1y return+26.7%S&P 500 +20.9%
3y return+52.4%S&P 500 +68.5%
5y return+47.0%S&P 500 +74.5%
10y return+209.4%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $309 against $357 in the S&P 500.2
Prelude Capital Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Warner Bros Discovery IncCUSIP 934423104 | $19.8M | 1.5% | +40.9% |
| Chart Inds IncCUSIP 16115Q308 | $19.3M | 1.4% | +59.4% |
| BHFBrighthouse Finl Inc | $19.3M | 1.4% | |
| GLDSpdr Gold Tr | $17.7M | 1.3% | +7.5% |
| NSCNorfolk Southn Corp | $15.5M | 1.1% | −3.5% |
| Janus Henderson Group PLCCUSIP G4474Y214 | $15.4M | 1.1% | +294.6% |
| MUMicron Technology Inc | $14.3M | 1.0% | −73.0% |
| NVDANvidia Corporation | $12.5M | 0.9% | −34.9% |
| PENPenumbra Inc | $11.5M | 0.8% | −24.1% |
| ROKURoku Inc | $11.4M | 0.8% | +654.9% |
| FLRFluor Corp | $11.1M | 0.8% | +6.9% |
| WDCWestern Digital Corp | $10.9M | 0.8% | +4.0% |
| TSMTaiwan Semiconductor Manufac | $10.1M | 0.7% | −2.7% |
| AMZNAmazon Com Inc | $10.0M | 0.7% | −36.7% |
| Talkspace IncCUSIP 87427V103 | $9.9M | 0.7% | +105.5% |
| MSFTMicrosoft Corp | $9.8M | 0.7% | +84.6% |
| AESAes Corp | $9.7M | 0.7% | +74.8% |
| CNRCore Natural Resources Inc | $9.5M | 0.7% | +21.3% |
| UNFUnifirst Corp Mass | $9.5M | 0.7% | +221.2% |
| Stellar Bancorp IncCUSIP 858927106 | $9.0M | 0.7% | +344.7% |
| Nuvalent IncCUSIP 670703107 | $8.7M | 0.6% | New |
| Two Harbors Inventment CorpoCUSIP 90187B804 | $8.6M | 0.6% | +64.2% |
| TXNMTxnm Energy Inc | $8.5M | 0.6% | −25.8% |
| VOOVanguard Index Fds | $8.4M | 0.6% | New |
| Electronic Arts IncCUSIP 285512109 | $7.8M | 0.6% | +4.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WDCWestern Digital Corp | June 30, 2023 | +1583.9% | $10.9M |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $10.1M |
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $12.5M |
| Warner Bros Discovery IncCUSIP 934423104 | September 30, 2024 | +223.2% | $19.8M |
| SNXTd Synnex Corporation | December 31, 2023 | +148.4% | $5.7M |
| GLDSpdr Gold Tr | June 30, 2020 | +120.1% | $17.7M |
| GOOGAlphabet Inc | June 30, 2025 | +99.2% | $7.4M |
| MSFTMicrosoft Corp | June 30, 2020 | +83.3% | $9.8M |
| BHFBrighthouse Finl Inc | December 31, 2020 | +74.8% | $19.3M |
| Apogee Therapeutics IncCUSIP 03770N101 | March 31, 2026 | +57.7% | $7.8M |
Sold off last quarter
- Clearwater Analytics Hldgs ICUSIP 185123106 was $14.7M
- Arcellx IncCUSIP 03940C100 was $11.3M
- Hologic IncCUSIP 436440101 was $9.6M
- Amicus TherapeuticCUSIP 03152W109 was $9.3M
- Sealed Air Corp NewCUSIP 81211K100 was $6.2M
- NICENice Ltd was $5.9M
- VSXYVictorias Secret And Co was $5.6M
- Air Lease CorpCUSIP 00912X302 was $5.5M
- Tri Pointe Homes IncCUSIP 87265H109 was $5.2M
- AXTIAxt Inc was $5.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.1% | +14.8% |
| March 31, 2026 | −0.5% | −4.6% |
| December 31, 2025 | +3.2% | +2.4% |
| September 30, 2025 | +11.1% | +7.8% |
| June 30, 2025 | +11.6% | +10.5% |
| March 31, 2025 | −6.5% | −4.6% |
| December 31, 2024 | +2.1% | +2.1% |
| September 30, 2024 | +6.0% | +5.4% |
| June 30, 2024 | −3.7% | +4.0% |
| March 31, 2024 | +6.2% | +10.0% |
| December 31, 2023 | +8.4% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +4.3% | +8.3% |
| March 31, 2023 | +4.8% | +7.0% |
| December 31, 2022 | +3.9% | +7.1% |
| September 30, 2022 | −1.1% | −5.3% |
| June 30, 2022 | −12.1% | −16.5% |
| March 31, 2022 | −3.6% | −4.9% |
| December 31, 2021 | +3.8% | +10.7% |
| September 30, 2021 | −2.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Prelude Capital Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1387508&type=13F-HR&dateb=&owner=include&count=40CIK 1387508
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1387508/000094562126001059/Filed August 14, 2026 · accession 0000945621-26-001059