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 Market Cap. of $2 Billions to $10 Billions
