Lykos Global Management, LP
CIK: 0002009895Latest portfolio: $141.3M · Q4 2025
Holdings
36
Total Value
$141.3M
New Positions
36
Closed Positions
0
Top Holdings
View All 36 Holdings →| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MDLNMEDLINE INC | 800,000 | $33.6M | 23.77% | |
| 2 | WAYWAYSTAR HLDG CORP | 1,000,000 | $32.8M | 23.17% | |
| 3 | CRWVCOREWEAVE INC | 280,000 | $20.1M | 14.18% | |
| 4 | CRCLCIRCLE INTERNET GROUP INC | 140,000 | $11.1M | 7.85% | |
| 5 | MIAXMIAMI INTL HLDGS INC | 175,000 | $7.8M | 5.49% | |
| 6 | BLSHBULLISH | 100,000 | $3.8M | 2.68% | |
| 7 | FIGFIGMA INC | 100,000 | $3.7M | 2.64% | |
| 8 | ARXACCELERANT HOLDINGS | 175,000 | $2.9M | 2.02% | |
| 9 | SAILSAILPOINT INC | 140,000 | $2.8M | 2.00% | |
| 10 | NTSKNETSKOPE INC | 150,000 | $2.6M | 1.86% | |
| 11 | ALHALLIANCE LAUNDRY HLDGS INC | 110,000 | $2.2M | 1.58% | |
| 12 | LGNLEGENCE CORP | 50,000 | $2.2M | 1.52% | |
| 13 | FLOCFLOWCO HLDGS INC | 75,000 | $1.4M | 0.99% | |
| 14 | AIIAMERICAN INTEGRITY INS GROUP | 65,000 | $1.4M | 0.96% | |
| 15 | KRMNKARMAN HLDGS INC | 15,000 | $1.1M | 0.78% | |
| 16 | SMASMARTSTOP SELF STORAG REIT I | 35,000 | $1.1M | 0.77% | |
| 17 | KLARKLARNA GROUP PLC | 30,000 | $867K | 0.61% | |
| 18 | BETABETA TECHNOLOGIES INC | 30,000 | $846K | 0.60% | |
| 19 | VOYGVOYAGER TECHNOLOGIES INC | 30,000 | $784K | 0.55% | |
| 20 | SLDESLIDE INS HLDGS INC | 40,000 | $779K | 0.55% | |
| 21 | WBIWATERBRIDGE INFRASTRUCTURE L | 35,000 | $700K | 0.50% | |
| 22 | HNGEHINGE HEALTH INC | 15,000 | $696K | 0.49% | |
| 23 | KMTSKESTRA MED TECHNOLOGIES LTD | 25,000 | $663K | 0.47% | |
| 24 | FIGRFIGURE TECHNOLOGY SOLUTIO | 15,000 | $612K | 0.43% | |
| 25 | HTFLHEARTFLOW INC | 20,000 | $583K | 0.41% |
Sector Breakdown
Technology0.0% ($3.275020050378737e+25T)
Financial Services0.0% ($1.1102776628611354e+22T)
Healthcare0.0% ($33600696663583.3T)
Industrials0.0% ($21521097846.8T)
Energy0.0% ($1.4B)
Consumer Cyclical0.0% ($2.2M)
Real Estate0.0% ($1.1M)
Consumer Defensive0.0% ($556K)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 17, 2026 | $141.3M | 36 |
Fund Information
Lykos Global Management, LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $141.3M across 36 holdings. The largest position is MEDLINE INC (MDLN), representing 23.8% of the portfolio. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.