EdgeMarket › What Tyro Capital Management Llc reported owning
What Tyro Capital Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
920.6MPositions
26Quarter
2026-03-31Shown below
23largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ESTA ESTABLISHMENT LABS HOLDINGS INC. | 65.4M | 7.1% | 1.2M | 72.67 | +85.9% |
| CRS CARPENTER TECHNOLOGY CORP | 53.2M | 5.8% | 135.0K | 492.38 | +105.1% |
| CRH CRH PUBLIC LTD CO | 40.5M | 4.4% | 385.5K | 95.07 | -14.2% |
| SN SharkNinja, Inc. | 40.4M | 4.4% | 381.9K | 180.76 | +51.1% |
| CROX Crocs, Inc. | 32.2M | 3.5% | 387.7K | 122.11 | +45.9% |
| SPRY ARS Pharmaceuticals, Inc. | 23.8M | 2.6% | 3.0M | 5.50 | -62.3% |
| ROAD Construction Partners, Inc. | 19.5M | 2.1% | 175.9K | 112.17 | -2.3% |
| WDC WESTERN DIGITAL CORP | 16.1M | 1.7% | 59.5K | 459.44 | +507.4% |
| SNDK Sandisk Corp | 15.9M | 1.7% | 25.0K | 1,596.08 | +3494.8% |
| CELH Celsius Holdings, Inc. | 11.2M | 1.2% | 316.9K | 33.36 | -46.2% |
| LITE Lumentum Holdings Inc. | 10.9M | 1.2% | 15.5K | 866.71 | +647.9% |
| LULU lululemon athletica inc. | 9.6M | 1.0% | 62.5K | 121.07 | -38.9% |
| KLAC KLA CORP | 9.0M | 1.0% | 6.1K | 183.99 | +109.5% |
| MKSI MKS INC | 8.5M | 0.9% | 36.9K | 279.11 | +180.9% |
| ASML ASML HOLDING NV | 8.1M | 0.9% | 6.1K | 1,763.76 | +135.3% |
| LRCX LAM RESEARCH CORP | 8.1M | 0.9% | 37.9K | 314.00 | +216.7% |
| UCTT Ultra Clean Holdings, Inc. | 7.4M | 0.8% | 119.1K | 76.43 | +242.1% |
| CYTK CYTOKINETICS INC | 4.3M | 0.5% | 64.7K | 76.84 | +105.9% |
| RIVN Rivian Automotive, Inc. / DE | 3.9M | 0.4% | 257.4K | 16.97 | +40.6% |
| TTD Trade Desk, Inc. | 2.0M | 0.2% | 87.8K | 13.18 | -74.9% |
| INTC INTEL CORP | 2.0M | 0.2% | 44.8K | 90.07 | +282.6% |
| HNGE Hinge Health, Inc. | 1.9M | 0.2% | 49.6K | 88.42 | +54.5% |
| SNDA SONIDA SENIOR LIVING, INC. | 1.2M | 0.1% | 36.5K | 39.56 | +54.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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