Fund HoldingsLisanti Capital Growth, LLC

Total Portfolio Value
$423.91M
Total Bought
$213.38M
Total Sold
$435.66M
Net Transaction
-$222.29M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
TRANSMEDICS GROUP INC(TMDX)0109,435+109,43508,6382.04%+8,638
TOPBUILD CORP023,000+23,00008,6082.03%+8,608
PINNACLE FINL PARTNERS INC089,210+89,21007,7811.84%+7,781
WEBSTER FINL CORP(WBS)0142,710+142,71007,2441.71%+7,244
VIKING THERAPEUTICS INC(VKTX)0348,970+348,97006,4941.53%+6,494
CORE & MAIN INC(CNM)0157,470+157,47006,3631.50%+6,363
KNIFE RIVER CORP(KNF)088,020+88,02005,8251.37%+5,825
IMPINJ INC(PI)063,740+63,74005,7391.35%+5,739
MODINE MFG CO(MOD)79,245152,040+72,7953,6259,0772.14%+5,451
PLANET FITNESS INC(PLNT)073,145+73,14505,3401.26%+5,340
PROCEPT BIOROBOTICS CORP(PRCT)0121,690+121,69005,1001.20%+5,100
XOMETRY INC(XMTR)0138,465+138,46504,9721.17%+4,972
JFROG LTD(FROG)0137,590+137,59004,7621.12%+4,762
GITLAB INC(GTLB)073,460+73,46004,6251.09%+4,625
MERITAGE HOMES CORP(MTH)026,220+26,22004,5681.08%+4,568
CONMED CORP(CNMD)040,570+40,57004,4431.05%+4,443
DOUBLEVERIFY HLDGS INC(DV)0120,670+120,67004,4381.05%+4,438
RAMBUS INC DEL(RMBS)064,590+64,59004,4081.04%+4,408
SPROUT SOCIAL INC0102,655+102,65506,3071.49%+6,307
FORMFACTOR INC(FORM)74,325166,730+92,4052,5976,9541.64%+4,357
CYTOKINETICS INC(CYTK)050,480+50,48004,2150.99%+4,215
DAVE & BUSTERS ENTMT INC077,345+77,34504,1650.98%+4,165
TAYLOR MORRISON HOME CORP(TMHC)071,060+71,06003,7910.89%+3,791
INTRA-CELLULAR THERAPIES INC052,885+52,88503,7880.89%+3,788
FEDERAL SIGNAL CORP(FSS)046,810+46,81003,5920.85%+3,592
RAPID7 INC061,685+61,68503,5220.83%+3,522
NEOGENOMICS INC(NEO)0212,935+212,93503,4450.81%+3,445
BELLRING BRANDS INC(BRBR)060,520+60,52003,3550.79%+3,355
IONIS PHARMACEUTICALS INC(IONS)062,415+62,41503,1580.74%+3,158
TANDEM DIABETES CARE INC(TNDM)0105,895+105,89503,1320.74%+3,132
CAVA GROUP INC(CAVA)065,890+65,89002,8320.67%+2,832
SHAKE SHACK INC(SHAK)037,555+37,55502,7840.66%+2,784
ODDITY TECH LTD
SHS CL A
059,165+59,16502,7530.65%+2,753
AGILYSYS INC(AGYS)031,220+31,22002,6480.62%+2,648
SMARTSHEET INC25,23075,040+49,8101,0213,5880.85%+2,568
FIRSTCASH HOLDINGS INC(FCFS)023,110+23,11002,5050.59%+2,505
SITIME CORP(SITM)020,105+20,10502,4540.58%+2,454
INTEGRAL AD SCIENCE HLDNG CO0169,410+169,41002,4380.58%+2,438
AXONICS INC75,550106,950+31,4004,2406,6551.57%+2,416
RBC BEARINGS INC(RBC)7,60514,385+6,7801,7814,0980.97%+2,318
FOOT LOCKER INC073,025+73,02502,2750.54%+2,275
FLUOR CORP NEW(FLR)53,910108,155+54,2451,9784,2361.00%+2,258
CADRE HLDGS INC(CDRE)064,135+64,13502,1090.50%+2,109
CROCS INC(CROX)022,390+22,39002,0910.49%+2,091
CRINETICS PHARMACEUTICALS IN(CRNX)49,980100,245+50,2651,4863,5670.84%+2,080
POWER INTEGRATIONS INC(POWI)023,575+23,57501,9360.46%+1,936
ALTAIR ENGR INC022,105+22,10501,8600.44%+1,860
EVOLENT HEALTH INC054,190+54,19001,7900.42%+1,790
NUTANIX INC(NTNX)204,570186,355-18,2157,1358,8872.10%+1,752
