Institutions / Lykos Global Management, LP

Lykos Global Management, LP

CIK 2009895 · Institution · as of Dec 31, 2025

Portfolio value

$141.35M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 36 →

Company	Class	Value	Shares	% of portfolio
Medline Inc.	—	$33.60M	800,000	23.8%
Waystar Holding Corp.	—	$32.75M	1,000,000	23.2%
CoreWeave, Inc.	—	$20.05M	280,000	14.2%
Circle Internet Group, Inc.CRCL	Common Stock	$11.10M	140,000	7.9%
Miami International Holdings, Inc.MIAX	Common Stock	$7.77M	175,000	5.5%
Bullish	—	$3.79M	100,000	2.7%
Figma, Inc.FIG	Common Stock	$3.74M	100,000	2.6%
Accelerant Holdings	—	$2.86M	175,000	2.0%
SailPoint, Inc.SAIL	Common Stock	$2.83M	140,000	2.0%
Netskope Inc	—	$2.63M	150,000	1.9%
Alliance Laundry Holdings Inc.ALH	Common Stock	$2.24M	110,000	1.6%
Legence Corp.	—	$2.15M	50,000	1.5%
Flowco Holdings Inc.	—	$1.41M	75,000	1.0%
American Integrity Insurance Group, Inc.	—	$1.35M	65,000	1.0%
Karman Holdings Inc.	—	$1.10M	15,000	0.8%
SmartStop Self Storage REIT, Inc.	—	$1.08M	35,000	0.8%
Klarna Group PLC	—	$867.3K	30,000	0.6%
BETA Technologies, Inc.BETA	Common Stock	$846.3K	30,000	0.6%
Voyager Technologies, Inc./DEVOYG	Common Stock	$784.2K	30,000	0.6%
Slide Insurance Holdings, Inc.SLDE	Common Stock	$779.2K	40,000	0.6%
WaterBridge Infrastructure LLC	—	$700.4K	35,000	0.5%
Hinge Health, Inc.	—	$696.8K	15,000	0.5%
Kestra Med Technologies Ltd	—	$663.0K	25,000	0.5%
Figure Technology Solutions, Inc.	—	$612.6K	15,000	0.4%
Heartflow, Inc.	—	$583.0K	20,000	0.4%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.