Stock Taper 
LISANTI CAPITAL GROWTH, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Curtiss-Wright Corporation | CW | 2.45K | $1.86M |
 Sterling Infrastructure, Inc. | STRL | 2.49K | $2.09M |
 XPO Logistics, Inc. | XPO | 3.13K | $642.56K |
 SiTime Corporation | SITM | 3.21K | $2.39M |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 3.69K | $1.41M |
 Applied Industrial Technologies, Inc. | AIT | 4.08K | $1.38M |
 Credo Technology Group Holding Ltd | CRDO | 4.17K | $1.14M |
 MKS Inc. | MKSI | 4.79K | $2.13M |
 Burlington Stores, Inc. | BURL | 4.94K | $1.56M |
 Quantinuum Inc. Class A Common Stock | QNT | 5K | $409.11K |
 Onto Innovation Inc. | ONTO | 5.09K | $1.93M |
 Impinj, Inc. | PI | 5.59K | $801.37K |
 Clean Harbors, Inc. | CLH | 5.75K | $1.72M |
 Argan, Inc. | AGX | 6K | $4.8M |
 Astera Labs, Inc. Common Stock | ALAB | 6.34K | $3.06M |
 ESCO Technologies Inc. | ESE | 10.13K | $3.55M |
 RBC Bearings Incorporated | RBC | 10.53K | $6.78M |
 Guardant Health, Inc. | GH | 10.61K | $1.59M |
 Carpenter Technology Corporation | CRS | 11.66K | $7.2M |
 Astronics Corporation | ATRO | 12.28K | $997.87K |