Lisanti Capital Growth, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $297 Million distributed in 108 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Corcept Therapeutics Inc with a value of $11.4M, Palomar Holdings, Inc. with a value of $7.93M, Ani Pharmaceuticals Inc with a value of $7.06M, Casella Waste Systems Inc with a value of $6.98M, and Kratos Defense & Security Solutions, Inc. with a value of $6.46M.
Examining the 13F form we can see an decrease of $74.1M in the current position value, from $371M to 297M.
Below you can find more details about Lisanti Capital Growth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$297 Million
Healthcare: $83.3 Million
Technology: $62.1 Million
Industrials: $58.6 Million
Consumer Cyclical: $30 Million
Financial Services: $23.7 Million
Consumer Defensive: $20.6 Million
Communication Services: $12 Million
Energy: $3.75 Million
Other: $3.34 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
