Fund HoldingsLisanti Capital Growth, LLC

Total Portfolio Value
$415.67M
Total Bought
$171.58M
Total Sold
$148.93M
Net Transaction
+$22.64M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
XOMETRY INC(XMTR)0207,415+207,41508,8482.13%+8,848
ASTERA LABS INC(ALAB)59,99078,830+18,8403,14310,4412.51%+7,298
LUMENTUM HLDGS INC(LITE)080,275+80,27506,7391.62%+6,739
REMITLY GLOBAL INC(RELY)0280,190+280,19006,3241.52%+6,324
CHART INDS INC031,240+31,24005,9621.43%+5,962
WARBY PARKER INC(WRBY)0241,840+241,84005,8551.41%+5,855
JOHN BEAN TECHNOLOGIES CORP(JBTM)4,87547,445+42,5704806,0301.45%+5,550
E L F BEAUTY INC(ELF)043,035+43,03505,4031.30%+5,403
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
078,570+78,57005,2811.27%+5,281
RH(RH)9,72020,160+10,4403,2517,9351.91%+4,684
TEXAS ROADHOUSE INC(TXRH)5,69530,135+24,4401,0065,4371.31%+4,432
CONFLUENT INC0156,690+156,69004,3811.05%+4,381
KORNIT DIGITAL LTD97,655213,825+116,1702,5236,6181.59%+4,095
TARSUS PHARMACEUTICALS INC(TARS)39,84596,935+57,0901,3115,3671.29%+4,057
AZEK CO INC085,435+85,43504,0560.98%+4,056
INARI MED INC077,755+77,75503,9690.95%+3,969
PIPER SANDLER COMPANIES012,570+12,57003,7700.91%+3,770
GENEDX HOLDINGS CORP(WGS)36,61567,900+31,2851,5545,2191.26%+3,665
MACOM TECH SOLUTIONS HLDGS I(MTSI)041,290+41,29005,3641.29%+5,364
SHAKE SHACK INC(SHAK)025,715+25,71503,3380.80%+3,338
WOLVERINE WORLD WIDE INC(WWW)0148,050+148,05003,2870.79%+3,287
STERLING INFRASTRUCTURE INC(STRL)021,015+21,01503,5400.85%+3,540
SITIME CORP(SITM)20,58529,245+8,6603,5316,2741.51%+2,743
COMFORT SYS USA INC(FIX)019,625+19,62508,3222.00%+8,322
ABERCROMBIE & FITCH CO020,650+20,65003,0870.74%+3,087
EXTREME NETWORKS(EXTR)195,490334,300+138,8102,9385,5961.35%+2,658
Q2 HLDGS INC(QTWO)114,295115,800+1,5059,11711,6552.80%+2,538
FRESHWORKS INC(FRSH)0141,600+141,60002,2900.55%+2,290
CONSTRUCTION PARTNERS INC(ROAD)102,050105,615+3,5657,1239,3432.25%+2,220
NEWELL BRANDS INC(NWL)0222,665+222,66502,2180.53%+2,218
QUINSTREET INC(QNST)088,055+88,05502,0310.49%+2,031
EVERCORE INC(EVR)8,76515,220+6,4552,2214,2191.01%+1,998
AAON INC016,815+16,81501,9790.48%+1,979
SEMTECH CORP(SMTC)104,065106,630+2,5654,7526,5951.59%+1,843
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)42,84577,945+35,1002,3114,1340.99%+1,823
INTRA-CELLULAR THERAPIES INC072,600+72,60006,0641.46%+6,064
STANDARDAERO INC(SARO)069,170+69,17001,7130.41%+1,713
LIGAND PHARMACEUTICALS INC(LGND)24,78539,010+14,2252,4814,1801.01%+1,699
PAR TECHNOLOGY CORP67,59571,815+4,2203,5205,2191.26%+1,698
GLAUKOS CORP(GKOS)029,790+29,79004,4671.07%+4,467
SAIA INC(SAIA)5,7659,160+3,3952,5214,1741.00%+1,654
TECNOGLASS INC(TGLS)27,55543,595+16,0401,8923,4580.83%+1,566
PLANET FITNESS INC(PLNT)64,09565,670+1,5755,2066,4931.56%+1,287
NBT BANCORP INC(NBTB)43,17066,035+22,8651,9093,1540.76%+1,244
REVOLVE GROUP INC(RVLV)91,845100,875+9,0302,2763,3780.81%+1,102
BRIGHTSPRING HEALTH SVCS INC(BTSG)317,345331,910+14,5654,6595,6521.36%+994
