Lisanti Capital Growth, LLC
Lisanti Capital Growth, LLC is an independent, women-owned investment management firm headquartered in New York City, New York. The firm specializes in managing small and smid cap growth equity portfolios for institutional clients such as public pension plans, charitable organizations, investment companies, and pooled vehicles. Lisanti Capital Growth was founded in 2003 by Mary Lisanti and employs a small team of around 5 professionals, the majority of whom are dedicated to investment management. The firm serves a range of U.S.-based institutional investors.
Investment Strategy
Lisanti Capital Growth, LLC focuses on small and SMID cap growth equities, using a bottom-up, fundamental research-driven process. The firm emphasizes identifying companies with strong growth potential, innovative business models, and sustainable competitive advantages. Their investment philosophy is rooted in deep sector and company analysis, seeking to uncover undervalued or overlooked growth stocks, particularly those with strong earnings growth and scalable business models. The firm predominantly manages separate accounts and commingled vehicles for institutional clients, maintaining a disciplined and repeatable process.
Latest 13F Filing Activity
Lisanti Capital Growth, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 105 equity positions with a total 13F market value of $361M. The fund increased holdings in Credo Technology Group Holdi, Magnite Inc., American Superconductor Corp. among other positions. Lisanti Capital Growth, LLC reduced exposure to Corcept Therapeutics Inc., Palomar HLDGS Inc., Casella Waste SYS Inc. among others.
Top Holdings
Equity Positions (105)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CRDO | CREDO TECHNOLOGY GROUP HOLDI | 2.61% | $9.4M | 101,855 | $91.08 | $92.59 | +$9.2M |
M MGNI | MAGNITE INC | 2.46% | $8.9M | 368,015 | $19.10 | $24.12 | +$7.2M |
L LITE | LUMENTUM HLDGS INC | 2.23% | $8.1M | 84,765 | $89.29 | $95.06 | +$5.3M |
E EYE | NATIONAL VISION HLDGS INC | 2.16% | $7.8M | 338,935 | $13.47 | $23.01 | +$3.8M |
B BOOT | BOOT BARN HLDGS INC | 2.11% | $7.6M | 50,030 | $121.21 | $152.00 | +$3.5M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | President and Portfolio Manager | New York, NY , United States | |
 | Managing Director, Senior Research Analyst | Bedford, NY , United States | |
P Peter O'Connor | Junior Analyst | Valhalla, NY , United States | |
W William Collopy | Investment Research Analyst | New York, NY , United States |