Lykos Global Management, LP
13F Reported Value
ⓘ$30.4M
Holdings
3
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Lykos Global Management, LP disclosed 3 positions worth $30.4M in its Form 13F-HR for Q1 2026, led by $MDLN (Medline Inc.) at 76.9% of the equity portfolio, followed by $FPS and $DOCN. During the quarter the fund opened 2 new positions and exited 35 — including a new stake in $FPS and a full exit from $WAY. The portfolio is most concentrated in Healthcare (76.9% of disclosed assets). All figures are sourced directly from Lykos Global Management, LP’s Form 13F-HR filing with the SEC under CIK 2009895.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$23.4M525,000 sh - —
Quality
$6.6M225,000 sh - 73.7#187
Quality
$428.9K5,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Medline Inc.$MDLN | — | $23.4M | 525,000 |
 Forgent Power Solutions, Inc.$FPS | — | $6.6M | 225,000 |
 DigitalOcean Holdings, Inc.$DOCN | 73.7#187 | $428.9K | 5,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Lykos Global Management, LP's 3 positions.
Showing top 3 of 3 holdings.
Sector Allocation
Healthcare
$23.4M
Technology
$7.0M
Full Holdings — Lykos Global Management, LP (Q1 2026)
All 3 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
Exited Positions (35)
$WAY Waystar Holding Corp.
$CRWV CoreWeave, Inc.
$CRCL Circle Internet Group, Inc.
$MIAX MIAMI INTERNATIONAL HOLDINGS, INC.
$BLSH Bullish
$FIG Figma, Inc.
$ARX Accelerant Holdings
$SAIL SailPoint, Inc.
$NTSK Netskope Inc
$ALH Alliance Laundry Holdings Inc.
$LGN Legence Corp.
$FLOC Flowco Holdings Inc.
$AII American Integrity Insurance Group, Inc.
$KRMN Karman Holdings Inc.
$SMA SmartStop Self Storage REIT, Inc.Browse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: Lykos Global Management, LP
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