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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

AlphaCentric Advisors LLC

Quarter ended Q1 2024 · Filed April 24, 2024 · Accession 0001162044-24-000403

Total Value
$165.8M
Positions
228
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (228)

#IssuerTicker / CUSIPSharesValue% of Filing
1PFIZER INCPFE175,000$4.9M2.93%
2RITHM CAPITAL CORPRITM-PF420,966$4.7M2.83%
3HARMONY BIOSCIENCES HLDGS INHRMY122,000$4.1M2.47%
4UNITED THERAPEUTICS CORP DELUTHR16,000$3.7M2.22%
5PACIRA BIOSCIENCES INCPCRX117,500$3.4M2.07%
6BIOCRYST PHARMACEUTICALS INCBCRX675,000$3.4M2.07%
7GALAPAGOS NVGLPGF105,000$3.4M2.04%
8ARGENX SEARGX8,000$3.1M1.90%
9TWO HARBORS INVENTMENT CORPO90187BAB73,205,000$3.0M1.84%
10INARI MED INC45332Y10963,000$3.0M1.82%
11DOCGO INCDCGO650,000$2.6M1.58%
12BEIGENE LTDBEIGF16,750$2.6M1.58%
13ELLINGTON FINANCIAL INCEFC-PD221,602$2.6M1.58%
14AXSOME THERAPEUTICS INCAXSM32,500$2.6M1.56%
15MGIC INVT CORP WIS552848103114,379$2.6M1.54%
16UNIQURE NVQURE460,000$2.4M1.44%
17COHERUS BIOSCIENCES INCCHRS1,000,000$2.4M1.44%
18MIRUM PHARMACEUTICALS INCMIRM94,000$2.4M1.42%
19DYNEX CAP INCDX-PC181,492$2.3M1.36%
20UROGEN PHARMA LTDURGN143,898$2.2M1.30%
21CORCEPT THERAPEUTICS INCCORT85,000$2.1M1.29%
22PERSPECTIVE THERAPEUTICS INCCATX1,756,756$2.1M1.26%
23AMICUS THERAPEUTICS INCFOLD175,000$2.1M1.24%
24EXACT SCIENCES CORP30063P10529,000$2.0M1.21%
25PENNYMAC CORP70932AAD51,965,000$1.9M1.17%
26MFA FINL INC55272X607167,725$1.9M1.15%
27REDWOOD TRUST INCRWTQ288,343$1.8M1.11%
28ROYALTY PHARMA PLCRPRX60,000$1.8M1.10%
29CEREVEL THERAPEUTICS HLDNG I15678U12842,500$1.8M1.08%
30MEDTRONIC PLCMDT20,500$1.8M1.08%
31KARYOPHARM THERAPEUTICS INCKPTI1,125,000$1.7M1.02%
32CELLDEX THERAPEUTICS INC NEWCLDX38,500$1.6M0.97%
33INVESCO EXCHANGE TRADED FD TIVZ17,834$1.6M0.95%
34STEREOTAXIS INCSTXS600,000$1.6M0.94%
35ISHARES TR4642875988,671$1.6M0.94%
36KALVISTA PHARMACEUTICALS INCKALV130,000$1.5M0.93%
37DYNAVAX TECHNOLOGIES CORP268158201122,500$1.5M0.92%
38GSK PLCGLAXF35,000$1.5M0.91%
39BICYCLE THERAPEUTICS PLCBCYC60,000$1.5M0.90%
40ARRIVENT BIOPHARMA INCAVBP83,000$1.5M0.89%
41EMBECTA CORPEMBC111,500$1.5M0.89%
42VIKING THERAPEUTICS INCVKTX18,000$1.5M0.89%
43NEW YORK MTG TR INCADAMZ200,963$1.4M0.87%
44SYNOPSYS INCSNPS2,500$1.4M0.86%
45TOURMALINE BIO INC89157D10561,100$1.4M0.84%
46INTRA-CELLULAR THERAPIES INC46116X10120,000$1.4M0.83%
47VYNE THERAPEUTICS INCVYNE445,000$1.4M0.82%
48BIOMARIN PHARMACEUTICAL INCBMRN15,500$1.4M0.82%
49EQUITY LIFESTYLE PPTYS INC29472R10820,611$1.3M0.80%
50ENACT HLDGS INCACT42,367$1.3M0.80%
