Lisanti Capital Growth, LLC Top Holdings and 13F Report (2025) About Lisanti Capital Growth, LLCInvestment ActivityLisanti Capital Growth, LLC has $336.17 million in total holdings as of March 31, 2025.Lisanti Capital Growth, LLC owns shares of 108 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 56.46% of the portfolio was purchased this quarter.About 73.82% of the portfolio was sold this quarter.This quarter, Lisanti Capital Growth, LLC has purchased 111 new stocks and bought additional shares in 21 stocks.Lisanti Capital Growth, LLC sold shares of 32 stocks and completely divested from 58 stocks this quarter.Largest Holdings Corcept Therapeutics $11,360,321Palomar $7,932,820ANI Pharmaceuticals $7,058,204Casella Waste Systems $6,983,314UL SOLUTIONS INC $6,663,942 Largest New Holdings this Quarter 69753M105 - Palomar $7,932,820 Holding147448104 - Casella Waste Systems $6,983,314 Holding516544103 - Lantheus $5,628,592 Holding501147102 - Krystal Biotech $5,482,923 HoldingG3934V109 - Genius Sports $5,359,704 Holding Largest Purchases this Quarter Palomar 57,870 shares (about $7.93M)Casella Waste Systems 62,625 shares (about $6.98M)Lantheus 57,670 shares (about $5.63M)Krystal Biotech 30,410 shares (about $5.48M)Genius Sports 535,435 shares (about $5.36M) Largest Sales this Quarter Q2 49,135 shares (about $3.93M)Xometry 157,335 shares (about $3.92M)GeneDx 38,465 shares (about $3.41M)ZETA GLOBAL HOLDINGS CORP 238,465 shares (about $3.23M)Modine Manufacturing 40,125 shares (about $3.08M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLisanti Capital Growth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCORTCorcept Therapeutics$11,360,321$2,489,425 ▲28.1%99,4603.4%MedicalPLMRPalomar$7,932,820$7,932,820 ▲New Holding57,8702.4%FinanceANIPANI Pharmaceuticals$7,058,204$5,256,579 ▲291.8%105,4252.1%MedicalCWSTCasella Waste Systems$6,983,314$6,983,314 ▲New Holding62,6252.1%Business ServicesUL SOLUTIONS INC$6,663,942$1,383,774 ▲26.2%118,1552.0%CLASS A COM SHSKTOSKratos Defense & Security Solutions$6,458,911$172,647 ▼-2.6%217,5451.9%AerospaceCVLTCommvault Systems$6,373,504$433,051 ▼-6.4%40,4001.9%Computer and TechnologyBRIGHTSPRING HEALTH SVCS INC$6,205,141$200,889 ▲3.3%343,0151.8%COMADMAADMA Biologics$6,119,450$2,638,125 ▲75.8%308,4401.8%MedicalJBTJohn Bean Technologies$5,897,983$100,204 ▲1.7%48,2651.8%IndustrialsOLLIOllie's Bargain Outlet$5,856,981$258,319 ▼-4.2%50,3351.7%Consumer StaplesLNTHLantheus$5,628,592$5,628,592 ▲New Holding57,6701.7%MedicalLGNDLigand Pharmaceuticals$5,527,736$1,426,224 ▲34.8%52,5751.6%MedicalKRYSKrystal Biotech$5,482,923$5,482,923 ▲New Holding30,4101.6%MedicalAITApplied Industrial Technologies$5,370,979$1,655,122 ▲44.5%23,8351.6%IndustrialsGENIGenius Sports$5,359,704$5,359,704 ▲New Holding535,4351.6%Computer and TechnologyQTWOQ2$5,333,867$3,931,292 ▼-42.4%66,6651.6%Computer and TechnologyLRNStride$5,206,108$5,206,108 ▲New Holding41,1551.5%Consumer