Stock Taper

LISANTI CAPITAL GROWTH, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Semtech CorporationSMTC33.63K$5.44M
Allient Inc.ALNT30.89K$3.18M
Enova International, Inc.ENVA27.66K$6.66M
UL Solutions Inc.ULS25.11K$2.56M
Modine Manufacturing CompanyMOD23.98K$6.4M
Viking Holdings LtdVIK23.49K$2.46M
Cognex CorporationCGNX23.09K$1.67M
Planet Labs PBCPL22.29K$738.3K
VSE CorporationVSEC21.75K$4.97M
Digi International Inc.DGII21.54K$1.61M
MaxLinear, Inc.MXL21.41K$2.74M
American Public Education, Inc.APEI20.89K$1.12M
Axsome Therapeutics, Inc.AXSM20.82K$5.1M
Silicon Motion Technology CorporationSIMO19.6K$6.53M
Krystal Biotech, Inc.KRYS19.05K$7.08M
Ligand Pharmaceuticals IncorporatedLGND18.75K$5.93M
Herc Holdings Inc.HRI18.45K$2.65M
Boot Barn Holdings, Inc.BOOT17.48K$2.87M
Applied Optoelectronics, Inc.AAOI16.82K$2.49M
Sezzle Inc.SEZL16.3K$2.8M