Lisanti Capital Growth, LLC
NEW YORK NY · SEC CIK 0001424467
$3.97亿2026Q1 申报市值
103持仓数
20.7%前十大占比 · 第一大 2.5%
41 / 43新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PTEN 新建仓+$970.88万
MTDR 新建仓+$777.84万
GRDN 新建仓+$708.57万
FN 新建仓+$634.43万
ENSG 新建仓+$620.82万
2026Q1 卖出最多 按季末市值估算
LITE 减仓-$833.82万
HURN 清仓-$788.30万
ATEC 清仓-$783.54万
TMDX 清仓-$690.38万
NAMS 清仓-$629.37万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| FCFS | FIRSTCASH HOLDINGS INC | $318.94万 | 0.80% | 16,965 | 16,965 | — | $318.94万 | 新建仓 |
| AXGN | AXOGEN INC | $339.00万 | 0.85% | 102,325 | -6,850 | -6.3% | -$22.69万 | 减仓 |
| ENVA | ENOVA INTL INC | $350.98万 | 0.88% | 25,840 | -16,920 | -39.6% | -$229.82万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $351.88万 | 0.89% | 54,445 | 54,445 | — | $351.88万 | 新建仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $360.33万 | 0.91% | 39,005 | 39,005 | — | $360.33万 | 新建仓 |
| MGNI | MAGNITE INC | $367.61万 | 0.93% | 309,440 | 120,272 | 63.6% | $142.88万 | 重新持有 |
| UCTT | ULTRA CLEAN HLDGS INC | $372.05万 | 0.94% | 59,835 | 59,835 | — | $372.05万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $373.11万 | 0.94% | 22,075 | 22,075 | — | $373.11万 | 新建仓 |
| PUMP | PROPETRO HLDG CORP | $385.31万 | 0.97% | 267,390 | 267,390 | — | $385.31万 | 新建仓 |
| MRCY | MERCURY SYS INC | $390.54万 | 0.98% | 53,565 | -40,700 | -43.2% | -$296.74万 | 减仓 |
| CAVA | CAVA GROUP INC | $408.63万 | 1.03% | 50,510 | 50,510 | — | $408.63万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $411.06万 | 1.04% | 20,045 | 20,045 | — | $411.06万 | 新建仓 |
| SITM | SITIME CORP | $412.14万 | 1.04% | 11,934 | -10,920 | -47.8% | -$377.12万 | 减仓 |
| ADTN | ADTRAN HOLDINGS INC | $423.90万 | 1.07% | 336,965 | 336,965 | — | $423.90万 | 新建仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $437.79万 | 1.10% | 47,565 | 39,780 | 511.0% | $366.14万 | 加仓 |
| — | APOGEE THERAPEUTICS INC | $439.87万 | 1.11% | 52,260 | 52,260 | — | $439.87万 | 新建仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $446.38万 | 1.12% | 33,535 | 25,190 | 301.9% | $335.30万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $451.17万 | 1.14% | 187,130 | 172,260 | 1,158.4% | $415.32万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $452.37万 | 1.14% | 46,435 | -21,887 | -32.0% | -$213.22万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $478.28万 | 1.21% | 18,515 | 18,515 | — | $478.28万 | 新建仓 |
| MTZ | MASTEC INC | $484.96万 | 1.22% | 15,073 | 75 | 0.5% | $2.41万 | 加仓 |
| EYE | NATIONAL VISION HLDGS INC | $510.11万 | 1.29% | 196,953 | -110 | -0.1% | -$2,849 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $516.61万 | 1.30% | 41,445 | -25 | -0.1% | -$3,116 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $523.43万 | 1.32% | 74,235 | 11,935 | 19.2% | $84.15万 | 加仓 |
| MKSI | MKS INC. | $531.67万 | 1.34% | 23,135 | 23,135 | — | $531.67万 | 新建仓 |
| VSEC | VSE CORP | $537.88万 | 1.36% | 29,169 | -6,140 | -17.4% | -$113.22万 | 减仓 |
| KVYO | KLAVIYO INC | $547.06万 | 1.38% | 281,120 | 102,980 | 57.8% | $200.40万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $552.94万 | 1.39% | 59,610 | 59,610 | — | $552.94万 | 新建仓 |
| LASR | NLIGHT INC | $556.28万 | 1.40% | 97,558 | -6,420 | -6.2% | -$36.61万 | 减仓 |
| FROG | JFROG LTD | $559.92万 | 1.41% | 119,310 | -25,083 | -17.4% | -$117.71万 | 减仓 |
| AGX | ARGAN INC | $566.71万 | 1.43% | 10,405 | 10,405 | — | $566.71万 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC | $568.42万 | 1.43% | 75,699 | 42,910 | 130.9% | $322.21万 | 加仓 |
| KRMN | KARMAN HLDGS INC | $568.99万 | 1.43% | 71,079 | 3,710 | 5.5% | $29.70万 | 加仓 |
| DY | DYCOM INDS INC | $576.16万 | 1.45% | 17,005 | -3,535 | -17.2% | -$119.77万 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $592.19万 | 1.49% | 53,293 | -4,170 | -7.3% | -$46.34万 | 减仓 |
| PL | PLANET LABS PBC | $593.73万 | 1.50% | 212,425 | 107,395 | 102.3% | $300.17万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $593.81万 | 1.50% | 69,225 | -7,510 | -9.8% | -$64.42万 | 减仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $594.10万 | 1.50% | 352,375 | 153,485 | 77.2% | $258.78万 | 加仓 |
| NXT | NEXTPOWER INC | $598.23万 | 1.51% | 49,625 | -16,550 | -25.0% | -$199.51万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $620.82万 | 1.56% | 30,810 | 30,810 | — | $620.82万 | 新建仓 |
| FN | FABRINET | $634.43万 | 1.60% | 12,165 | 12,165 | — | $634.43万 | 新建仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $662.95万 | 1.67% | 117,315 | 33,430 | 39.9% | $188.91万 | 加仓 |
| RBC | RBC BEARINGS INC | $692.26万 | 1.74% | 12,746 | -45 | -0.4% | -$2.44万 | 减仓 |
| GRDN | GUARDIAN PHARMACY SVCS INC | $708.57万 | 1.79% | 188,150 | 188,150 | — | $708.57万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $722.54万 | 1.82% | 17,741 | 8,380 | 89.5% | $341.29万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $765.98万 | 1.93% | 23,736 | 3,475 | 17.2% | $112.14万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $770.89万 | 1.94% | 38,612 | -5,130 | -11.7% | -$102.42万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $775.78万 | 1.95% | 134,730 | -9,370 | -6.5% | -$53.95万 | 减仓 |
| MTDR | MATADOR RES CO | $777.84万 | 1.96% | 123,115 | 123,115 | — | $777.84万 | 新建仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $807.27万 | 2.03% | 189,455 | 37,260 | 24.5% | $158.76万 | 加仓 |
| MOD | MODINE MFG CO | $807.57万 | 2.04% | 37,265 | -20,770 | -35.8% | -$450.11万 | 重新持有 |
| CRS | CARPENTER TECHNOLOGY CORP | $826.73万 | 2.08% | 20,975 | -7,650 | -26.7% | -$301.52万 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $970.88万 | 2.45% | 896,470 | 896,470 | — | $970.88万 | 新建仓 |
| FIVE | FIVE BELOW INC | $974.22万 | 2.45% | 42,639 | -1,205 | -2.7% | -$27.53万 | 减仓 |