MondegarAI
AlphaCentric Advisors LLC

Q1 2024 · 13F-HR

AlphaCentric Advisors LLCholdings as filed

Filed 2024-04-24 · accession 0001162044-24-000403

$165.8M
Reported value
228
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
717081103PFEPFIZER INC$4.9M2.93%175,000CommonSHARED
64828T201RITMRITHM CAPITAL CORP$4.7M2.83%420,966CommonSHARED
413197104HRMYHARMONY BIOSCIENCES HLDGS IN$4.1M2.47%122,000CommonSHARED
91307C102UTHRUNITED THERAPEUTICS CORP DEL$3.7M2.22%16,000CommonSHARED
695127100PCRXPACIRA BIOSCIENCES INC$3.4M2.07%117,500CommonSHARED
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$3.4M2.07%675,000CommonSHARED
36315X101LKFTGALAPAGOS NV$3.4M2.04%105,000CommonSHARED
04016X101ARGXARGENX SE$3.1M1.90%8,000CommonSHARED
90187BAB7TWO 6.25 01/15/26TWO HARBORS INVENTMENT CORPO$3.0M1.84%3,205,000CommonSHARED
45332Y109NARIUSDINARI MED INC$3.0M1.82%63,000CommonSHARED
256086109DCGODOCGO INC$2.6M1.58%650,000CommonSHARED
07725L102ONCBEIGENE LTD$2.6M1.58%16,750CommonSHARED
28852N109EFCELLINGTON FINANCIAL INC$2.6M1.58%221,602CommonSHARED
05464T104AXSMAXSOME THERAPEUTICS INC$2.6M1.56%32,500CommonSHARED
552848103MTGMGIC INVT CORP WIS$2.6M1.54%114,379CommonSHARED
N90064101QUREUNIQURE NV$2.4M1.44%460,000CommonSHARED
19249H103CHRSCOHERUS BIOSCIENCES INC$2.4M1.44%1,000,000CommonSHARED
604749101MIRMMIRUM PHARMACEUTICALS INC$2.4M1.42%94,000CommonSHARED
26817Q886DXDYNEX CAP INC$2.3M1.36%181,492CommonSHARED
M96088105URGNUROGEN PHARMA LTD$2.2M1.30%143,898CommonSHARED
218352102CORTCORCEPT THERAPEUTICS INC$2.1M1.29%85,000CommonSHARED
46489V104ISREURPERSPECTIVE THERAPEUTICS INC$2.1M1.26%1,756,756CommonSHARED
03152W109AM6AMICUS THERAPEUTICS INC$2.1M1.24%175,000CommonSHARED
30063P105EXKEXACT SCIENCES CORP$2.0M1.21%29,000CommonSHARED
70932AAD5PENNYMAC CORP$1.9M1.17%1,965,000CommonSHARED
55272X607MFAMFA FINL INC$1.9M1.15%167,725CommonSHARED
758075402RWTREDWOOD TRUST INC$1.8M1.11%288,343CommonSHARED
G7709Q104RPRXROYALTY PHARMA PLC$1.8M1.10%60,000CommonSHARED
15678U128CERE1EURCEREVEL THERAPEUTICS HLDNG I$1.8M1.08%42,500CommonSHARED
G5960L103MDTMEDTRONIC PLC$1.8M1.08%20,500CommonSHARED
48576U106KPTIEURKARYOPHARM THERAPEUTICS INC$1.7M1.02%1,125,000CommonSHARED
15117B202CLDXCELLDEX THERAPEUTICS INC NEW$1.6M0.97%38,500CommonSHARED
46137V258RPVINVESCO EXCHANGE TRADED FD T$1.6M0.95%17,834CommonSHARED
85916J409STXSSTEREOTAXIS INC$1.6M0.94%600,000CommonSHARED
464287598IWDISHARES TR$1.6M0.94%8,671CommonSHARED
483497103KALVKALVISTA PHARMACEUTICALS INC$1.5M0.93%130,000CommonSHARED
268158201DVAXDYNAVAX TECHNOLOGIES CORP$1.5M0.92%122,500CommonSHARED
37733W204GSKGSK PLC$1.5M0.91%35,000CommonSHARED
088786108BCYCBICYCLE THERAPEUTICS PLC$1.5M0.90%60,000CommonSHARED
04272N102AVBPARRIVENT BIOPHARMA INC$1.5M0.89%83,000CommonSHARED
29082K105EMBCEMBECTA CORP$1.5M0.89%111,500CommonSHARED
