Lisanti Capital Growth, LLC
CIK 1424467 · Holdings on Jun 30, 2025 · First reported Aug 7, 2025
Top ten holdings
Q2 2025- CRDO2.61%
- MGNI2.46%
- LITE2.23%
- EYE2.16%
- BOOT2.11%
- SPRY2.03%
- AMSC1.84%
- ROAD1.83%
- MOD1.78%
- STRL1.78%
Share classes counted separately20.83%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CRDOWeight increased · +2.54 pp0.07% → 2.61%Shares +95.78K (+1578.01%)
- MGNIWeight increased · +1.97 pp0.49% → 2.46%Shares +224.16K (+155.82%)
- MODWeight increased · +1.54 pp0.24% → 1.78%Shares +54.57K (+510.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CRDOCREDO TECHNOLOGY GROUP HOLDIORDINARY SHARES View history and evidence | $9.43M | 2.61% | 101.86K shares | 0.07% → 2.61%+2.54 pp +95.78K (+1578.01%) | Added | ↗▾ |
| 02 | MGNIMAGNITE INC View history and evidence | $8.88M | 2.46% | 368.01K shares | 0.49% → 2.46%+1.97 pp +224.16K (+155.82%) | Added | ↗▾ |
| 03 | LITELUMENTUM HOLDINGS INC View history and evidence | $8.06M | 2.23% | 84.77K shares | 0.82% → 2.23%+1.41 pp +40.72K (+92.45%) | Added | ↗▾ |
| 04 | EYENATIONAL VISION HOLDINGS INC View history and evidence | $7.80M | 2.16% | 338.94K shares | 1.20% → 2.16%+0.96 pp +22.73K (+7.19%) | Added | ↗▾ |
| 05 | BOOTBOOT BARN HOLDINGS INC View history and evidence | $7.60M | 2.11% | 50.03K shares | 1.22% → 2.11%+0.89 pp +11.98K (+31.48%) | Added | ↗▾ |
| 06 | SPRYARS PHARMACEUTICALS INC View history and evidence | $7.33M | 2.03% | 420.07K shares | 0.73% → 2.03%+1.30 pp +226.25K (+116.72%) | Added | ↗▾ |
| 07 | AMSCAMERICAN SUPERCONDUCTOR CORPSHS NEW View history and evidence | $6.63M | 1.84% | 180.75K shares | Prior unavailable +180.75K | New | ↗▾ |
| 08 | ROADCONSTRUCTION PARTNERS INC-ACOM CL A View history and evidence | $6.62M | 1.83% | 62.26K shares | 1.47% → 1.83%+0.36 pp -6.71K (-9.72%) | Reduced | ↗▾ |
| 09 | MODMODINE MANUFACTURING CO View history and evidence | $6.43M | 1.78% | 65.27K shares | 0.24% → 1.78%+1.54 pp +54.57K (+510.00%) | Added | ↗▾ |
| 10 | STRLSTERLING INFRASTRUCTURE INC View history and evidence | $6.41M | 1.78% | 27.78K shares | Prior unavailable +27.78K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 47
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PLMR PALOMAR HOLDINGS INC | Non-derivative | -57,870 | -$7.93M | SEC filing ↗ | SEC filing ↗ |
| CWST CASELLA WASTE SYSTEMS INC-A | Non-derivative | -62,625 | -$6.98M | SEC filing ↗ | SEC filing ↗ |
| BTSG BRIGHTSPRING HEALTH SERVICES | Non-derivative | -343,015 | -$6.21M | SEC filing ↗ | SEC filing ↗ |
3 / 47 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1424467 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 360777478
}Research all 106 reported holdings.
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