Lykos Global Management, LP

CIK 0002009895 · STAMFORD, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

Lykos Global Management, LP reported 4 positions worth $189.8M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SPCX (72.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$189.8M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

4 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	SPCX	SPACE EXPLORATION TECHN CORP	PUT	$136.7M	72.03%	800,000	—	—
▸ 2	SPCX	SPACE EXPLORATION TECHN CORP	SH	$51.5M	27.13%	301,373	—	—
▸ 3	INIO	INNIO NV	SH	$988.8K	0.52%	25,000	—	—
▸ 4	LFTO	LIFTOFF MOBILE INC	SH	$600.5K	0.32%	25,000	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Lykos Global Management, LP hold as of Q2 2026?

Lykos Global Management, LP reported 4 positions worth $189.8M in its Q2 2026 13F filing. Largest positions: SPCX (72.0%), SPCX (27.1%), INIO (0.5%) and LFTO (0.3%).

What did Lykos Global Management, LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Lykos Global Management, LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.