StockDriftsStockDriftsTop 50 Lisanti Capital Growth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HNGE | HINGE HEALTH INC | 2.54% | 139.2K | $11.5M | +135.05%(+79.95K) | $56.41(+64.17%) | 2026-06-30 | |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | 2.37% | 154.6K | $10.8M | -18.39%(-34.84K) | $27.72(+121.39%) | 2026-06-30 | |
| XMTR | XOMETRY INC | 2.14% | 100.9K | $9.7M | new | $45.05(+101.76%) | 2026-06-30 | |
| SEI | SOLARIS ENERGY INFRAS INC | 2.03% | 114.7K | $9.2M | -2.19%(-2.57K) | $45.33(+31.80%) | 2026-06-30 | |
| CORT | CORCEPT THERAPEUTICS INC | 1.75% | 91.6K | $8.0M | new | $57.02(+99.86%) | 2026-06-30 | |
| DOCN | DIGITALOCEAN HLDGS INC | 1.74% | 50.4K | $7.9M | -27.16%(-18.80K) | $41.14(+213.13%) | 2026-06-30 | |
| ALGM | ALLEGRO MICROSYSTEMS INC | 1.65% | 107.9K | $7.5M | new | $42.71(+2.02%) | 2026-06-30 | |
| MIRM | MIRUM PHARMACEUTICALS INC | 1.63% | 63.3K | $7.4M | +62.27%(+24.29K) | $92.13(+8.11%) | 2026-06-30 | |
| FROG | JFROG LTD | 1.61% | 80.7K | $7.3M | -32.40%(-38.66K) | $35.37(+147.14%) | 2026-06-30 | |
| CRS | CARPENTER TECHNOLOGY CORP | 1.58% | 11.7K | $7.2M | -44.39%(-9.31K) | $142.64(+290.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.78% | +85.07% | +4.75% | +26.11% |
| Top 20 Holdings Unweighted | +26.03% | +100.19% | +6.12% | +34.61% |
Lisanti Capital Growth, LLC reports $454.58M in US-listed equity holdings across 109 positions in its most recent 13F filing. Its largest disclosed positions are HNGE (2.5%), BTSG (2.4%) and XMTR (2.1%). The top 20 holdings account for 34.13% of reported assets. Its disclosed equity book has returned +85.07% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lisanti Capital Growth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1424467). View Lisanti Capital Growth, LLC’s 13F filings on SEC