LISANTI CAPITAL GROWTH LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
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CRDO | CREDO TECHNOLOGY GROUP HOLDING | 101,855 | +95,785 | +1,578.01% | $60.48 | 2.63% | 0.06% | 9,430,754 | 2025-06-30 | ||||||
MGNI | MAGNITE | 368,015 | +224,160 | +155.82% | $13.02 | 2.47% | 0.26% | 8,876,522 | 2025-06-30 | ||||||
LITE | LUMENTUM HOLDINGS | 84,765 | +40,720 | +92.45% | $73.85 | 2.25% | 0.12% | 8,057,761 | 2025-06-30 | ||||||
EYE | NATIONAL VISION HOLDINGS | 338,935 | +22,725 | +7.19% | $12.22 | 2.17% | 0.43% | 7,798,894 | 2025-06-30 | ||||||
BOOT | BOOT BARN HOLDINGS | 50,030 | +11,980 | +31.48% | $68.99 | 2.12% | 0.16% | 7,604,560 | 2025-06-30 | ||||||
SPRY | ARS PHARMACEUTICALS | 420,075 | +226,245 | +116.72% | $13.34 | 2.04% | 0.43% | 7,330,309 | 2025-06-30 | ||||||
AMSC | AMERICAN SUPERCONDUCTOR | 180,750 | +180,750 | Open | $26.65 | 1.85% | 0.40% | 6,631,718 | 2025-06-30 | ||||||
ROAD | CONSTRUCTION PARTNERS | 62,255 | -6,705 | -9.72% | $51.92 | 1.84% | 0.13% | 6,616,461 | 2025-06-30 | ||||||
MOD | MODINE MANUFACTURING | 65,270 | +54,570 | +510.00% | $81.08 | 1.79% | 0.12% | 6,429,095 | 2025-06-30 | ||||||
STRL | STERLING INFRASTRUCTURE | 27,780 | +27,780 | Open | $160.82 | 1.79% | 0.09% | 6,409,679 | 2025-06-30 | ||||||
CVLT | COMMVAULT SYSTEMS | 36,435 | -3,965 | -9.81% | $83.27 | 1.77% | 0.08% | 6,351,714 | 2025-06-30 | ||||||
ANIP | ANI PHARMACEUTICALS | 95,165 | -10,260 | -9.73% | $61.17 | 1.73% | 0.44% | 6,209,516 | 2025-06-30 | ||||||
OLLI | OLLIE'S BARGAIN OUTLET HOLDINGS | 45,440 | -4,895 | -9.72% | $62.02 | 1.67% | 0.07% | 5,988,083 | 2025-06-30 | ||||||
ULS | UL SOLUTIONS INC | 81,780 | -36,375 | -30.79% | $39.48 | 1.66% | 0.13% | 5,958,491 | 2025-06-30 | ||||||
QTWO | Q2 HOLDINGS | 60,450 | -6,215 | -9.32% | $48.04 | 1.58% | 0.10% | 5,657,516 | 2025-06-30 | ||||||
ELF | ELF BEAUTY | 45,000 | +45,000 | Open | $84.28 | 1.56% | 0.08% | 5,599,800 | 2025-06-30 | ||||||
BE | BLOOM ENERGY | 230,130 | +230,130 | Open | $18.98 | 1.53% | 0.10% | 5,504,710 | 2025-06-30 | ||||||
RBC | RBC BEARINGS | 14,095 | -1,455 | -9.36% | $0.00 | 1.51% | 0.04% | 5,423,756 | 2025-06-30 | ||||||
CELH | CELSIUS HOLDINGS | 116,110 | +116,110 | Open | $38.20 | 1.50% | 0.05% | 5,386,343 | 2025-06-30 | ||||||
CRS | CARPENTER TECHNOLOGY | 19,215 | -1,880 | -8.91% | $104.02 | 1.48% | 0.04% | 5,310,642 | 2025-06-30 | ||||||
WGS | GENEDX HOLDINGS | 56,615 | +27,180 | +92.34% | $72.87 | 1.46% | 0.20% | 5,226,131 | 2025-06-30 | ||||||
VSEC | VSE | 39,150 | -4,225 | -9.74% | $73.95 | 1.43% | 0.19% | 5,127,867 | 2025-06-30 | ||||||
KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS | 110,135 | -107,410 | -49.37% | $18.86 | 1.43% | 0.07% | 5,115,771 | 2025-06-30 | ||||||
MRCY | MERCURY SYSTEMS | 94,205 | +34,750 | +58.45% | $46.04 | 1.41% | 0.16% | 5,073,881 | 2025-06-30 | ||||||
