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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 Q4 2024 · Filed January 31, 2025 · Accession 0001162044-25-000112

Total Value
$100.2M
Positions
212
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (212)

#IssuerTicker / CUSIPSharesValue% of Filing
1ELI LILLY & COLLY6,140$4.7M4.73%
2UNITEDHEALTH GROUP INCUNH7,123$3.6M3.60%
3JOHNSON & JOHNSONJNJ18,176$2.6M2.62%
4ISHARES TR46428745729,172$2.4M2.39%
5ABBVIE INCABBV13,018$2.3M2.31%
6MERCK & CO INCMRK22,597$2.2M2.24%
7THERMO FISHER SCIENTIFIC INCTMO4,175$2.2M2.17%
8ASTRAZENECA PLCAZN31,685$2.1M2.07%
9NOVO-NORDISK A SNONOF23,334$2.0M2.00%
10INVESCO EXCHANGE TRADED FD TIVZ22,102$2.0M1.99%
11ISHARES TR46428759810,710$2.0M1.98%
12LAMAR ADVERTISING CO NEWLAMR15,000$1.8M1.82%
13BOSTON SCIENTIFIC CORPBSX18,667$1.7M1.66%
14ALPINE INCOME PPTY TR INC02083X10391,980$1.5M1.54%
15NOVARTIS AGNVSEF15,719$1.5M1.53%
16GLOBUS MED INCGMED18,176$1.5M1.50%
17ISHARES TR46434V64760,000$1.4M1.44%
18STEREOTAXIS INCSTXS600,000$1.4M1.37%
19ISHARES TR46428866111,636$1.3M1.34%
20INTUITIVE SURGICAL INCISRG2,456$1.3M1.28%
21VERTEX PHARMACEUTICALS INCVRTX3,101$1.2M1.25%
22FLEX LNG LTDFLNG52,228$1.2M1.20%
23SAUL CTRS INC80439510130,000$1.2M1.16%
24BRISTOL-MYERS SQUIBB COCELG-RI19,649$1.1M1.11%
25SOUNDHOUND AI INCSOUNW55,000$1.1M1.09%
26GRAPHIC PACKAGING HLDG COGPK40,000$1.1M1.08%
27ABBOTT LABSABLZF9,333$1.1M1.05%
28PFIZER INCPFE38,807$1.0M1.03%
29ELEVANCE HEALTH INCELV2,702$996,7680.99%
30GILEAD SCIENCES INCGILD10,562$975,6120.97%
31DANAHER CORPORATION2358511024,175$958,3710.96%
32GENWORTH FINL INC37247D106134,000$936,6600.93%
33BECTON DICKINSON & COBDX3,930$891,5990.89%
34ATRICURE INCATRC26,035$795,6300.79%
35CTO RLTY GROWTH INC NEW22948Q10140,000$788,4000.79%
36VERONA PHARMA PLC92505010616,211$752,8390.75%
37AMREP CORPAXR22,899$719,0290.72%
38ROCKWELL AUTOMATION INCROK2,500$714,4750.71%
39CHIMERA INVT CORP16934Q80250,000$700,0000.70%
40ACCURAY INCARAY350,000$693,0000.69%
41EDWARDS LIFESCIENCES CORPEW9,333$690,9220.69%
42EXACT SCIENCES CORP30063P10511,790$662,4800.66%
43INTUITIVE SURGICAL INCISRG1,250$652,4500.65%
44PROCEPT BIOROBOTICS CORPPRCT8,000$644,1600.64%
45ROCKET LAB USA INCRKLB25,000$636,7500.64%
46ENCOMPASS HEALTH CORPEHC6,877$635,0910.63%
47ZIMMER BIOMET HOLDINGS INCZBH5,895$622,6890.62%
48STRYKER CORPORATIONSYK1,719$618,9260.62%
49SMARTRENT INCSMRT325,000$568,7500.57%
50HOLOGIC INCHOLX7,614$548,8930.55%
51THE CIGNA GROUP1255231001,965$542,6150.54%
52XOMETRY INCXMTR12,500$533,2500.53%
53CHEMED CORP NEWCHE982$520,2640.52%
54NEOGEN CORPNEOG42,737$518,8270.52%
55PHENIXFIN CORPPFXNZ10,300$507,0690.51%
56NEUROCRINE BIOSCIENCES INCNBIX3,684$502,8660.50%
57GLOBUS MED INCGMED6,000$496,2600.50%
58SYNOPSYS INCSNPS1,000$485,3600.48%
59U S PHYSICAL THERAPYUSPH5,404$479,3890.48%
60SYMBOTIC INCSYM20,000$474,2000.47%
61NVIDIA CORPORATIONNVDA3,500$470,0150.47%
62UNITED AIRLS HLDGS INCUNTCW4,793$465,4000.46%
63HARTFORD FINL SVCS GROUP INCHIG-PG4,199$459,3710.46%
64INTUITIVE MACHINES INCLUNR25,000$454,0000.45%
65CADENCE DESIGN SYSTEM INCCDNS1,500$450,6900.45%
66COSTCO WHSL CORP NEW22160K105485$444,3910.44%
