MondegarAI
AlphaCentric Advisors LLC

Q1 2026 · 13F-HR

AlphaCentric Advisors LLCholdings as filed

Filed 2026-05-07 · accession 0001580642-26-003040

$100.1M
Reported value
252
Positions
2026-03-31
Period end
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The Brief · AlphaCentric Advisors LLC · Q1 2026

AI · grounded in 13F

AlphaCentric Advisors LLC exited its position in MBB for a reduction of $2.48M. The fund established a new position in AZN worth $2.22M and closed its holding in AZNN for $1.95M. Other notable activity includes new positions in BLDR and PNNT, alongside a 40.66% increase in shares of IWD.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
375558103GILDGILEAD SCIENCES INC$2.8M2.82%20,260CommonSHARED
46137V258RPVINVESCO EXCHANGE TRADED FD T$2.6M2.56%23,882CommonSHARED
464287598IWDISHARES TR$2.5M2.52%11,825CommonSHARED
G0593M107AZNASTRAZENECA PLC$2.2M2.21%11,232CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$2.2M2.20%4,931CommonSHARED
298736109EEFTEURONET WORLDWIDE INC$1.8M1.85%27,855CommonSHARED
46187W107INVHINVITATION HOMES INC$1.8M1.81%73,000CommonSHARED
462222100IONSIONIS PHARMACEUTICALS INC$1.5M1.47%19,587CommonSHARED
457669307INSMINSMED INC$1.5M1.45%8,874CommonSHARED
45337C102INCYINCYTE CORP$1.3M1.34%14,245CommonSHARED
G76279101ROIVROIVANT SCIENCES LTD$1.3M1.32%47,667CommonSHARED
04016X101ARGXARGENX SE$1.3M1.31%1,794CommonSHARED
64125C109NBIXNEUROCRINE BIOSCIENCES INC$1.3M1.26%9,607CommonSHARED
032159105AXRAMREP CORP$1.3M1.25%44,496CommonSHARED
804395101BFSSAUL CTRS INC$1.1M1.14%35,000CommonSHARED
85916J409STXSSTEREOTAXIS INC$1.1M1.10%600,000CommonSHARED
05464T104AXSMAXSOME THERAPEUTICS INC.$1.1M1.09%6,438CommonSHARED
04351P101ASNDUSDASCENDIS PHARMA A/S$1.0M1.03%4,526CommonSHARED
03214Q108AMPXAMPRIUS TECHNOLOGIES INC$1.0M1.01%60,000CommonSHARED
10482BAB7BHRBRAEMAR HOTELS & RESORTS INC$985,0000.98%1,000,000CommonSHARED
03770N101APGEAPOGEE THERAPEUTICS INC$956,9290.96%11,369CommonSHARED
74366E102PTGXPROTAGONIST THERAPEUTICS INC$952,8160.95%9,040CommonSHARED
22948Q101CTOCTO RLTY GROWTH INC NEW$931,8960.93%50,400CommonSHARED
83192D402SMASMARTSTOP SELF STORAG REIT I$908,4000.91%30,000CommonSHARED
12008R107BLDRBUILDERS FIRSTSOURCE INC$823,3000.82%10,000CommonSHARED
031162100AMGNAMGEN INC$819,4590.82%2,329CommonSHARED
457152106INGMINGRAM MICRO HLDG CORP$815,8500.81%35,000CommonSHARED
76243J105RYTMRHYTHM PHARMACEUTICALS INC$808,5600.81%9,297CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$806,7330.81%1,750CommonSHARED
464287457SHYISHARES TR$781,1950.78%9,461CommonSHARED
464288661IEIISHARES TR$773,1530.77%6,519CommonSHARED
00287Y109ABBVABBVIE INC$770,7850.77%3,544CommonSHARED
