Lisanti Capital Growth, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| HURON CONSULTING GROUP INC | 0 | 45,590 | +45,590 | 0 | 7,882,967 | +7,882,967 |
| KNIGHT-SWIFT TRANSN HLDGS IN | 0 | 144,100 | +144,100 | 0 | 7,533,548 | +7,533,548 |
| ENOVA INTL INC | 0 | 42,760 | +42,760 | 0 | 6,721,872 | +6,721,872 |
| HERC HLDGS INC | 0 | 39,060 | +39,060 | 0 | 5,795,723 | +5,795,723 |
| KLAVIYO INC | 0 | 178,140 | +178,140 | 0 | 5,784,206 | +5,784,206 |
| TANDEM DIABETES CARE INC | 0 | 262,885 | +262,885 | 0 | 5,778,212 | +5,778,212 |
| WAYFAIR INC | 0 | 56,245 | +56,245 | 0 | 5,647,560 | +5,647,560 |
| CECO ENVIRONMENTAL CORP | 0 | 84,235 | +84,235 | 0 | 5,041,465 | +5,041,465 |
| NEWAMSTERDAM PHARMA COMPANY | 47,445 | 179,410 | +131,965 | 1,349,336 | 6,293,703 | +4,944,367 |
| ALPHATEC HLDGS INC | 227,287 | 372,407 | +145,120 | 3,304,753 | 7,835,443 | +4,530,690 |
| ON HLDG AG | 0 | 95,840 | +95,840 | 0 | 4,454,643 | +4,454,643 |
| PALVELLA THERAPEUTICS INC NE | 0 | 41,470 | +41,470 | 0 | 4,340,665 | +4,340,665 |
| CARPENTER TECHNOLOGY CORP | 19,465 | 28,625 | +9,160 | 4,779,436 | 9,012,295 | +4,232,859 |
| BRAZE INC | 0 | 119,030 | +119,030 | 0 | 4,081,539 | +4,081,539 |
| PLANET FITNESS INC | 0 | 37,485 | +37,485 | 0 | 4,065,998 | +4,065,998 |
| DUTCH BROS INC | 0 | 65,840 | +65,840 | 0 | 4,030,725 | +4,030,725 |
| GUARDANT HEALTH INC | 0 | 38,665 | +38,665 | 0 | 3,949,243 | +3,949,243 |
| SOLARIS ENERGY INFRAS INC | 0 | 83,885 | +83,885 | 0 | 3,856,193 | +3,856,193 |
| EVERQUOTE INC | 0 | 142,710 | +142,710 | 0 | 3,853,170 | +3,853,170 |
| BRIGHTSPRING HEALTH SVCS INC | 66,270 | 152,195 | +85,925 | 1,958,941 | 5,699,703 | +3,740,762 |
| DIGITALOCEAN HLDGS INC | 0 | 76,735 | +76,735 | 0 | 3,692,488 | +3,692,488 |
| FIVE BELOW INC | 29,539 | 43,844 | +14,305 | 4,569,683 | 8,258,456 | +3,688,773 |
| AXOGEN INC | 0 | 109,175 | +109,175 | 0 | 3,573,298 | +3,573,298 |
| ABERCROMBIE & FITCH CO | 0 | 27,450 | +27,450 | 0 | 3,455,132 | +3,455,132 |
| REPLIGEN CORP | 0 | 19,460 | +19,460 | 0 | 3,188,716 | +3,188,716 |
| MACYS INC | 0 | 141,090 | +141,090 | 0 | 3,111,035 | +3,111,035 |
| BJS RESTAURANTS INC | 0 | 78,870 | +78,870 | 0 | 3,107,478 | +3,107,478 |
| DYNE THERAPEUTICS INC | 0 | 154,445 | +154,445 | 0 | 3,020,944 | +3,020,944 |
| LIGAND PHARMACEUTICALS INC | 29,677 | 43,742 | +14,065 | 5,256,984 | 8,270,300 | +3,013,316 |
| JFROG LTD | 126,913 | 144,393 | +17,480 | 6,006,792 | 9,018,787 | +3,011,995 |
| PDF SOLUTIONS INC | 0 | 105,540 | +105,540 | 0 | 3,011,056 | +3,011,056 |
| GLAUKOS CORP | 0 | 24,135 | +24,135 | 0 | 2,725,083 | +2,725,083 |
| TARSUS PHARMACEUTICALS INC | 43,011 | 64,341 | +21,330 | 2,556,144 | 5,268,241 | +2,712,097 |
| ARS PHARMACEUTICALS INC | 211,189 | 396,509 | +185,320 | 2,122,449 | 4,619,330 | +2,496,881 |
| CAMTEK LTD | 0 | 21,640 | +21,640 | 0 | 2,301,306 | +2,301,306 |
| ALLIENT INC | 0 | 41,385 | +41,385 | 0 | 2,224,444 | +2,224,444 |
| SITIME CORP | 19,414 | 22,854 | +3,440 | 5,849,632 | 8,071,804 | +2,222,172 |
| TRAVERE THERAPEUTICS INC | 129,512 | 138,482 | +8,970 | 3,095,337 | 5,291,397 | +2,196,060 |
| MADDEN STEVEN LTD | 0 | 52,480 | +52,480 | 0 | 2,185,267 | +2,185,267 |
| MIRION TECHNOLOGIES INC | 67,175 | 156,740 | +89,565 | 1,562,491 | 3,670,851 | +2,108,360 |
| PLANET LABS PBC | 0 | 105,030 | +105,030 | 0 | 2,071,192 | +2,071,192 |
| CYTOKINETICS INC | 49,070 | 74,200 | +25,130 | 2,696,887 | 4,714,668 | +2,017,781 |
| CLEAR SECURE INC | 0 | 54,920 | +54,920 | 0 | 1,926,594 | +1,926,594 |
| URBAN OUTFITTERS INC | 0 | 25,550 | +25,550 | 0 | 1,922,893 | +1,922,893 |
| NEXTPOWER INC | 55,620 | 66,175 | +10,555 | 4,115,324 | 5,764,504 | +1,649,180 |
| PEGASYSTEMS INC | 68,566 | 93,526 | +24,960 | 3,942,545 | 5,585,373 | +1,642,828 |
| D-WAVE QUANTUM INC | 0 | 62,485 | +62,485 | 0 | 1,633,983 | +1,633,983 |
| VSE CORP | 27,919 | 35,309 | +7,390 | 4,641,255 | 6,100,336 | +1,459,081 |
| NLIGHT INC | 84,543 | 103,978 | +19,435 | 2,505,009 | 3,900,215 | +1,395,206 |
| DYCOM INDS INC | 19,015 | 20,540 | +1,525 | 5,547,816 | 6,940,466 | +1,392,650 |
| BETA BIONICS INC | 0 | 42,985 | +42,985 | 0 | 1,309,753 | +1,309,753 |
| CIENA CORP | 14,215 | 14,145 | -70 | 2,070,699 | 3,308,091 | +1,237,392 |
| PROCEPT BIOROBOTICS CORP | 0 | 35,890 | +35,890 | 0 | 1,129,099 | +1,129,099 |
| PINNACLE FINL PARTNERS INC | 0 | 11,570 | +11,570 | 0 | 1,103,894 | +1,103,894 |
| CRINETICS PHARMACEUTICALS IN | 22,890 | 43,040 | +20,150 | 953,369 | 2,003,512 | +1,050,143 |
| ASTRONICS CORP | 0 | 18,270 | +18,270 | 0 | 990,965 | +990,965 |
| SOMNIGROUP INTERNATIONAL INC | 14,940 | 24,785 | +9,845 | 1,259,890 | 2,212,805 | +952,915 |
| ADVANCED ENERGY INDS | 20,361 | 20,261 | -100 | 3,464,221 | 4,242,046 | +777,825 |
| PROCORE TECHNOLOGIES INC | 0 | 10,130 | +10,130 | 0 | 736,856 | +736,856 |
| ROCKET LAB CORP | 26,890 | 26,770 | -120 | 1,288,300 | 1,867,475 | +579,175 |
| TRANSMEDICS GROUP INC | 56,901 | 56,751 | -150 | 6,384,292 | 6,903,759 | +519,467 |
| CAPRI HOLDINGS LIMITED | 0 | 20,215 | +20,215 | 0 | 493,246 | +493,246 |
| NCINO INC | 38,710 | 57,590 | +18,880 | 1,049,428 | 1,476,608 | +427,180 |
| EVOLV TECHNOLOGIES HLDNGS IN | 108,849 | 172,350 | +63,501 | 821,810 | 1,234,026 | +412,216 |
| LOAR HOLDINGS INC | 11,505 | 19,410 | +7,905 | 920,400 | 1,319,880 | +399,480 |
| BOOT BARN HLDGS INC | 41,099 | 40,769 | -330 | 6,810,926 | 7,194,505 | +383,579 |
| ADMA BIOLOGICS INC | 79,622 | 83,555 | +3,933 | 1,167,259 | 1,524,043 | +356,784 |
| HEARTFLOW INC | 29,164 | 43,789 | +14,625 | 981,660 | 1,276,449 | +294,789 |
