Lykos Global Management, LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Lykos Global Management, LP reported 36 stock positions worth $141.4 million. Its top holding was Medline Class A (MDLN) at 23.8% of the portfolio, followed by Waystar (WAY, 23.2%) and Coreweave Class A (CRWV, 14.2%).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0002009895
- Portfolio Value
- $141.4M (Q4 2025)
- SEC Filing
- 0002009895-26-000002 ↗ filed Feb 17, 2026
Holdings Value
Holdings 36 stocks · $141.4M
| MDLN Medline Inc. Class A | 23.77% | 800,000 | $33.6M | — |
| WAY Waystar Holding Corp. | 23.17% | 1,000,000 | $32.8M | — |
| CRWV Coreweave Inc. Class A | 14.19% | 280,000 | $20.1M | — |
| CRCL Circle Internet Group Inc. | 7.85% | 140,000 | $11.1M | — |
| MIAX Miami International Holdings | 5.49% | 175,000 | $7.8M | — |
| BLSH Bullish | 2.68% | 100,000 | $3.8M | — |
| FIG Figma Inc. Class A | 2.64% | 100,000 | $3.7M | — |
| ARX Accelerant Holdings Class A | 2.02% | 175,000 | $2.9M | — |
| SAIL Sailpoint Inc. | 2.00% | 140,000 | $2.8M | — |
| NTSK Netskope Inc. Class A | 1.86% | 150,000 | $2.6M | — |
| ALH Alliance Laundry Holdings Inc. | 1.58% | 110,000 | $2.2M | — |
| LGN Legence Corp. Class A | 1.52% | 50,000 | $2.2M | — |
| FLOC Flowco Holdings Inc. Class A | 0.99% | 75,000 | $1.4M | — |
| AII American Integrity Insurance | 0.96% | 65,000 | $1.4M | — |
| KRMN Karman Holdings Inc. | 0.78% | 15,000 | $1.1M | — |
| SMA Smartstop Self Storage REIT | 0.77% | 35,000 | $1.1M | — |
| KLAR Klarna Group PLC | 0.61% | 30,000 | $867K | — |
| BETA Beta Technologies Inc. Class A | 0.60% | 30,000 | $846K | — |
| VOYG Voyager Technologies Inc. Class A | 0.55% | 30,000 | $784K | — |
| SLDE Slide Insurance Holdings Inc. | 0.55% | 40,000 | $779K | — |
| WBI Waterbridge Infrastruc Class A | 0.50% | 35,000 | $700K | — |
| HNGE Hinge Health Inc. Class A | 0.49% | 15,000 | $697K | — |
| KMTS Kestra Medical Technologies | 0.47% | 25,000 | $663K | — |
| FIGR Figure Technology Solut Class A | 0.43% | 15,000 | $613K | — |
| HTFL Heartflow Inc. | 0.41% | 20,000 | $583K | — |
| AHL Aspen Insurance Holdings Class A | 0.39% | 15,000 | $557K | — |
| BRCB Black Rock Coffee Bar Inc. Class A | 0.39% | 25,000 | $556K | — |
| GEMI Gemini Space Station Inc. Class A | 0.35% | 50,000 | $496K | — |
| FLY Firefly Aerospace Inc. | 0.32% | 20,000 | $447K | — |
| AERO Grupo Aeromexico Sab DE CV | 0.31% | 20,000 | $439K | — |
| ASIC Ategrity Specialty Holdings | 0.30% | 20,000 | $420K | — |
| ETOR Etoro Group Ltd. Class A | 0.25% | 10,000 | $351K | — |
| BBNX Beta Bionics Inc. | 0.22% | 10,000 | $305K | — |
| NP Neptune Insurance Holdi Class A | 0.21% | 10,000 | $292K | — |
| CAI Caris Life Sciences Inc. | 0.19% | 10,000 | $270K | — |
| OMDA Omada Health Inc. | 0.17% | 15,000 | $237K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.