Tyro Capital Management LLC
Net seller this quarter
$446M
15
-$156M
82.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ESTA | $52M | 11.66% | 2.03% | -47.4% | Q1 2025 |
 CELH | $43.8M | 9.82% | 0.59% | +371.7% | Q1 2025 |
 CRS | $40.2M | 9.02% | 0.13% | -51.7% | Q2 2024 |
 SN | $36.9M | 8.28% | 0.17% | -36.5% | Q1 2025 |
 SPRY | $35.7M | 8.01% | 4.48% | +50.2% | Q4 2025 |
 RMIX | $34.7M | 7.78% | 1539332.00% | New | Q2 2026 |
 CROX | $34.1M | 7.66% | 0.59% | -27.0% | Q4 2023 |
 HNGE | $33.5M | 7.52% | 2.46% | +714.0% | Q3 2025 |
 CRH | $32.5M | 7.30% | 0.05% | -21.1% | Q4 2023 |
 SNDA | $25.6M | 5.75% | 1.33% | +1623.3% | Q1 2026 |
 EWTX | $24.9M | 5.59% | 0.57% | New | Q2 2026 |
 ROAD | $22M | 4.93% | 0.96% | +5.2% | Q4 2023 |
 HNRG | $12.8M | 2.87% | 1.56% | New | Q2 2026 |
 NUAI | $12.3M | 2.75% | 1.81% | New | Q2 2026 |
 RIVN | $4.69M | 1.05% | 0.02% | +5.1% | Q1 2026 |
| Q1 2026 | |||||
| ESTA | $65.4M | 7.10% | 3.92% | +6.9% | Q1 2025 |
| CRS | $53.2M | 5.78% | 0.27% | +6.6% | Q2 2024 |
| CRH | $40.5M | 4.40% | 0.05% | +6.6% | Q4 2023 |
| SN | $40.4M | 4.39% | 0.27% | +6.6% | Q1 2025 |
| CROX | $32.2M | 3.50% | 0.77% | +6.6% | Q4 2023 |
| SPRY | $23.8M | 2.59% | 2.99% | +48.8% | Q4 2025 |
| ROAD | $19.5M | 2.12% | 0.92% | +6.6% | Q4 2023 |
 WDC | $16.1M | 1.75% | 0.02% | New | Q1 2026 |
 SNDK | $15.9M | 1.73% | 0.02% | New | Q1 2026 |
| CELH | $11.2M | 1.22% | 0.12% | +6.6% | Q1 2025 |
 LITE | $10.9M | 1.18% | 0.02% | New | Q1 2026 |
 LULU | $9.58M | 1.04% | 0.06% | +6.7% | Q4 2025 |
 KLAC | $8.96M | 0.97% | 0.00% | New | Q1 2026 |
 MKSI | $8.47M | 0.92% | 0.05% | Not reported | Q1 2024 |
 ASML | $8.1M | 0.88% | 0.00% | New | Q1 2026 |
 LRCX | $8.09M | 0.88% | 0.00% | New | Q1 2026 |
 UCTT | $7.41M | 0.80% | 0.27% | Not reported | Q1 2024 |
 CYTK | $4.26M | 0.46% | 0.05% | +6.6% | Q4 2025 |
| RIVN | $3.87M | 0.42% | 0.02% | New | Q1 2026 |
 TTD | $1.99M | 0.22% | Not reported | New | Q1 2026 |
 INTC | $1.98M | 0.21% | 0.00% | New | Q1 2026 |
| HNGE | $1.91M | 0.21% | 0.30% | Not reported | Q3 2025 |
| SNDA | $1.18M | 0.13% | 0.08% | New | Q1 2026 |
| Q4 2025 | |||||
| ESTA | $78.5M | 14.53% | 3.68% | Not reported | Q1 2025 |
| CRH | $45.1M | 8.35% | 0.05% | +0.3% | Q4 2023 |
| SN | $40.1M | 7.41% | 0.25% | +54.0% | Q1 2025 |
| CRS | $39.9M | 7.37% | 0.25% | +0.3% | Q2 2024 |
| CROX | $31.1M | 5.75% | 0.72% | +25.4% | Q4 2023 |
| SPRY | $23.2M | 4.30% | 2.01% | New | Q4 2025 |
| ROAD | $17.9M | 3.31% | 0.86% | +0.3% | Q4 2023 |
 QURE | $15.9M | 2.94% | 1.07% | New | Q4 2025 |
| CELH | $13.6M | 2.51% | 0.12% | Not reported | Q1 2025 |
| LULU | $12.2M | 2.25% | 0.05% | New | Q4 2025 |
| CYTK | $3.85M | 0.71% | 0.05% | New | Q4 2025 |
| Q3 2025 | |||||
| ESTA | $44.2M | 16.41% | 3.71% | +1.0% | Q1 2025 |
| CRH | $43.2M | 16.06% | 0.05% | +6.8% | Q4 2023 |
 CCOI | $35.9M | 13.32% | 1.90% | +46.9% | Q4 2023 |
| CRS | $31M | 11.52% | 0.25% | +62.5% | Q2 2024 |
 GRPN | $25.5M | 9.46% | 2.68% | +6.8% | Q4 2024 |
| CROX | $24.2M | 9.00% | 0.55% | +60.2% | Q4 2023 |
| SN | $24M | 8.91% | 0.17% | +6.8% | Q1 2025 |
| ROAD | $20.9M | 7.76% | 0.86% | +6.8% | Q4 2023 |
| HNGE | $15.7M | 5.82% | 1.95% | New | Q3 2025 |
 LENZ | $4.69M | 1.74% | 0.35% | New | Q3 2025 |