Lykos Global Management, LP

Portfolio Overview

Lykos Global Management, LP disclosed 4 positions worth $189.8M in its Form 13F-HR for Q2 2026 — $53.1M in common stock plus $136.7M of put/call option positions (reported at underlying notional value, not premium at risk), led by $SPCX (SPACE EXPLORATION TECHNOLOGIES CORP) puts, followed by $SPCX and $INIO. During the quarter the fund opened 4 new positions and exited 3 — including a new stake in $SPCX and a full exit from $MDLN. The portfolio is most concentrated in Technology (100.0% of disclosed assets). All figures are sourced directly from Lykos Global Management, LP’s Form 13F-HR filing with the SEC under CIK 2009895.

• 

  SPACE EXPLORATION TECHNOLOGIES CORP

  $SPCX PUT

  —

  Quality

  $136.7M800,000 sh
• 

  SPACE EXPLORATION TECHNOLOGIES CORP

  $SPCX

  —

  Quality

  $51.5M301,373 sh
• 

  INNIO N.V.

  $INIO

  —

  Quality

  $988.8K25,000 sh
• 

  Liftoff Mobile, Inc.

  $LFTO

  —

  Quality

  $600.5K25,000 sh

Company	Quality	Value	Shares
SPACE EXPLORATION TECHNOLOGIES CORP$SPCXPUT	—	$136.7M	800,000
SPACE EXPLORATION TECHNOLOGIES CORP$SPCX	—	$51.5M	301,373
INNIO N.V.$INIO	—	$988.8K	25,000
Liftoff Mobile, Inc.$LFTO	—	$600.5K	25,000

Showing top 4 of 4 holdings.

Full Holdings — Lykos Global Management, LP (Q2 2026)

All 4 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$SPCXPUT	SPACE EXPLORATION TECHNOLOGIES CORP	$136.7M	—	NEW	—
2	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	$51.5M	97.0%	NEW	—
3	$INIO	INNIO N.V.	$988,750	1.9%	NEW	—
4	$LFTO	Liftoff Mobile, Inc.	$600,500	1.1%	NEW	—