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 |
|---|---|---|---|---|---|---|---|---|
| ROAD | CONSTRUCTION PARTNERS INC | $399.64万 | 0.88% | 33,648 | -19,645 | -36.9% | -$233.32万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $401.69万 | 0.88% | 51,585 | -83,145 | -61.7% | -$647.45万 | 减仓 |
| SNEX | STONEX GROUP INC | $410.96万 | 0.90% | 34,680 | 34,680 | — | $410.96万 | 新建仓 |
| FIVN | FIVE9 INC | $412.93万 | 0.91% | 193,680 | 193,680 | — | $412.93万 | 新建仓 |
| AXGN | AXOGEN INC | $418.32万 | 0.92% | 90,565 | -11,760 | -11.5% | -$54.32万 | 减仓 |
| RELY | REMITLY GLOBAL INC | $434.91万 | 0.96% | 194,070 | 194,070 | — | $434.91万 | 新建仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $450.17万 | 0.99% | 152,445 | 152,445 | — | $450.17万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $454.56万 | 1.00% | 121,865 | 121,865 | — | $454.56万 | 新建仓 |
| YOU | CLEAR SECURE INC | $455.95万 | 1.00% | 81,815 | 48,455 | 145.2% | $270.04万 | 加仓 |
| LASR | NLIGHT INC | $467.35万 | 1.03% | 67,128 | -30,430 | -31.2% | -$211.85万 | 减仓 |
| AGX | ARGAN INC | $479.53万 | 1.05% | 6,005 | -4,400 | -42.3% | -$351.36万 | 减仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $480.59万 | 1.06% | 170,180 | 170,180 | — | $480.59万 | 新建仓 |
| GHM | GRAHAM CORP | $482.84万 | 1.06% | 39,005 | 39,005 | — | $482.84万 | 新建仓 |
| DAVE | DAVE INC | $486.60万 | 1.07% | 13,060 | 13,060 | — | $486.60万 | 新建仓 |
| EQPT | EQUIPMENTSHARE COM INC | $488.55万 | 1.07% | 248,500 | 248,500 | — | $488.55万 | 新建仓 |
| VSEC | VSE CORP | $497.08万 | 1.09% | 21,754 | -7,415 | -25.4% | -$169.43万 | 减仓 |
| MRCY | MERCURY SYS INC | $507.06万 | 1.12% | 41,450 | -12,115 | -22.6% | -$148.20万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $509.73万 | 1.12% | 20,825 | -1,250 | -5.7% | -$30.60万 | 减仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $527.92万 | 1.16% | 186,940 | 186,940 | — | $527.92万 | 新建仓 |
| VCEL | VERICEL CORP | $535.57万 | 1.18% | 120,380 | 120,380 | — | $535.57万 | 新建仓 |
| SMTC | SEMTECH CORP | $544.30万 | 1.20% | 33,630 | 2,845 | 9.2% | $46.05万 | 加仓 |
| MGNI | MAGNITE INC | $548.58万 | 1.21% | 289,030 | -20,410 | -6.6% | -$38.74万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $556.24万 | 1.22% | 36,365 | -23,245 | -39.0% | -$355.56万 | 减仓 |
| HTFL | HEARTFLOW INC | $556.51万 | 1.22% | 189,675 | 65,870 | 53.2% | $193.26万 | 加仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $558.32万 | 1.23% | 87,305 | 56,240 | 181.0% | $359.65万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $592.57万 | 1.30% | 18,747 | -19,865 | -51.4% | -$627.91万 | 减仓 |
| EXTR | EXTREME NETWORKS INC | $592.68万 | 1.30% | 183,095 | 183,095 | — | $592.68万 | 新建仓 |
| CECO | CECO ENVIRONMENTAL CORP | $610.45万 | 1.34% | 67,275 | 36,415 | 118.0% | $330.43万 | 加仓 |
| GRDN | GUARDIAN PHARMACY SVCS INC | $636.53万 | 1.40% | 152,025 | -36,125 | -19.2% | -$151.26万 | 减仓 |
| CROX | CROCS INC | $637.46万 | 1.40% | 52,840 | 52,840 | — | $637.46万 | 新建仓 |
| MOD | MODINE MFG CO | $640.18万 | 1.41% | 23,975 | -13,290 | -35.7% | -$354.87万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $653.33万 | 1.44% | 19,600 | -5,685 | -22.5% | -$189.50万 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $656.74万 | 1.44% | 42,975 | 1,530 | 3.7% | $23.38万 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $659.98万 | 1.45% | 46,285 | -13,550 | -22.6% | -$193.21万 | 减仓 |
| FORM | FORMFACTOR INC | $662.59万 | 1.46% | 41,430 | 12,125 | 41.4% | $193.92万 | 加仓 |
| ENVA | ENOVA INTL INC | $665.74万 | 1.46% | 27,655 | 1,815 | 7.0% | $43.69万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $676.07万 | 1.49% | 119,005 | 70,820 | 147.0% | $402.33万 | 加仓 |
| RBC | RBC BEARINGS INC | $678.26万 | 1.49% | 10,531 | -2,215 | -17.4% | -$142.66万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $691.58万 | 1.52% | 351,415 | 200,480 | 132.8% | $394.54万 | 加仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $697.46万 | 1.53% | 325,155 | 182,640 | 128.2% | $391.76万 | 重新持有 |
| CVLT | COMMVAULT SYS INC | $703.55万 | 1.55% | 49,640 | 49,640 | — | $703.55万 | 新建仓 |
| KRYS | KRYSTAL BIOTECH INC | $708.03万 | 1.56% | 19,050 | 535 | 2.9% | $19.88万 | 加仓 |
| DY | DYCOM INDS INC | $716.42万 | 1.58% | 14,170 | -2,835 | -16.7% | -$143.33万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $719.54万 | 1.58% | 11,665 | -9,310 | -44.4% | -$574.28万 | 减仓 |
| FROG | JFROG LTD | $732.99万 | 1.61% | 80,655 | -38,655 | -32.4% | -$351.30万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $740.99万 | 1.63% | 63,295 | 24,290 | 62.3% | $284.36万 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $750.96万 | 1.65% | 107,865 | 107,865 | — | $750.96万 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $791.82万 | 1.74% | 50,425 | -18,800 | -27.2% | -$295.22万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $796.55万 | 1.75% | 91,610 | 91,610 | — | $796.55万 | 新建仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $923.24万 | 2.03% | 114,745 | -2,570 | -2.2% | -$20.68万 | 减仓 |
| XMTR | XOMETRY INC | $973.69万 | 2.14% | 100,880 | 35,975 | 55.4% | $347.23万 | 重新持有 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $1,078.32万 | 2.37% | 154,620 | -34,835 | -18.4% | -$242.94万 | 减仓 |
| HNGE | HINGE HEALTH INC | $1,154.94万 | 2.54% | 139,150 | 79,950 | 135.1% | $663.59万 | 加仓 |