Lisanti Capital Growth, LLC holds a diversified book of 109 stocks worth $454.6M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter Madison Air Solutions Corp-A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Xometry Inc-A and trimmed Brightspring Health Services. Their largest long position is Hinge Health Inc-A at 3% of the equity book. Cloning the disclosed picks since 2024 would be +34% (+17.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 17.6 points over this window.
Growth of $10,000 cloning Lisanti Capital Growth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+2 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Lisanti Capital Growth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| G2 Investment Partners Management LLC | 15 / 80 | $134.1M |
| Emerald Advisers, LLC | 31 / 80 | $1.3B |
| Emerald Mutual Fund Advisers Trust | 32 / 80 | $860.9M |
| Next Century Growth Investors LLC | 22 / 80 | $558.0M |
| Hood River Capital Management LLC | 20 / 80 | $3.9B |
| Renaissance Capital LLC | 8 / 80 | $46.8M |
| Pier Capital, LLC | 21 / 80 | $188.7M |
| Legato Capital Management LLC | 77 / 80 | $300.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Lisanti Capital Growth, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Hinge Health Inc CL A | $11.5M | 139.2K | 2.5% | ▲+135% Added · +80K sh | |
| 2 | Brightspring Health Svcs Inc COM | $10.8M | 154.6K | 2.4% | ▼−18% Reduced · −35K sh | |
| 3 | Xometry Inc CLASS A COM | $9.7M | 100.9K | 2.1% | ▲New New position | |
| 4 | Solaris Energy Infras Inc COM CL A | $9.2M | 114.7K | 2.0% | ▼−2.2% Reduced · −3K sh | |
| 5 | Corcept Therapeutics Inc COM | $8.0M | 91.6K | 1.8% | ▲New New position | |
| 6 | Digitalocean Hldgs Inc COM | $7.9M | 50.4K | 1.7% | ▼−27% Reduced · −19K sh | |
| 7 | Allegro Microsystems Inc COM | $7.5M | 107.9K | 1.7% | ▲New New position | |
| 8 | Mirum Pharmaceuticals Inc COM | $7.4M | 63.3K | 1.6% | ▲+62% Added · +24K sh | |
| 9 | Jfrog Ltd ORD SHS | $7.3M | 80.7K | 1.6% | ▼−32% Reduced · −39K sh | |
| 10 | Carpenter Technology Corp COM | $7.2M | 11.7K | 1.6% | ▼−44% Reduced · −9K sh | |
| 11 | Dycom Inds Inc COM | $7.2M | 14.2K | 1.6% | ▼−17% Reduced · −3K sh | |
| 12 | Krystal Biotech Inc COM | $7.1M | 19.1K | 1.6% | ▲+2.9% Added · +535 sh | |
| 13 | Commvault Sys Inc COM | $7.0M | 49.6K | 1.5% | ▲New New position | |
| 14 | Adaptive Biotechnologies Cor COM | $7.0M | 325.2K | 1.5% | ▲New New position | |
| 15 | Zeta Global Holdings Corp CL A | $6.9M | 351.4K | 1.5% | ▲+133% Added · +200K sh | |
| 16 | RBC Bearings Inc COM | $6.8M | 10.5K | 1.5% | ▼−17% Reduced · −2K sh | |
| 17 | Travere Therapeutics Inc COM | $6.8M | 119.0K | 1.5% | ▲+147% Added · +71K sh | |
| 18 | Enova Intl Inc COM | $6.7M | 27.7K | 1.5% | ▲+7.0% Added · +2K sh | |
| 19 | Formfactor Inc COM | $6.6M | 41.4K | 1.5% | ▲+41% Added · +12K sh | |
| 20 | Ultra Clean Hldgs Inc COM | $6.6M | 46.3K | 1.5% | ▼−23% Reduced · −14K sh | |
| 21 | Palvella Therapeutics Inc Ne COM | $6.6M | 43.0K | 1.4% | ▲+3.7% Added · +2K sh | |
