Tyro Capital Management
Tyro Capital Management reported 15 stocks worth $446M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are ESTA (11.7%), CELH (9.8%) and CRS (9.0%). Compared with Q1 2026, the fund opened new positions in RMIX, EWTX and HNRG, added to CELH, SPRY and HNGE, trimmed ESTA, CRS and SN and sold out of WDC, SNDK and LITE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ESTA Establishment Labs Hldgs Inc | $52M | 11.7% | 606K | −546K (−47%) | 6 of 8 | |
| 2 |  CELH Celsius Hldgs Inc | $43.8M | 9.8% | 1.5M | +1.2M (+372%) | 4 of 8 | |
| 3 |  CRS Carpenter Technology Corp | $40.2M | 9.0% | 65K | −70K (−52%) | 8 of 8 | |
| 4 |  SN Sharkninja Inc | $36.9M | 8.3% | 242K | −140K (−37%) | 6 of 8 | |
| 5 |  SPRY Ars Pharmaceuticals Inc | $35.7M | 8.0% | 4.5M | +1.5M (+50%) | 3 of 8 | |
| 6 |  RMIX Suncrete Inc | $34.7M | 7.8% | 1.5M | New position | 1 of 8 | |
| 7 |  CROX Crocs Inc | $34.1M | 7.7% | 283K | −105K (−27%) | 8 of 8 | |
| 8 |  HNGE Hinge Health Inc | $33.5M | 7.5% | 404K | +354K (+714%) | 3 of 8 | |
| 9 |  CRH Crh PLC | $32.5M | 7.3% | 304K | −81K (−21%) | 8 of 8 | |
| 10 |  SNDA Sonida Senior Living Inc | $25.6M | 5.8% | 628K | +592K (+1623%) | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 WDC Western Digital Corp | $16.1M | 60K |
 SNDK Sandisk Corp | $15.9M | 25K |
 LITE Lumentum Hldgs Inc | $10.9M | 15K |
 LULU Lululemon Athletica Inc | $9.6M | 63K |
 KLAC Kla Corp | $9M | 6,086 |
🔒 Free account: see all 12.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Tyro Capital Management 13F FAQ
What does Tyro Capital Management own?
Tyro Capital Management reported 15 stocks worth $446M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are ESTA (11.7%), CELH (9.8%) and CRS (9.0%). The table above lists every position in the filing (the top 10 without an account).
What did Tyro Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 6 added to, 5 trimmed and 12 sold out. New positions include RMIX, EWTX and HNRG. It sold all of WDC, SNDK and LITE.
When will Tyro Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Tyro Capital Management's portfolio worth?
The Q2 2026 filing reports $446M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.