Fund HoldingsLisanti Capital Growth, LLC

Total Portfolio Value
$422.08M
Total Bought
$184.57M
Total Sold
$180.11M
Net Transaction
+$4.46M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
HURON CONSULTING GROUP INC(HURN)045,590+45,59007,8831.87%+7,883
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)0144,100+144,10007,5341.78%+7,534
ENOVA INTL INC(ENVA)042,760+42,76006,7221.59%+6,722
HERC HLDGS INC(HRI)039,060+39,06005,7961.37%+5,796
KLAVIYO INC(KVYO)0178,140+178,14005,7841.37%+5,784
TANDEM DIABETES CARE INC(TNDM)0262,885+262,88505,7781.37%+5,778
WAYFAIR INC(W)056,245+56,24505,6481.34%+5,648
CECO ENVIRONMENTAL CORP(CECO)084,235+84,23505,0411.19%+5,041
NEWAMSTERDAM PHARMA COMPANY
ORDINARY SHARES
47,445179,410+131,9651,3496,2941.49%+4,944
ALPHATEC HLDGS INC(ATEC)227,287372,407+145,1203,3057,8351.86%+4,531
ON HLDG AG(ONON)095,840+95,84004,4551.06%+4,455
PALVELLA THERAPEUTICS INC NE(PVLA)041,470+41,47004,3411.03%+4,341
CARPENTER TECHNOLOGY CORP(CRS)19,46528,625+9,1604,7799,0122.14%+4,233
BRAZE INC(BRZE)0119,030+119,03004,0820.97%+4,082
PLANET FITNESS INC(PLNT)037,485+37,48504,0660.96%+4,066
DUTCH BROS INC(BROS)065,840+65,84004,0310.95%+4,031
GUARDANT HEALTH INC(GH)038,665+38,66503,9490.94%+3,949
SOLARIS ENERGY INFRAS INC(SEI)083,885+83,88503,8560.91%+3,856
EVERQUOTE INC(EVER)0142,710+142,71003,8530.91%+3,853
BRIGHTSPRING HEALTH SVCS INC(BTSG)66,270152,195+85,9251,9595,7001.35%+3,741
DIGITALOCEAN HLDGS INC(DOCN)076,735+76,73503,6920.87%+3,692
FIVE BELOW INC(FIVE)29,53943,844+14,3054,5708,2581.96%+3,689
AXOGEN INC(AXGN)0109,175+109,17503,5730.85%+3,573
ABERCROMBIE & FITCH CO027,450+27,45003,4550.82%+3,455
REPLIGEN CORP(RGEN)019,460+19,46003,1890.76%+3,189
MACYS INC(M)0141,090+141,09003,1110.74%+3,111
BJS RESTAURANTS INC(BJRI)078,870+78,87003,1070.74%+3,107
DYNE THERAPEUTICS INC(DYN)0154,445+154,44503,0210.72%+3,021
LIGAND PHARMACEUTICALS INC(LGND)29,67743,742+14,0655,2578,2701.96%+3,013
JFROG LTD(FROG)126,913144,393+17,4806,0079,0192.14%+3,012
PDF SOLUTIONS INC(PDFS)0105,540+105,54003,0110.71%+3,011
GLAUKOS CORP(GKOS)024,135+24,13502,7250.65%+2,725
TARSUS PHARMACEUTICALS INC(TARS)43,01164,341+21,3302,5565,2681.25%+2,712
ARS PHARMACEUTICALS INC0396,509+396,50904,6191.09%+4,619
CAMTEK LTD(CAMT)021,640+21,64002,3010.55%+2,301
ALLIENT INC041,385+41,38502,2240.53%+2,224
SITIME CORP(SITM)19,41422,854+3,4405,8508,0721.91%+2,222
TRAVERE THERAPEUTICS INC(TVTX)129,512138,482+8,9703,0955,2911.25%+2,196
MADDEN STEVEN LTD(SHOO)052,480+52,48002,1850.52%+2,185
MIRION TECHNOLOGIES INC(MIR)67,175156,740+89,5651,5623,6710.87%+2,108
PLANET LABS PBC(PL)0105,030+105,03002,0710.49%+2,071
CYTOKINETICS INC(CYTK)49,07074,200+25,1302,6974,7151.12%+2,018
CLEAR SECURE INC(YOU)054,920+54,92001,9270.46%+1,927
URBAN OUTFITTERS INC(URBN)025,550+25,55001,9230.46%+1,923
NEXTPOWER INC55,62066,175+10,5554,1155,7651.37%+1,649
PEGASYSTEMS INC(PEGA)68,56693,526+24,9603,9435,5851.32%+1,643
D-WAVE QUANTUM INC(QBTS)062,485+62,48501,6340.39%+1,634
