Arkolith/Funds/Prelude Capital Management, LLC

Prelude Capital Management, LLC

CIK 1387508
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Prelude Capital Management, LLC holds a diversified book of 1166 stocks worth $1.3B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened ARCELLX INC and trimmed SPDR GOLD TR. Their largest long position is SPDR GOLD TR at 1% of the equity book. They also disclosed $2.6M in put options (a bearish bet) and $1.0M in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show PRELUDE CAPITAL MANAGEMENT, LLC's latest
holdings, largest changes, and filing provenance.
Opened
415
new positions
Added to
337
existing
Trimmed
345
reduced
Sold out
488
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
7%
Top 10 holdings
12%
Top 20 holdings
20%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

5% mapped to company sectors

ETF / fund or unclassified
95%
Information Technology
3%
Consumer Discretionary
1%
Industrials
0%
Financials
0%
Materials
0%
Communication Services
0%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • PENUMBRA INC
    18×$14.9M
  • CLEARWATER ANALYTICS HLDGS I
    +749%$13.0M
  • META PLATFORMS INC
    +374%$12.1M
  • ARCELLX INC
    New$11.3M
  • VERSANT MEDIA GROUP INC
    New$10.3M
  • APPIAN CORP
    New$9.4M
Trimmed / exited
  • SPDR GOLD TR
    −48%$17.5M
  • TERADYNE INC
    −98%$16.9M
  • BLOOM ENERGY CORP
    −92%$14.1M
  • ELECTRONIC ARTS INC
    −64%$13.2M
  • NETFLIX INC.
    −84%$11.4M
  • −54%$9.2M

