Lisanti Capital Growth, LLC
NEW YORK NY · SEC CIK 0001424467
$4.55亿2026Q2 申报市值
109持仓数
19.1%前十大占比 · 第一大 2.5%
42 / 44新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CORT 新建仓+$796.55万
ALGM 新建仓+$750.96万
CVLT 新建仓+$703.55万
HNGE 加仓+$663.59万
CROX 新建仓+$637.46万
2026Q2 卖出最多 按季末市值估算
STRL 减仓-$1,280.11万
FIVE 清仓-$974.22万
PTEN 清仓-$970.88万
MKSI 减仓-$816.03万
MTDR 清仓-$777.84万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| HNGE | HINGE HEALTH INC | $1,154.94万 | 2.54% | 139,150 | 79,950 | 135.1% | $663.59万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $1,078.32万 | 2.37% | 154,620 | -34,835 | -18.4% | -$242.94万 | 减仓 |
| XMTR | XOMETRY INC | $973.69万 | 2.14% | 100,880 | 35,975 | 55.4% | $347.23万 | 重新持有 |
| SEI | SOLARIS ENERGY INFRAS INC | $923.24万 | 2.03% | 114,745 | -2,570 | -2.2% | -$20.68万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $796.55万 | 1.75% | 91,610 | 91,610 | — | $796.55万 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $791.82万 | 1.74% | 50,425 | -18,800 | -27.2% | -$295.22万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $750.96万 | 1.65% | 107,865 | 107,865 | — | $750.96万 | 新建仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $740.99万 | 1.63% | 63,295 | 24,290 | 62.3% | $284.36万 | 加仓 |
| FROG | JFROG LTD | $732.99万 | 1.61% | 80,655 | -38,655 | -32.4% | -$351.30万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $719.54万 | 1.58% | 11,665 | -9,310 | -44.4% | -$574.28万 | 减仓 |
| DY | DYCOM INDS INC | $716.42万 | 1.58% | 14,170 | -2,835 | -16.7% | -$143.33万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $708.03万 | 1.56% | 19,050 | 535 | 2.9% | $19.88万 | 加仓 |
| CVLT | COMMVAULT SYS INC | $703.55万 | 1.55% | 49,640 | 49,640 | — | $703.55万 | 新建仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $697.46万 | 1.53% | 325,155 | 182,640 | 128.2% | $391.76万 | 重新持有 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $691.58万 | 1.52% | 351,415 | 200,480 | 132.8% | $394.54万 | 加仓 |
| RBC | RBC BEARINGS INC | $678.26万 | 1.49% | 10,531 | -2,215 | -17.4% | -$142.66万 | 减仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $676.07万 | 1.49% | 119,005 | 70,820 | 147.0% | $402.33万 | 加仓 |
| ENVA | ENOVA INTL INC | $665.74万 | 1.46% | 27,655 | 1,815 | 7.0% | $43.69万 | 加仓 |
| FORM | FORMFACTOR INC | $662.59万 | 1.46% | 41,430 | 12,125 | 41.4% | $193.92万 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $659.98万 | 1.45% | 46,285 | -13,550 | -22.6% | -$193.21万 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $656.74万 | 1.44% | 42,975 | 1,530 | 3.7% | $23.38万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $653.33万 | 1.44% | 19,600 | -5,685 | -22.5% | -$189.50万 | 减仓 |
| MOD | MODINE MFG CO | $640.18万 | 1.41% | 23,975 | -13,290 | -35.7% | -$354.87万 | 减仓 |
| CROX | CROCS INC | $637.46万 | 1.40% | 52,840 | 52,840 | — | $637.46万 | 新建仓 |
| GRDN | GUARDIAN PHARMACY SVCS INC | $636.53万 | 1.40% | 152,025 | -36,125 | -19.2% | -$151.26万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $610.45万 | 1.34% | 67,275 | 36,415 | 118.0% | $330.43万 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $592.68万 | 1.30% | 183,095 | 183,095 | — | $592.68万 | 新建仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $592.57万 | 1.30% | 18,747 | -19,865 | -51.4% | -$627.91万 | 减仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $558.32万 | 1.23% | 87,305 | 56,240 | 181.0% | $359.65万 | 加仓 |
