Lykos Global Management, Lp Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Lykos Global Management, Lp disclosed 2 stock positions valued at approximately $53.08M as of quarter-end June 30, 2026. The largest holdings include SPACE EXPLORATION TECHN CORP and LIFTOFF MOBILE INC.

Report Period: June 30, 2026
No. of Stocks: 2
Portfolio Value: $53.08M

Holdings by Sector

Lykos Global Management, Lp Portfolio Holdings in Q2 2026

Company	Symbol	Sector	Portfolio %	Shares	Change (Shares)	Change %	Value
SPACE EXPLORATION TECHN CORP	SPCX	Industrials	97.01%	301,373	+301,373	+100.00%	$51,492,591
LIFTOFF MOBILE INC	LFTO	Communication Services	1.13%	25,000	+25,000	+100.00%	$600,500

Showing 2 of 2 holdings in the latest reporting period.

Lykos Global Management, Lp Options Holdings in Q2 2026

Quarter	Symbol	Company	Option	Contracts	Notional Value
Q2 2026	SPCX	Space Exploration Technologies	PUT	800,000	$136,688,000

Showing 1 of 1 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.