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Holders — by stockHoldings — by fund

AlphaCentric Advisors LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001913464

$118.0M

disclosed book value

259

positions

2.2%

largest position share

Positions, as of 2026-06-30

top 100 of 259 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1GILDGILEAD SCIENCES INC20,426$2.6M2.2%
2VRTXVERTEX PHARMACEUTICALS INC5,002$2.5M2.1%
3INVHINVITATION HOMES INC73,000$2.2M1.9%
4ASTRAZENECA PLC11,394$2.2M1.8%
5ROIVANT SCIENCES LTD48,355$1.7M1.4%
6ARGXARGENX SE1,806$1.7M1.4%
7NBIXNEUROCRINE BIOSCIENCES INC9,727$1.6M1.4%
8INCYINCYTE CORP14,451$1.6M1.4%
9AXSMAXSOME THERAPEUTICS INC.6,531$1.6M1.4%
10APGEAPOGEE THERAPEUTICS INC11,533$1.5M1.3%
11EEFTEURONET WORLDWIDE INC20,000$1.5M1.2%
12AEVAAEVA TECHNOLOGIES INC50,000$1.4M1.2%
13IWDISHARES TR5,771$1.4M1.2%
14RPVINVESCO EXCHANGE TRADED FD T12,122$1.4M1.2%
15QQQINVESCO QQQ TR1,860$1.4M1.2%
16QQQMINVESCO EXCH TRADED FD TR II4,518$1.4M1.2%
17BFSSAUL CTRS INC35,000$1.3M1.1%
18INSMINSMED INC11,699$1.2M1.1%
19IONSIONIS PHARMACEUTICALS INC15,430$1.2M1%
20ASCENDIS PHARMA A/S4,585$1.2M1%
21PTGXPROTAGONIST THERAPEUTICS INC9,171$1.1M1%
22BLDRBUILDERS FIRSTSOURCE INC12,500$1.1M0.9%
23UMACUNUSUAL MACHS INC50,000$1.1M0.9%
24HHHHOWARD HUGHES HOLDINGS INC15,000$1.1M0.9%
25SHYISHARES TR12,954$1.1M0.9%
26PSNLPERSONALIS INC78,924$1.1M0.9%
27RYTMRHYTHM PHARMACEUTICALS INC9,449$1.0M0.9%
28STXSSTEREOTAXIS INC600,000$1.0M0.9%
29ROKROCKWELL AUTOMATION INC2,000$990,1600.8%
30XMTRXOMETRY INC10,000$965,2000.8%
31ABBVABBVIE INC3,613$909,1750.8%
32JAZZ PHARMACEUTICALS PLC3,613$870,6250.7%
33TEMTEMPUS AI INC15,000$868,9500.7%
34PNNTPENNANTPARK INVT CORP250,000$867,5000.7%
35AMGNAMGEN INC2,362$855,3270.7%
36BIIBBIOGEN INC3,891$840,6890.7%
37AHRTAH RLTY TR INC115,000$814,2000.7%
38SMASMARTSTOP SELF STORAG REIT I25,000$812,5000.7%
39RDWREDWIRE CORPORATION65,000$794,9500.7%
40GMEDGLOBUS MED INC10,000$790,1000.7%
41CTOCTO RLTY GROWTH INC NEW35,000$752,8500.6%
42CATALYST PHARMACEUTICALS INC23,622$742,4390.6%
43ONDSONDAS INC90,000$741,6000.6%
44AATAMERICAN ASSETS TR INC30,000$740,7000.6%
45HALOHALOZYME THERAPEUTICS INC9,426$737,7730.6%
46MEIRAGTX HLDGS PLC54,469$735,8760.6%
47AXRAMREP CORP29,060$732,8930.6%
48KRYSKRYSTAL BIOTECH INC1,945$722,8980.6%
49MAGNUM ICE CREAM CO NV40,000$696,4000.6%
50MANHMANHATTAN ASSOCIATES INC5,000$696,2500.6%
51ISRGINTUITIVE SURGICAL INC1,750$695,9400.6%
52AMPXAMPRIUS TECHNOLOGIES INC50,000$693,0000.6%
53NUVALENT INC5,558$686,4130.6%
54ABVXABIVAX SA5,141$685,0900.6%
55BBJPJ P MORGAN EXCHANGE TRADED F9,091$684,6430.6%
56SYMSYMBOTIC INC15,000$674,2500.6%
57SNPSSYNOPSYS INC1,500$669,1050.6%
58IONQIONQ INC12,500$665,7500.6%
59EWAISHARES INC23,476$661,0840.6%
60SERVSERVE ROBOTICS INC100,000$658,0000.6%
61SOUNSOUNDHOUND AI INC100,000$647,0000.5%
62EWTXEDGEWISE THERAPEUTICS INC15,840$643,5790.5%
63RRRICHTECH ROBOTICS INC300,000$633,0000.5%
64NRIXNURIX THERAPEUTICS INC25,845$627,0000.5%
65SNYSANOFI SA14,590$622,4090.5%
66ORKAORUKA THERAPEUTICS INC6,531$621,5550.5%
67KYMRKYMERA THERAPEUTICS INC5,385$617,4980.5%
68IEIISHARES TR5,214$612,3840.5%
69PDYNPALLADYNE AI CORP100,000$608,0000.5%
70AVAVAEROVIRONMENT INC3,651$602,6710.5%
71QBTSD-WAVE QUANTUM INC25,000$599,7500.5%
72SYRESPYRE THERAPEUTICS INC6,670$592,1630.5%
73BNTXBIONTECH SE6,266$583,0510.5%
74SIDUSIDUS SPACE INC200,000$562,0000.5%
75LUNRINTUITIVE MACHINES INC25,000$534,7500.5%
76RCATRED CAT HLDGS INC50,000$532,5000.5%
77AGIOAGIOS PHARMACEUTICALS INC14,173$525,9600.4%
78KDKKODIAK AI INC.100,000$508,0000.4%
79NEWAMSTERDAM PHARMA COMPANY14,868$503,8770.4%
80KTOSKRATOS DEFENSE & SEC SOLUTIO10,000$498,6000.4%
81EMHYISHARES INC12,231$497,3740.4%
82EMBISHARES TR5,148$496,4730.4%
83PBPINVESCO EXCHANGE TRADED FD T21,627$495,2580.4%
84CWBSPDR SERIES TRUST4,579$493,7080.4%
85BKLNINVESCO EXCH TRADED FD TR II24,153$491,9970.4%
86VYMVANGUARD WHITEHALL FDS3,106$490,8410.4%
87MBOTMICROBOT MED INC250,000$487,5000.4%
88CYTKCYTOKINETICS INC5,697$485,3270.4%
89DWXSPDR INDEX SHS FDS10,549$484,8280.4%
90RGTIRIGETTI COMPUTING INC25,000$483,0000.4%
91CLDXCELLDEX THERAPEUTICS INC NEW12,784$475,6930.4%
92GPKGRAPHIC PACKAGING HLDG CO45,000$475,6500.4%
93CAHCARDINAL HEALTH INC1,970$467,9930.4%
94LLOEWS CORP4,014$454,4250.4%
95TRVITREVI THERAPEUTICS INC24,317$453,5120.4%
96REMISHARES TR20,231$446,0940.4%
97INVESCO LTD16,483$434,9860.4%
98MUMICRON TECHNOLOGY INC372$429,3960.4%
99CSCOCISCO SYS INC3,628$426,1450.4%
100ALNYALNYLAM PHARMACEUTICALS INC1,390$418,4320.4%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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