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PRELUDE CAPITAL MANAGEMENT, LLC

Q1 2026 · Filed 2026-05-15
Market Value
$1.3B
-4.6%
Holdings
1,570
+25
New Purchases
376
Added To
319
Closed
481
Reduced
336
Top 10 Concentration
12.6%
Turnover
54.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PEN 1.26% 0.06% +1.19% $16M
CWAN 1.18% 0.13% +1.04% $15M
META 1.22% 0.28% +0.94% $15M
ACLX 0.90% 0.00% +0.90% $11M
VSNTV 0.82% 0.00% +0.82% $10M
APPN 0.75% 0.00% +0.75% $9M
WBS 0.63% 0.00% +0.63% $8M
MU 1.23% 0.65% +0.58% $15M
AMZN 1.10% 0.53% +0.57% $14M
COHR 0.55% 0.05% +0.49% $7M
GTLS 0.96% 0.47% +0.49% $12M
WDAY 0.58% 0.10% +0.48% $7M
MNDY 0.48% 0.02% +0.46% $6M
VAL 0.45% 0.00% +0.45% $6M
TPH 0.42% 0.00% +0.42% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CYBR 0.00% 1.16% -1.16% $0
GLD 1.53% 2.57% -1.04% $19M
EXAS 0.00% 1.02% -1.02% $0
EA 0.59% 1.57% -0.98% $7M
DAY 0.00% 0.93% -0.93% $0
NFLX 0.17% 1.01% -0.84% $2M
FYBR 0.00% 0.83% -0.83% $0
TER 0.03% 0.86% -0.83% $407K
U 0.02% 0.84% -0.82% $232K
GOOG 0.64% 1.43% -0.79% $8M
HOOD 0.05% 0.72% -0.67% $624K
BE 0.10% 0.75% -0.65% $1M
RNAM 0.00% 0.61% -0.61% $0
SRLN 0.00% 0.59% -0.59% $0
NICE 0.47% 1.01% -0.54% $6M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 60 $131M 10.5%
Large Cap 554 $457M 36.4%
Mid Cap 442 $433M 34.5%
Small Cap 351 $194M 15.5%
Micro Cap 163 $40M 3.2%

Portfolio Analytics

Avg Market Cap
$52.2B
Median Market Cap
$5.9B
Avg P/E
35.4
Median P/E
22.0
Avg Dividend Yield
0.02%
Avg Beta
1.10
# Stocks
1,487
# ETFs / Funds
83

