AlphaCentric Advisors LLC

Holdings as of 2026-06-30, filed 2026-07-24

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 24 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
261
Value reported by manager
$118M
Sum of our stored positions
$118M
should match the line above
Disclosure lag
24 d
quarter end to filing
Top 5 concentration
10.0%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
GILEAD SCIENCES INCCOM$2.6M20,426375558103
VERTEX PHARMACEUTICALS INCCOM$2.5M5,00292532F100
INVITATION HOMES INCCOM$2.2M73,00046187W107
ASTRAZENECA PLCORD$2.2M11,394G0593M107
ROIVANT SCIENCES LTDSHS$1.7M48,355G76279101
ARGENX SESPONSORED ADR$1.7M1,80604016X101
NEUROCRINE BIOSCIENCES INCCOM$1.6M9,72764125C109
INCYTE CORPCOM$1.6M14,45145337C102
AXSOME THERAPEUTICS INC.COM$1.6M6,53105464T104
APOGEE THERAPEUTICS INCCOM$1.5M11,53303770N101
EURONET WORLDWIDE INCCOM$1.5M20,000298736109
AEVA TECHNOLOGIES INCCOM NEW$1.4M50,00000835Q202
ISHARES TRRUS 1000 VAL ETF$1.4M5,771464287598
INVESCO EXCHANGE TRADED FD TS&P500 PUR VAL$1.4M12,12246137V258
INVESCO QQQ TRUNIT SER 1$1.4M1,86046090E103
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF$1.4M4,51846138G649
SAUL CTRS INCCOM$1.3M35,000804395101
IONIS PHARMACEUTICALS INCCOM$1.2M15,430462222100
ASCENDIS PHARMA A/SORD SHS$1.2M4,585K08588103
INSMED INCCOM PAR $.01$1.2M11,394457669307
PROTAGONIST THERAPEUTICS INCCOM$1.1M9,17174366E102
BUILDERS FIRSTSOURCE INCCOM$1.1M12,50012008R107
UNUSUAL MACHS INCCOM SHS$1.1M50,00091532F102
HOWARD HUGHES HOLDINGS INCCOM$1.1M15,00044267T102
ISHARES TR1 3 YR TREAS BD$1.1M12,954464287457
PERSONALIS INCCOM$1.1M78,92471535D106
RHYTHM PHARMACEUTICALS INCCOM$1M9,44976243J105
STEREOTAXIS INCCOM NEW$1M600,00085916J409
ROCKWELL AUTOMATION INCCOM$990.2K2,000773903109
XOMETRY INCCLASS A COM$965.2K10,00098423F109
ABBVIE INCCOM$909.2K3,61300287Y109
JAZZ PHARMACEUTICALS PLCSHS USD$870.6K3,613G50871105
TEMPUS AI INCCL A$869K15,00088023B103
PENNANTPARK INVT CORPCOM$867.5K250,000708062104
AMGEN INCCOM$855.3K2,362031162100
BIOGEN INCCOM$840.7K3,89109062X103
AH RLTY TR INCCOM$814.2K115,00004208T108
SMARTSTOP SELF STORAG REIT ICOMMON STOCK$812.5K25,00083192D402
REDWIRE CORPORATIONCOM$795K65,00075776W103
GLOBUS MED INCCL A$790.1K10,000379577208
CTO RLTY GROWTH INC NEWCOM$752.9K35,00022948Q101
CATALYST PHARMACEUTICALS INCCOM$742.4K23,62214888U101
ONDAS INCCOM NEW$741.6K90,00068236H204
AMERICAN ASSETS TR INCCOM$740.7K30,000024013104
HALOZYME THERAPEUTICS INCCOM$737.8K9,42640637H109
