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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 Q3 2024 · Filed October 30, 2024 · Accession 0001162044-24-001177

Total Value
$134.5M
Positions
231
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (231)

#IssuerTicker / CUSIPSharesValue% of Filing
1RITHM CAPITAL CORPRITM-PF380,966$4.3M3.21%
2HARMONY BIOSCIENCES HLDGS INHRMY97,000$3.9M2.88%
3GALAPAGOS NVGLPGF108,500$3.1M2.32%
4MERCK & CO INCMRK24,000$2.7M2.03%
5ELLINGTON FINANCIAL INCEFC-PD201,602$2.6M1.93%
6NEUROCRINE BIOSCIENCES INCNBIX22,500$2.6M1.93%
7MGIC INVT CORP WIS55284810399,379$2.5M1.89%
8ARGENX SEARGX4,500$2.4M1.81%
9INDIVIOR PLCINDV242,500$2.4M1.76%
10DYNEX CAP INCDX-PC181,492$2.3M1.72%
11BIOMARIN PHARMACEUTICAL INCBMRN32,500$2.3M1.70%
12SAREPTA THERAPEUTICS INCSRPT18,000$2.2M1.67%
13DYNAVAX TECHNOLOGIES CORP268158201201,500$2.2M1.67%
14UNITED THERAPEUTICS CORP DELUTHR6,250$2.2M1.66%
15REDWOOD TRUST INCRWTQ288,343$2.2M1.66%
16AMICUS THERAPEUTICS INCFOLD205,000$2.2M1.63%
17MFA FINL INC55272X607167,725$2.1M1.59%
18ALPHATEC HLDGS INCATEC370,000$2.1M1.53%
19EXACT SCIENCES CORP30063P10530,000$2.0M1.52%
20INVESCO QQQ TRIVZ4,182$2.0M1.52%
21INVESCO EXCH TRADED FD TR IIIVZ10,158$2.0M1.52%
22ROYALTY PHARMA PLCRPRX67,500$1.9M1.42%
23MIRUM PHARMACEUTICALS INCMIRM45,000$1.8M1.30%
24JAZZ PHARMACEUTICALS PLCJAZZ15,500$1.7M1.28%
25AG MTG INVT TR INCTPGXL208,879$1.6M1.17%
26ENACT HLDGS INCACT42,367$1.5M1.14%
27EQUITY LIFESTYLE PPTYS INC29472R10820,611$1.5M1.09%
28INTRA-CELLULAR THERAPIES INC46116X10120,000$1.5M1.09%
29AMPHASTAR PHARMACEUTICALS INAMPH30,000$1.5M1.08%
30VERONA PHARMA PLC92505010650,000$1.4M1.07%
31GSK PLCGLAXF35,000$1.4M1.06%
32APELLIS PHARMACEUTICALS INCAPLS47,500$1.4M1.02%
33NEW YORK MTG TR INCADAMZ200,963$1.3M0.95%
34REVANCE THERAPEUTICS INC761330109245,000$1.3M0.95%
35BEIGENE LTDBEIGF5,500$1.2M0.92%
36STEREOTAXIS INCSTXS600,000$1.2M0.91%
37ENOVIS CORPORATIONENOV27,500$1.2M0.88%
38TWO HARBORS INVENTMENT CORPO90187BAB71,205,000$1.2M0.88%
39ROIVANT SCIENCES LTDROIV100,000$1.2M0.86%
40STRUCTURE THERAPEUTICS INCGPCR26,000$1.1M0.85%
41TAKEDA PHARMACEUTICAL CO LTDTKPHF80,000$1.1M0.85%
42PROTAGONIST THERAPEUTICS INCPTGX25,000$1.1M0.84%
43PERSPECTIVE THERAPEUTICS INCCATX80,000$1.1M0.79%
44CELLDEX THERAPEUTICS INC NEWCLDX30,000$1.0M0.76%
45PFIZER INCPFE35,000$1.0M0.75%
46SANOFISNYNF17,500$1.0M0.75%
47IMMUNOVANT INCIMVT35,000$997,8500.74%
48LANTHEUS HLDGS INCLNTH9,000$987,7500.73%
49PENNYMAC CORP70932AAD5965,000$961,3810.71%
50AXSOME THERAPEUTICS INCAXSM10,500$943,6350.70%
51KARYOPHARM THERAPEUTICS INCKPTI1,125,000$933,7500.69%
