Lisanti Capital Growth, LLC
data from 30/09/2025
Capitalization
$ 408.838 M
13.32 %
Performance
$ 1.777 B
279 788.37 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | 2.72% | 11.133 M $ | 121840 | 2023/03/31 | 4.947 M $ | 96.71 % |
| 2025/09/30 | STRL | STERLING INFRASTRUCTURE INC | 2.70% | 11.030 M $ | 32471 | 2023/09/30 | 3.027 M $ | 47.22 % |
| 2025/09/30 | BWXT | BWX TECHNOLOGIES INC | 2.09% | 8.551 M $ | 46382 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MOD | MODINE MFG CO | 2.02% | 8.250 M $ | 58035 | 2023/09/30 | 2.850 M $ | 44.32 % |
| 2025/09/30 | ANIP | ANI PHARMACEUTICALS INC | 1.85% | 7.562 M $ | 82554 | 2024/03/31 | 2.508 M $ | 40.38 % |
| 2025/09/30 | MRCY | MERCURY SYS INC | 1.85% | 7.556 M $ | 97625 | 2025/03/31 | 2.218 M $ | 43.71 % |
| 2025/09/30 | ROAD | CONSTRUCTION PARTNERS INC | 1.80% | 7.364 M $ | 57983 | 2023/06/30 | 1.290 M $ | 19.50 % |
| 2025/09/30 | ZETA | ZETA GLOBAL HOLDINGS CORP | 1.80% | 7.356 M $ | 370205 | 2024/09/30 | 652.970 K $ | 28.28 % |
| 2025/09/30 | TBBK | BANCORP INC DEL | 1.80% | 7.351 M $ | 98156 | 2024/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | AMSC | AMERICAN SUPERCONDUCTOR CORP | 1.72% | 7.017 M $ | 118151 | 2025/06/30 | 4.103 M $ | 61.87 % |
| 2025/09/30 | JBT MAREL CORPORATION | 1.67% | 6.823 M $ | 48577 | 2024/09/30 | 356.656 K $ | 16.79 % | |
| 2025/09/30 | BOOT | BOOT BARN HLDGS INC | 1.67% | 6.811 M $ | 41099 | 2020/09/30 | 686.411 K $ | 9.03 % |
| 2025/09/30 | PI | IMPINJ INC | 1.65% | 6.751 M $ | 37351 | 2023/12/31 | 2.344 M $ | 62.74 % |
| 2025/09/30 | MP | MP MATERIALS CORP | 1.59% | 6.483 M $ | 96662 | 2025/03/31 | 5.058 M $ | 101.59 % |
| 2025/09/30 | TMDX | TRANSMEDICS GROUP INC | 1.56% | 6.384 M $ | 56901 | 2022/06/30 | -766.185 K $ | -16.27 % |
| 2025/09/30 | LITE | LUMENTUM HLDGS INC | 1.52% | 6.219 M $ | 38219 | 2024/12/31 | 5.734 M $ | 71.17 % |
| 2025/09/30 | WGS | GENEDX HOLDINGS CORP | 1.49% | 6.101 M $ | 56623 | 2024/09/30 | 873.569 K $ | 16.72 % |
| 2025/09/30 | IONS | IONIS PHARMACEUTICALS INC | 1.47% | 6.027 M $ | 92124 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | FROG | JFROG LTD | 1.47% | 6.007 M $ | 126913 | 2025/03/31 | 380.172 K $ | 7.86 % |
| 2025/09/30 | KRMN | KARMAN HLDGS INC | 1.45% | 5.913 M $ | 81894 | 2025/06/30 | 865.122 K $ | 43.34 % |
| 2025/09/30 | ULS | UL SOLUTIONS INC | 1.44% | 5.903 M $ | 83299 | 2024/06/30 | -163.560 K $ | -2.75 % |
| 2025/09/30 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | 1.44% | 5.878 M $ | 40371 | 2023/06/30 | 5.400 M $ | 57.26 % |
| 2025/09/30 | SITM | SITIME CORP | 1.43% | 5.850 M $ | 19414 | 2023/12/31 | 1.868 M $ | 41.41 % |
| 2025/09/30 | MTZ | MASTEC INC | 1.42% | 5.805 M $ | 27278 | 2024/06/30 | 922.824 K $ | 24.87 % |
