Lykos Global Management, LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Lykos Global Management, LP reported 3 stock positions worth $53.1 million. Its top holding was Space Exploration Techn Class A (SPCX) at 97.0% of the portfolio, followed by Innio (INIO, 1.9%) and Liftoff Mobile (LFTO, 1.1%). Compared with Q1 2026, it opened 3 new positions and sold out of 3. The biggest buy was a new position in Space Exploration Techn Class A (SPCX) and the biggest sale an exit from Medline Class A (MDLN).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0002009895
- Portfolio Value
- $53.1M (Q2 2026)
- SEC Filing
- 0002009895-26-000007 ↗ filed Aug 14, 2026
Holdings Value
Holdings 3 stocks · $53.1M
| SPCX Space Exploration Techn Class A | 97.01% | 301,373 | $51.5M | New |
| INIO Innio NV | 1.86% | 25,000 | $989K | New |
| LFTO Liftoff Mobile Inc. | 1.13% | 25,000 | $601K | New |
Options reported separately and not counted above: SPCX puts ($136.7M).
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
Options Activity Q1 2026 → Q2 2026
| SPCX Space Exploration Techn Class A | put | New | 800,000 | $136.7M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.