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,166 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Gold TR
GOLD SHS
$19.2M44.6K
1.5%
−48%
Reduced · −41K sh
2Brighthouse Finl Inc
COM
$18.3M305.5K
1.4%
−3.1%
Reduced · −10K sh
3Nvidia Corporation
COM
$16.8M96.1K
1.3%
−24%
Reduced · −30K sh
4Penumbra Inc
COM
$15.7M48.0K
1.2%
18×
Added · +45K sh
5Micron Technology Inc
COM
$15.5M45.8K
1.2%
+53%
Added · +16K sh
6Meta Platforms Inc
CL A
$15.3M26.8K
1.2%
+374%
Added · +21K sh
7Clearwater Analytics Hldgs I
CL A
$14.7M623.5K
1.1%
+749%
Added · +550K sh
8Norfolk Southn Corp
COM
$14.7M51.1K
1.1%
+4.7%
Added · +2K sh
9Warner Bros Discovery Inc
COM SER A
$14.5M528.0K
1.1%
+48%
Added · +172K sh
10Amazon Com Inc
COM
$13.8M66.0K
1.1%
+120%
Added · +36K sh
11Chart Inds Inc
COM
$12.0M58.0K
0.9%
+94%
Added · +28K sh
12TXNM Energy Inc
COM
$11.7M201.0K
0.9%
−15%
Reduced · −37K sh
13Seagate Technology HLDNGS PL
ORD SHS
$11.4M29.2K
0.9%
+1.2%
Added · +354 sh
14Arcellx Inc
COMMON STOCK
$11.3M98.8K
0.9%
New
New position
15Versant Media Group Inc
COM CL A
$10.3M278.1K
0.8%
New
New position
16Core Natural Resources Inc
COM SHS
$10.3M98.2K
0.8%
+2.7%
Added · +3K sh
17Hologic Inc
COM
$9.6M126.5K
0.7%
+9.2%
Added · +11K sh
18Appian Corp
CL A
$9.4M390.3K
0.7%
New
New position
19Fluor Corp
COM
$9.3M199.0K
0.7%
−7.3%
Reduced · −16K sh
20Amicus Therapeutic
COM
$9.3M639.9K
0.7%
+83%
Added · +290K sh
21Zoominfo Technologies Inc
COMMON STOCK
$8.9M1.49M
0.7%
+2.9%
Added · +42K sh
22Alphabet Inc
CAP STK CL C
$8.0M27.9K
0.6%
−54%
Reduced · −32K sh
23Webster Finl Corp
COM
$7.9M114.3K
0.6%
New
New position
24Allied Gold Corp
COM NEW
$7.8M252.5K
0.6%
New
New position
25Electronic Arts Inc
COM
$7.4M36.5K
0.6%
−64%
Reduced · −65K sh
26Taiwan Semiconductor Manufac
SPONSORED ADS
$7.3M21.7K
0.6%
+34%
Added · +5K sh
27Workday Inc
CL A
$7.3M56.0K
0.6%
+771%
Added · +50K sh
28Coherent Corp
COM
$6.9M28.8K
0.5%
+644%
Added · +25K sh
29Corning Inc
COM
$6.4M46.9K
0.5%
+187%
Added · +31K sh
30Sealed Air Corp New
COM
$6.2M146.5K
0.5%
+251%
Added · +105K sh
31Monday Com Ltd
SHS
$6.0M86.3K
0.5%
60×
Added · +85K sh
32PG&E Corp
COM
$5.9M336.7K
0.5%
+5.8%
Added · +18K sh
33Nice Ltd
SPONSORED ADR
$5.9M53.6K
0.5%
−54%
Reduced · −64K sh
34Acadia Healthcare Company In
COM
$5.7M242.0K
0.4%
+56%
Added · +86K sh
35Kenvue Inc
COM
$5.6M326.8K
0.4%
−9.4%
Reduced · −34K sh
36Victorias Secret And Co
COMMON STOCK
$5.6M121.1K
0.4%
+94%
Added · +59K sh
37Valaris Ltd
CL A
$5.6M57.0K
0.4%
New
New position
38Air Lease Corp
CL A
$5.5M84.2K
0.4%
+61%
Added · +32K sh
39Equinix Inc
COM
$5.5M5.6K
0.4%
+48%
Added · +2K sh
40Digitalbridge Group Inc
CL A NEW
$5.4M347.4K
0.4%
+498%
Added · +289K sh
41Aes Corp
COM
$5.3M378.0K
0.4%
+73%
Added · +159K sh
42Microsoft Corp
COM
$5.3M14.3K
0.4%
+76%
Added · +6K sh
43Tri Pointe Homes Inc
COM
$5.2M112.3K
0.4%
New
New position
44Ihs Holding Limited
ORD SHS
$5.2M632.3K
0.4%
New
New position
45Centene Corp Del
COM
$5.2M158.8K
0.4%
+34%
Added · +40K sh
46NCR Atleos Corporation
COM SHS
$5.2M118.9K
0.4%
+51%
Added · +40K sh
47Select Sector SPDR TR
STATE STREET ENE
$5.2M84.4K
0.4%
New
New position
48Target Corp
COM
$5.1M42.1K
0.4%
+7.1%
Added · +3K sh
49Ishares TR
0-3 MNTH TREASRY
$5.0M49.8K
0.4%
New
New position
50Axt Inc
COM
$5.0M87.1K
0.4%
New
New position
Showing 50 of 1,166 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$2.6M
Call notional (bullish)$1.0M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSTATE STR SPDR S&P 500 ETF T$597K1K
PUT · bearishNVIDIA CORPNVDA$526K236
PUT · bearishMICRON TECHNOLOGY INC$499K42
PUT · bearishALPHABET INC-CL CGOOG$404K92
PUT · bearishMETA PLATFORMS INC$334K39
CALL · bullishSABLE OFFSHORE CORP$309K249
CALL · bullishELECTRONIC ARTS INC$279K326
PUT · bearishTAIWAN SEMICONDUCTOR MANUFAC$245K68
CALL · bullishUNDER ARMOUR INC$240K2K
CALL · bullishSPDR GOLD TR$206K70

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 20261,176$1.3B13F-HR
Q4 2025Dec 31, 2025Feb 17, 20261,260$1.4B13F-HR
Q3 2025Sep 30, 2025Nov 14, 20251,119$1.3B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025975$1.0B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.