Lykos Global Management, LP reported 3 positions worth $53.08M for the quarter ended Jun 30, 2026, up 74.7% on the prior quarter. It opened 3 new positions, added to 0, trimmed 0 and exited 3. Its largest holding is Space Exploration Technologies Corp at 97% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPCX Space Exploration Technologies Corp | Industrials | 301.4K | $51.49M | 97.01% | +301.4K | – | New | 0% |
| 2 | INIO Innio N.V. | Industrials | 25.0K | $988.75K | 1.86% | +25.0K | – | New | 0% |
| 3 | LFTO Liftoff Mobile, Inc. | Technology | 25.0K | $600.50K | 1.13% | +25.0K | – | New | 0.01% |
Tip. Select a row to see that position’s full history at Lykos Global Management.
As of its Q2 2026 13F filing, Lykos Global Management, LP’s five largest positions were Space Exploration Technologies Corp (SPCX) at 97.0%, Innio N.V. (INIO) at 1.9%, Liftoff Mobile, Inc. (LFTO) at 1.1% of the reported portfolio.
Lykos Global Management, LP reported a 13F portfolio worth $53.08M across 3 positions for Q2 2026. That is up 74.7% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($51.49M), Innio N.V. ($988.75K), Liftoff Mobile, Inc. ($600.50K). It opened 3 new positions.
Its largest sales by value were Medline Inc. ($23.36M), Forgent Power Solutions, Inc. ($6.59M), DigitalOcean Holdings, Inc. ($428.90K). It exited 3 positions entirely.
From the Form 13F-HR reports Lykos Global Management, LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.