| 2025/09/30 | CORT | CORCEPT THERAPEUTICS INC | 1.39% | 5.674 M $ | 68273 | 2024/06/30 | 450.155 K $ | 13.23 % |
| 2025/09/30 | RBC | RBC BEARINGS INC | 1.37% | 5.595 M $ | 14336 | 2025/03/31 | 77.381 K $ | 1.43 % |
| 2025/09/30 | DY | DYCOM INDS INC | 1.36% | 5.548 M $ | 19015 | 2024/09/30 | 541.912 K $ | 19.38 % |
| 2025/09/30 | PIPR | PIPER SANDLER COMPANIES | 1.35% | 5.538 M $ | 15960 | 2024/12/31 | 746.430 K $ | 24.84 % |
| 2025/09/30 | TTMI | TTM TECHNOLOGIES INC | 1.30% | 5.305 M $ | 92107 | 2025/06/30 | 638.227 K $ | 41.11 % |
| 2025/09/30 | LGND | LIGAND PHARMACEUTICALS INC | 1.29% | 5.257 M $ | 29677 | 2024/09/30 | 677.435 K $ | 55.82 % |
| 2025/09/30 | EXTR | EXTREME NETWORKS | 1.26% | 5.136 M $ | 248712 | 2024/06/30 | 389.218 K $ | 15.04 % |
| 2025/09/30 | CALX | CALIX INC | 1.22% | 4.991 M $ | 81321 | 2025/06/30 | 304.623 K $ | 15.38 % |
| 2025/09/30 | EYE | NATIONAL VISION HLDGS INC | 1.21% | 4.931 M $ | 168928 | 2025/03/31 | 2.095 M $ | 26.86 % |
| 2025/09/30 | BE | BLOOM ENERGY CORP | 1.17% | 4.793 M $ | 56678 | 2025/06/30 | 13.957 M $ | 253.55 % |
| 2025/09/30 | CRS | CARPENTER TECHNOLOGY CORP | 1.17% | 4.779 M $ | 19465 | 2023/03/31 | -592.590 K $ | -11.16 % |
| 2025/09/30 | MTH | MERITAGE HOMES CORP | 1.17% | 4.767 M $ | 65820 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | AVAV | AEROVIRONMENT INC | 1.15% | 4.702 M $ | 14932 | 2025/06/30 | 308.831 K $ | 10.51 % |
| 2025/09/30 | AIT | APPLIED INDL TECHNOLOGIES IN | 1.14% | 4.645 M $ | 17795 | 2022/06/30 | 502.359 K $ | 12.30 % |
| 2025/09/30 | VSEC | VSE CORP | 1.14% | 4.641 M $ | 27919 | 2024/03/31 | 1.380 M $ | 26.92 % |
| 2025/09/30 | FIVE | FIVE BELOW INC | 1.12% | 4.570 M $ | 29539 | 2024/09/30 | 811.439 K $ | 17.93 % |
| 2025/09/30 | XMTR | XOMETRY INC | 1.10% | 4.491 M $ | 82455 | 2024/12/31 | 2.485 M $ | 61.20 % |
| 2025/09/30 | REVG | REV GROUP INC | 1.10% | 4.487 M $ | 79182 | 2025/03/31 | 323.202 K $ | 19.08 % |
| 2025/09/30 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | 1.09% | 4.476 M $ | 299180 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | GENI | GENIUS SPORTS LIMITED | 1.09% | 4.466 M $ | 360753 | 2025/03/31 | 956.993 K $ | 19.04 % |
| 2025/09/30 | LRN | STRIDE INC | 1.06% | 4.334 M $ | 29100 | 2025/03/31 | 103.856 K $ | 2.58 % |
| 2025/09/30 | RMBS | RAMBUS INC DEL | 1.06% | 4.328 M $ | 41532 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | SMTC | SEMTECH CORP | 1.06% | 4.318 M $ | 60440 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | DAVE | DAVE INC | 1.01% | 4.131 M $ | 20724 | 2025/06/30 | -1.282 M $ | -25.73 % |
| 2025/09/30 | MGNI | MAGNITE INC | 1.01% | 4.120 M $ | 189168 | 2024/03/31 | -861.155 K $ | -9.70 % |
