Lykos Global Management, LP — Q4 2025 13F Holdings

Name: Lykos Global Management, LP — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002009895

Total reported value

$30.4M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MDLN	Medline Inc-cl A	Stock-Other	23.77%	+53.14%	—
2	WAY	Waystar Holding CORP	Stock-Other	23.17%	-23.17%	EXIT
3	CRWV	Coreweave Inc-cl A	Stock-Tech	14.19%	-14.19%	EXIT
4	CRCL	Circle Internet Group INC	Stock-Financials	7.85%	-7.85%	EXIT
5	MIAX	Miami International Holdings	Stock-Other	5.49%	-5.49%	EXIT
6	✓		Stock-Other	2.68%	-2.68%	EXIT
7	FIG	Figma Inc-cl A	Stock-Other	2.64%	-2.64%	EXIT
8	ARX	Accelerant Holdings	Stock-Other	2.02%	-2.02%	EXIT
9	SAIL	Sailpoint INC	Stock-Other	2.00%	-2.00%	EXIT
10	NTSK	Netskope Inc-cl A	Stock-Other	1.86%	-1.86%	EXIT
11	ALH	Alliance Laundry Holdings In	Stock-Other	1.58%	-1.58%	EXIT
12	LGN	Legence Corp-cl A	Stock-Other	1.52%	-1.52%	EXIT
13	FLOC	Flowco Holdings Inc-cl A	Stock-Other	0.99%	-0.99%	EXIT
14	AII	American Integrity Insurance	Stock-Other	0.96%	-0.96%	EXIT
15	KRMN	Karman Holdings INC	Stock-Industrials	0.78%	-0.78%	EXIT
16	SMA	Smartstop Self Storage Reit	Stock-Other	0.77%	-0.77%	EXIT
17	KLAR	Klarna Group plc	Stock-Other	0.61%	-0.61%	EXIT
18	BETA	Beta Technologies INC -cl A	Stock-Other	0.60%	-0.60%	EXIT
19	VOYG	Voyager Technologies Inc-a	Stock-Other	0.55%	-0.55%	EXIT
20	SLDE	Slide Insurance Holdings INC	Stock-Other	0.55%	-0.55%	EXIT
21	WBI	Waterbridge Infrastruc-cl A	Stock-Other	0.50%	-0.50%	EXIT
22	HNGE	Hinge Health Inc-a	Stock-Other	0.49%	-0.49%	EXIT
23	KMTS	Kestra Medical Technologies, Ltd.	Stock-Other	0.47%	-0.47%	EXIT
24	FIGR	Figure Technology Solut-cl A	Stock-Other	0.43%	-0.43%	EXIT
25	HTFL	Heartflow INC	Stock-Other	0.41%	-0.41%	EXIT
26	AHL-PD	Aspen Insurance Holdings Limited	Stock-Other	0.39%	-0.39%	EXIT
27	BRCB	Black Rock Coffee Bar Inc-a	Stock-Other	0.39%	-0.39%	EXIT
28	GEMI	Gemini Space Station Inc-a	Stock-Other	0.35%	-0.35%	EXIT
29	FLY	Firefly Aerospace INC	Stock-Other	0.32%	-0.32%	EXIT
30	AERO	Grupo Aeromexico Sab De Cv	Stock-Other	0.31%	-0.31%	EXIT
31	ASIC	Ategrity Specialty Holdings	Stock-Other	0.30%	-0.30%	EXIT
32	ETOR	eToro Group Ltd.	Stock-Other	0.25%	-0.25%	EXIT
33	BBNX	Beta Bionics INC	Stock-Other	0.22%	-0.22%	EXIT
34	NP	Neptune Insurance Holdi-cl A	Stock-Other	0.21%	-0.21%	EXIT
35	CAI	Caris Life Sciences INC	Stock-Other	0.19%	-0.19%	EXIT
36	OMDA	Omada Health INC	Stock-Other	0.17%	-0.17%	EXIT