LISANTI CAPITAL GROWTH, LLC
LISANTI CAPITAL GROWTH, LLC runs LISANTI CAPITAL GROWTH, LLC and currently holds 109 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $454.58M. Their top holdings are HNGE, BTSG, XMTR, SEI, CORT. The top five represent 10.8% of reported portfolio weight. LISANTI CAPITAL GROWTH, LLC ranks #57 out of 1000 investors tracked by Alpha Score. In the most recent quarter, LISANTI CAPITAL GROWTH, LLC initiated 39 new positions. They added to 25 existing positions. They trimmed 33 positions. Their current best-performing preview position is SIMO with returns of +196.85%.
109 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
HNGE HINGE HEALTH INC | 2.54% | $69.68 | $88.43 | +26.91% | Added +135.05% |
BTSG BRIGHTSPRING HEALTH SVCS INC | 2.37% | $35.70 | $58.87 | +64.90% | Trimmed -18.39% |
XMTR XOMETRY INC | 2.14% | $96.52 | $83.59 | -13.40% | Added +100.00% |
SEI SOLARIS ENERGY INFRAS INC | 2.03% | $48.97 | $53.32 | +8.88% | Trimmed -2.19% |
CORT CORCEPT THERAPEUTICS INC | 1.75% | $86.95 | $122.25 | +40.60% | New Buy |
DOCN DIGITALOCEAN HLDGS INC | 1.74% | $48.12 | $115.60 | +140.23% | Trimmed -27.16% |
ALGM ALLEGRO MICROSYSTEMS INC | 1.65% | $69.62 | $37.16 | -46.62% | New Buy |
MIRM MIRUM PHARMACEUTICALS INC | 1.63% | $101.85 | $96.31 | -5.44% | Added +62.27% |
FROG JFROG LTD | 1.61% | $38.30 | $92.13 | +140.55% | Trimmed -32.40% |
CRS CARPENTER TECHNOLOGY CORP | 1.58% | $182.70 | $492.46 | +169.54% | Trimmed -44.39% |
Showing 1-10 of 109