Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Tyro Capital Management LLC (CIK 1915395) reported $920.6M across 22 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($424.5M, 46.11%), ESTA ($136.3M, 14.81%), CRS ($53.2M, 5.78%), CRH ($40.5M, 4.40%), SN ($40.4M, 4.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $424.5M | 46.11% | 652,700 | New |
| 2 | ESTA | ESTABLISHMENT LABS HLDGS INC | $136.3M | 14.81% | 2.4M | Added |
| 3 | CRS | CARPENTER TECHNOLOGY CORP | $53.2M | 5.78% | 135,004 | Added |
| 4 | CRH | CRH PLC | $40.5M | 4.40% | 385,498 | Trimmed |
| 5 | SN | SHARKNINJA INC | $40.4M | 4.39% | 381,864 | Added |
| 6 | CROX | CROCS INC | $32.2M | 3.50% | 387,668 | Added |
| 7 | CCOI | COGENT COMM HOLDINGS INC | $30.1M | 3.27% | 1.6M | Added |
| 8 | SPRY | ARS PHARMACEUTICALS INC | $23.8M | 2.59% | 3.0M | Added |
| 9 | ROAD | CONSTRUCTION PARTNERS INC | $19.5M | 2.12% | 175,896 | Added |
| 10 | WDC | WESTERN DIGITAL CORP | $16.1M | 1.75% | 59,548 | New |
| 11 | SNDK | SANDISK CORP | $15.9M | 1.73% | 25,028 | New |
| 12 | CELH | CELSIUS HLDGS INC | $11.2M | 1.22% | 316,894 | Added |
| 13 | LITE | LUMENTUM HLDGS INC | $10.9M | 1.18% | 15,453 | New |
| 14 | LULU | LULULEMON ATHLETICA INC | $9.6M | 1.04% | 62,544 | Added |
| 15 | KLAC | KLA CORP | $9.0M | 0.97% | 6,086 | New |
| 16 | MKSI | MKS INC. | $8.5M | 0.92% | 36,855 | New |
| 17 | LRCX | LAM RESEARCH CORP | $8.1M | 0.88% | 37,862 | New |
| 18 | ASML | ASML HLDG NV | $8.1M | 0.88% | 6,130 | New |
| 19 | UCTT | ULTRA CLEAN HLDGS INC | $7.4M | 0.80% | 119,133 | New |
| 20 | CYTK | CYTOKINETICS INC | $4.3M | 0.46% | 64,666 | Added |
| 21 | RIVN | RIVIAN AUTOMOTIVE INC | $3.9M | 0.42% | 257,351 | New |
| 22 | TTD | THE TRADE DESK INC | $2.0M | 0.22% | 87,787 | New |
| 23 | HNGE | HINGE HEALTH INC | $1.9M | 0.21% | 49,578 | New |
| 24 | INTC | INTEL CORP | $2.0M | 0.21% | 44,824 | New |
| 25 | SNDA | SONIDA SENIOR LIVING INC | $1.2M | 0.13% | 36,451 | New |
Source: SEC Form 13F filings · as of 2026-03-31