| 2025/09/30 | NXT | NEXTRACKER INC | 1.01% | 4.115 M $ | 55620 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | LENZ | LENZ THERAPEUTICS INC | 1.00% | 4.088 M $ | 87753 | 2025/03/31 | 624.914 K $ | 58.92 % |
| 2025/09/30 | WAY | WAYSTAR HLDG CORP | 0.98% | 4.002 M $ | 105540 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | PEGA | PEGASYSTEMS INC | 0.96% | 3.943 M $ | 68566 | 2025/06/30 | 146.409 K $ | 6.23 % |
| 2025/09/30 | FIGR | FIGURE TECHNOLOGY SOLUTIO | 0.92% | 3.780 M $ | 103920 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | PAY | PAYMENTUS HOLDINGS INC | 0.91% | 3.708 M $ | 121173 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | TMHC | TAYLOR MORRISON HOME CORP | 0.89% | 3.659 M $ | 55425 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | TREX | TREX CO INC | 0.88% | 3.614 M $ | 69944 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | PATK | PATRICK INDS INC | 0.87% | 3.557 M $ | 34394 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CCB | COASTAL FINL CORP WA | 0.86% | 3.533 M $ | 32659 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | LEU | CENTRUS ENERGY CORP | 0.85% | 3.471 M $ | 11195 | 2025/06/30 | 2.427 M $ | 69.27 % |
| 2025/09/30 | AEIS | ADVANCED ENERGY INDS | 0.85% | 3.464 M $ | 20361 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | ATEC | ALPHATEC HLDGS INC | 0.81% | 3.305 M $ | 227287 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | CVLT | COMMVAULT SYS INC | 0.77% | 3.152 M $ | 16697 | 2024/03/31 | 526.485 K $ | 8.29 % |
| 2025/09/30 | TVTX | TRAVERE THERAPEUTICS INC | 0.76% | 3.095 M $ | 129512 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | GOOS | CANADA GOOSE HLDGS INC | 0.75% | 3.056 M $ | 221585 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | HNGE | HINGE HEALTH INC | 0.73% | 2.990 M $ | 60911 | 2025/06/30 | -159.399 K $ | -5.16 % |
| 2025/09/30 | IRTC | IRHYTHM TECHNOLOGIES INC | 0.71% | 2.895 M $ | 16830 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MEG | MONTROSE ENVIRONMENTAL GROUP | 0.69% | 2.803 M $ | 102082 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | AMPX | AMPRIUS TECHNOLOGIES INC | 0.68% | 2.795 M $ | 265725 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.66% | 2.698 M $ | 20950 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | CYTK | CYTOKINETICS INC | 0.66% | 2.697 M $ | 49070 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | TARS | TARSUS PHARMACEUTICALS INC | 0.63% | 2.556 M $ | 43011 | 2024/09/30 | 1.429 M $ | 46.70 % |
| 2025/09/30 | LASR | NLIGHT INC | 0.61% | 2.505 M $ | 84543 | 2025/06/30 | 809.233 K $ | 50.56 % |
| 2025/09/30 | PTON | PELOTON INTERACTIVE INC | 0.59% | 2.429 M $ | 269925 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SMR | NUSCALE PWR CORP | 0.57% | 2.350 M $ | 65274 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SPRY | ARS PHARMACEUTICALS INC | 0.52% | 2.122 M $ | 211189 | 2025/03/31 | -3.109 M $ | -42.41 % |