92686J106VKTXVIKING THERAPEUTICS INC$1.5M0.89%18,000CommonSHARED
649604840ADAMNEW YORK MTG TR INC$1.4M0.87%200,963CommonSHARED
871607107SNPSSYNOPSYS INC$1.4M0.86%2,500CommonSHARED
89157D105TRMLTOURMALINE BIO INC$1.4M0.84%61,100CommonSHARED
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$1.4M0.83%20,000CommonSHARED
92941V308VYNEVYNE THERAPEUTICS INC$1.4M0.82%445,000CommonSHARED
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$1.4M0.82%15,500CommonSHARED
29472R108ELSEQUITY LIFESTYLE PPTYS INC$1.3M0.80%20,611CommonSHARED
29249E109ACTENACT HLDGS INC$1.3M0.80%42,367CommonSHARED
001228501MITTAG MTG INVT TR INC$1.3M0.77%208,879CommonSHARED
74276L105PRCTPROCEPT BIOROBOTICS CORP$1.2M0.75%25,000CommonSHARED
45258J102IMVTIMMUNOVANT INC$1.2M0.74%38,000CommonSHARED
008073108AVAVAEROVIRONMENT INC$1.2M0.74%8,000CommonSHARED
761330109RVNCEURREVANCE THERAPEUTICS INC$1.2M0.73%245,000CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$1.2M0.72%3,000CommonSHARED
86366E106GPCRSTRUCTURE THERAPEUTICS INC$1.2M0.71%27,500CommonSHARED
836100107SOUNSOUNDHOUND AI INC$1.2M0.71%200,000CommonSHARED
87151X101SYMSYMBOTIC INC$1.1M0.68%25,000CommonSHARED
12674W109CABACABALETTA BIO INC$1.1M0.67%65,000CommonSHARED
G50871105JAZZJAZZ PHARMACEUTICALS PLC$1.0M0.62%8,500CommonSHARED
786700104SGMTSAGIMET BIOSCIENCES INC$1.0M0.60%185,000CommonSHARED
749772AD1RWT 5.75 10/01/25RWT HLDGS INC$970,0480.59%1,000,000CommonSHARED
64125C109NBIXNEUROCRINE BIOSCIENCES INC$965,4400.58%7,000CommonSHARED
G76279101ROIVROIVANT SCIENCES LTD$948,6000.57%90,000CommonSHARED
24344T101DCPHEURDECIPHERA PHARMACEUTICALS IN$943,8000.57%60,000CommonSHARED
46125A100LUNRINTUITIVE MACHINES INC$937,5000.57%150,000CommonSHARED
925050106VRNAVERONA PHARMA PLC$901,0400.54%56,000CommonSHARED
758750103RRXREGAL REXNORD CORPORATION$900,5000.54%5,000CommonSHARED
019330109ALNTALLIENT INC$892,0000.54%25,000CommonSHARED
004397105ARAYACCURAY INC$864,5000.52%350,000CommonSHARED
00123Q104AGNCAGNC INVT CORP$837,9950.51%84,646CommonSHARED
004225108ACADACADIA PHARMACEUTICALS INC$832,0500.50%45,000CommonSHARED
80105N105SNYSANOFI$729,0000.44%15,000CommonSHARED
74366E102PTGXPROTAGONIST THERAPEUTICS INC$723,2500.44%25,000CommonSHARED
675746606ONITOCWEN FINL CORP$690,5650.42%25,567CommonSHARED
379577208GMEDGLOBUS MED INC$670,5000.40%12,500CommonSHARED
26818M108DYNDYNE THERAPEUTICS INC$567,8000.34%20,000CommonSHARED
693718108PCARPACCAR INC$513,6480.31%4,146CommonSHARED
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$512,1370.31%8,747CommonSHARED
464286103EWAISHARES INC$510,3140.31%20,694CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$508,6970.31%4,546CommonSHARED
46090E103QQQINVESCO QQQ TR$500,8430.30%1,128CommonSHARED
46138G649QQQMINVESCO EXCH TRADED FD TR II$500,5710.30%2,740CommonSHARED
95790DAD7AG MTG INVT TR INC$497,4680.30%500,000CommonSHARED
92025Y103VALNVALNEVA SE$495,4120.30%62,004CommonSHARED
67080N101NUVBNUVATION BIO INC$491,4000.30%135,000CommonSHARED
758075AF2RWT 7.75 06/15/27REDWOOD TRUST INC$481,2500.29%500,000CommonSHARED
464288588MBBISHARES TR$462,1000.28%5,000CommonSHARED
464287457SHYISHARES TR$446,3550.27%5,458CommonSHARED
05156V102AUPHAURINIA PHARMACEUTICALS INC$400,8000.24%80,000CommonSHARED
62482R10707WAMR COOPER GROUP INC$384,3710.23%4,931CommonSHARED
247361702DALDELTA AIR LINES INC DEL$379,7050.23%7,932CommonSHARED
745867101PHMPULTE GROUP INC$377,7820.23%3,132CommonSHARED
464288661IEIISHARES TR$375,4560.23%3,242CommonSHARED
921946406VYMVANGUARD WHITEHALL FDS$373,6170.23%3,088CommonSHARED
46435G342REMISHARES TR$370,7710.22%15,954CommonSHARED
78464A359CWBSPDR SER TR$363,1550.22%4,972CommonSHARED
78463X772DWXSPDR INDEX SHS FDS$362,6070.22%10,316CommonSHARED
46137V399PBPINVESCO EXCHANGE TRADED FD T$362,5350.22%16,127CommonSHARED
464286285EMHYISHARES INC$362,2010.22%9,669CommonSHARED
464288281EMBISHARES TR$361,9080.22%4,036CommonSHARED
464288687PFFISHARES TR$356,9470.22%11,075CommonSHARED
46138G508BKLNINVESCO EXCH TRADED FD TR II$356,9060.22%16,875CommonSHARED
910047109UALUNITED AIRLS HLDGS INC$326,9250.20%6,828CommonSHARED
540424108LLOEWS CORP$314,1780.19%4,013CommonSHARED
911363109URIUNITED RENTALS INC$306,4720.18%425CommonSHARED
464287440IEFISHARES TR$304,8050.18%3,220CommonSHARED
63008G203NNDMNANO DIMENSION LTD$278,5000.17%100,000CommonSHARED
G0450A105ACGLARCH CAP GROUP LTD$276,8580.17%2,995CommonSHARED
G3223R108EGEVEREST GROUP LTD$256,3880.15%645CommonSHARED
375558103GILDGILEAD SCIENCES INC$256,3750.15%3,500CommonSHARED
552953101MGMMGM RESORTS INTERNATIONAL$246,9560.15%5,231CommonSHARED
78646V107SAFESAFEHOLD INC$246,6230.15%11,972CommonSHARED
46435G474FALNISHARES TR$240,4780.15%8,953CommonSHARED
416515104HIGHARTFORD FINL SVCS GROUP INC$240,2100.14%2,331CommonSHARED
464286178GHYGISHARES INC$239,0720.14%5,415CommonSHARED
78468R622JNKSPDR SER TR$239,0470.14%2,511CommonSHARED
33939L662HYGVFLEXSHARES TR$238,5200.14%5,802CommonSHARED
46434V407SHYGISHARES TR$238,4930.14%5,605CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$229,3130.14%313CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$228,5510.14%3,337CommonSHARED
217204106CPRTCOPART INC$228,4940.14%3,945CommonSHARED
053332102AZOAUTOZONE INC$226,9190.14%72CommonSHARED
760759100RSGREPUBLIC SVCS INC$221,8790.13%1,159CommonSHARED
40412C101HCAHCA HEALTHCARE INC$218,1290.13%654CommonSHARED
345370860FFORD MTR CO DEL$210,2760.13%15,834CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$209,9720.13%186CommonSHARED
92826C839VVISA INC$204,2870.12%732CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$203,9470.12%2,649CommonSHARED
11133T103BRBROADRIDGE FINL SOLUTIONS IN$200,7630.12%980CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$195,7330.12%349CommonSHARED
