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Portfolio (Quarterly) Guide ↗

PRELUDE CAPITAL MANAGEMENT, LLC

· CIK 0001387508
13F Portfolio $1.3B AUM 1,176 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 423 New 336 Added 342 Reduced 507 Exited
Page 1 of 59  ·  1,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GLD SPDR GOLD TR Financial Services 44,591.0 $19.2M 1.47% -41K -47.7% $430.29 -0.7%
2 BHF BRIGHTHOUSE FINL INC Financial Services 305,482.0 $18.3M 1.40% -10K -3.1% $59.88 +4.4%
3 NVDA NVIDIA CORPORATION Technology 96,108.0 $16.8M 1.28% -30K -23.9% $174.40 +35.2%
4 PEN PENUMBRA INC Healthcare 47,958.0 $15.7M 1.20% +45K +1656.1% $328.37 -1.6%
5 MU MICRON TECHNOLOGY INC Technology 45,796.0 $15.5M 1.18% +16K +52.8% $337.84 +129.7%
6 META META PLATFORMS INC Communication Services 26,775.0 $15.3M 1.17% +21K +374.5% $572.13 +8.1%
7 CWAN CLEARWATER ANALYTICS HLDGS I Technology 623,487.0 $14.7M 1.13% +550K +749.3% $23.65 +3.0%
8 NSC NORFOLK SOUTHN CORP Industrials 51,082.0 $14.7M 1.12% +2K +4.7% $287.00 +10.7%
9 WBD WARNER BROS DISCOVERY INC Communication Services 528,029.0 $14.5M 1.11% +172K +48.3% $27.46 -1.2%
10 AMZN AMAZON COM INC Consumer Cyclical 66,042.0 $13.8M 1.05% +36K +120.2% $208.27 +26.8%
11 GTLS CHART INDS INC Industrials 57,986.0 $12.0M 0.92% +28K +94.0% $206.75 +0.3%
12 TXNM ENERGY INC 200,990.0 $11.7M 0.90% -37K -15.4% $58.46
13 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 29,162.0 $11.4M 0.87% +354.0 +1.2% $391.76 +105.4%
14 ACLX ARCELLX INC Healthcare 98,849.0 $11.3M 0.87% NEW $114.82 +0.2%
15 VSNT VERSANT MEDIA GROUP INC Industrials 278,123.0 $10.3M 0.79% NEW $37.02 +20.0%
16 CNR CORE NATURAL RESOURCES INC Energy 98,206.0 $10.3M 0.79% +3K +2.7% $104.73 -19.7%
17 HOLOGIC INC 126,508.0 $9.6M 0.73% +11K +9.2% $75.59
18 APPN APPIAN CORP Technology 390,321.0 $9.4M 0.72% NEW $24.11 -19.0%
19 FLR FLUOR CORP Industrials 198,966.0 $9.3M 0.71% -16K -7.4% $46.65 -2.5%
20 FOLD AMICUS THERAPEUTIC Healthcare 639,885.0 $9.3M 0.71% +290K +83.1% $14.46 +0.2%
Page 1 of 59  ·  1,176 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.3%
Healthcare 15.0%
Consumer Cyclical 10.9%
Financial Services 10.6%
Industrials 10.2%
Communication Services 8.5%
Energy 5.8%
Consumer Defensive 4.3%
Real Estate 3.7%
Basic Materials 2.8%