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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

PharVision Advisers, LLC

Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001420506-25-001926

Total Value
$69.6M
Positions
267
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (267)

#IssuerTicker / CUSIPSharesValue% of Filing
1EXLSERVICE HOLDINGS INCEXLS17,724$776,1341.12%
2META PLATFORMS INCMETA844$622,9480.89%
3CIRRUS LOGIC INCCRUS5,399$562,8730.81%
4MONSTER BEVERAGE CORP NEWMNST8,394$525,8000.76%
5VEEVA SYS INCVEEV1,805$519,8040.75%
6CLOROX CO DELCLX4,249$510,1770.73%
7OKTA INCOKTA4,879$487,7540.70%
8NORDSON CORPNDSN2,241$480,4030.69%
9ORACLE CORPORCL-PD2,147$469,3990.67%
10GLADSTONE COMMERCIAL CORPGOODO31,458$450,7930.65%
11EXTRA SPACE STORAGE INCEXR2,977$438,9290.63%
12EQUINIX INCEQIX549$436,7130.63%
13WESTERN UN COWU51,690$435,2300.63%
14PALO ALTO NETWORKS INCPANW2,114$432,6090.62%
15WORKDAY INCWDAY1,783$427,9200.61%
16PORTLAND GEN ELEC CO73650884710,513$427,1430.61%
17AUTODESK INCADSK1,377$426,2780.61%
18BRIGHT HORIZONS FAM SOL IN D1091941003,432$424,1610.61%
19QUALCOMM INCQCOM2,639$420,2870.60%
20ROCKET COS INC77311W10129,317$415,7150.60%
21AGREE RLTY CORP0084921005,654$413,0810.59%
22INTUITINTU524$412,7180.59%
23ANALOG DEVICES INCADI1,725$410,5850.59%
24NATIONAL STORAGE AFFILIATESNSA-PB12,807$409,6960.59%
25SPRINKLR INCCXM48,291$408,5420.59%
26URBAN OUTFITTERS INCURBN5,592$405,6440.58%
27SIMON PPTY GROUP INC NEW8288061092,507$403,0250.58%
28AVISTA CORPAVA10,534$399,7650.57%
29CISCO SYS INCCSCO5,733$397,7560.57%
30DTE ENERGY CODTK2,928$387,8430.56%
31ROYAL GOLD INCRGLD2,135$379,6880.55%
32NEW MTN FIN CORP64755110035,877$378,5020.54%
33COPA HOLDINGS SACPA3,427$376,8670.54%
34POSTAL REALTY TRUST INCPSTL25,381$373,8620.54%
35TRINITY CAP INCTRINZ26,488$372,6860.54%
36FERGUSON ENTERPRISES INCFERG1,699$369,9570.53%
37SCIENCE APPLICATIONS INTL CO8086251073,200$360,3520.52%
38CARMAX INCKMX5,303$356,4150.51%
39CROCS INCCROX3,514$355,8980.51%
40SALESFORCE INCCRM1,305$355,8600.51%
41MICRON TECHNOLOGY INCMU2,885$355,5760.51%
42JOHNSON CTLS INTL PLCG515021053,340$352,7710.51%
43DOLE PLCDOLE25,215$352,7580.51%
44SONOCO PRODS CO8354951028,094$352,5750.51%
45GARRETT MOTION INCGTX33,491$351,9900.51%
46CINEMARK HLDGS INCCNK11,552$348,6390.50%
47REGAL REXNORD CORPORATIONRRX2,404$348,4840.50%
48US FOODS HLDG CORPUSFD4,519$348,0080.50%
49ESSENTIAL PPTYS RLTY TR INC29670E10710,860$346,5430.50%
50ENCOMPASS HEALTH CORPEHC2,810$344,5900.50%
51TYSON FOODS INCTSN6,152$344,1430.49%
52SKYWEST INCSKYW3,340$343,9200.49%
53ALLISON TRANSMISSION HLDGS IALSN3,615$343,3890.49%
54SOUTHSTATE CORPORATIONSSB3,726$342,9040.49%
55INVITATION HOMES INCINVH10,444$342,5630.49%
56BOX INCBXCAP10,005$341,8710.49%
57BROADSTONE NET LEASE INCBNL21,165$339,6980.49%
58CINCINNATI FINL CORP1720621012,273$338,4950.49%
59DISNEY WALT CO2546871062,719$337,1830.48%
60PINNACLE WEST CAP CORPPNW3,725$333,2760.48%
61ORCHID IS CAP INC68571X30147,495$332,9400.48%
62ZOETIS INCZTS2,099$327,3390.47%
63DORIAN LPG LTDLPG13,426$327,3260.47%
64EPAM SYS INCEPAM1,847$326,5870.47%
65NOMAD FOODS LTDNOMD19,092$324,3730.47%
66GE AEROSPACE3696043011,254$322,7670.46%
67OLD NATL BANCORP IND68003310715,008$320,2710.46%
68GRAND CANYON ED INCLOPE1,693$319,9770.46%
69CORECIVIC INCCXW15,178$319,8000.46%
70STANDARDAERO INCSARO10,083$319,1270.46%
71WOODWARD INCWWD1,301$318,8620.46%
72DELL TECHNOLOGIES INCDELL2,578$316,0630.45%
73ELASTIC N VESTC3,737$315,1410.45%
74CHIMERA INVT CORP16934Q80222,298$309,2730.44%
75GRINDR INCGRND13,609$308,9240.44%
76STERIS PLCSTE1,283$308,2020.44%
77GENWORTH FINL INC37247D10639,500$307,3100.44%
78MUELLER INDS INC6247561023,850$305,9600.44%
79UDEMY INCUDMY43,213$303,7870.44%
80BOOKING HOLDINGS INCBKNG52$301,0400.43%
81COSTCO WHSL CORP NEW22160K105303$299,9520.43%
82HONEYWELL INTL INC4385161061,288$299,9490.43%
83HUBSPOT INCHUBS535$297,7970.43%
84TOAST INCTOST6,662$295,0600.42%
85XP INCXP14,437$291,6270.42%
86WEST PHARMACEUTICAL SVSC INC9553061051,332$291,4420.42%
87GREIF INCGEF-B4,482$291,2850.42%
88AUTONATION INCAN1,462$290,4260.42%
89TECHNIPFMC PLCFTI8,369$288,2280.41%
90WILLIAMS SONOMA INCWSM1,749$285,7340.41%
91CARDINAL HEALTH INCCAH1,694$284,5920.41%
92DONALDSON INCDCI4,100$284,3350.41%
93WORTHINGTON ENTERPRISES INCWOR4,412$280,7800.40%
94VERIZON COMMUNICATIONS INCVZ6,484$280,5630.40%
95DENTSPLY SIRONA INCXRAY17,652$280,3140.40%
96PRIMO BRANDS CORPORATIONPRMB9,422$279,0800.40%
97ROCKWELL AUTOMATION INCROK838$278,3580.40%
98SEALED AIR CORP NEWSE8,928$277,0360.40%
99CARGURUS INCCARG8,214$274,9230.39%
100VERRA MOBILITY CORPVRRM10,820$274,7200.39%
101ITT INCITT1,747$273,9820.39%
102PALANTIR TECHNOLOGIES INCPLTR1,988$271,0040.39%
103COHEN & STEERS INCCNS3,586$270,2050.39%
104ENERGY SVCS ACQUISITION CORP29271Q10327,098$269,3540.39%
105ANTERO MIDSTREAM CORPAM14,192$268,9380.39%