MEIRAGTX HLDGS PLCCOM$735.9K54,469G59665102
AMREP CORPCOM$732.9K29,060032159105
KRYSTAL BIOTECH INCCOM$722.9K1,945501147102
MAGNUM ICE CREAM CO NVORD SHS$696.4K40,000N5505D105
MANHATTAN ASSOCIATES INCCOM$696.3K5,000562750109
INTUITIVE SURGICAL INCCOM NEW$695.9K1,75046120E602
AMPRIUS TECHNOLOGIES INCCOMMON STOCK$693K50,00003214Q108
NUVALENT INCCOM$686.4K5,558670703107
ABIVAX SASPONSORED ADS$685.1K5,14100370M103
J P MORGAN EXCHANGE TRADED FBETABULDRS JAPAN$684.6K9,09146641Q217
SYMBOTIC INCCLASS A COM$674.3K15,00087151X101
SYNOPSYS INCCOM$669.1K1,500871607107
IONQ INCCOM$665.8K12,50046222L108
ISHARES INCMSCI AUST ETF$661.1K23,476464286103
SERVE ROBOTICS INCCOM$658K100,00081758H106
SOUNDHOUND AI INCCLASS A COM$647K100,000836100107
EDGEWISE THERAPEUTICS INCCOM$643.6K15,84028036F105
RICHTECH ROBOTICS INCCL B$633K300,000765504105
NURIX THERAPEUTICS INCCOM$627K25,84567080M103
SANOFI SASPONSORED ADR$622.4K14,59080105N105
ORUKA THERAPEUTICS INCCOM$621.6K6,531687604108
KYMERA THERAPEUTICS INCCOM$617.5K5,385501575104
ISHARES TR3 7 YR TREAS BD$612.4K5,214464288661
PALLADYNE AI CORPCOM NEW$608K100,00080359A205
D-WAVE QUANTUM INCCOM$599.8K25,00026740W109
SPYRE THERAPEUTICS INCCOM NEW$592.2K6,67000773J202
BIONTECH SESPONSORED ADS$583.1K6,26609075V102
AEROVIRONMENT INCCOM$577.7K3,500008073108
SIDUS SPACE INCCL A COM NEW$562K200,000826165201
INTUITIVE MACHINES INCCLASS A COM$534.8K25,00046125A100
RED CAT HLDGS INCCOM$532.5K50,00075644T100
AGIOS PHARMACEUTICALS INCCOM$526K14,17300847X104
KODIAK AI INC.COM$508K100,000500081104
NEWAMSTERDAM PHARMA COMPANYORDINARY SHARES$503.9K14,868N62509109
KRATOS DEFENSE & SEC SOLUTIOCOM NEW$498.6K10,00050077B207
ISHARES INCJP MRGN EM HI BD$497.4K12,231464286285
ISHARES TRJPMORGAN USD EMG$496.5K5,148464288281
INVESCO EXCHANGE TRADED FD TS&P500 BUY WRT$495.3K21,62746137V399
SPDR SERIES TRUSTST STR CONV ETF$493.7K4,57978464A359
INVESCO EXCH TRADED FD TR IISR LN ETF$492K24,15346138G508
VANGUARD WHITEHALL FDSHIGH DIV YLD$490.8K3,106921946406
MICROBOT MED INCCOM NEW$487.5K250,00059503A204
CYTOKINETICS INCCOM NEW$485.3K5,69723282W605
SPDR INDEX SHS FDSST S&P INTL ETF$484.8K10,54978463X772
RIGETTI COMPUTING INCCOMMON STOCK$483K25,00076655K103
CELLDEX THERAPEUTICS INC NEWCOM NEW$475.7K12,78415117B202
GRAPHIC PACKAGING HLDG COCOM$475.7K45,000388689101
CARDINAL HEALTH INCCOM$468K1,97014149Y108
LOEWS CORPCOM$454.4K4,014540424108
TREVI THERAPEUTICS INCCOM$453.5K24,31789532M101
