Investor
Tyro Capital Management LLC
CIK 0001915395 · filed 2026-05-14 · SEC filing
13F book
$920.6M
Positions
23
13 new · 1 sold
Largest name
7.1%
Establishment Labs Hldgs Inc
Est. mark
−$30.4M
Price effect on 10 names still held. Flow $104.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Establishment Labs Hldgs Inc | — | 1.15M | $65.4M | 7.1% | −$17.3M | Added−$13.2M |
| Carpenter Technology Corp | CRS | 135K | $53.2M | 5.8% | $10M | Added$13.4M |
| Crh Plc | — | 385.5K | $40.5M | 4.4% | −$7.11M | Added−$4.59M |
| SharkNinja, Inc. | SN | 381.9K | $40.4M | 4.4% | −$2.15M | Added$370.1K |
| Crocs, Inc. | CROX | 387.7K | $32.2M | 3.5% | −$908.8K | Added$1.1M |
| ARS Pharmaceuticals, Inc. | SPRY | 2.97M | $23.8M | 2.6% | −$7.22M | Added$597.8K |
| Construction Partners, Inc. | ROAD | 175.9K | $19.5M | 2.1% | $423.9K | Added$1.64M |
| Western Digital Corp | WDC | 59.5K | $16.1M | 1.8% | — | New |
| Sandisk Corp | SNDK | 25K | $15.9M | 1.7% | — | New |
| Celsius Hldgs Inc | — | 316.9K | $11.2M | 1.2% | −$3.05M | Added−$2.35M |
| Lumentum Hldgs Inc | — | 15.5K | $10.9M | 1.2% | — | New |
| lululemon athletica inc. | LULU | 62.5K | $9.58M | 1.0% | −$3.21M | Added−$2.61M |
| Kla Corp | KLAC | 6.09K | $8.96M | 1.0% | — | New |
| Mks Inc | MKSI | 36.9K | $8.47M | 0.9% | — | New |
| Asml Holding N V | — | 6.13K | $8.1M | 0.9% | — | New |
| Lam Research Corp | LRCX | 37.9K | $8.09M | 0.9% | — | New |
| Ultra Clean Hldgs Inc | — | 119.1K | $7.41M | 0.8% | — | New |
| Cytokinetics Inc | CYTK | 64.7K | $4.26M | 0.5% | $143.7K | Added$409.2K |
| Rivian Automotive Inc | — | 257.4K | $3.87M | 0.4% | — | New |
| Trade Desk, Inc. | TTD | 87.8K | $1.99M | 0.2% | — | New |
| Intel Corp | INTC | 44.8K | $1.98M | 0.2% | — | New |
| Hinge Health, Inc. | HNGE | 49.6K | $1.91M | 0.2% | — | New |
| Sonida Senior Living, Inc. | SNDA | 36.5K | $1.18M | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.