| HTFL | HEARTFLOW INC | $556.51万 | 1.22% | 189,675 | 65,870 | 53.2% | $193.26万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $556.24万 | 1.22% | 36,365 | -23,245 | -39.0% | -$355.56万 | 减仓 |
| MGNI | MAGNITE INC | $548.58万 | 1.21% | 289,030 | -20,410 | -6.6% | -$38.74万 | 减仓 |
| SMTC | SEMTECH CORP | $544.30万 | 1.20% | 33,630 | 2,845 | 9.2% | $46.05万 | 加仓 |
| VCEL | VERICEL CORP | $535.57万 | 1.18% | 120,380 | 120,380 | — | $535.57万 | 新建仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $527.92万 | 1.16% | 186,940 | 186,940 | — | $527.92万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $509.73万 | 1.12% | 20,825 | -1,250 | -5.7% | -$30.60万 | 减仓 |
| MRCY | MERCURY SYS INC | $507.06万 | 1.12% | 41,450 | -12,115 | -22.6% | -$148.20万 | 减仓 |
| VSEC | VSE CORP | $497.08万 | 1.09% | 21,754 | -7,415 | -25.4% | -$169.43万 | 减仓 |
| EQPT | EQUIPMENTSHARE COM INC | $488.55万 | 1.07% | 248,500 | 248,500 | — | $488.55万 | 新建仓 |
| DAVE | DAVE INC | $486.60万 | 1.07% | 13,060 | 13,060 | — | $486.60万 | 新建仓 |
| GHM | GRAHAM CORP | $482.84万 | 1.06% | 39,005 | 39,005 | — | $482.84万 | 新建仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $480.59万 | 1.06% | 170,180 | 170,180 | — | $480.59万 | 新建仓 |
| AGX | ARGAN INC | $479.53万 | 1.05% | 6,005 | -4,400 | -42.3% | -$351.36万 | 减仓 |
| LASR | NLIGHT INC | $467.35万 | 1.03% | 67,128 | -30,430 | -31.2% | -$211.85万 | 减仓 |
| YOU | CLEAR SECURE INC | $455.95万 | 1.00% | 81,815 | 48,455 | 145.2% | $270.04万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $454.56万 | 1.00% | 121,865 | 121,865 | — | $454.56万 | 新建仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $450.17万 | 0.99% | 152,445 | 152,445 | — | $450.17万 | 新建仓 |
| RELY | REMITLY GLOBAL INC | $434.91万 | 0.96% | 194,070 | 194,070 | — | $434.91万 | 新建仓 |
| AXGN | AXOGEN INC | $418.32万 | 0.92% | 90,565 | -11,760 | -11.5% | -$54.32万 | 减仓 |
| FIVN | FIVE9 INC | $412.93万 | 0.91% | 193,680 | 193,680 | — | $412.93万 | 新建仓 |
| SNEX | STONEX GROUP INC | $410.96万 | 0.90% | 34,680 | 34,680 | — | $410.96万 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $401.69万 | 0.88% | 51,585 | -83,145 | -61.7% | -$647.45万 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $399.64万 | 0.88% | 33,648 | -19,645 | -36.9% | -$233.32万 | 减仓 |
| AGYS | AGILYSYS INC | $388.01万 | 0.85% | 37,130 | 37,130 | — | $388.01万 | 新建仓 |
| TTAN | SERVICETITAN INC | $385.90万 | 0.85% | 54,575 | 54,575 | — | $385.90万 | 新建仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $374.88万 | 0.82% | 87,120 | 87,120 | — | $374.88万 | 新建仓 |
| VCYT | VERACYTE INC | $372.35万 | 0.82% | 63,400 | 63,400 | — | $372.35万 | 新建仓 |
| POWL | POWELL INDS INC | $364.68万 | 0.80% | 12,735 | -3,465 | -21.4% | -$99.22万 | 减仓 |
| YETI | YETI HLDGS INC | $354.70万 | 0.78% | 71,570 | 71,570 | — | $354.70万 | 新建仓 |
| ESE | ESCO TECHNOLOGIES INC | $354.59万 | 0.78% | 10,130 | 5,450 | 116.5% | $190.77万 | 加仓 |
| TEX | TEREX CORP NEW | $347.58万 | 0.76% | 48,015 | 48,015 | — | $347.58万 | 新建仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $323.70万 | 0.71% | 131,800 | 2,325 | 1.8% | $5.71万 | 加仓 |
| BOBS | BOBS DISC FURNITURE INC | $318.01万 | 0.70% | 201,015 | 201,015 | — | $318.01万 | 新建仓 |
| ALNT | ALLIENT INC | $317.95万 | 0.70% | 30,890 | -10,700 | -25.7% | -$110.14万 | 减仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $317.36万 | 0.70% | 33,690 | 33,690 | — | $317.36万 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC | $311.69万 | 0.69% | 65,275 | 18,295 | 38.9% | $87.36万 | 加仓 |