106PRIMERICA INCPRI982$268,7440.39%
107T-MOBILE US INCTMUSZ1,122$267,3280.38%
108NEW JERSEY RES CORPNJR5,922$265,4240.38%
109ELME COMMUNITIESELME16,664$264,9580.38%
110MARTEN TRANS LTDMRTN20,375$264,6710.38%
111GLOBAL SHIP LEASE INC NEWGSL-PB10,055$264,5470.38%
112KLA CORPKLAC295$264,2430.38%
113TRANSMEDICS GROUP INCTMDX1,970$264,0000.38%
114ADOBE INCADBE682$263,8520.38%
115SIGNET JEWELERS LIMITEDSIG3,307$263,0720.38%
116TRANE TECHNOLOGIES PLCTT601$262,8830.38%
117ROGERS CORPROG3,822$261,7310.38%
118XYLEM INCXYL2,016$260,7900.37%
119M/I HOMES INCMHO2,324$260,5670.37%
120INTREPID POTASH INCIPI7,286$260,3290.37%
121EBAY INC.EBAY3,486$259,5680.37%
122INTAPP INCINTA5,025$259,3910.37%
123MCKESSON CORPMCK353$258,6710.37%
124OLD REP INTL CORP6802231046,689$257,1250.37%
125MGIC INVT CORP WIS5528481039,206$256,2950.37%
126EDISON INTL2810201074,960$255,9360.37%
127AMAZON COM INCAMZN1,166$255,8090.37%
128MAREX GROUP PLCMRX6,458$254,8970.37%
129BOSTON SCIENTIFIC CORPBSX2,373$254,8840.37%
130GAMING & LEISURE PPTYS INC36467J1085,447$254,2660.37%
131WIX COM LTDWIX1,604$254,1700.37%
132MARKETAXESS HLDGS INCMKTX1,135$253,4910.36%
133GLOBALFOUNDRIES INCGFS6,623$252,9990.36%
134AMCOR PLCAMCCF27,398$251,7880.36%
135AERCAP HOLDINGS NVAER2,146$251,0820.36%
136WABTEC9297401081,195$250,1730.36%
137TEXAS INSTRS INC8825081041,203$249,7670.36%
138AMER SPORTS INCAS6,443$249,7310.36%
139CAPITAL SOUTHWEST CORPCSWC11,249$247,9280.36%
140YUM BRANDS INCYUM1,673$247,9050.36%
141LIGHT & WONDER INCLAWIL2,571$247,4840.36%
142REPUBLIC SVCS INC7607591001,003$247,3500.36%
143AMER STATES WTR CO0298991013,220$246,8450.35%
144WASTE MGMT INC DEL94106L1091,077$246,4390.35%
145ZOOM COMMUNICATIONS INCZM3,152$245,7930.35%
146SMURFIT WESTROCK PLCSW5,690$245,5240.35%
147PG&E CORPPCG-PX17,517$244,1870.35%
148GREAT LAKES DREDGE & DOCK COGLDD20,028$244,1410.35%
149ESSENTIAL UTILS INC29670G1026,535$242,7100.35%
150RPM INTL INC7496851032,191$240,6590.35%
151INTERCONTINENTAL EXCHANGE IN45866F1041,302$238,8780.34%
152DLOCAL LTDDLO20,984$237,9590.34%
153EZCORP INCEZPW17,062$236,8210.34%
154HANOVER INS GROUP INC4108671051,391$236,2890.34%
155SPIRE INCSRJN3,236$236,1960.34%
156SEAGATE TECHNOLOGY HLDNGS PLSE1,633$235,6910.34%
157API GROUP CORPAPG4,603$234,9830.34%
158NU HLDGS LTDNU17,071$234,2140.34%
159CARTERS INCCRI7,772$234,1700.34%
160FIVERR INTL LTDM4R82T1067,969$233,7310.34%
161DIGITAL RLTY TR INC2538681031,337$233,0790.33%
162CHEWY INCCHWY5,436$231,6820.33%
163XCEL ENERGY INCXELLL3,373$229,7010.33%
164FIRST BANCORP P R31867270610,963$228,3590.33%
165DOVER CORPDOV1,236$226,4720.33%
166ALTRIA GROUP INCMO3,843$225,3150.32%
167SYNOVUS FINL CORP87161C5014,352$225,2160.32%
168RUNWAY GROWTH FINANCE CORPRWAYL20,974$225,0510.32%
169OREILLY AUTOMOTIVE INC67103H1072,495$224,8740.32%
170OGE ENERGY CORPOGE5,062$224,6520.32%
171ENTERPRISE FINL SVCS CORP2937121054,058$223,5960.32%
172DOMINOS PIZZA INCDPZ494$222,5960.32%
173TRAVELERS COMPANIES INCTRV829$221,7910.32%
174BRINKER INTL INC1096411001,224$220,7240.32%
175DEVON ENERGY CORP NEW25179M1036,900$219,4890.32%
176GRACO INCGGG2,538$218,1920.31%
177FLAGSTAR FINANCIAL INCFLG-PU20,581$218,1590.31%
178UNIVERSAL DISPLAY CORPOLED1,412$218,0980.31%
179SYNAPTICS INCSYNA3,352$217,2770.31%
180ULTA BEAUTY INCULTA461$215,6650.31%
181ASTRONICS CORPATROB6,381$213,6360.31%
182DREAM FINDERS HOMES INCDFH8,496$213,5040.31%
183RADIANT LOGISTICS INCRLGT35,069$213,2200.31%
184PEPSICO INCPEP1,612$212,8480.31%
185AGNC INVT CORP00123Q10423,121$212,4820.31%
186JABIL INCJBL972$211,9930.30%
187HEALTHEQUITY INCHQY2,019$211,5100.30%
188EDWARDS LIFESCIENCES CORPEW2,678$209,4460.30%
189WALKER & DUNLOP INCWD2,962$208,7620.30%
190STRIDE INCLRN1,437$208,6380.30%
191BAIN CAP SPECIALTY FIN INC05684B10713,839$208,1390.30%
192MOSAIC CO NEWMOS5,705$208,1180.30%
193GATES INDL CORP PLCG391081089,005$207,3850.30%
194TOWER SEMICONDUCTOR LTDTSEM4,779$207,1700.30%
195FRESHWORKS INCFRSH13,882$206,9810.30%
196ENERGY RECOVERY INCERII16,155$206,4610.30%
197AUTOMATIC DATA PROCESSING INADP669$206,3200.30%
198NUSCALE PWR CORPNU5,215$206,3050.30%
199MANCHESTER UTD PLC NEWG5784H10611,581$206,2580.30%
200NASDAQ INCNDAQ2,306$206,2030.30%
201TFS FINL CORP87240R10715,742$203,8590.29%
202QXO INCQXO-PB9,452$203,5960.29%
203CLEARWATER ANALYTICS HLDGS ICWAN9,260$203,0720.29%
204SILGAN HLDGS INCSLGN3,735$202,3620.29%
205IMMERSION CORPIMMR25,538$201,2390.29%
206ZETA GLOBAL HOLDINGS CORPZETA12,835$198,8140.29%
207QUINSTREET INCQNST12,185$196,1790.28%
208UIPATH INCPATH15,122$193,5620.28%
209NATIONAL ENERGY SERVICES REUNESR31,929$192,2130.28%
210CARLYLE SECURED LENDING INCCGBD14,041$192,0810.28%
211RITHM CAPITAL CORPRITM-PF16,995$191,8740.28%
212DOUGLAS EMMETT INCDEI12,559$188,8870.27%
213HUNTINGTON BANCSHARES INCHBANP11,090$185,8680.27%
214DHT HOLDINGS INCDHT16,817$181,7920.26%