51AG MTG INVT TR INCTPGXL208,879$1.3M0.77%
52PROCEPT BIOROBOTICS CORPPRCT25,000$1.2M0.75%
53IMMUNOVANT INCIMVT38,000$1.2M0.74%
54AEROVIRONMENT INCAVAV8,000$1.2M0.74%
55REVANCE THERAPEUTICS INC761330109245,000$1.2M0.73%
56INTUITIVE SURGICAL INCISRG3,000$1.2M0.72%
57STRUCTURE THERAPEUTICS INCGPCR27,500$1.2M0.71%
58SOUNDHOUND AI INCSOUNW200,000$1.2M0.71%
59SYMBOTIC INCSYM25,000$1.1M0.68%
60CABALETTA BIO INCCABA65,000$1.1M0.67%
61JAZZ PHARMACEUTICALS PLCJAZZ8,500$1.0M0.62%
62SAGIMET BIOSCIENCES INCSGMT185,000$1.0M0.60%
63RWT HLDGS INC749772AD11,000,000$970,0480.59%
64NEUROCRINE BIOSCIENCES INCNBIX7,000$965,4400.58%
65ROIVANT SCIENCES LTDROIV90,000$948,6000.57%
66DECIPHERA PHARMACEUTICALS IN24344T10160,000$943,8000.57%
67INTUITIVE MACHINES INCLUNR150,000$937,5000.57%
68VERONA PHARMA PLC92505010656,000$901,0400.54%
69REGAL REXNORD CORPORATIONRRX5,000$900,5000.54%
70ALLIENT INCALNT25,000$892,0000.54%
71ACCURAY INCARAY350,000$864,5000.52%
72AGNC INVT CORP00123Q10484,646$837,9950.51%
73ACADIA PHARMACEUTICALS INCACAD45,000$832,0500.50%
74SANOFISNYNF15,000$729,0000.44%
75PROTAGONIST THERAPEUTICS INCPTGX25,000$723,2500.44%
76OCWEN FINL CORPONIT25,567$690,5650.42%
77GLOBUS MED INCGMED12,500$670,5000.40%
78DYNE THERAPEUTICS INCDYN20,000$567,8000.34%
79PACCAR INCPCAR4,146$513,6480.31%
80J P MORGAN EXCHANGE TRADED F46641Q2178,747$512,1370.31%
81ISHARES INC46428610320,694$510,3140.31%
82CARDINAL HEALTH INCCAH4,546$508,6970.31%
83INVESCO QQQ TRIVZ1,128$500,8430.30%
84INVESCO EXCH TRADED FD TR IIIVZ2,740$500,5710.30%
85AG MTG INVT TR INC95790DAD7500,000$497,4680.30%
86VALNEVA SEVALN62,004$495,4120.30%
87NUVATION BIO INCNUVB135,000$491,4000.30%
88REDWOOD TRUST INCRWTQ500,000$481,2500.29%
89ISHARES TR4642885885,000$462,1000.28%
90ISHARES TR4642874575,458$446,3550.27%
91AURINIA PHARMACEUTICALS INCAUPH80,000$400,8000.24%
92MR COOPER GROUP INC62482R1074,931$384,3710.23%
93DELTA AIR LINES INC DELDAL7,932$379,7050.23%
94PULTE GROUP INC7458671013,132$377,7820.23%
95ISHARES TR4642886613,242$375,4560.23%
96VANGUARD WHITEHALL FDS9219464063,088$373,6170.23%
97ISHARES TR46435G34215,954$370,7710.22%
98SPDR SER TR78464A3594,972$363,1550.22%
99SPDR INDEX SHS FDS78463X77210,316$362,6070.22%
100INVESCO EXCHANGE TRADED FD TIVZ16,127$362,5350.22%
101ISHARES INC4642862859,669$362,2010.22%
102ISHARES TR4642882814,036$361,9080.22%
103ISHARES TR46428868711,075$356,9470.22%
104INVESCO EXCH TRADED FD TR IIIVZ16,875$356,9060.22%
105UNITED AIRLS HLDGS INCUNTCW6,828$326,9250.20%
106LOEWS CORPL4,013$314,1780.19%
107UNITED RENTALS INCURI425$306,4720.18%
108ISHARES TR4642874403,220$304,8050.18%