Top Holdings (1,570 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GLD 1.53% 44,591 $19M $430.29 -$15M -40,653 -47.7%
2 BHF 1.46% 305,482 $18M $59.88 -$2M -9,885 -3.1%
3 NVDA 1.34% 96,108 $17M $174.40 -$7M -30,253 -23.9%
4 PEN 1.26% 47,958 $16M $328.37 $15M +45,227 +1656.1%
5 MU 1.23% 45,796 $15M $337.84 $7M +15,822 +52.8%
6 META 1.22% 26,775 $15M $572.13 $12M +21,132 +374.5%
7 CWAN 1.18% 623,487 $15M $23.65 $13M +550,075 +749.3%
8 NSC 1.17% 51,082 $15M $287.00 $569K +2,274 +4.7%
9 WBD 1.16% 528,029 $14M $27.46 $4M +171,872 +48.3%
10 AMZN 1.10% 66,042 $14M $208.27 $7M +36,057 +120.2%
11 GTLS 0.96% 57,986 $12M $206.75 $6M +28,097 +94.0%
12 TXNM 0.94% 200,990 $12M $58.46 -$2M -36,635 -15.4%
13 STX 0.91% 29,162 $11M $391.76 $3M +354 +1.2%
14 ACLX 0.90% 98,849 $11M $114.82 +98,849 NEW
15 VSNTV 0.82% 278,123 $10M $37.02 +278,123 NEW
16 CNR 0.82% 98,206 $10M $104.73 $2M +2,622 +2.7%
17 HOLX 0.76% 126,508 $10M $75.59 $934K +10,671 +9.2%
18 APPN 0.75% 390,321 $9M $24.11 +390,321 NEW
19 FLR 0.74% 198,966 $9M $46.65 $770K -15,805 -7.4%
20 FOLD 0.74% 639,885 $9M $14.46 $4M +290,471 +83.1%
21 ZI 0.71% 1,486,893 $9M $5.98 -$6M +41,675 +2.9%
22 GOOG 0.64% 27,938 $8M $286.86 -$11M -32,148 -53.5%
23 WBS 0.63% 114,311 $8M $69.42 +114,311 NEW
24 EA 0.59% 36,516 $7M $203.87 -$13M -64,603 -63.9%
25 TSM 0.58% 21,667 $7M $337.95 $2M +5,485 +33.9%
26 WDAY 0.58% 56,020 $7M $129.92 $6M +49,590 +771.2%
27 COHR 0.55% 28,799 $7M $238.21 $6M +24,926 +643.6%
28 GLW 0.51% 46,887 $6M $135.97 $5M +30,527 +186.6%
29 SEE 0.49% 146,476 $6M $42.05 $4M +104,738 +250.9%
30 MNDY 0.48% 86,258 $6M $69.11 $6M +84,828 +5932.0%
31 PCG 0.47% 336,656 $6M $17.57 $800K +18,388 +5.8%
32 NICE 0.47% 53,569 $6M $110.26 -$7M -64,031 -54.5%
33 ACHC 0.45% 241,970 $6M $23.39 $3M +86,460 +55.6%
34 KVUE 0.45% 326,774 $6M $17.24 -$591K -34,082 -9.4%
35 VSCO 0.45% 121,067 $6M $46.36 $2M +58,697 +94.1%
36 VAL 0.45% 57,045 $6M $98.04 +57,045 NEW
37 AL 0.44% 84,233 $5M $64.94 $2M +31,777 +60.6%
38 EQIX 0.43% 5,566 $5M $980.24 $3M +1,816 +48.4%
39 0YY7.L 0.43% 347,442 $5M $15.42 $4M +289,384 +498.4%
40 AES 0.42% 378,027 $5M $14.09 $2M +158,917 +72.5%
41 MSFT 0.42% 14,269 $5M $370.14 $1M +6,156 +75.9%
42 TPH 0.42% 112,253 $5M $46.73 +112,253 NEW
43 IHS 0.41% 632,256 $5M $8.23 +632,256 NEW
44 CNC 0.41% 158,812 $5M $32.74 $314K +40,095 +33.8%
45 NATL 0.41% 118,919 $5M $43.58 $2M +40,066 +50.8%
46 XLE 0.41% 84,423 $5M $61.26 +84,423 NEW
47 TGT 0.41% 42,132 $5M $121.20 $1M +2,790 +7.1%
48 SGOV 0.40% 49,800 $5M $100.66 +49,800 NEW
49 AXTI 0.40% 87,092 $5M $56.98 +87,092 NEW
50 TPB 0.39% 56,777 $5M $86.79 -$512K +6,594 +13.1%
51 PGEN 0.39% 1,270,053 $5M $3.87 $2M +620,079 +95.4%
52 UPS 0.39% 49,144 $5M $98.38 $2M +20,203 +69.8%
53 2H2.F 0.39% 423,103 $5M $11.42 +423,103 NEW
54 TALK 0.38% 924,664 $5M $5.17 +924,664 NEW
55 CROX 0.38% 56,743 $5M $83.02 +56,743 NEW
56 TEVA 0.37% 154,970 $5M $30.12 $2M +53,500 +52.7%
57 ETON 0.37% 188,802 $5M $24.68 $4M +143,477 +316.6%
58 XOP 0.37% 25,343 $5M $181.83 +25,343 NEW
59 CPRI 0.37% 260,805 $5M $17.62 $292K +84,420 +47.9%
60 PENN 0.36% 304,297 $5M $15.03 $1M +84,127 +38.2%
61 QRVO 0.36% 59,085 $5M $77.40 $3M +39,076 +195.3%
62 GPK 0.36% 458,809 $5M $9.94 -$334K +133,812 +41.2%
63 HTBK 0.36% 363,251 $5M $12.48 +363,251 NEW
64 APLS 0.36% 111,468 $4M $40.23 $4M +72,947 +189.4%
65 WDC 0.35% 16,373 $4M $270.49 -$3M -24,544 -60.0%
66 LINC 0.35% 108,679 $4M $40.68 -$250K -84,732 -43.8%
67 BLFY 0.35% 333,785 $4M $13.24 $4M +317,703 +1975.5%
68 GLDD 0.35% 255,852 $4M $17.00 +255,852 NEW
69 BKV 0.35% 152,493 $4M $28.52 $3M +97,037 +175.0%
70 SNDK 0.35% 6,845 $4M $635.34 $355K -9,979 -59.3%
71 DHT 0.34% 235,204 $4M $18.27 $297K -92,417 -28.2%
72 GDXJ 0.34% 35,204 $4M $120.04 $1M +9,447 +36.7%
73 CLH 0.33% 14,653 $4M $286.73 $423K -1,461 -9.1%
74 SLAB 0.33% 19,816 $4M $208.15 +19,816 NEW
75 SNX 0.33% 24,401 $4M $168.71 $3M +19,017 +353.2%
76 PRA 0.32% 164,247 $4M $24.72 $899K +33,402 +25.5%
77 LYFT 0.31% 296,172 $4M $13.30 $3M +225,633 +319.9%
78 BBW 0.31% 104,798 $4M $37.45 -$295K +35,920 +52.1%
79 PKST 0.31% 186,949 $4M $20.89 +186,949 NEW
80 JHG 0.31% 74,908 $4M $51.37 -$251K -11,261 -13.1%
81 UTI 0.31% 106,214 $4M $36.10 +106,214 NEW
82 AVGO 0.30% 12,302 $4M $309.50 $2M +6,287 +104.5%
83 SEM 0.30% 231,705 $4M $16.29 +231,705 NEW
84 PFE 0.30% 134,252 $4M $28.08 $803K +15,110 +12.7%
85 PRTH 0.30% 798,328 $4M $4.72 $4K +107,667 +15.6%
86 CRON 0.30% 1,500,000 $4M $2.51 $2M +916,271 +157.0%
87 USO 0.29% 28,700 $4M $127.25 +28,700 NEW
88 GDEN 0.29% 136,668 $4M $26.69 +136,668 NEW
89 UBER 0.29% 49,967 $4M $71.93 $833K +16,180 +47.9%
90 AAOI 0.28% 41,625 $4M $84.59 $2M -7,123 -14.6%
91 COMP 0.28% 478,750 $3M $7.31 -$778K +74,032 +18.3%
92 AAP 0.27% 65,205 $3M $52.75 $1M +14,308 +28.1%
93 BTG 0.27% 758,774 $3M $4.53 $472K +101,274 +15.4%
94 DOMO 0.27% 1,105,800 $3M $3.06 -$6M +4,900 +0.5%
95 AIFC 0.26% 2,950,155 $3M $1.11 -$2M -2,104,934 -41.6%
96 REZI 0.26% 96,153 $3M $33.71 $3M +75,627 +368.4%
97 DQ 0.26% 151,889 $3M $21.27 -$1M +6,944 +4.8%
98 CCO 0.25% 1,318,612 $3M $2.37 $2M +977,273 +286.3%
99 LITE 0.25% 4,438 $3M $702.76 $2M +2,758 +164.2%
100 ADBE 0.25% 12,801 $3M $243.08 $2M +10,775 +531.8%