| 2025/09/30 | CIEN | CIENA CORP | 0.51% | 2.071 M $ | 14215 | 2024/12/31 | 930.678 K $ | 79.11 % |
| 2025/09/30 | VIK | VIKING HOLDINGS LTD | 0.49% | 2.004 M $ | 32235 | 2024/06/30 | 295.548 K $ | 16.64 % |
| 2025/09/30 | BTSG | BRIGHTSPRING HEALTH SVCS INC | 0.48% | 1.959 M $ | 66270 | 2024/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | EXAS | EXACT SCIENCES CORP | 0.48% | 1.953 M $ | 35700 | 2025/06/30 | 48.764 K $ | 2.95 % |
| 2025/09/30 | MIR | MIRION TECHNOLOGIES INC | 0.38% | 1.562 M $ | 67175 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CW | CURTISS WRIGHT CORP | 0.38% | 1.534 M $ | 2825 | 2022/12/31 | 159.090 K $ | 11.13 % |
| 2025/09/30 | NAMS | NEWAMSTERDAM PHARMA COMPANY | 0.33% | 1.349 M $ | 47445 | 2024/09/30 | 507.306 K $ | 57.04 % |
| 2025/09/30 | GWRE | GUIDEWIRE SOFTWARE INC | 0.32% | 1.290 M $ | 5610 | 2024/06/30 | -20.319 K $ | -2.37 % |
| 2025/09/30 | RKLB | ROCKET LAB CORP | 0.32% | 1.288 M $ | 26890 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SOMNIGROUP INTERNATIONAL INC | 0.31% | 1.260 M $ | 14940 | 2025/03/31 | 0.000 $ | 0.00 % | |
| 2025/09/30 | MXL | MAXLINEAR INC | 0.29% | 1.180 M $ | 73362 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | FIX | COMFORT SYS USA INC | 0.29% | 1.168 M $ | 1415 | 2023/03/31 | 273.076 K $ | 53.89 % |
| 2025/09/30 | ADMA | ADMA BIOLOGICS INC | 0.29% | 1.167 M $ | 79622 | 2024/09/30 | -979.640 K $ | -19.49 % |
| 2025/09/30 | NCNO | NCINO INC | 0.26% | 1.049 M $ | 38710 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | HTFL | HEARTFLOW INC | 0.24% | 981.660 K $ | 29164 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | OLLI | OLLIES BARGAIN OUTLET HLDGS | 0.23% | 957.222 K $ | 7455 | 2023/06/30 | -153.587 K $ | -2.56 % |
| 2025/09/30 | CRNX | CRINETICS PHARMACEUTICALS IN | 0.23% | 953.369 K $ | 22890 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | LOAR | LOAR HOLDINGS INC | 0.23% | 920.400 K $ | 11505 | 2024/09/30 | -73.392 K $ | -7.16 % |
| 2025/09/30 | BLD | TOPBUILD CORP | 0.22% | 912.658 K $ | 2335 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SIBN | SI-BONE INC | 0.21% | 872.219 K $ | 59254 | 2025/03/31 | -420.434 K $ | -21.79 % |
| 2025/09/30 | APLD | APPLIED DIGITAL CORP | 0.21% | 865.641 K $ | 37735 | 2025/06/30 | 2.218 M $ | 127.81 % |
| 2025/09/30 | EVLV | EVOLV TECHNOLOGIES HLDNGS IN | 0.20% | 821.810 K $ | 108849 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | ALGM | ALLEGRO MICROSYSTEMS INC | 0.20% | 815.848 K $ | 27940 | 2025/03/31 | -548.775 K $ | -14.59 % |
| 2025/09/30 | UAMY | UNITED STATES ANTIMONY CORP | 0.20% | 811.053 K $ | 130815 | 2025/09/30 | 0.000 $ | 0.00 % |