| OUST | OUSTER INC | $311.54万 | 0.69% | 49,830 | 49,830 | — | $311.54万 | 新建仓 |
| ALAB | ASTERA LABS INC | $306.48万 | 0.67% | 6,345 | 6,345 | — | $306.48万 | 新建仓 |
| FLY | FIREFLY AEROSPACE INC | $305.94万 | 0.67% | 104,060 | 35,105 | 50.9% | $103.21万 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $291.40万 | 0.64% | 34,790 | 34,790 | — | $291.40万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $287.23万 | 0.63% | 17,485 | -489 | -2.7% | -$8.03万 | 减仓 |
| SEZL | SEZZLE INC | $279.67万 | 0.62% | 16,295 | 16,295 | — | $279.67万 | 新建仓 |
| NAVN | NAVAN INC | $274.61万 | 0.60% | 120,075 | 120,075 | — | $274.61万 | 新建仓 |
| MXL | MAXLINEAR INC | $274.11万 | 0.60% | 21,410 | 21,410 | — | $274.11万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $270.98万 | 0.60% | 112,955 | 50,470 | 80.8% | $121.08万 | 重新持有 |
| HRI | HERC HLDGS INC | $264.53万 | 0.58% | 18,455 | -20,605 | -52.8% | -$295.35万 | 重新持有 |
| M | MACYS INC | $263.78万 | 0.58% | 112,010 | -29,080 | -20.6% | -$68.48万 | 重新持有 |
| ULS | UL SOLUTIONS INC | $255.77万 | 0.56% | 25,110 | 0 | 0.0% | — | 不变 |
| AAOI | APPLIED OPTOELECTRONICS INC | $249.21万 | 0.55% | 16,820 | 16,820 | — | $249.21万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $245.87万 | 0.54% | 23,490 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $238.95万 | 0.53% | 3,205 | -8,729 | -73.1% | -$650.80万 | 减仓 |
| HLIT | HARMONIC INC | $232.68万 | 0.51% | 142,485 | 142,485 | — | $232.68万 | 新建仓 |
| WSC | WILLSCOT HLDGS CORP | $213.02万 | 0.47% | 73,810 | 73,810 | — | $213.02万 | 新建仓 |
| MKSI | MKS INC. | $213.01万 | 0.47% | 4,789 | -18,346 | -79.3% | -$816.03万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $209.00万 | 0.46% | 2,490 | -15,251 | -86.0% | -$1,280.11万 | 减仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $199.80万 | 0.44% | 46,715 | -35,425 | -43.1% | -$151.51万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $192.63万 | 0.42% | 5,090 | -14,955 | -74.6% | -$565.97万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $185.65万 | 0.41% | 2,450 | -340 | -12.2% | -$25.76万 | 减仓 |
| CLH | CLEAN HARBORS INC | $171.63万 | 0.38% | 5,745 | 2,045 | 55.3% | $61.09万 | 加仓 |
| CGNX | COGNEX CORP | $167.18万 | 0.37% | 23,085 | 23,085 | — | $167.18万 | 新建仓 |
| OFRM | ONCE UPON A FARM PBC | $166.48万 | 0.37% | 81,290 | 81,290 | — | $166.48万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $164.62万 | 0.36% | 16,195 | -16,735 | -50.8% | -$170.11万 | 减仓 |
| DGII | DIGI INTL INC | $161.44万 | 0.36% | 21,540 | 21,540 | — | $161.44万 | 新建仓 |
| ADTN | ADTRAN HOLDINGS INC | $160.72万 | 0.35% | 115,625 | -221,340 | -65.7% | -$307.66万 | 减仓 |
| GH | GUARDANT HEALTH INC | $159.18万 | 0.35% | 10,610 | -28,055 | -72.6% | -$420.91万 | 重新持有 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $157.60万 | 0.35% | 113,710 | -238,665 | -67.7% | -$330.79万 | 减仓 |
| BURL | BURLINGTON STORES INC | $156.50万 | 0.34% | 4,940 | 4,940 | — | $156.50万 | 新建仓 |
| USAR | USA RARE EARTH INC | $154.84万 | 0.34% | 71,750 | 71,750 | — | $154.84万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $140.55万 | 0.31% | 3,695 | -5,925 | -61.6% | -$225.37万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $137.80万 | 0.30% | 4,075 | 0 | 0.0% | — | 不变 |