Tyro Capital Management LLC

Est. AUM

$920.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF TPUT	TR UNIT	$424.5M	652700	46.11%	SOLE
2	ESTABLISHMENT LABS HLDGS INCCALL	COM	$71.0M	1250000	7.71%	SOLE
3	ESTABLISHMENT LABS HLDGS INC	COM	$65.4M	1151309	7.10%	SOLE
4	CARPENTER TECHNOLOGY CORP	COM	$53.2M	135004	5.78%	SOLE
5	CRH PLC	ORD	$40.5M	385498	4.40%	SOLE
6	SHARKNINJA INC	COM SHS	$40.4M	381864	4.39%	SOLE
7	CROCS INC	COM	$32.2M	387668	3.50%	SOLE
8	COGENT COMM HOLDINGS INCCALL	COM NEW	$30.1M	1600000	3.27%	SOLE
9	ARS PHARMACEUTICALS INC	COM	$23.8M	2968599	2.59%	SOLE
10	CONSTRUCTION PARTNERS INC	COM CL A	$19.5M	175896	2.12%	SOLE
11	WESTERN DIGITAL CORP	COM	$16.1M	59548	1.75%	SOLE
12	SANDISK CORP	COM	$15.9M	25028	1.73%	SOLE
13	CELSIUS HLDGS INC	COM NEW	$11.2M	316894	1.22%	SOLE
14	LUMENTUM HLDGS INC	COM	$10.9M	15453	1.18%	SOLE
15	LULULEMON ATHLETICA INC	COM	$9.6M	62544	1.04%	SOLE
16	KLA CORP	COM NEW	$9.0M	6086	0.97%	SOLE
17	MKS INC.	COM	$8.5M	36855	0.92%	SOLE
18	ASML HLDG NV	NY REGISTRY SHS	$8.1M	6130	0.88%	SOLE
19	LAM RESEARCH CORP	COM NEW	$8.1M	37862	0.88%	SOLE
20	ULTRA CLEAN HLDGS INC	COM	$7.4M	119133	0.80%	SOLE
21	CYTOKINETICS INC	COM NEW	$4.3M	64666	0.46%	SOLE
22	RIVIAN AUTOMOTIVE INC	COM CL A	$3.9M	257351	0.42%	SOLE
23	THE TRADE DESK INC	COM CL A	$2.0M	87787	0.22%	SOLE
24	INTEL CORP	COM	$2.0M	44824	0.21%	SOLE
25	HINGE HEALTH INC	CL A	$1.9M	49578	0.21%	SOLE
26	SONIDA SENIOR LIVING INC	COM	$1.2M	36451	0.13%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.