Tyro Capital Management LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$268.4B
Holdings
14
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ESTAEstablishment Labs Holdings Inc. | 1,063,886 | $43.4B | 16.18% | |
| 2 | CRSCarpenter Technology Corporation | 208,959 | $37.9B | 14.11% | |
| 3 | OGM1Cogent Communications Holdings, Inc. | 492,103 | $30.2B | 11.24% | |
| 4 | RHCRH PLC | 336,753 | $29.6B | 11.04% | |
| 5 | ROIVRoivant Sciences Ltd. | 2,465,377 | $24.9B | 9.27% | |
| 6 | GEGE Aerospace | 99,189 | $19.9B | 7.40% | |
| 7 | CROXCrocs, Inc. | 180,590 | $19.2B | 7.15% | |
| 8 | ROADConstruction Partners, Inc. | 258,331 | $18.6B | 6.92% | |
| 9 | GRPNGroupon, Inc. | 869,311 | $16.3B | 6.08% | |
| 10 | GPGICompoSecure, Inc. | 1,018,107 | $11.1B | 4.12% | |
| 11 | SNSharkninja, Inc. | 108,765 | $9.1B | 3.38% | |
| 12 | IMVTImmunovant, Inc. | 177,107 | $3.0B | 1.13% | |
| 13 | CELHCelsius Holdings Inc. | 75,757 | $2.7B | 1.01% | |
| 14 | RHLDResolute Holdings Management Inc. | 84,842 | $2.7B | 0.99% |