Institutional Manager · CIK 0002009895
Lykos Global Management, LP
STAMFORD, CT · File #028-26532
Latest AUM
$141.4M
Positions
36
Top-10 Concentration
85.7%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |