13F HOLDINGS REPORT
Lykos Global Management, LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0002009895-26-000002
Total Value
$141.4M
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MEDLINE INC | MDLN | 800,000 | $33.6M | 23.77% |
| 2 | WAYSTAR HLDG CORP | WAY | 1,000,000 | $32.8M | 23.17% |
| 3 | COREWEAVE INC | CRWV | 280,000 | $20.1M | 14.19% |
| 4 | CIRCLE INTERNET GROUP INC | CRCL | 140,000 | $11.1M | 7.85% |
| 5 | MIAMI INTL HLDGS INC | 59356Q108 | 175,000 | $7.8M | 5.49% |
| 6 | BULLISH | BLSH | 100,000 | $3.8M | 2.68% |
| 7 | FIGMA INC | FIG | 100,000 | $3.7M | 2.64% |
| 8 | ACCELERANT HOLDINGS | ARX | 175,000 | $2.9M | 2.02% |
| 9 | SAILPOINT INC | SAIL | 140,000 | $2.8M | 2.00% |
| 10 | NETSKOPE INC | NTSK | 150,000 | $2.6M | 1.86% |
| 11 | ALLIANCE LAUNDRY HLDGS INC | ALH | 110,000 | $2.2M | 1.58% |
| 12 | LEGENCE CORP | LGN | 50,000 | $2.2M | 1.52% |
| 13 | FLOWCO HLDGS INC | FLOC | 75,000 | $1.4M | 0.99% |
| 14 | AMERICAN INTEGRITY INS GROUP | 026948109 | 65,000 | $1.4M | 0.96% |
| 15 | KARMAN HLDGS INC | KRMN | 15,000 | $1.1M | 0.78% |
| 16 | SMARTSTOP SELF STORAG REIT I | 83192D402 | 35,000 | $1.1M | 0.77% |
| 17 | KLARNA GROUP PLC | KLAR | 30,000 | $867,300 | 0.61% |
| 18 | BETA TECHNOLOGIES INC | BETA | 30,000 | $846,300 | 0.60% |
| 19 | VOYAGER TECHNOLOGIES INC | VOYG | 30,000 | $784,200 | 0.55% |
| 20 | SLIDE INS HLDGS INC | 831349105 | 40,000 | $779,200 | 0.55% |
| 21 | WATERBRIDGE INFRASTRUCTURE L | WBI | 35,000 | $700,350 | 0.50% |
| 22 | HINGE HEALTH INC | HNGE | 15,000 | $696,750 | 0.49% |
| 23 | KESTRA MED TECHNOLOGIES LTD | BEKE | 25,000 | $663,000 | 0.47% |
| 24 | FIGURE TECHNOLOGY SOLUTIO | FGRS | 15,000 | $612,600 | 0.43% |
| 25 | HEARTFLOW INC | HTFL | 20,000 | $583,000 | 0.41% |
| 26 | ASPEN INSURANCE HOLDINGS LTD | AHL-PF | 15,000 | $556,500 | 0.39% |
| 27 | BLACK ROCK COFFEE BAR INC | BRCB | 25,000 | $556,250 | 0.39% |
| 28 | GEMINI SPACE STA INC | GEMI | 50,000 | $496,000 | 0.35% |
| 29 | FIREFLY AEROSPACE INC | FLY | 20,000 | $447,400 | 0.32% |
| 30 | GRUPO AEROMEXICO SAB DE CV | 40054J109 | 20,000 | $439,200 | 0.31% |
| 31 | ATEGRITY SPECIALTY IN CO HO | 04681Y103 | 20,000 | $420,200 | 0.30% |
| 32 | ETORO GROUP LTD | ETOR | 10,000 | $351,300 | 0.25% |
| 33 | BETA BIONICS INC | BBNX | 10,000 | $304,700 | 0.22% |
| 34 | NEPTUNE INS HLDGS INC | 64073B103 | 10,000 | $291,600 | 0.21% |
| 35 | CARIS LIFE SCIENCES INC | CAI | 10,000 | $269,800 | 0.19% |
| 36 | OMADA HEALTH INC | OMDA | 15,000 | $236,700 | 0.17% |