67ICON PLCICLR1,965$412,0800.41%
68JPMORGAN CHASE & CO.VYLD1,696$406,5480.41%
69WHITESTONE REITWSR28,470$403,4200.40%
70LOEWS CORPL4,757$402,8700.40%
71ZOETIS INCZTS2,456$400,1560.40%
72VERIZON COMMUNICATIONS INCVZ10,000$399,9000.40%
73REPUBLIC SVCS INC7607591001,967$395,7210.39%
74INVESCO EXCHANGE TRADED FD TIVZ16,573$390,6260.39%
75AEROVIRONMENT INCAVAV2,500$384,7250.38%
76INVESCO EXCH TRADED FD TR IIIVZ18,245$384,4220.38%
77DELTA AIR LINES INC DELDAL6,303$381,3320.38%
78ISHARES INC4642862859,956$378,1290.38%
79SYNCHRONY FINANCIALSYF-PB5,766$374,7900.37%
80ISHARES TR4642882814,208$374,6800.37%
81SURGERY PARTNERS INCSGRY17,684$374,3700.37%
82ISHARES TR46428868711,744$369,2310.37%
83SPDR SER TR78464A3594,713$367,0960.37%
84VANGUARD WHITEHALL FDS9219464062,858$364,6520.36%
85AVADEL PHARMACEUTICALS PLCG2968710333,650$353,6620.35%
86RED CAT HLDGS INCRCAT27,500$353,3750.35%
87REGENERON PHARMACEUTICALSREGN491$349,7540.35%
88C3 AI INCAI10,000$344,3000.34%
89MYOMO INCMYO50,000$322,0000.32%
90ISHARES TR4642874403,409$315,1620.31%
91ARCH CAP GROUP LTDG0450A1053,406$314,5440.31%
92TANDEM DIABETES CARE INCTNDM8,105$291,9420.29%
93EDGEWISE THERAPEUTICS INCEWTX10,316$275,4370.27%
94PROTAGONIST THERAPEUTICS INCPTGX7,123$274,9480.27%
95CHARLES RIV LABS INTL INC1598641071,474$272,1000.27%
96INSMED INCINSM3,930$271,3270.27%
97GLOBAL SELF STORAGE INCSELF50,722$270,3480.27%
98APPLOVIN CORPAPP833$269,7500.27%
99SAREPTA THERAPEUTICS INCSRPT2,211$268,8350.27%
100IONIS PHARMACEUTICALS INCIONS7,614$266,1850.27%
101PACCAR INCPCAR2,530$263,1710.26%
102APOGEE THERAPEUTICS INCAPGE5,649$255,9000.26%
103ISHARES TR46434V4075,963$254,0830.25%
104FLEXSHARES TRFLEX6,224$253,1920.25%
105SPDR SER TR78468R6222,650$252,9960.25%
106ISHARES INC4642861785,736$252,7590.25%
107ISHARES TR46435G4749,443$252,2230.25%
108ALDEYRA THERAPEUTICS INCALDX46,913$234,0960.23%
109KRYSTAL BIOTECH INCKRYS1,474$230,9170.23%
110CENCORA INCCOR982$220,6360.22%
111EVEREST GROUP LTDEG590$213,8510.21%
112VISA INCV671$212,0630.21%
113T-MOBILE US INCTMUSZ939$207,2650.21%
114KINROSS GOLD CORPKGCRF22,336$207,0550.21%
115COPART INCCPRT3,596$206,3740.21%
116ASSURANT INCAIZN963$205,3310.20%
117BROADRIDGE FINL SOLUTIONS IN11133T103904$204,3850.20%
118ROYAL CARIBBEAN GROUPV7780T103877$202,3150.20%
119GALLAGHER ARTHUR J & CO363576109711$201,8170.20%
120AGIOS PHARMACEUTICALS INCAGIO6,140$201,7600.20%
121DAVITA INCDVA1,323$197,8550.20%
122CME GROUP INCCME837$194,3770.19%
123BROWN & BROWN INCBRO1,863$190,0630.19%
124TJX COS INC NEW8725401091,571$189,7930.19%
125CBOE GLOBAL MKTS INC12503M108963$188,1700.19%
126ISHARES TR46435G3428,685$185,4250.19%
127PERMIAN RESOURCES CORPPR12,857$184,8840.18%
128CINTAS CORPCTAS986$180,1420.18%
129AMPHENOL CORP NEW0320951012,579$179,1120.18%
130VANGUARD INDEX FDS9229085531,962$174,7750.17%
131CARNIVAL CORPCUKPF6,932$172,7450.17%
132PULTE GROUP INC7458671011,583$172,3890.17%
133ORTHOPEDIATRICS CORPKIDS7,369$170,8130.17%
134J P MORGAN EXCHANGE TRADED F46641Q2173,093$169,7750.17%
135BIONTECH SEBNTX1,474$167,9620.17%
136ROPER TECHNOLOGIES INCROP318$165,3120.16%
137MCKESSON CORPMCK286$162,9940.16%
138INOTIV INCNOTV39,299$162,6980.16%