52AGNC INVT CORP00123Q10484,646$885,3970.66%
53BICYCLE THERAPEUTICS PLCBCYC37,500$848,6250.63%
54ONITY GROUP INCONIT25,567$816,6100.61%
55PENUMBRA INCPEN4,000$777,2400.58%
56VALNEVA SEVALN118,000$717,4400.53%
57NUVALENT INCNUVL7,000$716,1000.53%
58MOONLAKE IMMUNOTHERAPEUTICSMLTX14,000$705,8800.52%
59CYTOKINETICS INCCYTK12,500$660,0000.49%
60PROCEPT BIOROBOTICS CORPPRCT8,000$640,9600.48%
61ACCURAY INCARAY350,000$630,0000.47%
62ACADIA PHARMACEUTICALS INCACAD40,000$615,2000.46%
63INTUITIVE SURGICAL INCISRG1,250$614,0880.46%
64SYMBOTIC INCSYM25,000$609,7500.45%
65COGNEX CORPCGNX15,000$607,5000.45%
66NVIDIA CORPORATIONNVDA5,000$607,2000.45%
67ROCKWELL AUTOMATION INCROK2,250$604,0350.45%
68SOUNDHOUND AI INCSOUNW125,000$582,5000.43%
69HARTFORD FINL SVCS GROUP INCHIG-PG4,451$523,4820.39%
70ISHARES INC46428610319,248$521,8130.39%
71SAGIMET BIOSCIENCES INCSGMT185,000$512,4500.38%
72EMBECTA CORPEMBC36,000$507,6000.38%
73SYNOPSYS INCSNPS1,000$506,3900.38%
74VYNE THERAPEUTICS INCVYNE268,485$504,7520.38%
75AEROVIRONMENT INCAVAV2,500$501,2500.37%
76APOGEE THERAPEUTICS INCAPGE8,500$499,2900.37%
77J P MORGAN EXCHANGE TRADED F46641Q2178,363$495,7590.37%
78KEROS THERAPEUTICS INCKROS8,000$464,5600.35%
79MEDTRONIC PLCMDT5,000$450,1500.33%
80COSTCO WHSL CORP NEW22160K105499$442,3730.33%
81REPUBLIC SVCS INC7607591002,020$405,6970.30%
82ARCH CAP GROUP LTDG0450A1053,587$401,3140.30%
83LOEWS CORPL4,953$391,5350.29%
84JPMORGAN CHASE & CO.VYLD1,800$379,5480.28%
85ISHARES TR4642874403,823$375,1130.28%
86ISHARES TR4642886613,126$373,8850.28%
87ISHARES TR4642874574,482$372,6780.28%
88SPDR SER TR78464A3594,834$370,2360.28%
89ISHARES TR46428868711,136$370,0490.28%
90ISHARES INC4642862859,401$366,8270.27%
91ISHARES TR4642882813,908$365,7110.27%
92INSMED INCINSM5,000$365,0000.27%
93VANGUARD WHITEHALL FDS9219464062,815$360,8830.27%
94INVESCO EXCHANGE TRADED FD TIVZ15,794$360,7350.27%
95SPDR INDEX SHS FDS78463X7729,375$359,9630.27%
96DYNE THERAPEUTICS INCDYN10,000$359,2000.27%
97INVESCO EXCH TRADED FD TR IIIVZ17,016$357,5060.27%
98ISHARES TR46435G34214,926$354,1940.26%
99DELTA AIR LINES INC DELDAL6,951$353,0410.26%
100ARRIVENT BIOPHARMA INCAVBP15,000$352,5000.26%
101COHERUS BIOSCIENCES INCCHRS330,000$343,2000.26%
102VIRIDIAN THERAPEUTICS INCVRDN15,000$341,2500.25%
103CADENCE DESIGN SYSTEM INCCDNS1,250$338,7880.25%
104VERA THERAPEUTICS INCVERA7,500$331,5000.25%
105JASPER THERAPEUTICS INCJSPRW17,500$329,1750.24%
106SAFEHOLD INCSAFE11,972$314,0260.23%
107SYNCHRONY FINANCIALSYF-PB6,243$311,4010.23%
108NUVATION BIO INCNUVB135,000$309,1500.23%
109UNITED AIRLS HLDGS INCUNTCW5,213$297,4540.22%