GENI | GENIUS SPORTS | 483,330 | -52,105 | -9.73% | $9.37 | 1.40% | 0.00% | 5,026,632 | 2025-06-30 | ||||||
ADMA | ADMA BIOLOGICS | 275,955 | -32,485 | -10.53% | $16.51 | 1.40% | 0.12% | 5,025,141 | 2025-06-30 | ||||||
DAVE | DAVE | 18,565 | +18,565 | Open | $160.13 | 1.39% | 0.15% | 4,983,032 | 2025-06-30 | ||||||
MP | MP MATERIALS | 149,635 | +12,930 | +9.46% | $23.55 | 1.39% | 0.08% | 4,978,356 | 2025-06-30 | ||||||
FROG | JFROG | 110,195 | +10,230 | +10.23% | $35.99 | 1.35% | 0.09% | 4,835,357 | 2025-06-30 | ||||||
TNDM | TANDEM DIABETES CARE | 253,840 | +253,840 | Open | $19.68 | 1.32% | 0.38% | 4,731,578 | 2025-06-30 | ||||||
TMDX | TRANSMEDICS GROUP | 35,130 | +6,260 | +21.68% | $74.79 | 1.31% | 0.10% | 4,707,771 | 2025-06-30 | ||||||
FIVE | FIVE BELOW | 34,500 | +34,500 | Open | $86.89 | 1.26% | 0.06% | 4,525,710 | 2025-06-30 | ||||||
SITM | SITIME | 21,175 | +9,355 | +79.15% | $155.81 | 1.26% | 0.08% | 4,511,969 | 2025-06-30 | ||||||
KVYO | KLAVIYO INC | 132,405 | +22,150 | +20.09% | $29.71 | 1.24% | 0.11% | 4,446,160 | 2025-06-30 | ||||||
SLAB | SILICON LABORATORIES | 28,450 | +28,450 | Open | $114.18 | 1.17% | 0.09% | 4,192,392 | 2025-06-30 | ||||||
VRNA | VERONA PHARMA | 43,965 | +43,965 | Open | $72.34 | 1.16% | 0.05% | 4,158,210 | 2025-06-30 | ||||||
AIT | APPLIED INDUSTRIAL TECHNOLOGIES | 17,565 | -6,270 | -26.31% | $144.72 | 1.14% | 0.05% | 4,082,984 | 2025-06-30 | ||||||
XMTR | XOMETRY | 120,185 | +70,105 | +139.99% | $29.49 | 1.13% | 0.24% | 4,061,051 | 2025-06-30 | ||||||
LRN | STRIDE | 27,695 | -13,460 | -32.71% | $126.03 | 1.12% | 0.06% | 4,021,037 | 2025-06-30 | ||||||
ONON | ON HOLDING AG | 76,435 | +76,435 | Open | $48.98 | 1.11% | 0.00% | 3,978,442 | 2025-06-30 | ||||||
HQY | HEALTHEQUITY | 36,345 | -10,755 | -22.83% | $74.67 | 1.06% | 0.04% | 3,807,502 | 2025-06-30 | ||||||
ALGM | ALLEGRO MICROSYSTEMS | 109,975 | +30,920 | +39.11% | $24.72 | 1.05% | 0.06% | 3,760,045 | 2025-06-30 | ||||||
PI | IMPINJ | 33,635 | +33,635 | Open | $92.30 | 1.04% | 0.12% | 3,735,839 | 2025-06-30 | ||||||
MTZ | MASTEC | 21,775 | +3,890 | +21.75% | $99.74 | 1.03% | 0.03% | 3,711,113 | 2025-06-30 | ||||||
LEU | CENTRUS ENERGY | 19,125 | +19,125 | Open | $123.07 | 0.98% | 0.11% | 3,503,318 | 2025-06-30 | ||||||
BROS | DUTCH BROS | 49,870 | +37,595 | +306.27% | $65.40 | 0.95% | 0.04% | 3,409,612 | 2025-06-30 | ||||||
CORT | CORCEPT THERAPEUTICS | 46,360 | -53,100 | -53.39% | $46.45 | 0.95% | 0.04% | 3,402,824 | 2025-06-30 | ||||||
VCEL | VERICEL | 79,935 | +40,920 | +104.88% | $40.04 | 0.95% | 0.16% | 3,401,234 | 2025-06-30 | ||||||
FOUR | SHIFT4 PAYMENTS | 33,850 | +33,850 | Open | $85.32 | 0.94% | 0.05% | 3,354,874 | 2025-06-30 | ||||||
CROX | CROCS | 30,985 | +30,985 | Open | $101.63 | 0.87% | 0.06% | 3,138,161 | 2025-06-30 |