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Asset Manager ← All Institutions

PRELUDE CAPITAL MANAGEMENT, LLC

Q3 2025 · Filed 2025-11-14
Market Value
$1.2B
+24.5%
Holdings
1,378
+49
New Purchases
444
Added To
310
Closed
309
Reduced
290
Top 10 Concentration
13.9%
Turnover
54.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VRNA 1.37% 0.00% +1.37% $17M
U 1.21% 0.00% +1.21% $15M
CYBR 1.14% 0.00% +1.14% $14M
NSC 1.01% 0.00% +1.01% $13M
AMZN 1.19% 0.37% +0.82% $15M
IBIT 1.13% 0.33% +0.80% $14M
GTLS 0.69% 0.00% +0.69% $9M
IPG 0.69% 0.02% +0.67% $9M
EA 0.65% 0.03% +0.62% $8M
TXNM 1.08% 0.47% +0.61% $14M
COOP 1.08% 0.48% +0.61% $14M
SRLN 0.60% 0.00% +0.60% $7M
JEPQ 0.60% 0.00% +0.60% $7M
SHOP 0.57% 0.04% +0.53% $7M
AIFC 0.50% 0.00% +0.50% $6M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
META 0.67% 2.15% -1.47% $8M
TSLA 0.12% 1.29% -1.16% $2M
HYG 0.14% 1.18% -1.04% $2M
BIDU 0.07% 1.09% -1.01% $926K
AMED 0.00% 0.89% -0.89% $0
HES 0.00% 0.81% -0.81% $0
SWTX 0.00% 0.81% -0.81% $0
BPMC 0.00% 0.77% -0.77% $0
ANF 0.09% 0.86% -0.77% $1M
CORZ 0.13% 0.69% -0.56% $2M
JEPI 0.00% 0.51% -0.51% $0
MELI 0.02% 0.50% -0.48% $287K
DNB 0.00% 0.47% -0.47% $0
BASE 0.00% 0.43% -0.43% $0
AGS 0.00% 0.40% -0.40% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 50 $135M 10.8%
Large Cap 463 $533M 42.8%
Mid Cap 422 $373M 30.0%
Small Cap 338 $173M 13.9%
Micro Cap 105 $31M 2.5%

Portfolio Analytics

Avg Market Cap
$54.3B
Median Market Cap
$5.3B
Avg P/E
37.3
Median P/E
23.2
Avg Dividend Yield
0.02%
Avg Beta
1.14
# Stocks
1,288
# ETFs / Funds
90

Top Holdings (1,378 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 2.44% 162,889 $30M $186.58 $11M +39,740 +32.3%
2 GLD 1.98% 69,454 $25M $355.47 $5M +5,013 +7.8%
3 VRNA 1.37% 160,565 $17M $106.71 +160,565 NEW
4 U 1.21% 377,899 $15M $40.04 +377,899 NEW
5 AMZN 1.19% 67,558 $15M $219.57 $11M +50,570 +297.7%
6 BHF 1.17% 273,818 $15M $53.08 -$395K -3,833 -1.4%
7 CYBR 1.14% 29,406 $14M $483.15 +29,406 NEW
8 IBIT 1.13% 217,098 $14M $65.00 $11M +163,422 +304.5%
9 GOOG 1.13% 57,940 $14M $243.55 $2M -7,783 -11.8%
10 COOP 1.08% 64,083 $14M $210.79 $9M +32,091 +100.3%
11 TXNM 1.08% 238,839 $14M $56.55 $9M +154,762 +184.1%
12 FYBR 1.05% 350,240 $13M $37.35 $6M +150,326 +75.2%
13 ZI 1.02% 1,170,257 $13M $10.91 $956K +3,135 +0.3%
14 NSC 1.01% 42,029 $13M $300.41 +42,029 NEW
15 K 0.96% 145,279 $12M $82.02 $2M +21,468 +17.3%
16 FLR 0.73% 215,880 $9M $42.07 $506K +48,605 +29.1%
17 GTLS 0.69% 43,152 $9M $200.15 +43,152 NEW
18 IPG 0.69% 308,571 $9M $27.91 $8M +299,693 +3375.7%
19 META 0.67% 11,444 $8M $734.38 -$13M -17,687 -60.7%
20 MSFT 0.66% 15,899 $8M $517.95 $888K +1,129 +7.6%
21 EA 0.65% 39,937 $8M $201.70 $8M +38,199 +2197.9%
22 CNR 0.63% 94,362 $8M $83.48 $1M -1,675 -1.7%
23 SRLN 0.60% 180,227 $7M $41.58 +180,227 NEW
24 JEPQ 0.60% 130,000 $7M $57.52 +130,000 NEW
25 SHOP 0.57% 47,731 $7M $148.61 $7M +44,317 +1298.1%
26 RBLX 0.56% 50,422 $7M $138.52 $6M +42,475 +534.5%
27 TLT 0.56% 78,068 $7M $89.37 -$101K -2,132 -2.7%
28 ETSY 0.56% 104,851 $7M $66.39 $6M +92,367 +739.9%
29 LITE 0.51% 39,411 $6M $162.71 $5M +19,823 +101.2%
30 BABA 0.50% 35,024 $6M $178.73 $5M +24,229 +224.4%
31 AIFC 0.50% 2,310,760 $6M $2.69 +2,310,760 NEW
32 TSM 0.49% 22,060 $6M $279.29 $1M +277 +1.3%
33 JOYY 0.48% 102,092 $6M $58.61 +102,092 NEW
34 COHR 0.48% 55,108 $6M $107.72 +55,108 NEW
35 TPB 0.47% 59,631 $6M $98.86 $947K -5,668 -8.7%
36 BMNR 0.47% 112,646 $6M $51.93 +112,646 NEW
37 KD 0.47% 193,772 $6M $30.03 $249K +61,024 +46.0%
38 CVCO 0.44% 9,371 $5M $580.73 $476K -2,059 -18.0%
39 PENN 0.42% 270,274 $5M $19.26 -$1M -81,419 -23.1%
40 GLNG 0.42% 128,404 $5M $40.41 -$181K -1,955 -1.5%
41 ORCL 0.41% 18,024 $5M $281.24 $4M +12,185 +208.7%
42 VBTX 0.40% 149,939 $5M $33.53 +149,939 NEW
43 PCG 0.39% 324,795 $5M $15.08 $5M +299,397 +1178.8%
44 RDDT 0.39% 21,268 $5M $229.99 $4M +14,242 +202.7%
45 CLS 0.39% 19,769 $5M $246.38 $686K -7,034 -26.2%
46 BIO 0.38% 16,733 $5M $280.39 -$2M -12,534 -42.8%
47 HUT.TO 0.37% 132,484 $5M $34.81 $3M +51,736 +64.1%
48 GOOGL 0.36% 18,475 $4M $243.10 $298K -5,317 -22.4%
49 PYPL 0.36% 66,064 $4M $67.06 $4M +54,239 +458.7%
50 LINC 0.35% 187,641 $4M $23.50 $597K +22,247 +13.4%
51 MRUS 0.34% 44,471 $4M $94.15 +44,471 NEW
52 STAA 0.33% 155,290 $4M $26.87 +155,290 NEW
53 PRA 0.33% 173,758 $4M $23.99 $2M +74,513 +75.1%
54 AVGO 0.33% 12,461 $4M $329.91 $3M +8,694 +230.8%
55 BSX 0.33% 41,610 $4M $97.63 +41,610 NEW
56 VST 0.32% 20,469 $4M $195.92 $872K +4,278 +26.4%
57 COMP 0.32% 496,905 $4M $8.03 $3M +294,230 +145.2%
58 YNDX 0.32% 35,500 $4M $112.27 $1M -9,651 -21.4%
59 STX 0.32% 16,633 $4M $236.06 $1M -1,571 -8.6%
60 NATL 0.31% 99,333 $4M $39.31 $4M +91,833 +1224.4%
61 WDC 0.31% 32,451 $4M $120.06 $905K -14,293 -30.6%
62 DHT 0.30% 317,377 $4M $11.95 $388K +2,433 +0.8%
63 DQ 0.30% 133,941 $4M $28.13 $2M +4,949 +3.8%
64 ALE 0.30% 56,224 $4M $66.40 $1M +16,952 +43.2%
65 GPK 0.30% 189,051 $4M $19.57 -$177K +5,044 +2.7%
66 PHLT 0.30% 476,220 $4M $7.73 +476,220 NEW
67 GDXJ 0.29% 37,034 $4M $99.03 $2M +9,920 +36.6%
68 ARW 0.29% 30,116 $4M $121.00 $205K +3,130 +11.6%
69 EQIX 0.29% 4,594 $4M $783.24 -$37K +24 +0.5%
70 LLYVK 0.29% 37,055 $4M $96.97 $442K -1,770 -4.6%
71 APP 0.29% 4,968 $4M $718.54 $3M +2,780 +127.1%
72 MYTE 0.29% 418,152 $4M $8.50 $335K +12,652 +3.1%
73 WDAY 0.28% 14,440 $3M $240.73 $932K +3,841 +36.2%
74 OMC 0.28% 42,504 $3M $81.53 $317K -1,257 -2.9%
75 SPR 0.27% 88,311 $3M $38.60 $3M +75,500 +589.3%
76 CNC 0.27% 93,766 $3M $35.68 $841K +47,630 +103.2%
77 CHTR 0.27% 12,020 $3M $275.10 +12,020 NEW
78 CIEN 0.26% 22,154 $3M $145.67 $3M +15,154 +216.5%
79 NEM 0.26% 38,186 $3M $84.31 $1M +6,782 +21.6%
80 UBER 0.26% 32,742 $3M $97.97 $775K +6,671 +25.6%
81 BIL 0.25% 34,610 $3M $91.75 $693
82 WFRD 0.25% 45,993 $3M $68.43 $850K +333 +0.7%
83 NFLX 0.25% 2,624 $3M $1,198.92 -$3M -1,692 -39.2%
84 KSPI 0.25% 38,161 $3M $81.68 $849K +11,448 +42.9%
85 TEVA 0.25% 153,388 $3M $20.20 $525K -157 -0.1%
86 SRTA 0.24% 600,221 $3M $5.06 -$556K -291,249 -32.7%
87 CLH 0.24% 13,060 $3M $232.22 $25K +48 +0.4%
88 SCS 0.24% 174,962 $3M $17.20 $3M +155,955 +820.5%
89 ENTG 0.24% 32,246 $3M $92.46 -$945K -16,434 -33.8%
90 TDS 0.24% 74,683 $3M $39.24 -$449K -20,299 -21.4%
91 PRTH 0.23% 422,734 $3M $6.87 $536K +118,293 +38.9%
92 IWM 0.23% 11,919 $3M $241.96 -$439K -3,479 -22.6%
93 NXDR 0.23% 1,352,546 $3M $2.09 $595K +8,201 +0.6%
94 CBRE 0.23% 17,867 $3M $157.56 $762K +3,213 +21.9%
95 TMV 0.23% 80,240 $3M $35.04 $3M +72,650 +957.2%
96 BLD 0.22% 7,164 $3M $390.86 $2M +3,881 +118.2%
97 BTG 0.22% 560,000 $3M $4.95 $750K
98 TLN 0.22% 6,394 $3M $425.38 $2M +5,076 +385.1%
99 CNHI 0.21% 243,530 $3M $10.85 -$2M -102,969 -29.7%
100 EWY 0.21% 32,655 $3M $80.10 $2M +23,405 +253.0%

