Lykos Global Management, LP
•CIK: 2009895•Filing: Q4 2025
**Lykos Global Management, LP** manages $141M across a diversified portfolio of 36 positions. The fund exhibits significant concentration in select names, with MDLN representing the largest holding at $33.6M. Key allocations also include WAY ($32.8M), CRWV ($20.1M), and CRCL ($11.1M). This structure suggests a focused, high-conviction approach within its investment mandate.
Total AUM
$141.4M
QoQ Performance
N/A
Positions
36
Top 10 Concentration
85.7%
Latest Filing
Q4 2025
Top Holdings Allocation
MDLN
WAY
CRWV
CRCL
MIAX
MDLN23.8%
WAY23.2%
CRWV14.2%
CRCL7.9%
MIAX5.5%
BULLISH2.7%
FIG2.6%
ACCELERANT2.0%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%