Portfolio (Quarterly)
Guide ↗
Tyro Capital Management LLC
· CIK 0001915395| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CCOI | Cogent Communications Holdings, Inc. | Communication Services | 935,287 | $35.9M | 13.32% | SOLD |
| 2 | GRPN | Groupon, Inc. | Communication Services | 1,091,095 | $25.5M | 9.46% | SOLD |
| 3 | HNGE | Hinge Health, Inc. | Healthcare | 319,076 | $15.7M | 5.82% | SOLD |
| 4 | LENZ | Lenz Therapeutics, Inc. | Healthcare | 100,672 | $4.7M | 1.74% | SOLD |
Sector Allocation
Healthcare
47.5%
Consumer Cyclical
28.3%
Industrials
19.6%
Consumer Defensive
4.6%