Options Breakdown

7 Calls $3M Call Value 6 Puts $1M Put Value 0.35 P/C Ratio

Top Calls

SymbolSharesValueStatus
OPEN 4,655 $1M NEW
IBIT 2,650 $837K
SPY 845 $287K
SCHL 795 $225K NEW
TSLA 120 $210K NEW
WULF 2,300 $207K NEW
CORZ 1,125 $201K NEW

Top Puts

SymbolSharesValueStatus
SPY 1,162 $485K
OKLO 218 $378K NEW
MSTY 1,600 $248K NEW
XLP $0 SOLD
SE $0 SOLD
NVDA $0 SOLD

New Positions

SymbolValue% Port
VRNA $17M 1.37%
U $15M 1.21%
CYBR $14M 1.14%
NSC $13M 1.01%
GTLS $9M 0.69%
SRLN $7M 0.60%
JEPQ $7M 0.60%
AIFC $6M 0.50%
JOYY $6M 0.48%
COHR $6M 0.48%
BMNR $6M 0.47%
VBTX $5M 0.40%
MRUS $4M 0.34%
STAA $4M 0.33%
BSX $4M 0.33%

Sold Out Positions

SymbolValue% Port
BDX —%
UAMY —%
EXPD —%
CB —%
EMN —%
ACHR —%
QXO —%
SLGN —%
ENVA —%
HWM —%
NTR —%
ARE —%
WTRG —%
ADC —%
BJ —%
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