215KIMBELL RTY PARTNERS LP49435R10212,913$180,2650.26%
216MARCUS CORP DELMCS10,678$180,0310.26%
217SLR INVESTMENT CORPSLRC10,881$175,6190.25%
218UPWORK INCUPWK12,768$171,6020.25%
219GOGO INCGOGO11,669$171,3010.25%
220APOLLO COML REAL EST FIN INC03762U10517,519$169,5840.24%
221KOHLS CORPKSS19,957$169,2350.24%
222ADT INC DELADT19,273$163,2420.23%
223PROFICIENT AUTO LOGISTICS INPAL22,351$162,2680.23%
224CANADIAN SOLAR INCCSIQ14,402$158,9980.23%
225SITE CTRS CORP82981J85114,021$158,5780.23%
226YEXT INCYEXT18,518$157,4030.23%
227JAMF HLDG CORP47074L10516,317$155,1750.22%
228LADDER CAP CORPLADR14,371$154,4880.22%
229MCEWEN INC.MUX16,068$154,4130.22%
230DOMO INCDOMO10,967$153,2090.22%
231SELECT WATER SOLUTIONS INCWTTR17,511$151,2950.22%
232DOUBLEVERIFY HLDGS INCDV10,009$149,8350.22%
233CONSTELLIUM SECSTM11,055$147,0320.21%
234DIAMONDROCK HOSPITALITY CODRH19,149$146,6810.21%
235JOBY AVIATION INCJOBY-WT13,675$144,2710.21%
236XPONENTIAL FITNESS INCXPOF18,395$137,7790.20%
237ASANA INCASAN10,123$136,6610.20%
238INTERNATIONAL MNY EXPRESS ININTR13,480$136,0130.20%
239SFL CORPORATION LTDSFL16,254$135,3960.19%
240PITNEY BOWES INCPBI-PB11,771$128,4220.18%
241GOODYEAR TIRE & RUBR CO38255010112,235$126,8770.18%
242COEUR MNG INC19210850414,066$124,6250.18%
243REDWOOD TRUST INCRWTQ20,967$123,9150.18%
244SALLY BEAUTY HLDGS INCSBH12,648$117,1200.17%
245WARNER BROS DISCOVERY INCWBD10,102$115,7690.17%
246STONERIDGE INCSRI16,093$113,2950.16%
247ABACUS GLOBAL MGMT INC00258Y10421,637$111,2140.16%
248SUNCOKE ENERGY INCSXC12,762$109,6260.16%
249NEW YORK MTG TR INCADAMZ16,328$109,3980.16%
250SEPTERNA INCSEPN10,152$107,3070.15%
251CHATHAM LODGING TRCLDT-PA15,028$104,7450.15%
252ELLINGTON CREDIT COMPANYELLA17,691$101,7230.15%
253COSTAMARE INCCMRE-PC11,029$100,4740.14%
254ARMADA HOFFLER PPTYS INC04208T10813,655$93,8100.13%
255ALPHA TEKNOVA INCTKNO18,496$90,8150.13%
256SUNOPTA INCSTKL15,628$90,6420.13%
257AVITA MEDICAL INCAVHHL16,508$87,3270.13%
258MISTER CAR WASH INCMCW13,894$83,5030.12%
259JANUS INTERNATIONAL GROUP INJBI10,241$83,3620.12%
260CRYOPORT INCCYRX10,967$81,8140.12%
261CAPITOL FED FINL INC14057J10112,882$78,5800.11%
262AVEANNA HEALTHCARE HLDGS INCAVAH14,965$78,2670.11%
263GLOBAL BUSINESS TRAVEL GROUPGBTG11,957$75,3290.11%
264KENNEDY-WILSON HOLDINGS INCKW10,684$72,6510.10%
265AMC NETWORKS INCAMCX11,481$71,9860.10%
266BIOVENTUS INCBVS10,072$66,6770.10%
267PROPETRO HLDG CORPPUMP10,044$59,9630.09%