110GILEAD SCIENCES INCGILD3,500$293,4400.22%
111KINIKSA PHARMACEUTICALS INTLG5269410911,478$286,8350.21%
112IMMATICS N.VIMTX25,000$285,2500.21%
113DEXCOM INCDXCM4,171$279,6240.21%
114PACCAR INCPCAR2,769$273,2450.20%
115EVEREST GROUP LTDEG636$249,2040.19%
116KINROSS GOLD CORPKGCRF26,181$245,0540.18%
117ISHARES INC4642861785,312$243,1770.18%
118FLEXSHARES TRFLEX5,827$242,7820.18%
119SPDR SER TR78468R6222,482$242,7150.18%
120ISHARES TR46434V4075,583$242,4140.18%
121ISHARES TR46435G4748,857$242,1500.18%
122PULTE GROUP INC7458671011,670$239,6950.18%
123TENET HEALTHCARE CORPTHC1,426$237,0010.18%
124DAVITA INCDVA1,396$228,8460.17%
125CHIMERA INVT CORP16934Q80214,022$221,9680.17%
126VIKING THERAPEUTICS INCVKTX3,500$221,5850.16%
127CINTAS CORPCTAS1,012$208,3510.15%
128GALLAGHER ARTHUR J & CO363576109731$205,6810.15%
129PERMIAN RESOURCES CORPPR14,966$203,6870.15%
130CBOE GLOBAL MKTS INC12503M108989$202,6160.15%
131ASSURANT INCAIZN1,017$202,2410.15%
132MYOMO INCMYO50,000$200,5000.15%
133BROADRIDGE FINL SOLUTIONS IN11133T103928$199,5480.15%
134T-MOBILE US INCTMUSZ964$198,9310.15%
135BROWN & BROWN INCBRO1,917$198,6010.15%
136COPART INCCPRT3,702$193,9850.14%
137VISA INCV690$189,7160.14%
138TJX COS INC NEW8725401091,614$189,7100.14%
139CME GROUP INCCME857$189,0970.14%
140VANGUARD INTL EQUITY INDEX F9220426764,021$188,6250.14%
141VANGUARD INDEX FDS9229085531,884$183,5390.14%
142ROYAL CARIBBEAN GROUPV7780T1031,029$182,5030.14%
143ROPER TECHNOLOGIES INCROP327$181,9560.14%
144AMPHENOL CORP NEW0320951012,650$172,6740.13%
145TECHNIPFMC PLCFTI6,355$166,6920.12%
146CARNIVAL CORPCUKPF8,150$150,6120.11%
147DRAFTKINGS INC NEWDKNG3,831$150,1750.11%
148ISHARES TR4642871844,705$149,5250.11%
149ROCKET LAB USA INCRKLB15,000$145,9500.11%
150MCKESSON CORPMCK294$145,3590.11%
151TOURMALINE BIO INC89157D1055,500$141,4050.11%
152ISHARES INC4642866242,023$140,1530.10%
153VERTIV HOLDINGS COVRT1,371$136,4010.10%
154UNITED RENTALS INCURI167$135,2250.10%
155ISHARES INC4642867802,651$133,6100.10%
156ISHARES TR4642898423,060$132,1310.10%
157ISHARES TR46429B4084,517$131,5800.10%
158HCA HEALTHCARE INCHCA321$130,4640.10%
159ISHARES INC46434G8144,803$129,9210.10%
160ISHARES TR46429B3095,718$128,6550.10%
161GLOBAL X FDS37954Y3192,972$128,3610.10%
162APPLOVIN CORPAPP979$127,8080.10%
163ISHARES TR46429B5982,157$126,2490.09%
164PROGYNY INCPGNY7,500$125,7000.09%
165ISHARES INC46434G7722,314$124,6550.09%
166BANK NEW YORK MELLON CORP0640581001,718$123,4550.09%
167ISHARES TR46429B6065,067$122,8240.09%
168INTUITIVE MACHINES INCLUNR15,000$120,7500.09%
169NVIDIA CORPORATIONNVDA981$119,1330.09%