| VIKING HOLDINGS LTD | 32,235 | 32,090 | -145 | 2,003,728 | 2,291,547 | +287,819 |
| SI-BONE INC | 59,254 | 56,964 | -2,290 | 872,219 | 1,123,330 | +251,111 |
| COASTAL FINL CORP WA | 32,659 | 32,609 | -50 | 3,532,724 | 3,736,665 | +203,941 |
| NATIONAL VISION HLDGS INC | 168,928 | 197,063 | +28,135 | 4,931,008 | 5,088,167 | +157,159 |
| COMFORT SYS USA INC | 1,415 | 1,415 | 0 | 1,167,630 | 1,320,605 | +152,975 |
| RBC BEARINGS INC | 14,336 | 12,791 | -1,545 | 5,595,197 | 5,735,868 | +140,671 |
| IRHYTHM TECHNOLOGIES INC | 16,830 | 16,995 | +165 | 2,894,592 | 3,015,593 | +121,001 |
| CALIX INC | 81,321 | 95,736 | +14,415 | 4,990,670 | 5,067,306 | +76,636 |
| XPO INC | 6,270 | 6,240 | -30 | 810,523 | 848,078 | +37,555 |
| CURTISS WRIGHT CORP | 2,825 | 2,845 | +20 | 1,533,806 | 1,568,363 | +34,557 |
| JBT MAREL CORPORATION | 48,577 | 44,828 | -3,749 | 6,822,640 | 6,754,235 | -68,405 |
| OLLIES BARGAIN OUTLET HLDGS | 7,455 | 7,785 | +330 | 957,222 | 853,314 | -103,908 |
| PIPER SANDLER COMPANIES | 15,960 | 15,910 | -50 | 5,537,960 | 5,404,786 | -133,174 |
| HINGE HEALTH INC | 60,911 | 59,711 | -1,200 | 2,989,512 | 2,773,576 | -215,936 |
| SEMTECH CORP | 60,440 | 54,040 | -6,400 | 4,318,438 | 3,982,208 | -336,230 |
| MERITAGE HOMES CORP | 65,820 | 65,260 | -560 | 4,767,343 | 4,294,108 | -473,235 |
| BLOOM ENERGY CORP | 56,678 | 48,600 | -8,078 | 4,793,258 | 4,222,854 | -570,404 |
| TTM TECHNOLOGIES INC | 92,107 | 68,322 | -23,785 | 5,305,363 | 4,714,218 | -591,145 |
| XOMETRY INC | 82,455 | 64,905 | -17,550 | 4,491,324 | 3,859,900 | -631,424 |
| MERCURY SYS INC | 97,625 | 94,265 | -3,360 | 7,556,175 | 6,882,288 | -673,887 |
| APPLIED INDL TECHNOLOGIES IN | 17,795 | 15,355 | -2,440 | 4,645,385 | 3,942,703 | -702,682 |
| GENEDX HOLDINGS CORP | 56,623 | 41,128 | -15,495 | 6,100,562 | 5,349,108 | -751,454 |
| KARMAN HLDGS INC | 81,894 | 67,369 | -14,525 | 5,912,747 | 4,929,390 | -983,357 |
| CONSTRUCTION PARTNERS INC | 57,983 | 57,463 | -520 | 7,363,841 | 6,237,609 | -1,126,232 |
| AMPRIUS TECHNOLOGIES INC | 265,725 | 198,890 | -66,835 | 2,795,427 | 1,569,242 | -1,226,185 |
| CREDO TECHNOLOGY GROUP HOLDI | 40,371 | 30,576 | -9,795 | 5,878,421 | 4,399,581 | -1,478,840 |
| LUMENTUM HLDGS INC | 38,219 | 12,785 | -25,434 | 6,218,613 | 4,712,423 | -1,506,190 |
| MP MATERIALS CORP | 96,662 | 95,797 | -865 | 6,483,120 | 4,839,664 | -1,643,456 |
| SITEONE LANDSCAPE SUPPLY INC | 20,950 | 8,345 | -12,605 | 2,698,360 | 1,039,453 | -1,658,907 |
| IMPINJ INC | 37,351 | 27,406 | -9,945 | 6,751,193 | 4,768,918 | -1,982,275 |
| PATRICK INDS INC | 34,394 | 14,369 | -20,025 | 3,557,371 | 1,558,031 | -1,999,340 |
| ADAPTIVE BIOTECHNOLOGIES COR | 299,180 | 142,515 | -156,665 | 4,475,733 | 2,314,444 | -2,161,289 |