13F-HR filed by Tyro Capital Management LLC
Tyro Capital Management LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-14, with 26 holding rows worth $920,613,913.
- Accession
- 0001915395-26-000012
- Filer
- CIK 1915395
- Filed
- 2026-05-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 26 entries on the cover page, a total value of $920,613,913 stated on the cover page (in dollars after the unit check, H1), rows summing to $920,613,913 with VALUE read as dollars as filed, 13F file number 028-23745. A later restatement replaced it, so the quarter does not use it. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPY | 78462F103 | SHS | 652,700 | $424,476,918 | dollars as filed | put |
| ESTABLISHMENT LABS HOLDINGS | G31249108 | COMMON STOCK | 1,250,000 | $70,975,000 | dollars as filed | call |
| ESTABLISHMENT LABS HOLDINGS | G31249108 | COMMON STOCK | 1,151,309 | $65,371,325 | dollars as filed | |
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 135,004 | $53,211,827 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 385,498 | $40,523,550 | dollars as filed | |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 381,864 | $40,439,398 | dollars as filed | |
| CROCS INC COM | 227046109 | Stock | 387,668 | $32,184,197 | dollars as filed | |
| COGENT COMMUNICATIONS GROUP | 19239V302 | COM NEW | 1,600,000 | $30,144,000 | dollars as filed | call |
| ARS PHARMACEUTICALS INC | 82835W108 | COM | 2,968,599 | $23,837,850 | dollars as filed | |
| CONSTRUCTION PARTNERS INC | 21044C107 | COM CL A | 175,896 | $19,545,564 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 59,548 | $16,107,139 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 25,028 | $15,901,290 | dollars as filed | |
| CELSIUS HLDGS INC | 15118V207 | COM NEW | 316,894 | $11,243,399 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 15,453 | $10,859,750 | dollars as filed | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 62,544 | $9,575,486 | dollars as filed | |
| KLA CORP | 482480100 | COM | 6,086 | $8,961,087 | dollars as filed | |
| MKS INC. COM | 55306N104 | Stock | 36,855 | $8,469,648 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 6,130 | $8,096,688 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 37,862 | $8,089,595 | dollars as filed | |
| ULTRA CLEAN HLDGS INC COM | 90385V107 | Stock | 119,133 | $7,407,690 | dollars as filed | |
| CYTOKINETICS INC | 23282W605 | COM NEW | 64,666 | $4,262,136 | dollars as filed | |
| RIVIAN AUTOMOTIVE INC COM CL A | 76954A103 | Stock | 257,351 | $3,873,133 | dollars as filed | |
| THETRADEDESKINCCLASSCLASSA | 88339J105 | STOK | 87,787 | $1,991,887 | dollars as filed | |
| Intel Corp | 458140100 | COM | 44,824 | $1,978,083 | dollars as filed | |
| HINGE HEALTH INC A | 433313103 | COMMON STOCK | 49,578 | $1,911,728 | dollars as filed | |
| SONIDA SENIOR LIVING INC | 140475203 | COMMON STOCK | 36,451 | $1,175,545 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001915395-26-000012 | this filing | 2026-05-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001915395-26-000013 | base | 2026-07-06 | acceptance time not in the bulk data set |