Lykos Global Management, LP — Q1 2026 13F-HR

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Q1 2026 · 13F-HR

Lykos Global Management, LPholdings as filed

Filed 2026-05-15 · accession 0002009895-26-000004

$30.4M

Reported value

Positions

2026-03-31

Period end

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The Brief · Lykos Global Management, LP · Q1 2026

AI · grounded in 13F

Lykos Global Management, LP closed its position in WAY for a reduction of $32.75M. The fund also exited positions in COREWEAVE INC for $20.05M and CRCL for $11.1M. To offset these sells, the fund established new positions in FPS for $6.59M and DOCN for $428,900. Additionally, the fund trimmed its holding in MDLN by 34.375%.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
58507V107	MDLN	MEDLINE INC	$23.4M	76.9%	525,000	Common	SOLE
34631F102	FPS	FORGENT POWER SOLUTIONS INC	$6.6M	21.7%	225,000	Common	SOLE
25402D102	DOCN	DIGITALOCEAN HLDGS INC	$428,900	1.41%	5,000	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.