LC
| |
Lisanti Capital Growth, LLC13F | |
| Lisanti Capital Growth, LLC | |
| Last update 2025-04-25 | 108 Stocks (55 new) |
| Value $336.00 Mil | Turnover 56 % |
Lisanti Capital Growth, LLC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CORT | Corcept Therapeutics Inc | 99,460 | 11,360.3 | +28.06% | 3.380 | +0.74% | 0.090 | -1.66% | +35.19% | 7,223.8 | Biotechnology | |
PLMR | Palomar Holdings Inc | 57,870 | 7,932.8 | New Holding | 2.360 | +2.36% | 0.220 | -10.46% | +28.89% | 3,639.6 | Insurance | |
ANIP | ANI Pharmaceuticals Inc | 105,425 | 7,058.2 | +291.77% | 2.100 | +1.56% | 0.490 | -1.11% | +22.30% | 1,463.8 | Drug Manufacturers | |
CWST | Casella Waste Systems Inc | 62,625 | 6,983.3 | New Holding | 2.080 | +2.08% | 0.100 | -4.99% | +1.69% | 6,828.7 | Waste Management | |
ULS | UL Solutions Inc | 118,155 | 6,663.9 | +26.21% | 1.980 | +0.41% | 0.060 | +25.02% | +42.01% | 14,141.2 | Business Services | |
KTOS |
Kratos Defense & Security Solutions Inc
Kratos Defense & Security Solutions Inc
| 217,545 | 6,458.9 | -2.60% | 1.920 | -0.04% | 0.140 | +73.30% | +116.53% | 9,617.8 | Aerospace & Defense | |
CVLT | CommVault Systems Inc | 40,400 | 6,373.5 | -6.36% | 1.900 | -0.10% | 0.090 | +7.63% | +9.64% | 7,367.3 | Software | |
BTSG | BrightSpring Health Services Inc | 343,015 | 6,205.1 | +3.35% | 1.850 | +0.06% | 0.200 | +29.87% | +24.08% | 3,714.7 | Healthcare Providers & Services | |
ADMA | ADMA Biologics Inc | 308,440 | 6,119.4 | +75.78% | 1.820 | +0.78% | 0.130 | -22.34% | -1.60% | 4,028.6 | Biotechnology | |
JBTM | JBT Marel Corp | 48,265 | 5,898.0 | +1.73% | 1.750 | +0.03% | 0.090 | +36.49% | +6.24% | 7,006.2 | Industrial Products |
Lisanti Capital Growth, LLC's Historical Top Holdings Breakdowns
Lisanti Capital Growth, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ALAB | Astera Labs Inc | 2025-03-31 | Sold Out Sold Out | -2.51% | 59.67 ($92.51) 143.64 | $118.47 | 28.06% | Sold Out | 0 | -78,830 | |
PLMR | Palomar Holdings Inc | 2025-03-31 | New Buy New Buy | +2.36% | 101.51 ($118.48) 137.08 | $136.10 | 14.87% | New holding | 57,870 | 57,870 | |
CWST | Casella Waste Systems Inc | 2025-03-31 | New Buy New Buy | +2.08% | 104.2 ($109.42) 115.86 | $107.60 | -1.66% | New holding | 62,625 | 62,625 | |
FIX | Comfort Systems USA Inc | 2025-03-31 | Sold Out Sold Out | -2.00% | 313.26 ($403.31) 550.27 | $540.61 | 34.04% | Sold Out | 0 | -19,625 | |
FRPT | Freshpet Inc | 2025-03-31 | Sold Out Sold Out | -1.88% | 83.17 ($122.36) 162.59 | $74.12 | -39.42% | Sold Out | 0 | -52,790 | |
LNTH | Lantheus Holdings Inc | 2025-03-31 | New Buy New Buy | +1.67% | 78.23 ($93.52) 110.01 | $72.90 | -22.05% | New holding | 57,670 | 57,670 | |
KRYS | Krystal Biotech Inc | 2025-03-31 | New Buy New Buy | +1.63% | 142.64 ($168.21) 194.44 | $152.21 | -9.51% | New holding | 30,410 | 30,410 | |
XMTR | Xometry Inc | 2025-03-31 | Reduce Reduce | -1.62% | 23.04 ($31.41) 43.2 | $32.35 | 2.99% | Reduce -75.86% | 50,080 | -157,335 | |
GENI | Genius Sports Ltd | 2025-03-31 | New Buy New Buy | +1.59% | 8.32 ($9.27) 11.08 | $10.79 | 16.45% | New holding | 535,435 | 535,435 | |
KRNT | Kornit Digital Ltd | 2025-03-31 | Sold Out Sold Out | -1.59% | 19.08 ($26.14) 30.97 | $21.79 | -16.66% | Sold Out | 0 | -213,825 |
Lisanti Capital Growth, LLC Total Holding History ($B)
Lisanti Capital Growth, LLC's Asset Allocation
Lisanti Capital Growth, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Lisanti Capital Growth, LLC's Hypothetical Growth since 2025-03-31
Lisanti Capital Growth, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Lisanti Capital Growth, LLC's Holdings Heat Map
Size field:
Lisanti Capital Growth, LLC's Holdings Bubble Chart
Lisanti Capital Growth, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers