Lisanti Capital Growth
Lisanti Capital Growth reported 109 stocks worth $455M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are HNGE (2.5%), BTSG (2.4%) and XMTR (2.1%). Compared with Q1 2026, the fund opened new positions in XMTR, CORT and ALGM, added to HNGE, MIRM and KRYS, trimmed BTSG, SEI and DOCN and sold out of FIVE, PTEN and MTDR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | ![]() HNGE Hinge Health Inc | $11.5M | 2.5% | 139K | +80K (+135%) | 5 of 8 | |
| 2 | ![]() BTSG Brightspring Health Svcs Inc | $10.8M | 2.4% | 155K | −35K (−18%) | 7 of 8 | |
| 3 | ![]() XMTR Xometry Inc | $9.7M | 2.1% | 101K | New position | 6 of 8 | |
| 4 | ![]() SEI Solaris Energy Infras Inc | $9.2M | 2.0% | 115K | −2,570 (−2%) | 3 of 8 | |
| 5 | ![]() CORT Corcept Therapeutics Inc | $8M | 1.8% | 92K | New position | 6 of 8 | |
| 6 | ![]() DOCN Digitalocean Hldgs Inc | $7.9M | 1.7% | 50K | −19K (−27%) | 3 of 8 | |
| 7 | ![]() ALGM Allegro Microsystems Inc | $7.5M | 1.6% | 108K | New position | 4 of 8 | |
| 8 | ![]() MIRM Mirum Pharmaceuticals Inc | $7.4M | 1.6% | 63K | +24K (+62%) | 2 of 8 | |
| 9 | ![]() FROG Jfrog Ltd | $7.3M | 1.6% | 81K | −39K (−32%) | 6 of 8 | |
| 10 | ![]() CRS Carpenter Technology Corp | $7.2M | 1.6% | 12K | −9,310 (−44%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
![]() FIVE Five Below Inc | $9.7M | 43K |
![]() PTEN Patterson-Uti Energy Inc | $9.7M | 896K |
![]() MTDR Matador Res Co | $7.8M | 123K |
![]() AEIS Advanced Energy Inds | $7.7M | 24K |
![]() FN Fabrinet | $6.3M | 12K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lisanti Capital Growth 13F FAQ
What does Lisanti Capital Growth own?
Lisanti Capital Growth reported 109 stocks worth $455M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are HNGE (2.5%), BTSG (2.4%) and XMTR (2.1%). The table above lists every position in the filing (the top 10 without an account).
What did Lisanti Capital Growth buy and sell in Q2 2026?
Compared with Q1 2026: 50 new positions, 19 added to, 36 trimmed and 44 sold out. New positions include XMTR, CORT and ALGM. It sold all of FIVE, PTEN and MTDR.
When will Lisanti Capital Growth file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Lisanti Capital Growth's portfolio worth?
The Q2 2026 filing reports $455M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.














