Lisanti Capital Growth, LLC 13F 持仓 · 2026年Q2
Lisanti Capital Growth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 109 只证券，申报市值合计 4.55 亿美元。前几大持仓：HNGE（2.54%）、BTSG（2.37%）、XMTR（2.14%）。本季前 25 大持仓中：新建仓 6 只、增持 8 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | HNGE | HINGE HEALTH INC | $11.5M | 2.54% | 139,150 | 增持 |
| 2 | BTSG | BRIGHTSPRING HEALTH SVCS INC | $10.8M | 2.37% | 154,620 | 减持 |
| 3 | XMTR | XOMETRY INC | $9.7M | 2.14% | 100,880 | 新建仓 |
| 4 | SEI | SOLARIS ENERGY INFRAS INC | $9.2M | 2.03% | 114,745 | 减持 |
| 5 | CORT | CORCEPT THERAPEUTICS INC | $8.0M | 1.75% | 91,610 | 新建仓 |
| 6 | DOCN | DIGITALOCEAN HLDGS INC | $7.9M | 1.74% | 50,425 | 减持 |
| 7 | ALGM | ALLEGRO MICROSYSTEMS INC | $7.5M | 1.65% | 107,865 | 新建仓 |
| 8 | MIRM | MIRUM PHARMACEUTICALS INC | $7.4M | 1.63% | 63,295 | 增持 |
| 9 | FROG | JFROG LTD | $7.3M | 1.61% | 80,655 | 减持 |
| 10 | CRS | CARPENTER TECHNOLOGY CORP | $7.2M | 1.58% | 11,665 | 减持 |
| 11 | DY | DYCOM INDS INC | $7.2M | 1.58% | 14,170 | 减持 |
| 12 | KRYS | KRYSTAL BIOTECH INC | $7.1M | 1.56% | 19,050 | 增持 |
| 13 | CVLT | COMMVAULT SYS INC | $7.0M | 1.55% | 49,640 | 新建仓 |
| 14 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $7.0M | 1.53% | 325,155 | 新建仓 |
| 15 | ZETA | ZETA GLOBAL HOLDINGS CORP | $6.9M | 1.52% | 351,415 | 增持 |
| 16 | RBC | RBC BEARINGS INC | $6.8M | 1.49% | 10,531 | 减持 |
| 17 | TVTX | TRAVERE THERAPEUTICS INC | $6.8M | 1.49% | 119,005 | 增持 |
| 18 | ENVA | ENOVA INTL INC | $6.7M | 1.46% | 27,655 | 增持 |
| 19 | FORM | FORMFACTOR INC | $6.6M | 1.46% | 41,430 | 增持 |
| 20 | UCTT | ULTRA CLEAN HLDGS INC | $6.6M | 1.45% | 46,285 | 减持 |
| 21 | PVLA | PALVELLA THERAPEUTICS INC NE | $6.6M | 1.44% | 42,975 | 增持 |
| 22 | SIMO | SILICON MOTION TECHNOLOGY CO | $6.5M | 1.44% | 19,600 | 减持 |
| 23 | MOD | MODINE MFG CO | $6.4M | 1.41% | 23,975 | 减持 |
| 24 | CROX | CROCS INC | $6.4M | 1.40% | 52,840 | 新建仓 |
| 25 | GRDN | GUARDIAN PHARMACY SVCS INC | $6.4M | 1.40% | 152,025 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR