Lykos Global Management, LP Concentrated Active

CIK: 0002009895 · Show all filings

Period: Q4 2025

Filing Date: Feb 17, 2026

Total Value ($000): $141,351 (100.0% shares, 0.0% debt)

Holdings (36)

MDLN MEDLINE INC 23.8%

Value ($000) $33,600 Shares 800,000 Est. Cost $42.23 Unrealized 0.0%

WAY WAYSTAR HLDG CORP 23.2%

Value ($000) $32,750 Shares 1,000,000 Est. Cost $35.62 Unrealized 0.0%

CRWV COREWEAVE INC 14.2%

Value ($000) $20,051 Shares 280,000 Est. Cost $101.39 Unrealized 0.0%

CRCL CIRCLE INTERNET GROUP INC 7.9%

Value ($000) $11,102 Shares 140,000 Est. Cost $103.35 Unrealized 0.0%

MIAX MIAMI INTL HLDGS INC 5.5%

Value ($000) $7,767 Shares 175,000 Est. Cost $44.60 Unrealized 0.0%

BLSH BULLISH 2.7%

Value ($000) $3,787 Shares 100,000 Est. Cost $48.70 Unrealized 0.0%

FIG FIGMA INC 2.6%

Value ($000) $3,737 Shares 100,000 Est. Cost $45.19 Unrealized 0.0%

ARX ACCELERANT HOLDINGS 2.0%

Value ($000) $2,861 Shares 175,000 Est. Cost $14.08 Unrealized 0.0%

SAIL SAILPOINT INC 2.0%

Value ($000) $2,832 Shares 140,000 Est. Cost $20.84 Unrealized 0.0%

NTSK NETSKOPE INC 1.9%

Value ($000) $2,631 Shares 150,000 Est. Cost $20.86 Unrealized 0.0%

ALH ALLIANCE LAUNDRY HLDGS INC 1.6%

Value ($000) $2,239 Shares 110,000 Est. Cost $24.03 Unrealized 0.0%

LGN LEGENCE CORP 1.5%

Value ($000) $2,152 Shares 50,000 Est. Cost $39.53 Unrealized 0.0%

FLOC FLOWCO HLDGS INC 1.0%

Value ($000) $1,406 Shares 75,000 Est. Cost $16.59 Unrealized 0.0%

AII AMERICAN INTEGRITY INS GROUP 1.0%

Value ($000) $1,354 Shares 65,000 Est. Cost $22.24 Unrealized 0.0%

KRMN KARMAN HLDGS INC 0.8%

Value ($000) $1,098 Shares 15,000 Est. Cost $72.41 Unrealized 0.0%

SMA SMARTSTOP SELF STORAG REIT I 0.8%

Value ($000) $1,083 Shares 35,000 Est. Cost $30.94 Unrealized —

KLAR KLARNA GROUP PLC 0.6%

Value ($000) $867 Shares 30,000 Est. Cost $34.34 Unrealized 0.0%

BETA BETA TECHNOLOGIES INC 0.6%

Value ($000) $846 Shares 30,000 Est. Cost $29.84 Unrealized 0.0%

VOYG VOYAGER TECHNOLOGIES INC 0.6%

Value ($000) $784 Shares 30,000 Est. Cost $27.13 Unrealized 0.0%

SLDE SLIDE INS HLDGS INC 0.6%

Value ($000) $779 Shares 40,000 Est. Cost $16.68 Unrealized 0.0%

WBI WATERBRIDGE INFRASTRUCTURE L 0.5%

Value ($000) $700 Shares 35,000 Est. Cost $23.20 Unrealized 0.0%

HNGE HINGE HEALTH INC 0.5%

Value ($000) $697 Shares 15,000 Est. Cost $48.16 Unrealized 0.0%

KMTS KESTRA MED TECHNOLOGIES LTD 0.5%

Value ($000) $663 Shares 25,000 Est. Cost $25.75 Unrealized 0.0%

FIGR FIGURE TECHNOLOGY SOLUTIO 0.4%

Value ($000) $613 Shares 15,000 Est. Cost $40.00 Unrealized 0.0%

HTFL HEARTFLOW INC 0.4%

Value ($000) $583 Shares 20,000 Est. Cost $32.19 Unrealized 0.0%

— ASPEN INSURANCE HOLDINGS LTD 0.4%

Value ($000) $557 Shares 15,000 Est. Cost $36.88 Unrealized 0.0%

BRCB BLACK ROCK COFFEE BAR INC 0.4%

Value ($000) $556 Shares 25,000 Est. Cost $23.19 Unrealized 0.0%

GEMI GEMINI SPACE STA INC 0.4%

Value ($000) $496 Shares 50,000 Est. Cost $15.60 Unrealized 0.0%

FLY FIREFLY AEROSPACE INC 0.3%

Value ($000) $447 Shares 20,000 Est. Cost $23.14 Unrealized 0.0%

AERO GRUPO AEROMEXICO SAB DE CV 0.3%

Value ($000) $439 Shares 20,000 Est. Cost $21.96 Unrealized —

ASIC ATEGRITY SPECIALTY IN CO HO 0.3%

Value ($000) $420 Shares 20,000 Est. Cost $18.90 Unrealized 0.0%

ETOR ETORO GROUP LTD 0.2%

Value ($000) $351 Shares 10,000 Est. Cost $38.62 Unrealized 0.0%

BBNX BETA BIONICS INC 0.2%

Value ($000) $305 Shares 10,000 Est. Cost $26.70 Unrealized 0.0%

NP NEPTUNE INS HLDGS INC 0.2%

Value ($000) $292 Shares 10,000 Est. Cost $26.30 Unrealized 0.0%

CAI CARIS LIFE SCIENCES INC 0.2%

Value ($000) $270 Shares 10,000 Est. Cost $28.16 Unrealized 0.0%

OMDA OMADA HEALTH INC 0.2%

Value ($000) $237 Shares 15,000 Est. Cost $20.28 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MDLN	MEDLINE INC	800,000	$33,600	23.8%	$42.23	0.0%	COM CL A	58507V107
WAY	WAYSTAR HLDG CORP	1,000,000	$32,750	23.2%	$35.62	0.0%	COM	946784105
CRWV	COREWEAVE INC	280,000	$20,051	14.2%	$101.39	0.0%	COM CL A	21873S108
CRCL	CIRCLE INTERNET GROUP INC	140,000	$11,102	7.9%	$103.35	0.0%	COM CL A	172573107
MIAX	MIAMI INTL HLDGS INC	175,000	$7,767	5.5%	$44.60	0.0%	COM	59356Q108
BLSH	BULLISH	100,000	$3,787	2.7%	$48.70	0.0%	ORD SHS	G16910120
FIG	FIGMA INC	100,000	$3,737	2.6%	$45.19	0.0%	CLASS A COM STK	316841105
ARX	ACCELERANT HOLDINGS	175,000	$2,861	2.0%	$14.08	0.0%	CL A	G00894108
SAIL	SAILPOINT INC	140,000	$2,832	2.0%	$20.84	0.0%	COM	78781J109
NTSK	NETSKOPE INC	150,000	$2,631	1.9%	$20.86	0.0%	CL A	64119N608
ALH	ALLIANCE LAUNDRY HLDGS INC	110,000	$2,239	1.6%	$24.03	0.0%	COM	01862Q107
LGN	LEGENCE CORP	50,000	$2,152	1.5%	$39.53	0.0%	CL A	52476L109
FLOC	FLOWCO HLDGS INC	75,000	$1,406	1.0%	$16.59	0.0%	COM CL A	342909108
AII	AMERICAN INTEGRITY INS GROUP	65,000	$1,354	1.0%	$22.24	0.0%	COM	026948109
KRMN	KARMAN HLDGS INC	15,000	$1,098	0.8%	$72.41	0.0%	COMMON STOCK	485924104
SMA	SMARTSTOP SELF STORAG REIT I	35,000	$1,083	0.8%	$30.94	—	COMMON STOCK	83192D402
KLAR	KLARNA GROUP PLC	30,000	$867	0.6%	$34.34	0.0%	SHS	G5279N105
BETA	BETA TECHNOLOGIES INC	30,000	$846	0.6%	$29.84	0.0%	COM SHS CL A	086921103
VOYG	VOYAGER TECHNOLOGIES INC	30,000	$784	0.6%	$27.13	0.0%	COM CL A	92892B103
SLDE	SLIDE INS HLDGS INC	40,000	$779	0.6%	$16.68	0.0%	COM	831349105
WBI	WATERBRIDGE INFRASTRUCTURE L	35,000	$700	0.5%	$23.20	0.0%	CL A SHS REPSTG	940923105
HNGE	HINGE HEALTH INC	15,000	$697	0.5%	$48.16	0.0%	CL A	433313103
KMTS	KESTRA MED TECHNOLOGIES LTD	25,000	$663	0.5%	$25.75	0.0%	SHS	G52441105
FIGR	FIGURE TECHNOLOGY SOLUTIO	15,000	$613	0.4%	$40.00	0.0%	COM CL A	349381103
HTFL	HEARTFLOW INC	20,000	$583	0.4%	$32.19	0.0%	COM	42238D107
—	ASPEN INSURANCE HOLDINGS LTD	15,000	$557	0.4%	$36.88	0.0%	ORD SHS CL A	G05384501
BRCB	BLACK ROCK COFFEE BAR INC	25,000	$556	0.4%	$23.19	0.0%	CL A	092244102
GEMI	GEMINI SPACE STA INC	50,000	$496	0.4%	$15.60	0.0%	CL A COM	36866J105
FLY	FIREFLY AEROSPACE INC	20,000	$447	0.3%	$23.14	0.0%	COM	31816X106
AERO	GRUPO AEROMEXICO SAB DE CV	20,000	$439	0.3%	$21.96	—	SPONSORED ADS	40054J109
ASIC	ATEGRITY SPECIALTY IN CO HO	20,000	$420	0.3%	$18.90	0.0%	COM	04681Y103
ETOR	ETORO GROUP LTD	10,000	$351	0.2%	$38.62	0.0%	SHS CL A	G32089107
BBNX	BETA BIONICS INC	10,000	$305	0.2%	$26.70	0.0%	COM	08659B102
NP	NEPTUNE INS HLDGS INC	10,000	$292	0.2%	$26.30	0.0%	CL A	64073B103
CAI	CARIS LIFE SCIENCES INC	10,000	$270	0.2%	$28.16	0.0%	COM	142152107
OMDA	OMADA HEALTH INC	15,000	$237	0.2%	$20.28	0.0%	COM	68170A108