Lykos Global Management, LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Lykos Global Management, LP held in its portfolio 36 assets valued at $141,350,500 (i.e. $141.35M).
The most valuable assets in the portfolio included: MEDLINE INC ($33.60M), WAYSTAR HLDG CORP ($32.75M), and COREWEAVE INC ($20.05M).
The chart below shows the top 10 valuable assets, and the table below shows the top 36 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Lykos Global Management, LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MEDLINE INC | 800000 | 33600000 | COM CL A |
| WAYSTAR HLDG CORP | 1000000 | 32750000 | COM |
| COREWEAVE INC | 280000 | 20050800 | COM CL A |
| CIRCLE INTERNET GROUP INC | 140000 | 11102000 | COM CL A |
| MIAMI INTL HLDGS INC | 175000 | 7766500 | COM |
| BULLISH | 100000 | 3787000 | ORD SHS |
| FIGMA INC | 100000 | 3737000 | CLASS A COM STK |
| ACCELERANT HOLDINGS | 175000 | 2861250 | CL A |
| SAILPOINT INC | 140000 | 2832200 | COM |
| NETSKOPE INC | 150000 | 2631000 | CL A |
| ALLIANCE LAUNDRY HLDGS INC | 110000 | 2238500 | COM |
| LEGENCE CORP | 50000 | 2152000 | CL A |
| FLOWCO HLDGS INC | 75000 | 1405500 | COM CL A |
| AMERICAN INTEGRITY INS GROUP | 65000 | 1353950 | COM |
| KARMAN HLDGS INC | 15000 | 1097550 | COMMON STOCK |
| SMARTSTOP SELF STORAG REIT I | 35000 | 1082900 | COMMON STOCK |
| KLARNA GROUP PLC | 30000 | 867300 | SHS |
| BETA TECHNOLOGIES INC | 30000 | 846300 | COM SHS CL A |
| VOYAGER TECHNOLOGIES INC | 30000 | 784200 | COM CL A |
| SLIDE INS HLDGS INC | 40000 | 779200 | COM |
| WATERBRIDGE INFRASTRUCTURE L | 35000 | 700350 | CL A SHS REPSTG |
| HINGE HEALTH INC | 15000 | 696750 | CL A |
| KESTRA MED TECHNOLOGIES LTD | 25000 | 663000 | SHS |
| FIGURE TECHNOLOGY SOLUTIO | 15000 | 612600 | COM CL A |
| HEARTFLOW INC | 20000 | 583000 | COM |
| ASPEN INSURANCE HOLDINGS LTD | 15000 | 556500 | ORD SHS CL A |
| BLACK ROCK COFFEE BAR INC | 25000 | 556250 | CL A |
| GEMINI SPACE STA INC | 50000 | 496000 | CL A COM |
| FIREFLY AEROSPACE INC | 20000 | 447400 | COM |
| GRUPO AEROMEXICO SAB DE CV | 20000 | 439200 | SPONSORED ADS |
| ATEGRITY SPECIALTY IN CO HO | 20000 | 420200 | COM |
| ETORO GROUP LTD | 10000 | 351300 | SHS CL A |
| BETA BIONICS INC | 10000 | 304700 | COM |
| NEPTUNE INS HLDGS INC | 10000 | 291600 | CL A |
| CARIS LIFE SCIENCES INC | 10000 | 269800 | COM |
| OMADA HEALTH INC | 15000 | 236700 | COM |
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