| 22 | Silicon Motion Technology Co SPONSORED ADR | $6.5M | 19.6K | 1.4% | ▼−22% Reduced · −6K sh | |
| 23 | Modine MFG Co COM | $6.4M | 24.0K | 1.4% | ▼−36% Reduced · −13K sh | |
| 24 | Crocs Inc COM | $6.4M | 52.8K | 1.4% | ▲New New position | |
| 25 | Guardian Pharmacy Svcs Inc CL A | $6.4M | 152.0K | 1.4% | ▼−19% Reduced · −36K sh | |
| 26 | Ceco Environmental Corp COM | $6.1M | 67.3K | 1.3% | ▲+118% Added · +36K sh | |
| 27 | Extreme Networks Inc COM | $5.9M | 183.1K | 1.3% | ▲New New position | |
| 28 | Ligand Pharmaceuticals Inc COM NEW | $5.9M | 18.7K | 1.3% | ▼−51% Reduced · −20K sh | |
| 29 | Kiniksa Pharmaceuticals Intl ORD SHS CL A | $5.6M | 87.3K | 1.2% | ▲+181% Added · +56K sh | |
| 30 | Heartflow Inc COM | $5.6M | 189.7K | 1.2% | ▲+53% Added · +66K sh | |
| 31 | Lattice Semiconductor Corp COM | $5.6M | 36.4K | 1.2% | ▼−39% Reduced · −23K sh | |
| 32 | Magnite Inc COM | $5.5M | 289.0K | 1.2% | ▼−6.6% Reduced · −20K sh | |
| 33 | Semtech Corp COM | $5.4M | 33.6K | 1.2% | ▲+9.2% Added · +3K sh | |
| 34 | Vericel Corp COM | $5.4M | 120.4K | 1.2% | ▲New New position | |
| 35 | Lindblad Expeditions Hldgs I COM | $5.3M | 186.9K | 1.2% | ▲New New position | |
| 36 | Axsome Therapeutics Inc. COM | $5.1M | 20.8K | 1.1% | ▼−5.7% Reduced · −1K sh | |
| 37 | Mercury Sys Inc COM | $5.1M | 41.5K | 1.1% | ▼−23% Reduced · −12K sh | |
| 38 | Vse Corp COM | $5.0M | 21.8K | 1.1% | ▼−25% Reduced · −7K sh | |
| 39 | Equipmentshare Com Inc COM CL A | $4.9M | 248.5K | 1.1% | ▲New New position | |
| 40 | Dave Inc CLASS A COM NEW | $4.9M | 13.1K | 1.1% | ▲New New position | |
| 41 | Graham Corp COM | $4.8M | 39.0K | 1.1% | ▲New New position | |
| 42 | Onespaworld Holdings Limited COM | $4.8M | 170.2K | 1.1% | ▲New New position | |
| 43 | Argan Inc COM | $4.8M | 6.0K | 1.1% | ▼−42% Reduced · −4K sh | |
| 44 | Nlight Inc COM | $4.7M | 67.1K | 1.0% | ▼−31% Reduced · −30K sh | |
| 45 | Clear Secure Inc COM CL A | $4.6M | 81.8K | 1.0% | ▲+145% Added · +48K sh | |
| 46 | Applied Digital Corp COM NEW | $4.5M | 121.9K | 1.0% | ▲New New position | |
| 47 | Acadia Healthcare Company In COM | $4.5M | 152.4K | 1.0% | ▲New New position | |
| 48 | Remitly Global Inc COM | $4.3M | 194.1K | 1.0% | ▲New New position | |
| 49 | Axogen Inc COM | $4.2M | 90.6K | 0.9% | ▼−11% Reduced · −12K sh | |
| 50 | Five9 Inc COM | $4.1M | 193.7K | 0.9% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1424467/holdings"
Use Arkolith to show Lisanti Capital Growth, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 10, 2026 | 41d | 109 | $454.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 37d | 103 | $396.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 40d | 110 | $422.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 35d | 105 | $408.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 38d | 106 | $360.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 25d | 108 | $336.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 38d | 111 | $415.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 35d | 116 | $394.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.