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LISANTI CAPITAL GROWTH, LLC 13F portfolio summary

LISANTI CAPITAL GROWTH, LLC of LISANTI CAPITAL GROWTH, LLC has 109 current stock holdings with a reported portfolio value of $454.6M. The portfolio 1 year return is +74.21%. Top holdings include HNGE (2.54%), BTSG (2.37%), XMTR (2.14%), SEI (2.03%), CORT (1.75%).

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LISANTI CAPITAL GROWTH, LLC

LISANTI CAPITAL GROWTH, LLC
Latest filing: 2026-06-30

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%.

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Top 5 Holdings
HNGE2.5%
BTSG2.4%
XMTR2.1%
SEI2.0%
CORT1.8%
Top 5: 10.8%
Portfolio Returns
1 Year
+74.21%
#96/1000
3 Year
+195.14%
#76/1000
5 Year
+263.12%
#40/1000

Portfolio Value

$454.58M

Alpha Score

181.6

#57 of 1000

Holdings

109

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109 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter 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