12572Q105CMECME GROUP INC$194,8370.12%905CommonSHARED
363576109AJGGALLAGHER ARTHUR J & CO$194,2810.12%777CommonSHARED
46625H100JPMJPMORGAN CHASE & CO$194,0910.12%969CommonSHARED
12503M108CBOECBOE GLOBAL MKTS INC$192,7330.12%1,049CommonSHARED
922042676VNQIVANGUARD INTL EQUITY INDEX F$186,6800.11%4,430CommonSHARED
N44445109IMTXIMMATICS N.V$183,9250.11%17,500CommonSHARED
V7780T103RCLROYAL CARIBBEAN GROUP$180,5740.11%1,299CommonSHARED
922908553VNQVANGUARD INDEX FDS$180,1380.11%2,083CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$178,4330.11%3,010CommonSHARED
580135101MCDMCDONALDS CORP$174,5270.11%619CommonSHARED
513272104LWLAMB WESTON HLDGS INC$170,4480.10%1,600CommonSHARED
609207105MDLZMONDELEZ INTL INC$163,4500.10%2,335CommonSHARED
02376R102AALAMERICAN AIRLS GROUP INC$159,7010.10%10,404CommonSHARED
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$152,9980.09%7,310CommonSHARED
832696405SJMSMUCKER J M CO$150,5410.09%1,196CommonSHARED
26142V105DKNGDRAFTKINGS INC NEW$147,7640.09%3,254CommonSHARED
143658300CCL1EURCARNIVAL CORP$144,7070.09%8,856CommonSHARED
464289842EPUISHARES TR$137,9180.08%3,521CommonSHARED
71424F105PRPERMIAN RESOURCES CORP$132,1850.08%7,485CommonSHARED
464286822EWWISHARES INC$131,4810.08%1,897CommonSHARED
427866108HSYHERSHEY CO$130,7040.08%672CommonSHARED
526057104LENLENNAR CORP$130,1890.08%757CommonSHARED
46434G772EWTISHARES INC$130,0240.08%2,671CommonSHARED
464286772EWYISHARES INC$129,5220.08%1,930CommonSHARED
46429B606EPOLISHARES TR$125,2390.08%5,309CommonSHARED
46429B598INDAISHARES TR$124,7960.08%2,419CommonSHARED
46429B408EPHEISHARES TR$124,5280.08%4,507CommonSHARED
46434G814EWMISHARES INC$124,0940.07%5,695CommonSHARED
37954Y319GREKGLOBAL X FDS$123,4310.07%3,085CommonSHARED
59503A204MBOTMICROBOT MED INC$123,0000.07%100,000CommonSHARED
464286400EWZISHARES INC$121,5430.07%3,749CommonSHARED
464286764EWPISHARES INC$120,9270.07%3,759CommonSHARED
125523100CITHE CIGNA GROUP$119,1260.07%328CommonSHARED
464286715TURISHARES INC$118,6380.07%3,301CommonSHARED
46434G830EWIISHARES INC$116,4420.07%3,087CommonSHARED
58733R102MELIMERCADOLIBRE INC$116,4210.07%77CommonSHARED
464286202EWOISHARES INC$115,7170.07%5,328CommonSHARED
37045V100GMGENERAL MTRS CO$114,9170.07%2,534CommonSHARED
46435G334EWUISHARES TR$114,9110.07%3,359CommonSHARED
23918K108DVADAVITA INC$114,3050.07%828CommonSHARED
464286814EWNISHARES INC$114,0020.07%2,304CommonSHARED
464286806EWGISHARES INC$113,9830.07%3,590CommonSHARED
92537N108VRTVERTIV HOLDINGS CO$113,7660.07%1,393CommonSHARED
464286707EWQISHARES INC$113,2980.07%2,736CommonSHARED
949746101WMT2WELLS FARGO CO NEW$112,7900.07%1,946CommonSHARED
464286749EWLISHARES INC$111,8600.07%2,350CommonSHARED
464286756EWDISHARES INC$111,1690.07%2,782CommonSHARED
58155Q103MCKMCKESSON CORP$110,0540.07%205CommonSHARED
