Lykos Global Management, LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$141.3M
Holdings
36
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MDLNMEDLINE INC | 800,000 | $33.6M | 23.77% | |
| 2 | WAYWAYSTAR HLDG CORP | 1,000,000 | $32.8M | 23.17% | |
| 3 | CRWVCOREWEAVE INC | 280,000 | $20.1M | 14.18% | |
| 4 | CRCLCIRCLE INTERNET GROUP INC | 140,000 | $11.1M | 7.85% | |
| 5 | MIAXMIAMI INTL HLDGS INC | 175,000 | $7.8M | 5.49% | |
| 6 | BLSHBULLISH | 100,000 | $3.8M | 2.68% | |
| 7 | FIGFIGMA INC | 100,000 | $3.7M | 2.64% | |
| 8 | ARXACCELERANT HOLDINGS | 175,000 | $2.9M | 2.02% | |
| 9 | SAILSAILPOINT INC | 140,000 | $2.8M | 2.00% | |
| 10 | NTSKNETSKOPE INC | 150,000 | $2.6M | 1.86% | |
| 11 | ALHALLIANCE LAUNDRY HLDGS INC | 110,000 | $2.2M | 1.58% | |
| 12 | LGNLEGENCE CORP | 50,000 | $2.2M | 1.52% | |
| 13 | FLOCFLOWCO HLDGS INC | 75,000 | $1.4M | 0.99% | |
| 14 | AIIAMERICAN INTEGRITY INS GROUP | 65,000 | $1.4M | 0.96% | |
| 15 | KRMNKARMAN HLDGS INC | 15,000 | $1.1M | 0.78% | |
| 16 | SMASMARTSTOP SELF STORAG REIT I | 35,000 | $1.1M | 0.77% | |
| 17 | KLARKLARNA GROUP PLC | 30,000 | $867K | 0.61% | |
| 18 | BETABETA TECHNOLOGIES INC | 30,000 | $846K | 0.60% | |
| 19 | VOYGVOYAGER TECHNOLOGIES INC | 30,000 | $784K | 0.55% | |
| 20 | SLDESLIDE INS HLDGS INC | 40,000 | $779K | 0.55% | |
| 21 | WBIWATERBRIDGE INFRASTRUCTURE L | 35,000 | $700K | 0.50% | |
| 22 | HNGEHINGE HEALTH INC | 15,000 | $696K | 0.49% | |
| 23 | KMTSKESTRA MED TECHNOLOGIES LTD | 25,000 | $663K | 0.47% | |
| 24 | FIGRFIGURE TECHNOLOGY SOLUTIO | 15,000 | $612K | 0.43% | |
| 25 | HTFLHEARTFLOW INC | 20,000 | $583K | 0.41% | |
| 26 | BRCBBLACK ROCK COFFEE BAR INC | 25,000 | $556K | 0.39% | |
| 27 | AHLASPEN INSURANCE HOLDINGS LTD | 15,000 | $556K | 0.39% | |
| 28 | GEMIGEMINI SPACE STA INC | 50,000 | $496K | 0.35% | |
| 29 | FLYFIREFLY AEROSPACE INC | 20,000 | $447K | 0.32% | |
| 30 | AEROGRUPO AEROMEXICO SAB DE CV | 20,000 | $439K | 0.31% | |
| 31 | ASICATEGRITY SPECIALTY IN CO HO | 20,000 | $420K | 0.30% | |
| 32 | ETORETORO GROUP LTD | 10,000 | $351K | 0.25% | |
| 33 | BBNXBETA BIONICS INC | 10,000 | $304K | 0.22% | |
| 34 | NPNEPTUNE INS HLDGS INC | 10,000 | $291K | 0.21% | |
| 35 | CAICARIS LIFE SCIENCES INC | 10,000 | $269K | 0.19% | |
| 36 | OMDAOMADA HEALTH INC | 15,000 | $236K | 0.17% |