7602,0633,2840.83%+1,221
ENSIGN GROUP INC(ENSG)08,435+8,43501,2130.31%+1,213
IMPINJ INC(PI)034,505+34,50507,4711.89%+7,471
VARONIS SYS INC(VRNS)074,305+74,30504,1981.06%+4,198
EXACT SCIENCES CORP(EXK)015,260+15,26001,0400.26%+1,040
BOOT BARN HLDGS INC49,91044,525-5,3856,4357,4481.89%+1,013
SMITH DOUGLAS HOMES CORP052,785+52,78501,9940.51%+1,994
MERIT MED SYS INC(MMSI)08,545+8,54508450.21%+845
VIKING THERAPEUTICS INC(VKTX)046,865+46,86502,9670.75%+2,967
GLOBUS MED INC(GMED)14,79524,915+10,1201,0131,7820.45%+769
HASBRO INC(HAS)13,18020,675+7,4957711,4950.38%+724
Q2 HLDGS INC(QTWO)139,485114,295-25,1908,4159,1172.31%+702
NEWAMSTERDAM PHARMA COMPANY
ORDINARY SHARES
042,165+42,16507000.18%+700
TOAST INC(TOST)42,12060,245+18,1251,0851,7060.43%+620
AXON ENTERPRISE INC(AXON)5,0505,05001,4862,0180.51%+532
JOHN BEAN TECHNOLOGIES CORP(JBTM)04,875+4,87504800.12%+480
MANHATTAN ASSOCIATES INC(MANH)03,790+3,79001,0660.27%+1,066
CURTISS WRIGHT CORP(CW)6,2456,24501,6922,0530.52%+360
KNIFE RIVER CORP(KNF)040,185+40,18503,5920.91%+3,592
NATERA INC(NTRA)13,00512,625-3801,4081,6030.41%+194
BURLINGTON STORES INC(BURL)3,9903,99009581,0510.27%+94
BIOLIFE SOLUTIONS INC(BLFS)74,87766,782-8,0951,6051,6720.42%+68
CADRE HLDGS INC(CDRE)082,025+82,02503,1130.79%+3,113
VIKING HOLDINGS LTD(VIK)47,05047,05001,5971,6420.42%+45
COMMVAULT SYS INC(CVLT)60,71547,480-13,2357,3817,3051.85%-76
ALKAMI TECHNOLOGY INC(ALKT)107,06592,620-14,4453,0492,9210.74%-128
ENERPAC TOOL GROUP CORP(EPAC)68,09058,525-9,5652,6002,4520.62%-148
UL SOLUTIONS INC(ULS)113,61592,930-20,6854,7934,5811.16%-212
FEDERAL SIGNAL CORP(FSS)72,97562,750-10,2256,1065,8651.49%-241
FLUOR CORP NEW(FLR)083,805+83,80503,9981.01%+3,998
TOLL BROTHERS INC(TOL)12,7507,360-5,3901,4691,1370.29%-331
GAP INC(GAP)16,2300-16,2303880-388
KIRBY CORP(KEX)26,87523,105-3,7703,2182,8290.72%-389
CARVANA CO(CVNA)04,710+4,71008200.21%+820
SITIME CORP(SITM)32,23520,585-11,6504,0093,5310.89%-479
TEXAS ROADHOUSE INC(TXRH)8,6755,695-2,9801,4901,0060.25%-484
CLEAN HARBORS INC(CLH)25,82022,155-3,6655,8395,3551.36%-484
IONIS PHARMACEUTICALS INC(IONS)10,8450-10,8455170-517
APELLIS PHARMACEUTICALS INC
COM
012,505+12,50503610.09%+361
TEMPUR SEALY INTL INC(SGI)12,6850-12,6856010-601
DECKERS OUTDOOR CORP(DECK)6800-6806580-658
TOPBUILD CORP000000
MEDPACE HLDGS INC(MEDP)1,7200-1,7207080-708
WILLSCOT MOBIL MINI HLDNG CO(WSC)19,0400-19,0407170-717
SPX TECHNOLOGIES INC46,03536,520-9,5156,5435,8231.47%-720
WILLIAMS SONOMA INC(WSM)2,8500-2,8508050-805
VERTIV HOLDINGS CO(VRT)9,5250-9,5258250-825
SWEETGREEN INC147,800100,205-47,5954,4553,5520.90%-902
NEUROCRINE BIOSCIENCES INC(NBIX)6,6500-6,6509160-916
COHERENT CORP(COHR)77,50051,445-26,0555,6164,5741.16%-1,042
PROCEPT BIOROBOTICS CORP(PRCT)99,24060,965-38,2756,0634,8851.24%-1,178
ONESPAWORLD HOLDINGS LIMITED
COM
79,1500-79,1501,2170-1,217
VSE CORP(VSEC)50,94039,345-11,5954,4973,2550.82%-1,242
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