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 |
|---|---|---|---|---|---|---|---|---|
| MAIR | MADISON AIR SOLUTIONS CORP | $136.56万 | 0.30% | 35,015 | 35,015 | — | $136.56万 | 新建仓 |
| LGN | LEGENCE CORP | $132.79万 | 0.29% | 15,580 | 15,580 | — | $132.79万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $113.54万 | 0.25% | 4,175 | -26,401 | -86.3% | -$717.98万 | 重新持有 |
| APEI | AMERICAN PUB ED INC | $112.21万 | 0.25% | 20,895 | 20,895 | — | $112.21万 | 新建仓 |
| ATRO | ASTRONICS CORP | $99.79万 | 0.22% | 12,280 | -28,540 | -69.9% | -$231.92万 | 减仓 |
| PI | IMPINJ INC | $80.14万 | 0.18% | 5,595 | -21,811 | -79.6% | -$312.40万 | 重新持有 |
| PL | PLANET LABS PBC | $73.83万 | 0.16% | 22,285 | -190,140 | -89.5% | -$629.93万 | 减仓 |
| XPO | XPO INC | $64.26万 | 0.14% | 3,130 | 0 | 0.0% | — | 不变 |
| QNT | QUANTINUUM INC | $40.91万 | 0.09% | 5,005 | 5,005 | — | $40.91万 | 新建仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -42,639 | -100.0% | -$974.22万 | 清仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $0 | 0.00% | 0 | -896,470 | -100.0% | -$970.88万 | 清仓 |
| MTDR | MATADOR RES CO | $0 | 0.00% | 0 | -123,115 | -100.0% | -$777.84万 | 清仓 |
| AEIS | ADVANCED ENERGY INDS | $0 | 0.00% | 0 | -23,736 | -100.0% | -$765.98万 | 清仓 |
| FN | FABRINET | $0 | 0.00% | 0 | -12,165 | -100.0% | -$634.43万 | 清仓 |
| ENSG | ENSIGN GROUP INC | $0 | 0.00% | 0 | -30,810 | -100.0% | -$620.82万 | 清仓 |
| NXT | NEXTPOWER INC | $0 | 0.00% | 0 | -49,625 | -100.0% | -$598.23万 | 清仓 |
| KRMN | KARMAN HLDGS INC | $0 | 0.00% | 0 | -71,079 | -100.0% | -$568.99万 | 清仓 |
| IONS | IONIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -75,699 | -100.0% | -$568.42万 | 清仓 |
| KVYO | KLAVIYO INC | $0 | 0.00% | 0 | -281,120 | -100.0% | -$547.06万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -74,235 | -100.0% | -$523.43万 | 清仓 |
| EYE | NATIONAL VISION HLDGS INC | $0 | 0.00% | 0 | -196,953 | -100.0% | -$510.11万 | 清仓 |
| MTZ | MASTEC INC | $0 | 0.00% | 0 | -15,073 | -100.0% | -$484.96万 | 清仓 |
| TTMI | TTM TECHNOLOGIES INC | $0 | 0.00% | 0 | -46,435 | -100.0% | -$452.37万 | 清仓 |
| WAY | WAYSTAR HLDG CORP | $0 | 0.00% | 0 | -187,130 | -100.0% | -$451.17万 | 清仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $0 | 0.00% | 0 | -33,535 | -100.0% | -$446.38万 | 清仓 |
| — | APOGEE THERAPEUTICS INC | $0 | 0.00% | 0 | -52,260 | -100.0% | -$439.87万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -47,565 | -100.0% | -$437.79万 | 清仓 |
| CAVA | CAVA GROUP INC | $0 | 0.00% | 0 | -50,510 | -100.0% | -$408.63万 | 清仓 |
| PUMP | PROPETRO HLDG CORP | $0 | 0.00% | 0 | -267,390 | -100.0% | -$385.31万 | 清仓 |
| HALO | HALOZYME THERAPEUTICS INC | $0 | 0.00% | 0 | -54,445 | -100.0% | -$351.88万 | 清仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $0 | 0.00% | 0 | -16,965 | -100.0% | -$318.94万 | 清仓 |
| TNDM | TANDEM DIABETES CARE INC | $0 | 0.00% | 0 | -165,325 | -100.0% | -$316.93万 | 清仓 |
| FRPT | FRESHPET INC | $0 | 0.00% | 0 | -53,125 | -100.0% | -$313.23万 | 清仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -41,815 | -100.0% | -$293.33万 | 清仓 |
| PATK | PATRICK INDS INC | $0 | 0.00% | 0 | -25,620 | -100.0% | -$284.56万 | 清仓 |
| PDFS | PDF SOLUTIONS INC | $0 | 0.00% | 0 | -81,365 | -100.0% | -$266.14万 | 清仓 |
| IBP | INSTALLED BLDG PRODS INC | $0 | 0.00% | 0 | -9,930 | -100.0% | -$263.29万 | 清仓 |
| WFRD | WEATHERFORD INTL PLC | $0 | 0.00% | 0 | -24,960 | -100.0% | -$236.07万 | 清仓 |
| BBIO | BRIDGEBIO PHARMA INC | $0 | 0.00% | 0 | -31,405 | -100.0% | -$233.21万 | 清仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $0 | 0.00% | 0 | -130,280 | -100.0% | -$229.55万 | 清仓 |
| SHAK | SHAKE SHACK INC | $0 | 0.00% | 0 | -23,250 | -100.0% | -$205.69万 | 清仓 |
| JBTM | JBT MAREL CORPORATION | $0 | 0.00% | 0 | -16,063 | -100.0% | -$205.40万 | 清仓 |
| FIGS | FIGS INC | $0 | 0.00% | 0 | -137,180 | -100.0% | -$202.61万 | 清仓 |
| FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | -1,390 | -100.0% | -$191.68万 | 清仓 |
| WRBY | WARBY PARKER INC | $0 | 0.00% | 0 | -62,790 | -100.0% | -$132.30万 | 清仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $0 | 0.00% | 0 | -12,410 | -100.0% | -$104.14万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -4,020 | -100.0% | -$95.76万 | 清仓 |
| — | KALVISTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -43,775 | -100.0% | -$88.12万 | 清仓 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | -11,070 | -100.0% | -$83.26万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -5,345 | -100.0% | -$79.94万 | 清仓 |
| GKOS | GLAUKOS CORP | $0 | 0.00% | 0 | -6,995 | -100.0% | -$75.31万 | 清仓 |
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | -16,415 | -100.0% | -$69.86万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -920 | -100.0% | -$64.65万 | 清仓 |