ISHARES TRMORTGE REL ETF$446.1K20,23146435G342
INVESCO LTDSHS$435K16,483G491BT108
MICRON TECHNOLOGY INCCOM$429.4K372595112103
CISCO SYS INCCOM$426.1K3,62817275R102
ALNYLAM PHARMACEUTICALS INCCOM$418.4K1,39002043Q107
MATTEL INCCOM$416.4K30,000577081102
ETF SER SOLUTIONSDEFIA QUANT ETF$413.5K2,50026922A420
VERACYTE INCCOM$408.1K6,94892337F107
DELTA AIR LINES INCCOM NEW$399.7K4,268247361702
ISHARES TRPFD AND INCM SEC$388.7K12,750464288687
AT&T INCCOM$387.2K18,70700206R102
CANDEL THERAPEUTICS INCCOM$377.8K36,683137404109
NATERA INCCOM$377.3K1,390632307104
REZOLUTE INCCOM NEW$375.7K72,25576200L309
CULLINAN THERAPEUTICS INCCOM$372K20,426230031106
CRINETICS PHARMACEUTICALS INCOM$369.2K9,86622663K107
XERIS BIOPHARMA HOLDINGS INCCOM$368.7K46,54998422E103
XTI AEROSPACE INCCOM NEW$362K200,00098423K405
ISHARES TR7-10 YR TRSY BD$355.1K3,755464287440
JOHNSON & JOHNSONCOM$353.3K1,391478160104
MONSTER BEVERAGE CORP NEWCOM$349.6K3,63761174X109
BANK OF NY MELLON CORPCOM$344.5K2,382064058100
PROCEPT BIOROBOTICS CORPCOM$338.7K15,00074276L105
GLOBE LIFE INCCOM$337.7K1,89037959E102
VENTAS INCCOM$335.6K3,77992276F100
UNITED AIRLS HLDGS INCCOM$333.2K2,450910047109
ISHARES TRFALN ANGLS USD$331.9K12,18446435G474
BALLYS CORPORATIONCOMMON STOCK$331.6K24,18705875B304
FLEXSHARES TRHIG YLD VL ETF$330.2K8,20133939L662
ISHARES TR0-5YR HI YL CP$330.1K7,78346434V407
SPDR SERIES TRUSTST BLOO HIGH ETF$330K3,42478468R622
ISHARES INCUS INTL HGH YLD$329.3K7,271464286178
CENCORA INCCOM$315.8K1,11603073E105
HCA HEALTHCARE INCCOM$312.3K80140412C101
DESIGN THERAPEUTICS INCCOM$311.6K21,53725056L103
MONTE ROSA THERAPEUTICS INCCOM$306K12,64561225M102
ANGI INCCL A NEW$297.5K50,00000183L201
DISC MEDICINE INCCOM$294.8K4,030254604101
GENERAL DYNAMICS CORPCOM$283.7K801369550108
CENTERSPACECOM$281K5,00015202L107
NEWMONT CORPCOM$277.1K2,967651639106
RAPPORT THERAPEUTICS INCCOM$272.1K6,53175383L102
TJX COS INC NEWCOM$271.6K1,793872540109
VERIZON COMMUNICATIONS INCCOM$263.9K6,23292343V104
CBOE GLOBAL MKTS INCCOM$262.8K1,08312503M108
CARNIVAL CORP LTDCOMMON SHARES$257.2K9,001G2004J103
ARVINAS INCCOM$254.5K30,62204335A105
TORONTO DOMINION BK ONTCOM NEW$250.4K2,062891160509
VANGUARD INDEX FDSREAL ESTATE ETF$249.1K2,583922908553
ARBE ROBOTICS LTDORDINARY SHARES$249K300,000M1R95N100
COMCAST CORP NEWCL A$245.5K10,00020030N101
L3HARRIS TECHNOLOGIES INCCOM$244.1K840502431109
ICON PUB LTD COSHS$241.5K1,390G4705A100
FORD MTR COCOM$241.2K17,349345370860