HERC HLDGS INC(HRI)011,665+11,66501,7370.41%+1,737
VARONIS SYS INC(VRNS)172,150154,210-17,9405,2576,9831.65%+1,725
Q2 HLDGS INC(QTWO)171,485162,745-8,7405,5347,0651.67%+1,531
LANTHEUS HLDGS INC(LNTH)023,285+23,28501,4440.34%+1,444
AMPHASTAR PHARMACEUTICALS IN(AMPH)25,17540,770+15,5951,1582,5220.59%+1,364
TOLL BROTHERS INC(TOL)012,945+12,94501,3310.31%+1,331
AVIDXCHANGE HOLDINGS INC0105,920+105,92001,3120.31%+1,312
FLUENCE ENERGY INC(FLNC)049,965+49,96501,1920.28%+1,192
AXON ENTERPRISE INC(AXON)04,585+4,58501,1840.28%+1,184
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
057,195+57,19501,1140.26%+1,114
SIMPSON MFG INC(SSD)05,380+5,38001,0650.25%+1,065
INSPIRE MED SYS INC(INSP)011,480+11,48002,3350.55%+2,335
ONESPAWORLD HOLDINGS LIMITED
COM
167,410206,460+39,0501,8782,9110.69%+1,033
RXSIGHT INC123,205110,820-12,3853,4364,4681.05%+1,032
KORNIT DIGITAL LTD051,245+51,24509820.23%+982
BUILDERS FIRSTSOURCE INC(BLDR)05,455+5,45509110.21%+911
FIVE BELOW INC(FIVE)04,260+4,26009080.21%+908
CONSTRUCTION PARTNERS INC(ROAD)99,535103,285+3,7503,6394,4951.06%+856
TEXAS ROADHOUSE INC(TXRH)06,840+6,84008360.20%+836
CLEAN HARBORS INC(CLH)25,82029,440+3,6204,3215,1381.21%+816
CAMTEK LTD(CAMT)69,28073,840+4,5604,3135,1231.21%+810
ON HLDG AG(ONON)026,515+26,51507150.17%+715
WINGSTOP INC(WING)020,360+20,36005,2241.23%+5,224
MSA SAFETY INC(MSA)02,720+2,72004590.11%+459
SI-BONE INC(SIBN)34,33051,915+17,5857291,0900.26%+361
SKYWARD SPECIALTY INS GROUP(SKWD)144,020121,875-22,1453,9404,1290.97%+189
SPS COMM INC(SPSC)016,020+16,02003,1050.73%+3,105
SEMTECH CORP(SMTC)70,21078,710+8,5001,8081,7250.41%-83
MONDAY COM LTD
SHS
9,0155,840-3,1751,4351,0970.26%-339
VERICEL CORP(VCEL)0101,895+101,89503,6280.86%+3,628
EXACT SCIENCES CORP(EXK)011,280+11,28008340.20%+834
DUOLINGO INC(DUOL)24,49014,915-9,5754,0623,3830.80%-679
BLACKBAUD INC(BLKB)30,66516,175-14,4902,1561,4020.33%-754
DECKERS OUTDOOR CORP(DECK)3,4751,305-2,1701,7868720.21%-914
BENTLEY SYS INC(BSY)000000
FTAI AVIATION LTD(FTAI)125,86076,180-49,6804,4743,5350.83%-940
ROYAL CARIBBEAN GROUP
COM
012,165+12,16501,5750.37%+1,575
APPLIED INDL TECHNOLOGIES IN(AIT)55,60541,990-13,6158,5977,2511.71%-1,346
QUANTA SVCS INC000000
NEXTRACKER INC128,06078,900-49,1605,1433,6960.87%-1,446
APELLIS PHARMACEUTICALS INC
COM
111,00046,305-64,6954,2222,7720.65%-1,451
BANCORP INC DEL(TBBK)208,925147,295-61,6307,2085,6801.34%-1,528
PROS HOLDINGS INC124,04070,880-53,1604,2942,7490.65%-1,545
TREX CO INC(TREX)36,0357,440-28,5952,2216160.15%-1,605
VAXCYTE INC(PCVX)000000
BOOT BARN HLDGS INC000000
REPLIGEN CORP(RGEN)14,1402,425-11,7152,2484360.10%-1,812
MYR GROUP INC DEL(MYRG)000000
FRESHWORKS INC(FRSH)451,895297,060-154,8359,0026,9781.65%-2,024
MANHATTAN ASSOCIATES INC(MANH)05,820+5,82001,2530.30%+1,253
VEECO INSTRS INC DEL(VECO)74,1300-74,1302,0840-2,084
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