139ISHARES INC4642861036,746$160,9600.16%
140VAXCYTE INCPCVX1,965$160,8550.16%
141TECHNIPFMC PLCFTI5,415$156,7100.16%
142SPDR INDEX SHS FDS78463X7724,479$156,5860.16%
143TENET HEALTHCARE CORPTHC1,213$153,1170.15%
144ISHARES TR4642871844,412$134,3010.13%
145ISHARES INC46434G8145,434$133,2960.13%
146VERTIV HOLDINGS COVRT1,167$132,5830.13%
147TARGA RES CORPTRGP731$130,4840.13%
148ISHARES INC46434G7722,516$130,2280.13%
149BANK NEW YORK MELLON CORP0640581001,637$125,7710.13%
150ISHARES TR4642898423,136$124,2230.12%
151WELLS FARGO CO NEW9497461011,738$122,0770.12%
152DRAFTKINGS INC NEWDKNG3,259$121,2350.12%
153ORUKA THERAPEUTICS INCORKA6,140$119,0550.12%
154ISHARES INC4642867802,818$118,1020.12%
155ISHARES INC4642868063,684$117,2250.12%
156NVIDIA CORPORATIONNVDA835$112,1320.11%
157UNITED RENTALS INCURI159$112,0060.11%
158SPDR SER TR78468R2003,485$107,0940.11%
159ISHARES TR4642886462,057$106,3470.11%
160ISHARES TR464288414988$105,2710.11%
161SCHWAB STRATEGIC TR8085248704,060$104,8700.10%
162ISHARES TR464287242971$103,7420.10%
163ISHARES INC4642866241,707$103,1710.10%
164METLIFE INCMET-PF1,237$101,2860.10%
165GENERAL MTRS CO37045V1001,873$99,7750.10%
166BERKLEY W R CORPWRB-PH1,601$93,6910.09%
167HCA HEALTHCARE INCHCA304$91,2460.09%
168COMFORT SYS USA INC199908104214$90,7490.09%
169CHUBB LIMITEDCB321$88,6920.09%
170KKR & CO INCKKRT586$86,6750.09%
171AMERICAN INTL GROUP INC0268747841,136$82,7010.08%
172FIRST CTZNS BANCSHARES INC N31946M10339$82,4080.08%
173UNIVERSAL HLTH SVCS INC913903100455$81,6360.08%
174BURLINGTON STORES INCBURL281$80,1020.08%
175EMCOR GROUP INCEME172$78,0710.08%
176ALLSTATE CORPALL-PJ402$77,5020.08%
177LENNAR CORPLEN-B557$75,9580.08%
178FORD MTR CO3453708607,585$75,0920.07%
179DIAMONDBACK ENERGY INCFANG456$74,7060.07%
180PROGRESSIVE CORP743315103309$74,0390.07%
181CHARTER COMMUNICATIONS INC N16119P108213$73,0100.07%
182ISHARES INC46434G8302,025$72,8390.07%
183COMCAST CORP NEWCCZ1,910$71,6820.07%
184NORWEGIAN CRUISE LINE HLDG LNCLH2,734$70,3460.07%
185REINSURANCE GRP OF AMERICA I759351604322$68,7890.07%
186PRUDENTIAL FINL INCPUKPF575$68,1550.07%
187ISHARES TR46429B5981,279$67,3270.07%
188CARDINAL HEALTH INCCAH564$66,7040.07%
189EVOLENT HEALTH INCEVH5,404$60,7950.06%
190DUOLINGO INCDUOL166$53,8220.05%
191ARISTA NETWORKS INCANET472$52,1700.05%
192BROADCOM INCAVGO221$51,2370.05%
193ISHARES TR46435G3341,423$48,2400.05%
194WARNER BROS DISCOVERY INCWBD4,540$47,9880.05%
195DOORDASH INCDASH274$45,9640.05%
196MICROBOT MED INCMBOT40,000$44,8000.04%
197MGM RESORTS INTERNATIONALMGM1,291$44,7330.04%
198HOWMET AEROSPACE INCHWM387$42,3260.04%
199GXO LOGISTICS INCORPORATEDGXO908$39,4980.04%
200CELANESE CORP DELCE563$38,9650.04%
201ISHARES INC4642867641,211$37,6020.04%
202HUBSPOT INCHUBS50$34,8390.03%
203GLOBAL X FDS37954Y319840$32,5840.03%
204DATADOG INCDDOG227$32,4360.03%
205MERCADOLIBRE INCMELI18$30,6080.03%
206WOODWARD INCWWD179$29,7890.03%
207CROWDSTRIKE HLDGS INCCRWD84$28,7410.03%
208ELASTIC N VESTC288$28,5350.03%
209ZSCALER INCZS126$22,7320.02%
210SNOWFLAKE INCSNOW140$21,6170.02%
211ISHARES INC464286202805$16,8790.02%
212SUPER MICRO COMPUTER INCSMCI421$12,8320.01%