13F-HR filed by Lykos Global Management, LP
Lykos Global Management, LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 36 holding rows worth $141,350,500.
- Accession
- 0002009895-26-000002
- Filer
- CIK 2009895
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 36 entries on the cover page, a total value of $141,350,500 stated on the cover page (in dollars after the unit check, H1), rows summing to $141,350,500 with VALUE read as dollars as filed, 13F file number 028-26532. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| MEDLINE INC COM CL A | 58507V107 | Stock | 800,000 | $33,600,000 | dollars as filed | |
| WAYSTAR HLDG CORP | 946784105 | COM | 1,000,000 | $32,750,000 | dollars as filed | |
| COREWEAVE INC COM CL A | 21873S108 | COM | 280,000 | $20,050,800 | dollars as filed | |
| CIRCLE INTERNET GROUP INC | 172573107 | COM CL A | 140,000 | $11,102,000 | dollars as filed | |
| MIAMI INTL HLDGS INC COM | 59356Q108 | Stock | 175,000 | $7,766,500 | dollars as filed | |
| BULLISH | G16910120 | ORD SHS | 100,000 | $3,787,000 | dollars as filed | |
| FIGMA INC CL A | 316841105 | COM | 100,000 | $3,737,000 | dollars as filed | |
| ACCELERANT HOLDINGS CL A | G00894108 | COMMON STOCK | 175,000 | $2,861,250 | dollars as filed | |
| SAILPOINT INC COM | 78781J109 | Stock | 140,000 | $2,832,200 | dollars as filed | |
| NETSKOPE INC CL A | 64119N608 | COMMON STOCK | 150,000 | $2,631,000 | dollars as filed | |
| ALLIANCE LAUNDRY HLDGS INC | 01862Q107 | COM | 110,000 | $2,238,500 | dollars as filed | |
| LEGENCE CORP | 52476L109 | CL A | 50,000 | $2,152,000 | dollars as filed | |
| FLOWCO HLDGS INC | 342909108 | COM CL A | 75,000 | $1,405,500 | dollars as filed | |
| AMERICAN INTEGRITY INSURANCE | 026948109 | COMMON STOCK | 65,000 | $1,353,950 | dollars as filed | |
| KARMAN HLDGS INC COMMON STOCK | 485924104 | Stock | 15,000 | $1,097,550 | dollars as filed | |
| SMARTSTOP SELF STORAG REIT I | 83192D402 | COMMON STOCK | 35,000 | $1,082,900 | dollars as filed | |
| KLARNA GROUP PLC | G5279N105 | COMMON STOCK | 30,000 | $867,300 | dollars as filed | |
| BETA TECHNOLOGIES INC COM SHS CL A | 086921103 | Stock | 30,000 | $846,300 | dollars as filed | |
| VOYAGER TECHNOLOGIES INC | 92892B103 | COM CL A | 30,000 | $784,200 | dollars as filed | |
| SLIDE INS HLDGS INC | 831349105 | COM | 40,000 | $779,200 | dollars as filed | |
| WATERBRIDGE INFRASTRUCTURE L | 940923105 | CL A SHS REPSTG | 35,000 | $700,350 | dollars as filed | |
| HINGE HEALTH INC A | 433313103 | COMMON STOCK | 15,000 | $696,750 | dollars as filed | |
| KESTRA MED TECHNOLOGIES LTD | G52441105 | SHS | 25,000 | $663,000 | dollars as filed | |
| FIGURE TECHNOLOGY SOLUTIO | 349381103 | COM CL A | 15,000 | $612,600 | dollars as filed | |
| HEARTFLOW INC | 42238D107 | COM | 20,000 | $583,000 | dollars as filed | |
| ASPEN INSURANCE HOLDINGS LTD | G05384501 | ORD SHS CL A | 15,000 | $556,500 | dollars as filed | |
| BLACK ROCK COFFEE BAR INC A | 092244102 | COMMON STOCK | 25,000 | $556,250 | dollars as filed | |
| GEMINI SPACE STA INC | 36866J105 | CL A COM | 50,000 | $496,000 | dollars as filed | |
| FIREFLY AEROSPACE INC | 31816X106 | COM | 20,000 | $447,400 | dollars as filed | |
| GRUPO AEROMEXICO SAB DE CV | 40054J109 | SPONSORED ADS | 20,000 | $439,200 | dollars as filed | |
| ATEGRITY SPECIALTY HOLDINGS | 04681Y103 | COMMON STOCK | 20,000 | $420,200 | dollars as filed | |
| ETORO GROUP LTD A | G32089107 | COMMON STOCK | 10,000 | $351,300 | dollars as filed | |
| BETA BIONICS INC | 08659B102 | COMMON STOCK | 10,000 | $304,700 | dollars as filed | |
| NEPTUNE INS HLDGS INC | 64073B103 | CL A | 10,000 | $291,600 | dollars as filed | |
| CARIS LIFE SCIENCES INC | 142152107 | COMMON STOCK | 10,000 | $269,800 | dollars as filed | |
| OMADA HEALTH INC | 68170A108 | COM | 15,000 | $236,700 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002009895-26-000002 | this filing | 2026-02-17 | acceptance time not in the bulk data set |