109NANO DIMENSION LTDNNDM100,000$278,5000.17%
110ARCH CAP GROUP LTDG0450A1052,995$276,8580.17%
111EVEREST GROUP LTDEG645$256,3880.15%
112GILEAD SCIENCES INCGILD3,500$256,3750.15%
113MGM RESORTS INTERNATIONALMGM5,231$246,9560.15%
114SAFEHOLD INCSAFE11,972$246,6230.15%
115ISHARES TR46435G4748,953$240,4780.15%
116HARTFORD FINL SVCS GROUP INCHIG-PG2,331$240,2100.14%
117ISHARES INC4642861785,415$239,0720.14%
118SPDR SER TR78468R6222,511$239,0470.14%
119FLEXSHARES TRFLEX5,802$238,5200.14%
120ISHARES TR46434V4075,605$238,4930.14%
121COSTCO WHSL CORP NEW22160K105313$229,3130.14%
122BOSTON SCIENTIFIC CORPBSX3,337$228,5510.14%
123COPART INCCPRT3,945$228,4940.14%
124AUTOZONE INCAZO72$226,9190.14%
125REPUBLIC SVCS INC7607591001,159$221,8790.13%
126HCA HEALTHCARE INCHCA654$218,1290.13%
127FORD MTR CO DEL34537086015,834$210,2760.13%
128OREILLY AUTOMOTIVE INC67103H107186$209,9720.13%
129VISA INCV732$204,2870.12%
130UBER TECHNOLOGIES INCUBER2,649$203,9470.12%
131BROADRIDGE FINL SOLUTIONS IN11133T103980$200,7630.12%
132ROPER TECHNOLOGIES INCROP349$195,7330.12%
133CME GROUP INCCME905$194,8370.12%
134GALLAGHER ARTHUR J & CO363576109777$194,2810.12%
135JPMORGAN CHASE & COVYLD969$194,0910.12%
136CBOE GLOBAL MKTS INC12503M1081,049$192,7330.12%
137VANGUARD INTL EQUITY INDEX F9220426764,430$186,6800.11%
138IMMATICS N.VIMTX17,500$183,9250.11%
139ROYAL CARIBBEAN GROUPV7780T1031,299$180,5740.11%
140VANGUARD INDEX FDS9229085532,083$180,1380.11%
141MONSTER BEVERAGE CORP NEWMNST3,010$178,4330.11%
142MCDONALDS CORPMCD619$174,5270.11%
143LAMB WESTON HLDGS INCLW1,600$170,4480.10%
144MONDELEZ INTL INC6092071052,335$163,4500.10%
145AMERICAN AIRLS GROUP INC02376R10210,404$159,7010.10%
146NORWEGIAN CRUISE LINE HLDG LNCLH7,310$152,9980.09%
147SMUCKER J M CO8326964051,196$150,5410.09%
148DRAFTKINGS INC NEWDKNG3,254$147,7640.09%
149CARNIVAL CORPCUKPF8,856$144,7070.09%
150ISHARES TR4642898423,521$137,9180.08%
151PERMIAN RESOURCES CORPPR7,485$132,1850.08%
152ISHARES INC4642868221,897$131,4810.08%
153HERSHEY COHSY672$130,7040.08%
154LENNAR CORPLEN-B757$130,1890.08%
155ISHARES INC46434G7722,671$130,0240.08%
156ISHARES INC4642867721,930$129,5220.08%
157ISHARES TR46429B6065,309$125,2390.08%
158ISHARES TR46429B5982,419$124,7960.08%
159ISHARES TR46429B4084,507$124,5280.08%
160ISHARES INC46434G8145,695$124,0940.07%
161GLOBAL X FDS37954Y3193,085$123,4310.07%
162MICROBOT MED INCMBOT100,000$123,0000.07%
163ISHARES INC4642864003,749$121,5430.07%
164ISHARES INC4642867643,759$120,9270.07%
165THE CIGNA GROUP125523100328$119,1260.07%
166ISHARES INC4642867153,301$118,6380.07%
