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Lykos Global Management, LP

13F filer · CIK 0002009895
Reported Aug 14, 2026
Net buyer this quarter
13F portfolio value$190MU.S. long equity reported on 13F
Positions33 new · 3 closed
Net flow last quarter+$19MBuys minus sells
Top 10 positions weight28.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 14, 20263 positions
SPCXSpace Exploration Technologies Corp$51.5M27.13%Not reportedNewQ2 2026
INIOInnio N.V.$989K0.52%0.00%NewQ2 2026
LFTOLiftoff Mobile, Inc.$601K0.32%0.01%NewQ2 2026
Q1 2026Reported May 15, 20263 positions
MDLNMedline Inc.$23.4M76.91%Not reported-34.4%Q4 2025
FPSForgent Power Solutions, Inc.$6.59M21.68%Not reportedNewQ1 2026
DOCNDigitalOcean Holdings, Inc.$429K1.41%0.00%NewQ1 2026
Q4 2025Reported Feb 17, 202636 positions
MDLNMedline Inc.$33.6M23.77%Not reportedNewQ4 2025
WAYWaystar Holding Corp.$32.8M23.17%0.52%NewQ4 2025
CRWVCoreWeave, Inc.$20.1M14.19%Not reportedNewQ4 2025
CRCLCircle Internet Group, Inc.$11.1M7.85%Not reportedNewQ4 2025
MIAXMiami International Holdings, Inc.$7.77M5.49%0.20%NewQ4 2025
BLSHBullish$3.79M2.68%0.07%NewQ4 2025
FIGFigma, Inc.$3.74M2.64%Not reportedNewQ4 2025
ARXAccelerant Holdings$2.86M2.02%0.11%NewQ4 2025
SAILSailPoint, Inc.$2.83M2.00%0.02%NewQ4 2025
NTSKNetskope Inc$2.63M1.86%Not reportedNewQ4 2025
ALHAlliance Laundry Holdings Inc.$2.24M1.58%0.06%NewQ4 2025
LGNLegence Corp.$2.15M1.52%Not reportedNewQ4 2025
FLOCFlowco Holdings Inc.$1.41M0.99%Not reportedNewQ4 2025
AIIAmerican Integrity Insurance Group, Inc.$1.35M0.96%0.33%NewQ4 2025
KRMNKarman Holdings Inc.$1.1M0.78%0.01%NewQ4 2025
SMASmartStop Self Storage REIT, Inc.$1.08M0.77%0.06%NewQ4 2025
KLARKlarna Group plc$867K0.61%0.01%NewQ4 2025
BETABETA Technologies, Inc.$846K0.60%0.08%NewQ4 2025
VOYGVoyager Technologies, Inc.$784K0.55%Not reportedNewQ4 2025
SLDESlide Insurance Holdings, Inc.$779K0.55%0.03%NewQ4 2025
WBIWaterBridge Infrastructure LLC$700K0.50%Not reportedNewQ4 2025
HNGEHinge Health, Inc.$697K0.49%0.09%NewQ4 2025
KMTSKestra Medical Technologies, Ltd.$663K0.47%0.04%NewQ4 2025
FIGRFigure Technology Solutions, Inc.$613K0.43%Not reportedNewQ4 2025
HTFLHeartflow, Inc.$583K0.41%0.02%NewQ4 2025
AHLAspen Insurance Holdings Ltd$557K0.39%Not reportedNewQ4 2025
BRCBBlack Rock Coffee Bar, Inc.$556K0.39%Not reportedNewQ4 2025
GEMIGemini Space Station, Inc.$496K0.35%Not reportedNewQ4 2025
FLYFirefly Aerospace Inc.$447K0.32%0.01%NewQ4 2025
AEROGrupo Aeromexico, S.A.B. de C.V.$439K0.31%0.00%NewQ4 2025
ASICAtegrity Specialty Insurance Co Holdings$420K0.30%0.04%NewQ4 2025
ETOReToro Group Ltd.$351K0.25%Not reportedNewQ4 2025
BBNXBeta Bionics, Inc.$305K0.22%0.02%NewQ4 2025
NPNeptune Insurance Holdings Inc.$292K0.21%0.01%NewQ4 2025
CAICaris Life Sciences, Inc.$270K0.19%0.00%NewQ4 2025
OMDAOmada Health, Inc.$237K0.17%0.03%NewQ4 2025
Premium opens every quarter this fund has filed
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