VSE CORP(VSEC)27,91935,309+7,3904,6416,1001.45%+1,459
NLIGHT INC(LASR)84,543103,978+19,4352,5053,9000.92%+1,395
DYCOM INDS INC(DY)19,01520,540+1,5255,5486,9401.64%+1,393
BETA BIONICS INC042,985+42,98501,3100.31%+1,310
CIENA CORP(CIEN)14,21514,145-702,0713,3080.78%+1,237
PROCEPT BIOROBOTICS CORP(PRCT)035,890+35,89001,1290.27%+1,129
PINNACLE FINL PARTNERS INC011,570+11,57001,1040.26%+1,104
CRINETICS PHARMACEUTICALS IN(CRNX)22,89043,040+20,1509532,0040.47%+1,050
ASTRONICS CORP018,270+18,27009910.23%+991
SOMNIGROUP INTERNATIONAL INC(SGI)14,94024,785+9,8451,2602,2130.52%+953
ADVANCED ENERGY INDS20,36120,261-1003,4644,2421.01%+778
PROCORE TECHNOLOGIES INC(PCOR)010,130+10,13007370.17%+737
ROCKET LAB CORP(RKLB)26,89026,770-1201,2881,8670.44%+579
TRANSMEDICS GROUP INC(TMDX)56,90156,751-1506,3846,9041.64%+519
CAPRI HOLDINGS LIMITED
SHS
020,215+20,21504930.12%+493
NCINO INC(NCNO)38,71057,590+18,8801,0491,4770.35%+427
EVOLV TECHNOLOGIES HLDNGS IN(EVLV)108,849172,350+63,5018221,2340.29%+412
LOAR HOLDINGS INC(LOAR)11,50519,410+7,9059201,3200.31%+399
BOOT BARN HLDGS INC41,09940,769-3306,8117,1951.70%+384
ADMA BIOLOGICS INC083,555+83,55501,5240.36%+1,524
HEARTFLOW INC(HTFL)29,16443,789+14,6259821,2760.30%+295
VIKING HOLDINGS LTD(VIK)32,23532,090-1452,0042,2920.54%+288
SI-BONE INC(SIBN)056,964+56,96401,1230.27%+1,123
COASTAL FINL CORP WA32,65932,609-503,5333,7370.89%+204
NATIONAL VISION HLDGS INC(EYE)0197,063+197,06305,0881.21%+5,088
COMFORT SYS USA INC(FIX)1,4151,41501,1681,3210.31%+153
RBC BEARINGS INC(RBC)14,33612,791-1,5455,5955,7361.36%+141
IRHYTHM TECHNOLOGIES INC(IRTC)16,83016,995+1652,8953,0160.71%+121
CALIX INC(CALX)81,32195,736+14,4154,9915,0671.20%+77
XPO INC(XPO)6,2706,240-308118480.20%+38
CURTISS WRIGHT CORP(CW)2,8252,845+201,5341,5680.37%+35
JBT MAREL CORPORATION(JBTM)48,57744,828-3,7496,8236,7541.60%-68
OLLIES BARGAIN OUTLET HLDGS(OLLI)07,785+7,78508530.20%+853
PIPER SANDLER COMPANIES15,96015,910-505,5385,4051.28%-133
ISHARES TR6550-6552100-210
HINGE HEALTH INC(HNGE)60,91159,711-1,2002,9902,7740.66%-216
SEMTECH CORP(SMTC)60,44054,040-6,4004,3183,9820.94%-336
MERITAGE HOMES CORP(MTH)65,82065,260-5604,7674,2941.02%-473
CELSIUS HLDGS INC(CELH)000000
CHEESECAKE FACTORY INC(CAKE)9,1050-9,1054970-497
ASTERA LABS INC(ALAB)000000
BLOOM ENERGY CORP56,67848,600-8,0784,7934,2231.00%-570
TTM TECHNOLOGIES INC(TTMI)92,10768,322-23,7855,3054,7141.12%-591
XOMETRY INC(XMTR)82,45564,905-17,5504,4913,8600.91%-631
MERCURY SYS INC(MRCY)97,62594,265-3,3607,5566,8821.63%-674
APPLIED INDL TECHNOLOGIES IN(AIT)17,79515,355-2,4404,6453,9430.93%-703
GENEDX HOLDINGS CORP(WGS)56,62341,128-15,4956,1015,3491.27%-751
UNITED STATES ANTIMONY CORP130,8150-130,8158110-811
ALLEGRO MICROSYSTEMS INC(ALGM)000000
APPLIED DIGITAL CORP37,7350-37,7358660-866
TOPBUILD CORP2,3350-2,3359130-913
KARMAN HLDGS INC(KRMN)81,89467,369-14,5255,9134,9291.17%-983
CONSTRUCTION PARTNERS INC(ROAD)57,98357,463-5207,3646,2381.48%-1,126
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