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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 10 of 17  ·  336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SMCI SUPER MICRO COMPUTER INC Technology 32,242.0 $734K 0.06% +16K +100.7% $22.77 +36.3%
182 SHOP SHOPIFY INC Technology 6,176.0 $733K 0.06% +5K +344.0% $118.62 -15.5%
183 KWEB KRANESHARES TRUST 25,568.0 $727K 0.06% +14K +130.6% $28.43 -1.3%
184 SEADRILL LTD 15,845.0 $721K 0.06% +4K +32.6% $45.50
185 RMBS RAMBUS INC DEL Technology 8,262.0 $711K 0.05% +6K +255.1% $86.03 +47.7%
186 SOLENO THERAPEUTICS INC 21,140.0 $708K 0.05% +16K +293.1% $33.48
187 MCK MCKESSON CORP Healthcare 806.0 $697K 0.05% +279.0 +52.9% $865.36 -12.1%
188 DG DOLLAR GEN CORP Consumer Defensive 5,805.0 $689K 0.05% +907.0 +18.5% $118.73 -13.8%
189 WKC WORLD KINECT CORPORATION Energy 29,300.0 $676K 0.05% +365.0 +1.3% $23.07 +23.3%
190 HAL HALLIBURTON CO Energy 17,163.0 $669K 0.05% +4K +34.8% $38.99 +7.1%
191 VISN VISTANCE NETWORKS INC Technology 36,311.0 $661K 0.05% +12K +51.3% $18.20 -37.5%
192 OTG ACQUISITION CORP. I 65,000.0 $654K 0.05% +5K +8.3% $10.06
193 KKR KKR & CO INC Financial Services 6,950.0 $643K 0.05% +5K +243.9% $92.50 +4.8%
194 TRGP TARGA RES CORP Energy 2,560.0 $642K 0.05% +428.0 +20.1% $250.73 +8.5%
195 CMCSA COMCAST CORP NEW Communication Services 22,091.0 $634K 0.05% +3K +16.6% $28.71 -13.2%
196 PZZA PAPA JOHNS INTL INC Consumer Cyclical 19,500.0 $632K 0.05% +345.0 +1.8% $32.41 +7.2%
197 AGI ALAMOS GOLD INC Basic Materials 14,095.0 $626K 0.05% +2K +17.8% $44.43 -9.3%
198 TKO TKO GROUP HOLDINGS INC Communication Services 3,104.0 $626K 0.05% +373.0 +13.7% $201.65 -5.7%
199 ALV AUTOLIV INC Consumer Cyclical 5,825.0 $613K 0.05% +691.0 +13.5% $105.16 +10.1%
200 PERIMETER SOLUTIONS INC 25,035.0 $611K 0.05% +5K +23.6% $24.42
Page 10 of 17  ·  336 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%