Tyro Capital Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TC Tyro Capital Management LLC | Institutional Filer | ▼ 13.27% | $466.0M | 23 |
Current Portfolio Holdings
Showing all 23 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ESTA | Establishment Labs Holdings Inc. | Healthcare | 2.4M | $136.3M | 29.26% |
| 2 | CRS | Carpenter Technology Corporation | Industrials | 135K | $53.2M | 11.42% |
| 3 | CRH | CRH plc | Basic Materials | 385K | $40.5M | 8.70% |
| 4 | SN | SharkNinja, Inc. | Consumer Cyclical | 382K | $40.4M | 8.68% |
| 5 | CROX | Crocs, Inc. | Consumer Cyclical | 388K | $32.2M | 6.91% |
| 6 | SPRY | ARS Pharmaceuticals, Inc. | Healthcare | 3.0M | $23.8M | 5.12% |
| 7 | ROAD | Construction Partners, Inc. | Industrials | 176K | $19.5M | 4.19% |
| 8 | WDC | Western Digital Corporation | Technology | 60K | $16.1M | 3.46% |
| 9 | SNDK | Sandisk Corporation | Technology | 25K | $15.9M | 3.41% |
| 10 | CELH | Celsius Holdings, Inc. | Consumer Defensive | 317K | $11.2M | 2.41% |
| 11 | LITE | Lumentum Holdings Inc. | Technology | 15K | $10.9M | 2.33% |
| 12 | LULU | Lululemon Athletica Inc. | Consumer Cyclical | 63K | $9.6M | 2.05% |
| 13 | KLAC | KLA Corporation | Technology | 6K | $9.0M | 1.92% |
| 14 | MKSI | MKS Inc. | Technology | 37K | $8.5M | 1.82% |
| 15 | ASML | ASML Holding N.V. | Technology | 6K | $8.1M | 1.74% |
Showing 1 to 15 of 23 holdings