Tyro Capital Management LLC
25 holdingsFiling period: 2026-03-31Current AUM: $1.03Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 652.7K | $424.5M | $487.6M | 47.29% | -- | 2026-03-31 |
| 2 | — | ESTABLISHMENT LABS HLDGS INC | 2.40M | $136.3M | $136.3M | 13.22% | +323.9K | 2026-03-31 |
| 3 | CRS | CARPENTER TECHNOLOGY CORP | 135.0K | $53.2M | $70.2M | 6.80% | +8.4K | 2026-03-31 |
| 4 | — | CRH PLC | 385.5K | $40.5M | $40.5M | 3.93% | -975,990 | 2026-03-31 |
| 5 | — | SHARKNINJA INC | 381.9K | $40.4M | $40.4M | 3.92% | +23.8K | 2026-03-31 |
| 6 | CROX | CROCS INC | 387.7K | $32.2M | $49.6M | 4.81% | +24.1K | 2026-03-31 |
| 7 | CCOI | COGENT COMM HOLDINGS INC | 1.60M | $30.1M | $21.6M | 2.09% | +600.0K | 2026-03-31 |
| 8 | SPRY | ARS PHARMACEUTICALS INC | 2.97M | $23.8M | $15.2M | 1.48% | +973.7K | 2026-03-31 |
| 9 | ROAD | CONSTRUCTION PARTNERS INC | 175.9K | $19.5M | $18.2M | 1.76% | +11.0K | 2026-03-31 |
| 10 | WDC | WESTERN DIGITAL CORP | 59.5K | $16.1M | $32.4M | 3.15% | -- | 2026-03-31 |
| 11 | SNDK | SANDISK CORP | 25.0K | $15.9M | $30.4M | 2.95% | -- | 2026-03-31 |
| 12 | CELH | CELSIUS HLDGS INC | 316.9K | $11.2M | $9.3M | 0.90% | +19.7K | 2026-03-31 |
| 13 | LITE | LUMENTUM HLDGS INC | 15.5K | $10.9M | $11.0M | 1.07% | -- | 2026-03-31 |
| 14 | LULU | LULULEMON ATHLETICA INC | 62.5K | $9.6M | $7.4M | 0.72% | +3.9K | 2026-03-31 |
| 15 | KLAC | KLA CORP | 6.1K | $9.0M | $1.1M | 0.11% | -- | 2026-03-31 |
| 16 | MKSI | MKS INC. | 36.9K | $8.5M | $11.0M | 1.06% | -- | 2026-03-31 |
| 17 | — | ASML HLDG NV | 6.1K | $8.1M | $8.1M | 0.79% | -- | 2026-03-31 |
| 18 | LRCX | LAM RESEARCH CORP | 37.9K | $8.1M | $11.1M | 1.08% | -- | 2026-03-31 |
| 19 | UCTT | ULTRA CLEAN HLDGS INC | 119.1K | $7.4M | $9.9M | 0.96% | -- | 2026-03-31 |
| 20 | CYTK | CYTOKINETICS INC | 64.7K | $4.3M | $5.0M | 0.48% | +4.0K | 2026-03-31 |
| 21 | RIVN | RIVIAN AUTOMOTIVE INC | 257.4K | $3.9M | $3.9M | 0.38% | -- | 2026-03-31 |
| 22 | TTD | THE TRADE DESK INC | 87.8K | $2.0M | $1.6M | 0.15% | -- | 2026-03-31 |
| 23 | INTC | INTEL CORP | 44.8K | $2.0M | $4.0M | 0.39% | -- | 2026-03-31 |
| 24 | HNGE | HINGE HEALTH INC | 49.6K | $1.9M | $3.7M | 0.36% | -- | 2026-03-31 |
| 25 | SNDA | SONIDA SENIOR LIVING INC | 36.5K | $1.2M | $1.5M | 0.14% | -524,506 | 2026-03-31 |
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