167ISHARES INC46434G8303,087$116,4420.07%
168MERCADOLIBRE INCMELI77$116,4210.07%
169ISHARES INC4642862025,328$115,7170.07%
170GENERAL MTRS CO37045V1002,534$114,9170.07%
171ISHARES TR46435G3343,359$114,9110.07%
172DAVITA INCDVA828$114,3050.07%
173ISHARES INC4642868142,304$114,0020.07%
174ISHARES INC4642868063,590$113,9830.07%
175VERTIV HOLDINGS COVRT1,393$113,7660.07%
176ISHARES INC4642867072,736$113,2980.07%
177WELLS FARGO CO NEW9497461011,946$112,7900.07%
178ISHARES INC4642867492,350$111,8600.07%
179ISHARES INC4642867562,782$111,1690.07%
180MCKESSON CORPMCK205$110,0540.07%
181APOLLO GLOBAL MGMT INC03769M106975$109,6390.07%
182SYNCHRONY FINANCIALSYF-PB2,541$109,5680.07%
183CELANESE CORP DELCE633$108,7870.07%
184BANK NEW YORK MELLON CORP0640581001,830$105,4450.06%
185ARISTA NETWORKS INCANET363$105,2630.06%
186VIRIDIAN THERAPEUTICS INCVRDN6,000$105,0600.06%
187HUMANA INCHUM297$102,9760.06%
188ASSURANT INCAIZN533$100,3320.06%
189ISHARES TR464287242920$100,2060.06%
190STAR HLDGSSTHO7,744$100,0520.06%
191SCHWAB STRATEGIC TR8085248701,912$99,7300.06%
192ISHARES TR4642886461,939$99,4320.06%
193SPDR SER TR78464A4902,481$99,1900.06%
194SPDR SER TR78468R2003,213$99,0570.06%
195ISHARES TR464288414917$98,6690.06%
196JABIL INCJBL736$98,5870.06%
197TAPESTRY INCTPR2,035$96,6220.06%
198HYATT HOTELS CORPH592$94,4950.06%
199TENET HEALTHCARE CORPTHC882$92,7070.06%
200COMCAST CORP NEWCCZ2,130$92,3360.06%
201ISHARES TR46429B3093,951$89,0160.05%
202TECHNIPFMC PLCFTI3,311$83,1390.05%
203EQT CORPEQT2,240$83,0370.05%
204COUPANG INCCPNG4,337$77,1550.05%
205FIRST CTZNS BANCSHARES INC N31946M10346$75,2100.05%
206CHARTER COMMUNICATIONS INC N16119P108242$70,3320.04%
207WYNN RESORTS LTDWYNN672$68,6990.04%
208KINROSS GOLD CORPKGCRF11,022$67,5650.04%
209LAS VEGAS SANDS CORPLVS1,191$61,5750.04%
210NVIDIA CORPORATIONNVDA68$61,4420.04%
211BORGWARNER INCBWA1,742$60,5170.04%
212SNOWFLAKE INCSNOW371$59,9540.04%
213GXO LOGISTICS INCORPORATEDGXO1,084$58,2760.04%
214ASENSUS SURGICAL INC04367G103250,000$57,5000.03%
215VENTYX BIOSCIENCES INC92332V10710,000$55,0000.03%
216WARNER BROS DISCOVERY INCWBD5,421$47,3250.03%
217DOORDASH INCDASH327$45,0340.03%
218CG ONCOLOGY INCCGON1,000$43,9000.03%
219THE TRADE DESK INC88339J105467$40,8250.02%
220SHOCKWAVE MED INC82489T104120$39,0760.02%
221HUBSPOT INCHUBS60$37,5940.02%
222FORTINET INCFTNT514$35,1110.02%
223SAREPTA THERAPEUTICS INCSRPT269$34,8250.02%
224DATADOG INCDDOG271$33,4960.02%
225MONGODB INCMDB93$33,3540.02%
226CONFLUENT INC20717M1031,000$30,5200.02%
227ZSCALER INCZS150$28,8950.02%
228PHINIA INCPHIN353$13,5660.01%