AH Lisanti Capital Growth, LLC Buys FTI Consulting Inc, Tabula Rasa HealthCare Inc, Mercury Systems Inc, Sells Perficient Inc, Boot Barn Holdings Inc, Staar Surgical Co

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May 11, 2020
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New York, NY, based Investment company AH Lisanti Capital Growth, LLC (Current Portfolio) buys FTI Consulting Inc, Tabula Rasa HealthCare Inc, Mercury Systems Inc, Advanced Drainage Systems Inc, Arcosa Inc, sells Perficient Inc, Boot Barn Holdings Inc, Staar Surgical Co, Viavi Solutions Inc, Lithia Motors Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, AH Lisanti Capital Growth, LLC. As of 2020Q1, AH Lisanti Capital Growth, LLC owns 111 stocks with a total value of $302 million. These are the details of the buys and sells.

For the details of AH Lisanti Capital Growth, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/ah+lisanti+capital+growth%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of AH Lisanti Capital Growth, LLC
  1. Five9 Inc (FIVN) - 133,858 shares, 3.39% of the total portfolio. Shares added by 45.00%
  2. Repligen Corp (RGEN) - 86,040 shares, 2.75% of the total portfolio. Shares added by 38.89%
  3. Inphi Corp (IPHI) - 98,957 shares, 2.59% of the total portfolio. Shares added by 9.69%
  4. Horizon Therapeutics PLC (HZNP) - 236,653 shares, 2.32% of the total portfolio. Shares reduced by 10.37%
  5. Freshpet Inc (FRPT) - 108,669 shares, 2.30% of the total portfolio. Shares added by 12.15%
New Purchase: FTI Consulting Inc (FCN)

AH Lisanti Capital Growth, LLC initiated holding in FTI Consulting Inc. The purchase prices were between $105.05 and $131.69, with an estimated average price of $117.74. The stock is now traded at around $124.48. The impact to a portfolio due to this purchase was 2.07%. The holding were 52,308 shares as of .

New Purchase: Tabula Rasa HealthCare Inc (TRHC)

AH Lisanti Capital Growth, LLC initiated holding in Tabula Rasa HealthCare Inc. The purchase prices were between $36.13 and $69.2, with an estimated average price of $54.22. The stock is now traded at around $58.15. The impact to a portfolio due to this purchase was 1.8%. The holding were 104,045 shares as of .

New Purchase: Mercury Systems Inc (MRCY)

AH Lisanti Capital Growth, LLC initiated holding in Mercury Systems Inc. The purchase prices were between $57.1 and $86.47, with an estimated average price of $75.82. The stock is now traded at around $91.11. The impact to a portfolio due to this purchase was 1.39%. The holding were 58,958 shares as of .

New Purchase: Advanced Drainage Systems Inc (WMS)

AH Lisanti Capital Growth, LLC initiated holding in Advanced Drainage Systems Inc. The purchase prices were between $23.59 and $50.92, with an estimated average price of $40.5. The stock is now traded at around $40.69. The impact to a portfolio due to this purchase was 1.34%. The holding were 137,850 shares as of .

New Purchase: Arcosa Inc (ACA)

AH Lisanti Capital Growth, LLC initiated holding in Arcosa Inc. The purchase prices were between $30.13 and $47.67, with an estimated average price of $42.45. The stock is now traded at around $33.42. The impact to a portfolio due to this purchase was 1.3%. The holding were 99,050 shares as of .

New Purchase: QTS Realty Trust Inc (QTS)

AH Lisanti Capital Growth, LLC initiated holding in QTS Realty Trust Inc. The purchase prices were between $43.98 and $63.09, with an estimated average price of $55.88. The stock is now traded at around $66.43. The impact to a portfolio due to this purchase was 1.16%. The holding were 60,565 shares as of .

Added: SolarEdge Technologies Inc (SEDG)

AH Lisanti Capital Growth, LLC added to a holding in SolarEdge Technologies Inc by 300.55%. The purchase prices were between $69.48 and $142.2, with an estimated average price of $105.66. The stock is now traded at around $121.12. The impact to a portfolio due to this purchase was 1.19%. The holding were 58,640 shares as of .

Added: Enphase Energy Inc (ENPH)

AH Lisanti Capital Growth, LLC added to a holding in Enphase Energy Inc by 196.46%. The purchase prices were between $23.99 and $59.09, with an estimated average price of $37.47. The stock is now traded at around $58.89. The impact to a portfolio due to this purchase was 1.09%. The holding were 154,542 shares as of .

Added: RBC Bearings Inc (ROLL)

AH Lisanti Capital Growth, LLC added to a holding in RBC Bearings Inc by 163.68%. The purchase prices were between $81.77 and $181.97, with an estimated average price of $155.57. The stock is now traded at around $121.60. The impact to a portfolio due to this purchase was 1.07%. The holding were 45,986 shares as of .

Added: Five9 Inc (FIVN)

AH Lisanti Capital Growth, LLC added to a holding in Five9 Inc by 45.00%. The purchase prices were between $56.45 and $78.75, with an estimated average price of $71.31. The stock is now traded at around $105.77. The impact to a portfolio due to this purchase was 1.05%. The holding were 133,858 shares as of .

Added: NeoGenomics Inc (NEO)

AH Lisanti Capital Growth, LLC added to a holding in NeoGenomics Inc by 276.60%. The purchase prices were between $20.5 and $34.53, with an estimated average price of $30.04. The stock is now traded at around $28.21. The impact to a portfolio due to this purchase was 1.02%. The holding were 152,391 shares as of .

Added: Palomar Holdings Inc (PLMR)

AH Lisanti Capital Growth, LLC added to a holding in Palomar Holdings Inc by 315.98%. The purchase prices were between $41.96 and $61.48, with an estimated average price of $52.26. The stock is now traded at around $59.48. The impact to a portfolio due to this purchase was 0.91%. The holding were 62,335 shares as of .

Sold Out: Perficient Inc (PRFT)

AH Lisanti Capital Growth, LLC sold out a holding in Perficient Inc. The sale prices were between $21.78 and $53.15, with an estimated average price of $43.9.

Sold Out: Boot Barn Holdings Inc (BOOT)

AH Lisanti Capital Growth, LLC sold out a holding in Boot Barn Holdings Inc. The sale prices were between $10.46 and $47.28, with an estimated average price of $32.3.

Sold Out: Staar Surgical Co (STAA)

AH Lisanti Capital Growth, LLC sold out a holding in Staar Surgical Co. The sale prices were between $25.01 and $42.4, with an estimated average price of $33.91.

Sold Out: Viavi Solutions Inc (VIAV)

AH Lisanti Capital Growth, LLC sold out a holding in Viavi Solutions Inc. The sale prices were between $9 and $15.88, with an estimated average price of $13.67.

Sold Out: Lithia Motors Inc (LAD)

AH Lisanti Capital Growth, LLC sold out a holding in Lithia Motors Inc. The sale prices were between $63.38 and $147.37, with an estimated average price of $121.55.

Sold Out: MKS Instruments Inc (MKSI)

AH Lisanti Capital Growth, LLC sold out a holding in MKS Instruments Inc. The sale prices were between $70.88 and $120.84, with an estimated average price of $102.88.



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