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Asset Manager ← All Institutions

PRELUDE CAPITAL MANAGEMENT, LLC

Q2 2025 · Filed 2025-08-14
Market Value
$1.0B
+3.6%
Holdings
1,329
-74
New Purchases
318
Added To
261
Closed
395
Reduced
330
Top 10 Concentration
14.4%
Turnover
53.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
META 2.15% 0.55% +1.60% $22M
NVDA 1.94% 0.60% +1.34% $19M
GOOG 1.16% 0.00% +1.16% $12M
TSLA 1.29% 0.20% +1.09% $13M
HYG 1.18% 0.12% +1.06% $12M
FLR 0.86% 0.00% +0.86% $9M
BPMC 0.77% 0.00% +0.77% $8M
SWTX 0.81% 0.14% +0.66% $8M
TLT 0.71% 0.10% +0.60% $7M
ZI 1.18% 0.65% +0.53% $12M
JEPI 0.51% 0.00% +0.51% $5M
COOP 0.48% 0.00% +0.48% $5M
TXNM 0.47% 0.00% +0.47% $5M
MELI 0.50% 0.04% +0.46% $5M
BASE 0.43% 0.02% +0.41% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ITCI 0.00% 1.08% -1.08% $0
GOOGL 0.42% 1.23% -0.81% $4M
DESP 0.00% 0.74% -0.74% $0
AVGO 0.10% 0.81% -0.71% $1M
TCOM 0.00% 0.61% -0.61% $0
BECN 0.00% 0.60% -0.60% $0
ALE 0.25% 0.84% -0.58% $3M
ORCL 0.13% 0.69% -0.56% $1M
REZI 0.05% 0.57% -0.52% $523K
SPR 0.05% 0.57% -0.52% $489K
EVRI 0.30% 0.78% -0.48% $3M
FBMS 0.00% 0.47% -0.47% $0
CCOI 0.15% 0.60% -0.44% $2M
AGS 0.40% 0.84% -0.44% $4M
HES 0.81% 1.24% -0.43% $8M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 56 $133M 13.3%
Large Cap 452 $388M 38.7%
Mid Cap 402 $318M 31.8%
Small Cap 306 $137M 13.7%
Micro Cap 113 $25M 2.5%

Portfolio Analytics

Avg Market Cap
$58.4B
Median Market Cap
$5.6B
Avg P/E
36.5
Median P/E
22.8
Avg Dividend Yield
0.02%
Avg Beta
1.12
# Stocks
1,253
# ETFs / Funds
76

Top Holdings (1,329 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 META 2.15% 29,131 $22M $738.09 $16M +19,944 +217.1%
2 GLD 1.96% 64,441 $20M $304.83 -$2M -10,100 -13.6%
3 NVDA 1.94% 123,149 $19M $157.99 $14M +69,343 +128.9%
4 BHF 1.49% 277,651 $15M $53.77 -$718K +7,820 +2.9%
5 TSLA 1.29% 40,524 $13M $317.66 $11M +33,050 +442.2%
6 ZI 1.18% 1,167,122 $12M $10.12 $6M +538,547 +85.7%
7 HYG 1.18% 145,824 $12M $80.65 $11M +131,561 +922.4%
8 GOOG 1.16% 65,723 $12M $177.39 +65,723 NEW
9 BIDU 1.09% 127,052 $11M $85.76 $675K +15,994 +14.4%
10 K 0.98% 123,811 $10M $79.53 -$2M -25,400 -17.0%
11 AMED 0.89% 90,361 $9M $98.39 $4M +36,974 +69.3%
12 ANF 0.86% 103,771 $9M $82.85 $4M +46,363 +80.8%
13 FLR 0.86% 167,275 $9M $51.27 +167,275 NEW
14 HES 0.81% 58,320 $8M $138.54 -$4M -16,763 -22.3%
15 SWTX 0.81% 171,716 $8M $46.99 $7M +140,533 +450.7%
16 BPMC 0.77% 60,154 $8M $128.18 +60,154 NEW
17 MSFT 0.73% 14,770 $7M $497.41 $2M -448 -2.9%
18 FYBR 0.73% 199,914 $7M $36.40 -$2M -50,525 -20.2%
19 TLT 0.71% 80,200 $7M $88.25 $6M +69,271 +633.8%
20 BIO 0.71% 29,267 $7M $241.32 -$277K -870 -2.9%
21 CORZ 0.69% 404,835 $7M $17.07 -$619K -635,191 -61.1%
22 CNR 0.67% 96,037 $7M $69.74 -$837K -1,688 -1.7%
23 PENN 0.63% 351,693 $6M $17.87 $1M +31,715 +9.9%
24 NFLX 0.58% 4,316 $6M $1,339.13 $3M +1,808 +72.1%
25 KD 0.56% 132,748 $6M $41.96 -$424K -58,151 -30.5%
26 GLNG 0.54% 130,359 $5M $41.19 $2M +34,368 +35.8%
27 PLTR 0.52% 37,985 $5M $136.32 $1M -8,817 -18.8%
28 JEPI 0.51% 90,000 $5M $56.85 +90,000 NEW
29 MELI 0.50% 1,928 $5M $2,613.63 $5M +1,708 +776.4%
30 CVCO 0.50% 11,430 $5M $434.43 $2M +5,407 +89.8%
31 TPB 0.49% 65,299 $5M $75.77 $4M +48,117 +280.0%
32 TSM 0.49% 21,783 $5M $226.49 $4M +13,640 +167.5%
33 DELL 0.49% 39,831 $5M $122.60 $2M +13,408 +50.7%
34 COOP 0.48% 31,992 $5M $149.21 +31,992 NEW
35 TXNM 0.47% 84,077 $5M $56.32 +84,077 NEW
36 DNB 0.47% 520,291 $5M $9.09 $3M +318,036 +157.2%
37 CNHI 0.45% 346,499 $4M $12.96 $94K -11,510 -3.2%
38 BASE 0.43% 177,662 $4M $24.38 $4M +165,849 +1404.0%
39 GOOGL 0.42% 23,792 $4M $176.23 -$8M -52,998 -69.0%
40 CLS 0.42% 26,803 $4M $156.11 -$9K -26,404 -49.6%
41 MU 0.41% 33,548 $4M $123.25 $2M +6,033 +21.9%
42 AAON 0.41% 55,500 $4M $73.75 +55,500 NEW
43 AGS 0.40% 316,906 $4M $12.49 -$4M -350,301 -52.5%
44 ENTG 0.39% 48,680 $4M $80.65 $1M +15,564 +47.0%
45 GPK 0.39% 184,007 $4M $21.07 $2M +122,101 +197.2%
46 VTI 0.39% 12,700 $4M $303.93 $2M +4,217 +49.7%
47 JNPR 0.38% 96,025 $4M $39.93 -$2M -57,207 -37.3%
48 APG 0.38% 74,934 $4M $51.05 $4M +68,153 +1005.1%
49 LINC 0.38% 165,394 $4M $23.05 +165,394 NEW
50 AMZN 0.37% 16,988 $4M $219.39 -$3M -17,096 -50.2%
51 MGNI 0.37% 153,551 $4M $24.12 $4M +138,573 +925.2%
52 RDFN 0.37% 327,728 $4M $11.19 +327,728 NEW
53 EQIX 0.36% 4,570 $4M $795.47 -$733K -787 -14.7%
54 SRTA 0.36% 891,470 $4M $4.03 +891,470 NEW
55 GPGI 0.35% 247,405 $3M $14.09 $1M +28,829 +13.2%
56 ARW 0.34% 26,986 $3M $127.43 $563K -713 -2.6%
57 DHT 0.34% 314,944 $3M $10.81 $391K +27,951 +9.7%
58 SII 0.34% 49,120 $3M $69.09 $3M +39,902 +432.9%
59 TECK 0.34% 83,824 $3M $40.38 -$526K -23,537 -21.9%
60 TDS 0.34% 94,982 $3M $35.58 -$714K -10,672 -10.1%
61 LQD 0.34% 30,730 $3M $109.61 +30,730 NEW
62 IWM 0.33% 15,398 $3M $215.79 $2M +6,679 +76.6%
63 SE 0.33% 20,668 $3M $159.94 $633K +183 +0.9%
64 PINS 0.33% 91,976 $3M $35.86 $3M +83,004 +925.1%
65 IBIT 0.33% 53,676 $3M $61.21 $498K -5,871 -9.9%
66 BV 0.32% 195,152 $3M $16.65 +195,152 NEW
67 ASR 0.32% 10,167 $3M $318.87 +10,167 NEW
68 MYTE 0.32% 405,500 $3M $7.94 +405,500 NEW
69 AGNCZ 0.32% 350,000 $3M $9.19 +350,000 NEW
70 BRDG 0.32% 320,101 $3M $10.01 $663K +54,885 +20.7%
71 BIL 0.32% 34,610 $3M $91.73 $1M +15,297 +79.2%
72 HPQ 0.32% 129,375 $3M $24.46 -$517K -3,567 -2.7%
73 LLYVK 0.31% 38,825 $3M $81.16 $2M +21,350 +122.2%
74 OMC 0.31% 43,761 $3M $71.94 +43,761 NEW
75 VST 0.31% 16,191 $3M $193.81 -$14K -10,646 -39.7%
76 EVRI 0.30% 214,051 $3M $14.24 -$5M -340,381 -61.4%
77 SKX 0.30% 47,804 $3M $63.10 +47,804 NEW
78 CLH 0.30% 13,012 $3M $231.18 $1M +5,135 +65.2%
79 WDC 0.30% 46,744 $3M $63.99 $511K -14,592 -23.8%
80 CHX 0.29% 115,686 $3M $24.84 -$3M -91,393 -44.1%
81 CRWD 0.28% 5,574 $3M $509.31 $1M +907 +19.4%
82 AZEK 0.28% 50,983 $3M $54.35 $924K +13,205 +35.0%
83 PWOD 0.28% 90,917 $3M $30.36 $2M +81,316 +847.0%
84 SPY 0.27% 4,412 $3M $617.85 $216K -75 -1.7%
85 SCHN 0.27% 89,840 $3M $29.69 $619K +18,919 +26.7%
86 STX 0.26% 18,204 $3M $144.33 $557K -6,169 -25.3%
87 SPOK 0.26% 148,185 $3M $17.68 $106K -4,700 -3.1%
88 HOUS 0.26% 717,476 $3M $3.62 $532K +97,273 +15.7%
89 CRON 0.26% 1,357,311 $3M $1.91 -$613K -413,398 -23.4%
90 TEVA 0.26% 153,545 $3M $16.76 $2M +109,465 +248.3%
91 GBDC 0.26% 175,000 $3M $14.65 -$88K -167 -0.1%
92 WDAY 0.25% 10,599 $3M $240.00 -$351K -1,798 -14.5%
93 ALE 0.25% 39,272 $3M $64.07 -$6M -83,573 -68.0%
94 GEV 0.25% 4,755 $3M $529.15 $1M +372 +8.5%
95 CNC 0.25% 46,136 $3M $54.28 $164K +7,580 +19.7%
96 REVG 0.25% 52,537 $3M $47.59 +52,537 NEW
97 YNDX 0.25% 45,151 $2M $55.33 $2M +21,952 +94.6%
98 APH 0.24% 24,767 $2M $98.75 +24,767 NEW
99 ETN 0.24% 6,834 $2M $356.99 +6,834 NEW
100 UBER 0.24% 26,071 $2M $93.30 -$1M -25,636 -49.6%

