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Lykos Global Management, LP

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13F filer, CIK 2009895, STAMFORD, CT

Lykos Global Management, LP reported $189,769,841 across 4 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002009895-26-000007

Period
2026-06-30
Reported value
$190M
Holdings
4
Top 10 weight
100%
New
4
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPCXnew+301,373$51.5M
INIOnew+25,000$989K
LFTOnew+25,000$600K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MDLNexited-525,000-$23.4M
FPSexited-225,000-$6.59M
DOCNexited-5,000-$429K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002009895-26-000007, largest first. % of portfolio is the value over $53,081,841, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 301,373 shares 301,373$51.5M97.01%newTimeline
INIOINNIO NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,000 shares 25,000$989K1.86%newTimeline
LFTOLIFTOFF MOBILE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,000 shares 25,000$600K1.13%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SPCXSPACE EXPLORATION TECHN CORP Stockput800,000$137Mnew

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MDLNMEDLINE INC525,000$23.4Mshares
FPSFORGENT POWER SOLUTIONS INC225,000$6.59Mshares
DOCNDIGITALOCEAN HLDGS INC5,000$429Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002009895-26-000007 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002009895-26-000007 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0002009895-26-000004 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0002009895-26-000002 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set