Lykos Global Management, LP
Follow13F filer, CIK 2009895, STAMFORD, CT
Lykos Global Management, LP reported $30,377,150 across 3 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002009895-26-000004
- Period
- 2026-03-31
- Reported value
- $30.4M
- Holdings
- 3
- Top 10 weight
- 100%
- New
- 2
- Sold out
- 35
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| FPSnew | +225,000 | $6.59M |
| DOCNnew | +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.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| WAYexited | -1,000,000 | -$32.8M |
| CRWVexited | -280,000 | -$20.1M |
| MDLNreduced | -275,000 | -$12.2M |
| CRCLexited | -140,000 | -$11.1M |
| MIAXexited | -175,000 | -$7.77M |
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, Q1 2026
Share positions as resolved from 13F-HR 0002009895-26-000004, largest first. % of portfolio is the value over $30,377,150, the sum of the share positions whose value is usable for ratios (method).
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| WAYWAYSTAR HLDG CORP | 1,000,000 | $32.8M | shares |
| CRWVCOREWEAVE INC | 280,000 | $20.1M | shares |
| CRCLCIRCLE INTERNET GROUP INC | 140,000 | $11.1M | shares |
| MIAXMIAMI INTL HLDGS INC | 175,000 | $7.77M | shares |
| BLSHBULLISH | 100,000 | $3.79M | shares |
| FIGFIGMA INC | 100,000 | $3.74M | shares |
| ARXACCELERANT HOLDINGS | 175,000 | $2.86M | shares |
| SAILSAILPOINT INC | 140,000 | $2.83M | shares |
| NTSKNETSKOPE INC | 150,000 | $2.63M | shares |
| ALHALLIANCE LAUNDRY HLDGS INC | 110,000 | $2.24M | shares |
| LGNLEGENCE CORP | 50,000 | $2.15M | shares |
| FLOCFLOWCO HLDGS INC | 75,000 | $1.41M | shares |
| AIIAMERICAN INTEGRITY INS GROUP | 65,000 | $1.35M | shares |
| KRMNKARMAN HLDGS INC | 15,000 | $1.1M | shares |
| SMASMARTSTOP SELF STORAG REIT I | 35,000 | $1.08M | shares |
| KLARKLARNA GROUP PLC | 30,000 | $867K | shares |
| BETABETA TECHNOLOGIES INC | 30,000 | $846K | shares |
| VOYGVOYAGER TECHNOLOGIES INC | 30,000 | $784K | shares |
| SLDESLIDE INS HLDGS INC | 40,000 | $779K | shares |
| WBIWATERBRIDGE INFRASTRUCTURE L | 35,000 | $700K | shares |
| HNGEHINGE HEALTH INC | 15,000 | $697K | shares |
| KMTSKESTRA MED TECHNOLOGIES LTD | 25,000 | $663K | shares |
| FIGRFIGURE TECHNOLOGY SOLUTIO | 15,000 | $613K | shares |
| HTFLHEARTFLOW INC | 20,000 | $583K | shares |
| ASPEN INSURANCE HOLDINGS-AASPEN INSURANCE HOLDINGS-A | 15,000 | $556K | shares |
| BRCBBLACK ROCK COFFEE BAR INC | 25,000 | $556K | shares |
| GEMIGEMINI SPACE STA INC | 50,000 | $496K | shares |
| FLYFIREFLY AEROSPACE INC | 20,000 | $447K | shares |
| AEROGRUPO AEROMEXICO SAB DE CV | 20,000 | $439K | shares |
| ASICATEGRITY SPECIALTY IN CO HO | 20,000 | $420K | shares |
| ETORETORO GROUP LTD | 10,000 | $351K | shares |
| BBNXBETA BIONICS INC | 10,000 | $305K | shares |
| NPNEPTUNE INS HLDGS INC | 10,000 | $292K | shares |
| CAICARIS LIFE SCIENCES INC | 10,000 | $270K | shares |
| OMDAOMADA HEALTH INC | 15,000 | $237K | shares |
How Q1 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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002009895-26-000004 | base | 2026-05-15 | acceptance time not in the bulk data set |