170ISHARES INC4642867643,265$115,2220.09%
171ISHARES INC4642868063,391$114,7510.09%
172ISHARES INC4642867562,624$113,9080.08%
173TARGA RES CORPTRGP768$113,6720.08%
174ISHARES INC4642867072,775$112,1100.08%
175ISHARES INC46434G8302,848$110,9580.08%
176ISHARES INC4642868142,179$110,8240.08%
177ISHARES TR46435G3342,948$110,2850.08%
178UNIVERSAL HLTH SVCS INC913903100481$110,1540.08%
179LENNAR CORPLEN-B587$110,0510.08%
180ISHARES INC4642867492,094$109,0970.08%
181ISHARES INC4642862024,751$108,4420.08%
182STAR HLDGSSTHO7,744$107,1770.08%
183METLIFE INCMET-PF1,297$106,9770.08%
184WELLS FARGO CO NEW9497461011,825$103,0940.08%
185ISHARES TR464287242898$101,4560.08%
186SPDR SER TR78464A4902,514$101,2890.08%
187SCHWAB STRATEGIC TR8085248701,885$101,0930.08%
188ISHARES TR464288414927$100,7000.07%
189ISHARES TR4642886461,909$100,5280.07%
190SPDR SER TR78468R2003,245$100,1080.07%
191COMFORT SYS USA INC199908104251$97,9780.07%
192CHUBB LIMITEDCB338$97,4760.07%
193BERKLEY W R CORPWRB-PH1,688$95,7600.07%
194PROGRESSIVE CORP743315103363$92,1150.07%
195KKR & CO INCKKRT688$89,8390.07%
196MICROBOT MED INCMBOT100,000$89,4000.07%
197ALLSTATE CORPALL-PJ471$89,3250.07%
198GENERAL MTRS CO37045V1001,972$88,4240.07%
199AMERICAN INTL GROUP INC0268747841,193$87,3630.06%
200EMCOR GROUP INCEME202$86,9670.06%
201BURLINGTON STORES INCBURL330$86,9480.06%
202FIRST CTZNS BANCSHARES INC N31946M10346$84,6840.06%
203COMCAST CORP NEWCCZ2,002$83,6240.06%
204FORD MTR CO3453708607,900$83,4240.06%
205DIAMONDBACK ENERGY INCFANG479$82,5800.06%
206REINSURANCE GRP OF AMERICA I759351604378$82,3550.06%
207PRUDENTIAL FINL INCPUKPF670$81,1370.06%
208CELANESE CORP DELCE591$80,3520.06%
209CARDINAL HEALTH INCCAH660$72,9430.05%
210CHARTER COMMUNICATIONS INC N16119P108225$72,9180.05%
211NORWEGIAN CRUISE LINE HLDG LNCLH3,214$65,9190.05%
212ISHARES INC464286772995$63,6400.05%
213MGM RESORTS INTERNATIONALMGM1,518$59,3390.04%
214GXO LOGISTICS INCORPORATEDGXO1,068$55,6110.04%
215DUOLINGO INCDUOL195$54,9940.04%
216ARISTA NETWORKS INCANET139$53,3510.04%
217DOORDASH INCDASH322$45,9590.03%
218HOWMET AEROSPACE INCHWM455$45,6140.03%
219BROADCOM INCAVGO259$44,6780.03%
220WARNER BROS DISCOVERY INCWBD5,338$44,0390.03%
221MERCADOLIBRE INCMELI21$43,0910.03%
222ISHARES INC4642866401,556$42,4480.03%
223CG ONCOLOGY INCCGON1,000$37,7300.03%
224WOODWARD INCWWD210$36,0170.03%
225HUBSPOT INCHUBS59$31,3640.02%
226DATADOG INCDDOG267$30,7210.02%
227CROWDSTRIKE HLDGS INCCRWD99$27,7670.02%
228ELASTIC N VESTC339$26,0220.02%
229ZSCALER INCZS148$25,2990.02%
230SUPER MICRO COMPUTER INCSMCI49$20,4040.02%
231SNOWFLAKE INCSNOW164$18,8370.01%