ZILLOW GROUP INC(Z)014,005+14,00509920.24%+992
JACOBS SOLUTIONS INC(J)06,890+6,89009210.22%+921
FLOOR & DECOR HLDGS INC(FND)08,770+8,77008740.21%+874
APPLIED INDL TECHNOLOGIES IN(AIT)016,490+16,49003,9490.95%+3,949
HEALTHEQUITY INC(HQY)08,300+8,30007960.19%+796
OLLIES BARGAIN OUTLET HLDGS(OLLI)052,555+52,55505,7671.39%+5,767
AXON ENTERPRISE INC(AXON)5,0504,680-3702,0182,7810.67%+763
KRATOS DEFENSE & SEC SOLUTIO(KTOS)221,085223,360+2,2755,1515,8921.42%+741
DYNE THERAPEUTICS INC(DYN)057,755+57,75501,3610.33%+1,361
VSE CORP(VSEC)39,34541,800+2,4553,2553,9750.96%+720
FRESHPET INC(FRPT)052,790+52,79007,8191.88%+7,819
MASTEC INC(MTZ)43,09044,155+1,0655,3046,0111.45%+707
AVEPOINT INC121,000128,550+7,5501,4242,1220.51%+698
ALKAMI TECHNOLOGY INC(ALKT)92,62098,250+5,6302,9213,6040.87%+683
MAGNITE INC(MGNI)0168,045+168,04502,6750.64%+2,675
ELASTIC N V
ORD SHS
06,505+6,50506450.16%+645
JEFFERIES FINL GROUP INC(JEF)27,92029,575+1,6551,7182,3190.56%+600
ANI PHARMACEUTICALS INC(ANIP)026,910+26,91001,4880.36%+1,488
DUOLINGO INC(DUOL)11,64511,685+403,2843,7890.91%+505
JABIL INC(JBL)03,505+3,50505040.12%+504
AGILYSYS INC(AGYS)16,38017,335+9551,7852,2830.55%+498
CIENA CORP(CIEN)05,520+5,52004680.11%+468
NEWAMSTERDAM PHARMA COMPANY
ORDINARY SHARES
42,16538,715-3,4507009950.24%+295
BURLINGTON STORES INC(BURL)3,9904,675+6851,0511,3330.32%+281
NATERA INC(NTRA)12,62511,590-1,0351,6031,8350.44%+232
ITRON INC(ITRI)025,530+25,53002,7720.67%+2,772
RADNET INC(RDNT)42,11044,745+2,6352,9223,1250.75%+203
LOAR HOLDINGS INC(LOAR)35,75137,976+2,2252,6672,8070.68%+140
UL SOLUTIONS INC(ULS)92,93093,620+6904,5814,6701.12%+88
CYBERARK SOFTWARE LTD04,860+4,86001,6190.39%+1,619
CARVANA CO(CVNA)4,7104,325-3858208800.21%+59
TECHNIPFMC PLC(FTI)035,775+35,77501,0350.25%+1,035
ON HLDG AG(ONON)023,475+23,47501,2860.31%+1,286
CURTISS WRIGHT CORP(CW)6,2455,735-5102,0532,0350.49%-17
KLAVIYO INC(KVYO)155,810132,465-23,3455,5135,4631.31%-50
MANHATTAN ASSOCIATES INC(MANH)3,7903,480-3101,0669400.23%-126
GLOBUS MED INC(GMED)24,91518,340-6,5751,7821,5170.36%-266
APELLIS PHARMACEUTICALS INC
COM
12,5050-12,5053610-361
DYCOM INDS INC(DY)22,55023,190+6404,4454,0360.97%-408
BOOT BARN HLDGS INC44,52545,630+1,1057,4486,9281.67%-521
VIKING HOLDINGS LTD(VIK)47,05023,670-23,3801,6421,0430.25%-599
TANDEM DIABETES CARE INC(TNDM)0118,550+118,55004,2701.03%+4,270
CYTOKINETICS INC(CYTK)000000
SKYWARD SPECIALTY INS GROUP(SKWD)033,530+33,53001,6950.41%+1,695
COMMVAULT SYS INC(CVLT)47,48043,145-4,3357,3056,5111.57%-794
VERICEL CORP(VCEL)025,430+25,43001,3960.34%+1,396
MODINE MFG CO(MOD)50,64050,825+1856,7245,8921.42%-832
MERIT MED SYS INC(MMSI)8,5450-8,5458450-845
EXACT SCIENCES CORP(EXK)15,2600-15,2601,0400-1,040
WINGSTOP INC(WING)000000
TOLL BROTHERS INC(TOL)7,3600-7,3601,1370-1,137
PARSONS CORP DEL(PSN)07,705+7,70507110.17%+711
VIKING THERAPEUTICS INC(VKTX)46,86543,950-2,9152,9671,7690.43%-1,198
ENSIGN GROUP INC(ENSG)8,4350-8,4351,2130-1,213
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