03769M106APOAPOLLO GLOBAL MGMT INC$109,6390.07%975CommonSHARED
87165B103SYFSYNCHRONY FINANCIAL$109,5680.07%2,541CommonSHARED
150870103CECELANESE CORP DEL$108,7870.07%633CommonSHARED
064058100BKBANK NEW YORK MELLON CORP$105,4450.06%1,830CommonSHARED
040413106ANETEURARISTA NETWORKS INC$105,2630.06%363CommonSHARED
92790C104VRDNVIRIDIAN THERAPEUTICS INC$105,0600.06%6,000CommonSHARED
444859102HUMHUMANA INC$102,9760.06%297CommonSHARED
04621X108AIZASSURANT INC$100,3320.06%533CommonSHARED
464287242LQDISHARES TR$100,2060.06%920CommonSHARED
85512G106STHOSTAR HLDGS$100,0520.06%7,744CommonSHARED
808524870SCHPSCHWAB STRATEGIC TR$99,7300.06%1,912CommonSHARED
464288646IGSBISHARES TR$99,4320.06%1,939CommonSHARED
78464A490WIPSPDR SER TR$99,1900.06%2,481CommonSHARED
78468R200FLRNSPDR SER TR$99,0570.06%3,213CommonSHARED
464288414MUBISHARES TR$98,6690.06%917CommonSHARED
466313103JBLJABIL INC$98,5870.06%736CommonSHARED
876030107TPRTAPESTRY INC$96,6220.06%2,035CommonSHARED
448579102HHYATT HOTELS CORP$94,4950.06%592CommonSHARED
88033G407THCTENET HEALTHCARE CORP$92,7070.06%882CommonSHARED
20030N101CMCSACOMCAST CORP NEW$92,3360.06%2,130CommonSHARED
46429B309EIDOISHARES TR$89,0160.05%3,951CommonSHARED
G87110105FTITECHNIPFMC PLC$83,1390.05%3,311CommonSHARED
26884L109EQTEQT CORP$83,0370.05%2,240CommonSHARED
22266T109CPNGCOUPANG INC$77,1550.05%4,337CommonSHARED
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$75,2100.05%46CommonSHARED
16119P108CHTRCHARTER COMMUNICATIONS INC N$70,3320.04%242CommonSHARED
983134107WYNNWYNN RESORTS LTD$68,6990.04%672CommonSHARED
496902404KGCKINROSS GOLD CORP$67,5650.04%11,022CommonSHARED
517834107LVSLAS VEGAS SANDS CORP$61,5750.04%1,191CommonSHARED
67066G104NVDANVIDIA CORPORATION$61,4420.04%68CommonSHARED
099724106BWABORGWARNER INC$60,5170.04%1,742CommonSHARED
833445109SNOWSNOWFLAKE INC$59,9540.04%371CommonSHARED
36262G101GXOGXO LOGISTICS INCORPORATED$58,2760.04%1,084CommonSHARED
04367G103TRXCEURASENSUS SURGICAL INC$57,5000.03%250,000CommonSHARED
92332V107VTYXUSDVENTYX BIOSCIENCES INC$55,0000.03%10,000CommonSHARED
934423104WBDWARNER BROS DISCOVERY INC$47,3250.03%5,421CommonSHARED
25809K105DASHDOORDASH INC$45,0340.03%327CommonSHARED
156944100CGONCG ONCOLOGY INC$43,9000.03%1,000CommonSHARED
88339J105TTDTHE TRADE DESK INC$40,8250.02%467CommonSHARED
82489T104SWAVUSDSHOCKWAVE MED INC$39,0760.02%120CommonSHARED
443573100HUBSHUBSPOT INC$37,5940.02%60CommonSHARED
34959E109FTNTFORTINET INC$35,1110.02%514CommonSHARED
803607100SRPTSAREPTA THERAPEUTICS INC$34,8250.02%269CommonSHARED
23804L103DDOGDATADOG INC$33,4960.02%271CommonSHARED
60937P106MDBMONGODB INC$33,3540.02%93CommonSHARED
20717M1038QRCONFLUENT INC$30,5200.02%1,000CommonSHARED
98980G102ZSZSCALER INC$28,8950.02%150CommonSHARED
71880K101PHINPHINIA INC$13,5660.01%353CommonSHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.