TECTONIC THERAPEUTIC INCCOM$238.8K6,948878972108
NASDAQ INCCOM$217.2K2,756631103108
SIONNA THERAPEUTICS INCCOM$213.9K4,863829401108
VERISIGN INCCOM$213.3K84892343E102
ADVANCED MICRO DEVICES INCCOM$211.5K364007903107
INVESTORS TITLE CO NCCOM$209.4K765461804106
SS INNOVATIONS INTERNATIONALCOM NEW$207.5K50,00005453U203
WAVE LIFE SCIENCES LTDSHS$207.2K35,670Y95308105
REPUBLIC SVCS INCCOM$203.7K956760759100
MARATHON PETE CORPCOM$202.2K79156585A102
EVERCORE INCCLASS A$202.1K59229977A105
INTELLIA THERAPEUTICS INCCOM$197.5K11,67245826J105
CME GROUP INCCOM$195.9K88712572Q105
DOLLAR GEN CORPCOM$195.5K1,698256677105
ROLLINS INCCOM$194.7K4,664775711104
CAPITAL ONE FINL CORPCOM$194.6K97014040H105
PAN AMERN SILVER CORPCOM$194.2K4,335697900108
COEUR MNG INCCOM NEW$191.5K11,732192108504
CHIRON REAL ESTATE INCCOM NEW$187.6K5,00037954A303
BARRICK MNG CORPCOM SHS$181.7K4,94806849F108
ISHARES INCMSCI TAIWAN ETF$181.4K1,67046434G772
ATRIUM THERAPEUTICS INCCOM$181.3K13,47804965N104
KINROSS GOLD CORPCOM$177.2K7,504496902404
SEAGATE TECHNOLOGY HLDNGS PLORD SHS$176.6K183G7997R103
CVS HEALTH CORPCOM$176.4K1,705126650100
GENERAL MTRS COCOM$176.4K2,28837045V100
ISHARES INCMSCI TURKEY ETF$174.7K4,494464286715
GLOBAL X FDSMSCI GREECE ETF$174.3K2,30937954Y319
ARCHER DANIELS MIDLAND COCOM$172.7K2,260039483102
ISHARES INCMSCI THAILND ETF$169K2,337464286624
ISHARES INCMSCI STH KOR ETF$168.4K834464286772
PRINCIPAL FINANCIAL GROUP INCOM$167.7K1,55674251V102
ISHARES TRMSCI PERU GL ETF$167.2K2,002464289842
ISHARES INCMSCI BRAZIL ETF$164.9K4,780464286400
ISHARES INCMSCI MEXICO ETF$164.8K2,189464286822
INTERCONTINENTAL EXCHANGE INCOM$163.7K1,33045866F104
ABBOTT LABORATORIESCOM$163.7K1,804002824100
ISHARES TRMSCI POLAND ETF$163.6K4,23846429B606
ISHARES INCMSCI CHILE ETF$162.3K4,089464286640
TRAVELERS COMPANIES INCCOM$162.1K49189417E109
ISHARES INCMSCI MLY ETF NEW$161.9K6,00946434G814
CREDO TECHNOLOGY GROUP HOLDIORDINARY SHARES$161.3K593G25457105
IQVIA HLDGS INCCOM$161.1K83446266C105
ISHARES INCMSCI NETHERL ETF$160.1K2,276464286814
KNIGHTSCOPE INCCL A NEW$158.3K75,00049907V201
US BANCORPCOM NEW$157.6K2,610902973304
GLOBAL SELF STORAGE INCCOM$157.2K30,00037955N106
ISHARES INCMSCI AUSTRIA ETF$156.8K3,705464286202
ISHARES INCMSCI SPAIN ETF$156.5K2,635464286764
ALLSTATE CORPCOM$156.3K657020002101
REGIONS FINANCIAL CORP NEWCOM$155.1K5,1377591EP100
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-24

AlphaCentric Advisors LLC — 261 positions reported for 2026Q2 — Tapewire