Filed: 2/17/2026ACC: 0002009895-26-000002
📋 What this filing means
LYKOS GLOBAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $141.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
36
Positions
$141.35M
Total AUM (reported)
3.85M
Total Shares
Allocation by class
COM CL A$67.56M47.8%
COM$49.98M35.4%
CL A$9.19M6.5%
ORD SHS$3.79M2.7%
CLASS A COM STK$3.74M2.6%
COMMON STOCK$2.18M1.5%
SHS$1.53M1.1%
Portfolio Concentration
Top 3$86.40M61.1%
4–10$34.72M24.6%
11–25$15.86M11.2%
Rest$4.37M3.1%
Top 3 weight
61.1%
Top 10 weight
85.7%
Voting Authority Distribution
Total shares with voting rights: 3.85M
Sole
Full voting authority
3.85M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole36
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings36
Rows:
MEDLINE INC
SOLEShares800K
TypeSH
Market value$33.60M
23.77%
Sole
800K
Shared
0.00
None
0.00
WAYSTAR HLDG CORP
SOLEShares1M
TypeSH
Market value$32.75M
23.17%
Sole
1M
Shared
0.00
None
0.00
COREWEAVE INC
SOLEShares280K
TypeSH
Market value$20.05M
14.19%
Sole
280K
Shared
0.00
None
0.00
CIRCLE INTERNET GROUP INC
SOLEShares140K
TypeSH
Market value$11.10M
7.85%
Sole
140K
Shared
0.00
None
0.00
MIAMI INTL HLDGS INC
SOLEShares175K
TypeSH
Market value$7.77M
5.49%
Sole
175K
Shared
0.00
None
0.00
BULLISH
SOLEShares100K
TypeSH
Market value$3.79M
2.68%
Sole
100K
Shared
0.00
None
0.00
FIGMA INC
SOLEShares100K
TypeSH
Market value$3.74M
2.64%
Sole
100K
Shared
0.00
None
0.00
ACCELERANT HOLDINGS
SOLEShares175K
TypeSH
Market value$2.86M
2.02%
Sole
175K
Shared
0.00
None
0.00
SAILPOINT INC
SOLEShares140K
TypeSH
Market value$2.83M
2.00%
Sole
140K
Shared
0.00
None
0.00
NETSKOPE INC
SOLEShares150K
TypeSH
Market value$2.63M
1.86%
Sole
150K
Shared
0.00
None
0.00
ALLIANCE LAUNDRY HLDGS INC
SOLEShares110K
TypeSH
Market value$2.24M
1.58%
Sole
110K
Shared
0.00
None
0.00
LEGENCE CORP
SOLEShares50K
TypeSH
Market value$2.15M
1.52%
Sole
50K
Shared
0.00
None
0.00
FLOWCO HLDGS INC
SOLEShares75K
TypeSH
Market value$1.41M
0.99%
Sole
75K
Shared
0.00
None
0.00
AMERICAN INTEGRITY INS GROUP
SOLEShares65K
TypeSH
Market value$1.35M
0.96%
Sole
65K
Shared
0.00
None
0.00
KARMAN HLDGS INC
SOLEShares15K
TypeSH
Market value$1.10M
0.78%
Sole
15K
Shared
0.00
None
0.00
SMARTSTOP SELF STORAG REIT I
SOLEShares35K
TypeSH
Market value$1.08M
0.77%
Sole
35K
Shared
0.00
None
0.00
KLARNA GROUP PLC
SOLEShares30K
TypeSH
Market value$867.3K
0.61%
Sole
30K
Shared
0.00
None
0.00
BETA TECHNOLOGIES INC
SOLEShares30K
TypeSH
Market value$846.3K
0.60%
Sole
30K
Shared
0.00
None
0.00
VOYAGER TECHNOLOGIES INC
SOLEShares30K
TypeSH
Market value$784.2K
0.55%
Sole
30K
Shared
0.00
None
0.00
SLIDE INS HLDGS INC
SOLEShares40K
TypeSH
Market value$779.2K
0.55%
Sole
40K
Shared
0.00
None
0.00
WATERBRIDGE INFRASTRUCTURE L
SOLEShares35K
TypeSH
Market value$700.4K
0.50%
Sole
35K
Shared
0.00
None
0.00
HINGE HEALTH INC
SOLEShares15K
TypeSH
Market value$696.8K
0.49%
Sole
15K
Shared
0.00
None
0.00
KESTRA MED TECHNOLOGIES LTD
SOLEShares25K
TypeSH
Market value$663.0K
0.47%
Sole
25K
Shared
0.00
None
0.00
FIGURE TECHNOLOGY SOLUTIO
SOLEShares15K
TypeSH
Market value$612.6K
0.43%
Sole
15K
Shared
0.00
None
0.00
HEARTFLOW INC
SOLEShares20K
TypeSH
Market value$583.0K
0.41%
Sole
20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MEDLINE INCSOLE | COM CL A | 800K | SH | $33.60M 23.77% | 800K | 0.00 | 0.00 |
WAYSTAR HLDG CORPSOLE | COM | 1M | SH | $32.75M 23.17% | 1M | 0.00 | 0.00 |
COREWEAVE INCSOLE | COM CL A | 280K | SH | $20.05M 14.19% | 280K | 0.00 | 0.00 |
CIRCLE INTERNET GROUP INCSOLE | COM CL A | 140K | SH | $11.10M 7.85% | 140K | 0.00 | 0.00 |
MIAMI INTL HLDGS INCSOLE | COM | 175K | SH | $7.77M 5.49% | 175K | 0.00 | 0.00 |
BULLISHSOLE | ORD SHS | 100K | SH | $3.79M 2.68% | 100K | 0.00 | 0.00 |
FIGMA INCSOLE | CLASS A COM STK | 100K | SH | $3.74M 2.64% | 100K | 0.00 | 0.00 |
ACCELERANT HOLDINGSSOLE | CL A | 175K | SH | $2.86M 2.02% | 175K | 0.00 | 0.00 |
SAILPOINT INCSOLE | COM | 140K | SH | $2.83M 2.00% | 140K | 0.00 | 0.00 |
NETSKOPE INCSOLE | CL A | 150K | SH | $2.63M 1.86% | 150K | 0.00 | 0.00 |
ALLIANCE LAUNDRY HLDGS INCSOLE | COM | 110K | SH | $2.24M 1.58% | 110K | 0.00 | 0.00 |
LEGENCE CORPSOLE | CL A | 50K | SH | $2.15M 1.52% | 50K | 0.00 | 0.00 |
FLOWCO HLDGS INCSOLE | COM CL A | 75K | SH | $1.41M 0.99% | 75K | 0.00 | 0.00 |
AMERICAN INTEGRITY INS GROUPSOLE | COM | 65K | SH | $1.35M 0.96% | 65K | 0.00 | 0.00 |
KARMAN HLDGS INCSOLE | COMMON STOCK | 15K | SH | $1.10M 0.78% | 15K | 0.00 | 0.00 |
SMARTSTOP SELF STORAG REIT ISOLE | COMMON STOCK | 35K | SH | $1.08M 0.77% | 35K | 0.00 | 0.00 |
KLARNA GROUP PLCSOLE | SHS | 30K | SH | $867.3K 0.61% | 30K | 0.00 | 0.00 |
BETA TECHNOLOGIES INCSOLE | COM SHS CL A | 30K | SH | $846.3K 0.60% | 30K | 0.00 | 0.00 |
VOYAGER TECHNOLOGIES INCSOLE | COM CL A | 30K | SH | $784.2K 0.55% | 30K | 0.00 | 0.00 |
SLIDE INS HLDGS INCSOLE | COM | 40K | SH | $779.2K 0.55% | 40K | 0.00 | 0.00 |
WATERBRIDGE INFRASTRUCTURE LSOLE | CL A SHS REPSTG | 35K | SH | $700.4K 0.50% | 35K | 0.00 | 0.00 |
HINGE HEALTH INCSOLE | CL A | 15K | SH | $696.8K 0.49% | 15K | 0.00 | 0.00 |
KESTRA MED TECHNOLOGIES LTDSOLE | SHS | 25K | SH | $663.0K 0.47% | 25K | 0.00 | 0.00 |
FIGURE TECHNOLOGY SOLUTIOSOLE | COM CL A | 15K | SH | $612.6K 0.43% | 15K | 0.00 | 0.00 |
HEARTFLOW INCSOLE | COM | 20K | SH | $583.0K 0.41% | 20K | 0.00 | 0.00 |
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