Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

AlphaCentric Advisors LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

AlphaCentric Advisors LLC (CIK 1913464) reported $118.0M across 259 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GILD ($2.6M, 2.19%), VRTX ($2.5M, 2.11%), INVH ($2.2M, 1.87%), AZNCF ($2.2M, 1.83%), ROIV ($1.7M, 1.45%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1GILDGILEAD SCIENCES INC$2.6M2.19%20,426Added
2VRTXVERTEX PHARMACEUTICALS INC$2.5M2.11%5,002Added
3INVHINVITATION HOMES INC$2.2M1.87%73,000Hold
4AZNCFASTRAZENECA PLC$2.2M1.83%11,394Added
5ROIVROIVANT SCIENCES LTD$1.7M1.45%48,355Added
6ARGXARGENX SE$1.7M1.42%1,806Added
7NBIXNEUROCRINE BIOSCIENCES INC$1.6M1.39%9,727Added
8INCYINCYTE CORP$1.6M1.39%14,451Added
9AXSMAXSOME THERAPEUTICS INC.$1.6M1.35%6,531Added
10APGEAPOGEE THERAPEUTICS INC$1.5M1.30%11,533Added
11EEFTEURONET WORLDWIDE INC$1.5M1.24%20,000Trimmed
12AEVAAEVA TECHNOLOGIES INC$1.4M1.22%50,000Hold
13IWDISHARES TR$1.4M1.19%5,771Trimmed
14RPVINVESCO EXCHANGE TRADED FD T$1.4M1.17%12,122Trimmed
15QQQMINVESCO EXCH TRADED FD TR II$1.4M1.16%4,518New
16QQQINVESCO QQQ TR$1.4M1.16%1,860New
17BFSSAUL CTRS INC$1.3M1.11%35,000Hold
18INSMINSMED INC$1.2M1.06%11,699Added
19ASNDASCENDIS PHARMA A/S$1.2M1.04%4,585New
20IONSIONIS PHARMACEUTICALS INC$1.2M1.04%15,430Trimmed
21PTGXPROTAGONIST THERAPEUTICS INC$1.1M0.95%9,171Added
22BLDRBUILDERS FIRSTSOURCE INC$1.1M0.95%12,500Added
23UMACUNUSUAL MACHS INC$1.1M0.94%50,000Added
24HHHHOWARD HUGHES HOLDINGS INC$1.1M0.91%15,000New
25SHYISHARES TR$1.1M0.90%12,954Added

Source: SEC Form 13F filings · as of 2026-06-30