DiscretionaryVSECVSE$5,204,566$188,984 ▲3.8%43,3751.5%ConstructionMASIMasimo$5,078,801$5,078,801 ▲New Holding30,4851.5%MedicalRBCRBC Bearings$5,003,524$5,003,524 ▲New Holding15,5501.5%IndustrialsSRADSportradar Group$4,986,437$4,986,437 ▲New Holding230,6401.5%Consumer DiscretionaryROADConstruction Partners$4,956,155$2,634,395 ▼-34.7%68,9601.5%ConstructionHURNHuron Consulting Group$4,626,263$4,626,263 ▲New Holding32,2501.4%Business ServicesSKWDSkyward Specialty Insurance Group$4,591,604$2,817,196 ▲158.8%86,7651.4%FinancePLNTPlanet Fitness$4,590,907$1,753,471 ▼-27.6%47,5201.4%Consumer DiscretionaryCHEFChefs' Warehouse$4,381,307$4,381,307 ▲New Holding80,4501.3%Consumer StaplesEEFTEuronet Worldwide$4,331,699$4,331,699 ▲New Holding40,5401.3%FinancePIPRPiper Sandler Companies$4,284,518$1,171,432 ▲37.6%17,3001.3%FinanceHQYHealthEquity$4,162,227$3,428,756 ▲467.5%47,1001.2%MedicalBOOTBoot Barn$4,087,712$814,319 ▼-16.6%38,0501.2%Retail/WholesaleEYENational Vision$4,041,164$4,041,164 ▲New Holding316,2101.2%Consumer StaplesAXSMAxsome Therapeutics$3,881,446$3,881,446 ▲New Holding33,2801.2%MedicalTPXTempur Sealy International$3,869,446$3,869,446 ▲New Holding64,6201.2%Retail/WholesaleLTHLife Time Group$3,840,836$3,840,836 ▲New Holding127,1801.1%Consumer DiscretionaryCRSCarpenter Technology$3,821,992$999,208 ▼-20.7%21,0951.1%Basic MaterialsGWREGuidewire Software$3,785,609$834,689 ▲28.3%20,2051.1%Computer and TechnologyWALWestern Alliance Bancorporation$3,716,651$2,146,630 ▲136.7%48,3751.1%FinanceMMSIMerit Medical Systems$3,607,882$3,607,882 ▲New Holding34,1301.1%MedicalTARSTarsus Pharmaceuticals$3,605,147$1,374,405 ▼-27.6%70,1801.1%MedicalCWANClearwater Analytics$3,592,138$3,592,138 ▲New Holding134,0351.1%Computer and TechnologyTBBKBancorp$3,587,043$1,426,151 ▲66.0%67,8851.1%FinanceATECAlphatec$3,521,419$3,521,419 ▲New Holding347,2801.0%MedicalPAYPaymentus$3,422,624$3,422,624 ▲New Holding131,1351.0%Business ServicesMPMP Materials$3,336,969$3,336,969 ▲New Holding136,7051.0%Basic MaterialsKLAVIYO INC$3,336,316$672,075 ▼-16.8%110,2551.0%COM SER AFRSHFreshworks$3,308,795$1,310,819 ▲65.6%234,5001.0%Computer and TechnologyFROGJFrog$3,198,880$3,198,880 ▲New Holding99,9651.0%Computer and TechnologySITESiteOne Landscape Supply$3,133,759$3,133,759 ▲New Holding25,8050.9%IndustrialsEXTRExtreme Networks$3,038,534$1,384,255 ▼-31.3%229,6700.9%Computer and TechnologyTXRHTexas Roadhouse$3,018,502$2,002,892 ▼-39.9%18,1150.9%Retail/WholesalePARPAR Technology$3,009,340$1,395,792 ▼-31.7%49,0600.9%Business ServicesEVEREverQuote$2,846,067$2,846,067 ▲New Holding108,6700.8%FinanceLITELumentum$2,745,765$2,258,578 ▼-45.1%44,0450.8%Computer and TechnologyRMBSRambus$2,688,417$2,688,417 ▲New Holding51,9250.8%Computer and TechnologyWGSGeneDx$2,606,911$3,406,653 ▼-56.6%29,4350.8%MedicalUNFIUnited Natural Foods$2,569,867$2,569,867 ▲New Holding93,8250.8%Consumer StaplesMRCYMercury Systems$2,561,916$2,561,916 ▲New Holding59,4550.8%AerospaceNXTNextracker$2,560,426$2,560,426 ▲New Holding60,7600.8%EnergyCAVACAVA Group$2,467,870$2,467,870 ▲New Holding28,5600.7%Retail/WholesaleSPRYARS Pharmaceuticals$2,438,381$2,438,381 ▲New Holding193,8300.7%MedicalCAKECheesecake Factory$2,423,268$2,423,268 ▲New Holding49,8000.7%Retail/WholesaleSIBNSI-BONE$2,364,406$2,364,406 ▲New Holding168,5250.7%MedicalPWFLPowerFleet$2,260,096$2,260,096 ▲New Holding411,6750.7%TransportationRHRH$2,247,992$2,477,714 ▼-52.4%9,5900.7%Consumer StaplesPTENPatterson-UTI Energy$2,185,328$2,185,328 ▲New Holding265,8550.7%EnergyTMCITreace Medical Concepts$2,116,084$2,116,084 ▲New Holding252,2150.6%MedicalMTZMasTec$2,087,358$3,065,971 ▼-59.5%17,8850.6%ConstructionALGMAllegro MicroSystems$1,986,652$1,986,652 ▲New Holding79,0550.6%Computer and TechnologyTMDXTransMedics Group$1,942,374$1,942,374 ▲New Holding28,8700.6%MedicalDOCSDoximity$1,899,612$1,899,612 ▲New Holding32,7350.6%MedicalADTNADTRAN$1,879,640$1,879,640 ▲New Holding215,5550.6%Business ServicesSLNOSoleno Therapeutics$1,812,329$1,812,329 ▲New Holding25,3650.5%MedicalSITMSiTime$1,806,923$2,663,759 ▼-59.6%11,8200.5%Computer and TechnologyVCELVericel$1,740,849$606,163 ▲53.4%39,0150.5%MedicalMGNIMagnite$1,641,386$276,008 ▼-14.4%143,8550.5%Computer and TechnologyCYBRCyberArk Software$1,603,810$38,870 ▼-2.4%4,7450.5%Computer and TechnologyNTRANatera$1,600,761$38,181 ▼-2.3%11,3200.5%MedicalFTITechnipFMC$1,564,852$431,142 ▲38.0%49,3800.5%EnergyKNFKnife River$1,427,573$1,427,573 ▲New Holding15,8250.4%ConstructionTCBITexas Capital Bancshares$1,417,433$1,417,433 ▲New Holding18,9750.4%FinanceNBTBNBT Bancorp$1,387,815$1,445,087 ▼-51.0%32,3500.4%FinanceQNSTQuinStreet$1,370,736$200,165 ▼-12.7%76,8350.4%Computer and TechnologyFCFSFirstCash$1,369,843$1,369,843 ▲New Holding11,3850.4%Business ServicesGHGuardant Health$1,336,788$1,336,788 ▲New Holding31,3800.4%MedicalLOPEGrand Canyon Education$1,333,984$1,333,984 ▲New Holding7,7100.4%Consumer DiscretionaryVIKING HOLDINGS LTD$1,324,470$383,588 ▲40.8%33,3200.4%ORD SHSGMEDGlobus Medical$1,311,012$31,476 ▼-2.3%17,9100.4%MedicalREVGREV Group$1,289,122$1,289,122 ▲New Holding40,7950.4%TransportationBJBJ's Wholesale Club$1,273,356$1,273,356 ▲New Holding11,1600.4%Consumer DiscretionaryXMTRXometry$1,247,994$3,920,789 ▼-75.9%50,0800.4%IndustrialsPENPenumbra$1,070,977$1,070,977 ▲New Holding4,0050.3%MedicalPHRPhreesia$1,061,890$1,061,890 ▲New Holding41,5450.3%MedicalSMMTSummit Therapeutics$1,038,767$1,038,767 ▲New Holding53,8500.3%MedicalNAMSNewAmsterdam Pharma$1,005,282$212,786 ▲26.9%49,1100.3%MedicalCWCurtiss-Wright$928,015$891,529 ▼-49.0%2,9250.3%AerospaceCIENCiena$874,120$540,546 ▲162.0%14,4650.3%Computer and TechnologyZETA GLOBAL HOLDINGS CORP$832,584$3,233,585 ▼-79.5%61,4000.2%CL AMODModine Manufacturing$821,225$3,079,594 ▼-78.9%10,7000.2%Auto/Tires/TrucksZGZillow Group$793,963$142,412 ▼-15.2%11,8750.2%FinanceShowing largest 100 holdings. 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