StockDriftsStockDriftsTop 3 Lykos Global Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MDLN | MEDLINE INC | 76.91% | 525.0K | $23.4M | -34.38%(-275.00K) | $42.00(-13.83%) | 2026-03-31 | |
| FPS | FORGENT POWER SOLUTIONS INC | 21.68% | 225.0K | $6.6M | new | $29.27(+53.81%) | 2026-03-31 | |
| DOCN | DIGITALOCEAN HLDGS INC | 1.41% | 5.0K | $429K | new | $66.95(+131.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -4.56% |
| Top 20 Holdings Unweighted | — | — | — | — | -7.04% |
Lykos Global Management LP reports $30.38M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are MDLN (76.9%), FPS (21.7%) and DOCN (1.4%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -4.56% cumulatively over 1 quarter. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lykos Global Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2009895). View Lykos Global Management LP’s 13F filings on SEC