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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 22  ·  423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ACLX ARCELLX INC Healthcare 98,849.0 $11.3M 0.87% NEW $114.82 +0.2%
2 VSNT VERSANT MEDIA GROUP INC Industrials 278,123.0 $10.3M 0.79% NEW $37.02 +20.0%
3 APPN APPIAN CORP Technology 390,321.0 $9.4M 0.72% NEW $24.11 -19.0%
4 WBS WEBSTER FINL CORP Financial Services 114,311.0 $7.9M 0.61% NEW $69.42 +3.2%
5 ALLIED GOLD CORP 252,523.0 $7.8M 0.60% NEW $31.03
6 VAL VALARIS LTD Energy 57,045.0 $5.6M 0.43% NEW $98.04 +5.3%
7 TPH TRI POINTE HOMES INC Consumer Cyclical 112,253.0 $5.2M 0.40% NEW $46.73 +0.5%
8 IHS IHS HOLDING LIMITED Communication Services 632,256.0 $5.2M 0.40% NEW $8.23 -0.1%
9 XLE SELECT SECTOR SPDR TR 84,423.0 $5.2M 0.40% NEW $61.26 -2.9%
10 SGOV ISHARES TR 49,800.0 $5.0M 0.38% NEW $100.66 -0.1%
11 AXTI AXT INC Technology 87,092.0 $5.0M 0.38% NEW $56.98 +117.2%
12 TWO HARBORS INVENTMENT CORPO 423,103.0 $4.8M 0.37% NEW $11.42
13 TALK TALKSPACE INC Healthcare 924,664.0 $4.8M 0.37% NEW $5.17 +0.3%
14 CROX CROCS INC Consumer Cyclical 56,743.0 $4.7M 0.36% NEW $83.02 +17.0%
15 XOP SPDR SERIES TRUST 25,343.0 $4.6M 0.35% NEW $181.83 -4.2%
16 HTBK HERITAGE COMM CORP Financial Services 363,251.0 $4.5M 0.35% NEW $12.48 +7.8%
17 GREAT LAKES DREDGE & DOCK CO 255,852.0 $4.3M 0.33% NEW $17.00
18 SLAB SILICON LABORATORIES INC Technology 19,816.0 $4.1M 0.32% NEW $208.15 +4.4%
19 PKST PEAKSTONE REALTY TRUST Real Estate 186,949.0 $3.9M 0.30% NEW $20.89 +0.5%
20 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 106,214.0 $3.8M 0.29% NEW $36.10 +15.0%
Page 1 of 22  ·  423 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%