Options Breakdown

6 Calls $1M Call Value 7 Puts $3M Put Value 2.52 P/C Ratio

Top Calls

SymbolSharesValueStatus
SOC 249 $309K NEW
EA 326 $279K
UA 1,500 $240K NEW
GLD 70 $206K NEW
SPY $0 SOLD
OPEN $0 SOLD

Top Puts

SymbolSharesValueStatus
SPY 1,337 $597K NEW
NVDA 236 $526K
MU 42 $499K NEW
GOOG 92 $404K NEW
META 39 $334K NEW
TSM 68 $245K NEW
IWM $0 SOLD

New Positions

SymbolValue% Port
ACLX $11M 0.90%
VSNTV $10M 0.82%
APPN $9M 0.75%
WBS $8M 0.63%
VAL $6M 0.45%
TPH $5M 0.42%
IHS $5M 0.41%
XLE $5M 0.41%
SGOV $5M 0.40%
AXTI $5M 0.40%
2H2.F $5M 0.39%
TALK $5M 0.38%
CROX $5M 0.38%
XOP $5M 0.37%
HTBK $5M 0.36%

Sold Out Positions

SymbolValue% Port
BDX —%
UAMY —%
NFG —%
CB —%
RH —%
AN —%
ARMK —%
ARES —%
OC —%
CDE —%
PB —%
DINO —%
TSLX —%
NTST —%
SA —%
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