Position in PI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$801,371
-$3,967,547 QoQ
Shares Held
5,595
-79.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#157
of 315 holders
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Lisanti Capital Growth, LLC holds $44,173,326 across 12 Semiconductors names. PI ranks #12 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALGM |
Allegro Microsystems, Inc.
|
107,865 | $7,509,561 | |
| 2 | SIMO |
Silicon Motion Technology CORP
|
19,600 | $6,533,268 | |
| 3 | LSCC |
Lattice Semiconductor Corp
|
36,365 | $5,562,390 | |
| 4 | SMTC |
Semtech Corp
|
33,630 | $5,443,015 | |
| 5 | LASR |
Nlight, Inc.
|
67,128 | $4,673,451 | |
| 6 | ALAB |
Astera Labs, Inc.
|
6,345 | $3,064,761 | |
| 7 | POWI |
Power Integrations Inc
|
34,790 | $2,914,010 | |
| 8 | MXL |
Maxlinear, Inc
|
21,410 | $2,741,122 |
All Filings in PI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $801,371 | 5,595 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $4,768,918 | 27,406 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,751,193 | 37,351 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,735,839 | 33,635 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $2,205,046 | 15,180 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,471,022 | 34,505 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $6,305,289 | 40,220 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $7,486,945 | 58,305 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $5,738,512 | 63,740 | Shares | Sole | 2024-02-06 | |
| 2023-03-31 | $15,355,771 | 113,310 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,426,614 | 31,385 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $3,327,247 | 41,575 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $5,502,365 | 93,785 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,895,200 | 45,565 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,447,676 | 27,595 | Shares | Sole | 2022-02-04 | |
| 2021-03-31 | $2,956,386 | 51,985 | Shares | Sole | 2021-05-12 | |
| 2020-06-30 | $1,619,493 | 58,955 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||