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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 2 of 17  ·  336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 241,970.0 $5.7M 0.43% +86K +55.6% $23.39 +10.5%
22 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 121,067.0 $5.6M 0.43% +59K +94.1% $46.36 -4.4%
23 AIR LEASE CORP 84,233.0 $5.5M 0.42% +32K +60.6% $64.94
24 EQIX EQUINIX INC Real Estate 5,566.0 $5.5M 0.42% +2K +48.4% $980.24 +8.0%
25 DIGITALBRIDGE GROUP INC 347,442.0 $5.4M 0.41% +289K +498.4% $15.42
26 AES AES CORP Utilities 378,027.0 $5.3M 0.41% +159K +72.5% $14.09 +2.9%
27 MSFT MICROSOFT CORP Technology 14,269.0 $5.3M 0.40% +6K +75.9% $370.14 +13.6%
28 CNC CENTENE CORP DEL Healthcare 158,812.0 $5.2M 0.40% +40K +33.8% $32.74 +77.6%
29 NATL NCR ATLEOS CORPORATION Technology 118,919.0 $5.2M 0.40% +40K +50.8% $43.58 +3.2%
30 TGT TARGET CORP Consumer Defensive 42,132.0 $5.1M 0.39% +3K +7.1% $121.20 +0.5%
31 TPB TURNING PT BRANDS INC Consumer Defensive 56,777.0 $4.9M 0.38% +7K +13.1% $86.79 +2.6%
32 PGEN PRECIGEN INC Healthcare 1,270,053.0 $4.9M 0.38% +620K +95.4% $3.87 +8.3%
33 UPS UNITED PARCEL SVCS INC Industrials 49,144.0 $4.8M 0.37% +20K +69.8% $98.38 -3.6%
34 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 154,970.0 $4.7M 0.36% +54K +52.7% $30.12 +13.7%
35 ETON PHARMACEUTICALS INC 188,802.0 $4.7M 0.36% +143K +316.6% $24.68
36 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 260,805.0 $4.6M 0.35% +84K +47.9% $17.62 -1.0%
37 PENN PENN ENTERTAINMENT INC Consumer Cyclical 304,297.0 $4.6M 0.35% +84K +38.2% $15.03 +10.0%
38 QRVO QORVO INC Technology 59,085.0 $4.6M 0.35% +39K +195.3% $77.40 +19.8%
39 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 458,809.0 $4.6M 0.35% +134K +41.2% $9.94 -3.0%
40 APLS APELLIS PHARMACEUTICALS INC Healthcare 111,468.0 $4.5M 0.34% +73K +189.4% $40.23 +2.0%
Page 2 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%