Options Breakdown

46 Calls $3M Call Value 43 Puts $1M Put Value 0.37 P/C Ratio

Top Calls

SymbolSharesValueStatus
IBIT 1,700 $2M
SPY 542 $461K
SO $0 SOLD
CVX $0 SOLD
X $0 SOLD
QBTS $0 SOLD
TLT $0 SOLD
MO $0 SOLD
GDX $0 SOLD
TSLL $0 SOLD

Top Puts

SymbolSharesValueStatus
SPY 1,436 $325K
NVDA 907 $246K
XLP 925 $222K
SE 195 $213K
PLTR $0 SOLD
TSM $0 SOLD
AAPL $0 SOLD
ITCI $0 SOLD
XLV $0 SOLD
LULU $0 SOLD

New Positions

SymbolValue% Port
GOOG $12M 1.16%
FLR $9M 0.86%
BPMC $8M 0.77%
JEPI $5M 0.51%
COOP $5M 0.48%
TXNM $5M 0.47%
AAON $4M 0.41%
LINC $4M 0.38%
RDFN $4M 0.37%
SRTA $4M 0.36%
LQD $3M 0.34%
BV $3M 0.32%
ASR $3M 0.32%
MYTE $3M 0.32%
AGNCZ $3M 0.32%

Sold Out Positions

SymbolValue% Port
ABT —%
WT —%
APAM —%
NFG —%
GLW —%
DIS —%
CVX —%
TMHC —%
LYV —%
DECK —%
OC —%
JHG —%
YETI —%
PB —%
UI —%
View SEC EDGAR Filings for PRELUDE CAPITAL MANAGEMENT, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms