Lisanti Capital Growth, LLC Portfolio Holdings

Lisanti Capital Growth, LLC

  • $307 Million
  • Q2 2025

Lisanti Capital Growth, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $307 Million distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Credo Technology Group Holding LTD with a value of $9.43M, Magnite, Inc. with a value of $8.88M, Lumentum Holdings Inc. with a value of $8.06M, National Vision Holdings, Inc. with a value of $7.8M, and Boot Barn Holdings, Inc. with a value of $7.6M.

Examining the 13F form we can see an increase of $9.91M in the current position value, from $297M to 307M.

Below you can find more details about Lisanti Capital Growth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $307 Million
Industrials: $82.6 Million
Technology: $78.9 Million
Healthcare: $53 Million
Consumer Cyclical: $36.9 Million
Consumer Defensive: $26.6 Million
Communication Services: $13.9 Million
Financial Services: $5.62 Million
Basic Materials: $4.98 Million
Other: $4.85 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$18.6B
$9.43 Million 3.07% of portfolio
101,855
Q2 2025 Added 1,578.01%
$2.96B
$8.88 Million 2.89% of portfolio
368,015
Q2 2025 Added 155.82%
$8.18B
$8.06 Million 2.62% of portfolio
84,765
Q2 2025 Added 92.45%
$1.82B
$7.8 Million 2.54% of portfolio
338,935
Q2 2025 Added 7.19%
$5.15B
$7.6 Million 2.48% of portfolio
50,030
Q2 2025 Added 31.48%
$1.6B
$6.63 Million 2.16% of portfolio
180,750
Q2 2025 New
$4.85B
$6.62 Million 2.15% of portfolio
62,255
Q2 2025 Reduced 9.72%
$7.39B
$6.43 Million 2.09% of portfolio
65,270
Q2 2025 Added 510.0%
$9.34B
$6.41 Million 2.09% of portfolio
27,780
Q2 2025 New
$8.63B
$6.35 Million 2.07% of portfolio
36,435
Q2 2025 Reduced 9.81%
$1.54B
$6.21 Million 2.02% of portfolio
95,165
Q2 2025 Reduced 9.73%
$8.32B
$5.99 Million 1.95% of portfolio
45,440
Q2 2025 Reduced 9.72%
$4.31B
$5.66 Million 1.84% of portfolio
60,450
Q2 2025 Reduced 9.32%
$6.12B
$5.6 Million 1.82% of portfolio
45,000
Q2 2025 New
$7.39B
$5.5 Million 1.79% of portfolio
230,130
Q2 2025 New
$4.09B
$5.39 Million 1.75% of portfolio
116,110
Q2 2025 New
$2.11B
$5.13 Million 1.67% of portfolio
39,150
Q2 2025 Reduced 9.74%
$8.71B
$5.12 Million 1.66% of portfolio
110,135
Q2 2025 Reduced 49.37%
$3.93B
$5.07 Million 1.65% of portfolio
94,205
Q2 2025 Added 58.45%
$2.54B
$5.03 Million 1.64% of portfolio
483,330
Q2 2025 Reduced 9.73%
$3.29B
$5.03 Million 1.64% of portfolio
275,955
Q2 2025 Reduced 10.53%
$13.1B
$4.98 Million 1.62% of portfolio
149,635
Q2 2025 Added 9.46%
$4.08B
$4.84 Million 1.57% of portfolio
110,195
Q2 2025 Added 10.23%
$713M
$4.73 Million 1.54% of portfolio
253,840
Q2 2025 New
$4.17B
$4.71 Million 1.53% of portfolio
35,130
Q2 2025 Added 21.68%
$7.63B
$4.53 Million 1.47% of portfolio
34,500
Q2 2025 New
$4.61B
$4.51 Million 1.47% of portfolio
21,175
Q2 2025 Added 79.15%
$4.35B
$4.19 Million 1.36% of portfolio
28,450
Q2 2025 New
$6.41B
$4.16 Million 1.35% of portfolio
43,965
Q2 2025 New
$10.4B
$4.08 Million 1.33% of portfolio
17,565
Q2 2025 Reduced 26.31%
$2.12B
$4.06 Million 1.32% of portfolio
120,185
Q2 2025 Added 139.99%
$6.77B
$4.02 Million 1.31% of portfolio
27,695
Q2 2025 Reduced 32.71%
$14B
$3.98 Million 1.29% of portfolio
76,435
Q2 2025 New
$7.83B
$3.81 Million 1.24% of portfolio
36,345
Q2 2025 Reduced 22.83%
$6.1B
$3.76 Million 1.22% of portfolio
109,975
Q2 2025 Added 39.11%
$4.21B
$3.74 Million 1.22% of portfolio
33,635
Q2 2025 New
$14.4B
$3.71 Million 1.21% of portfolio
21,775
Q2 2025 Added 21.75%
$2.99B
$3.5 Million 1.14% of portfolio
19,125
Q2 2025 New
$7.21B
$3.47 Million 1.13% of portfolio
14,095
Q2 2025 Reduced 9.36%
$1.72B
$3.4 Million 1.11% of portfolio
79,935
Q2 2025 Added 104.88%
$2.72B
$3.41 Million 1.11% of portfolio
49,870
Q2 2025 Added 306.27%
$7.88B
$3.4 Million 1.11% of portfolio
46,360
Q2 2025 Reduced 53.39%
$4.44B
$3.35 Million 1.09% of portfolio
33,850
Q2 2025 New
$4.8B
$3.14 Million 1.02% of portfolio
30,985
Q2 2025 New
$1.37B
$3.06 Million 1.0% of portfolio
75,525
Q2 2025 Added 7.62%
$4.62B
$3 Million 0.98% of portfolio
10,810
Q2 2025 Reduced 37.51%
$3.71B
$2.98 Million 0.97% of portfolio
36,350
Q2 2025 Reduced 36.97%
$6.26B
$2.94 Million 0.96% of portfolio
10,315
Q2 2025 New
$5.69B
$2.82 Million 0.92% of portfolio
21,460
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $307 Million
  • Prior Value $297 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 45 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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