464287440IEFISHARES TR$766,4790.77%8,031CommonSHARED
773903109ROKROCKWELL AUTOMATION INC$717,7600.72%2,000CommonSHARED
09062X103BIIBBIOGEN INC$703,0710.70%3,835CommonSHARED
708062104PNNTPENNANTPARK INVT CORP$700,2160.70%155,950CommonSHARED
80105N105SNYSANOFI SA$692,9250.69%14,382CommonSHARED
G50871105JAZZJAZZ PHARMACEUTICALS PLC$673,2070.67%3,561CommonSHARED
008073108AVAVAEROVIRONMENT INC$667,0340.67%3,644CommonSHARED
87151X101SYMSYMBOTIC INC$665,0000.66%12,500CommonSHARED
00835Q202AEVAAEVA TECHNOLOGIES INC$658,0000.66%50,000CommonSHARED
46125A100LUNRINTUITIVE MACHINES INC$649,6000.65%35,000CommonSHARED
379577208GMEDGLOBUS MED INC$646,2000.65%7,500CommonSHARED
024013104AATAMERICAN ASSETS TR INC$644,3500.64%35,000CommonSHARED
81758H106SERVSERVE ROBOTICS INC$633,0000.63%75,000CommonSHARED
04208T108AHRTAH RLTY TR INC$632,5000.63%115,000CommonSHARED
464286103EWAISHARES INC$615,0780.61%22,157CommonSHARED
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$609,3020.61%8,842CommonSHARED
80359A205PDYNPALLADYNE AI CORP$607,0000.61%100,000CommonSHARED
75644T100RCATRED CAT HLDGS INC$589,0500.59%45,000CommonSHARED
14888U101CPRXCATALYST PHARMACEUTICALS INC$576,5610.58%23,286CommonSHARED
687604108ORKAORUKA THERAPEUTICS INC$564,3690.56%11,506CommonSHARED
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$564,0800.56%8,000CommonSHARED
388689101GPKGRAPHIC PACKAGING HLDG CO$546,7000.55%55,000CommonSHARED
765504105RRRICHTECH ROBOTICS INC$522,5000.52%250,000CommonSHARED
500081104KDKKODIAK AI INC.$520,5000.52%75,000CommonSHARED
836100107SOUNSOUNDHOUND AI INC$515,2500.51%75,000CommonSHARED
00206R102TAT&T INC$510,7750.51%17,619CommonSHARED
98423F109XMTRXOMETRY INC$510,5000.51%12,500CommonSHARED
09075V102BNTXBIONTECH SE$499,1500.50%5,616CommonSHARED
68236H204ONDSONDAS INC$497,2000.50%55,000CommonSHARED
501147102KRYSKRYSTAL BIOTECH INC$495,4580.49%1,918CommonSHARED
28036F105EWTXEDGEWISE THERAPEUTICS INC$491,8730.49%15,615CommonSHARED
46138G508BKLNINVESCO EXCH TRADED FD TR II$484,7780.48%23,752CommonSHARED
59503A204MBOTMICROBOT MED INC$482,0000.48%200,000CommonSHARED
670703107NUVLNUVALENT INC$477,1100.48%4,657CommonSHARED
00847X104AGIOAGIOS PHARMACEUTICALS INC$472,6390.47%13,971CommonSHARED
N62509109NAMSNEWAMSTERDAM PHARMA COMPANY$469,1390.47%14,656CommonSHARED
78464A359CWBSPDR SERIES TRUST$466,1110.47%5,093CommonSHARED
562750109MANHMANHATTAN ASSOCIATES INC$465,9200.47%3,500CommonSHARED
464286285EMHYISHARES INC$465,0780.46%11,810CommonSHARED
G59665102MGTXMEIRAGTX HLDGS PLC$464,9900.46%53,694CommonSHARED
826165201SIDUSIDUS SPACE INC$464,0000.46%200,000CommonSHARED
46137V399PBPINVESCO EXCHANGE TRADED FD T$463,3070.46%21,069CommonSHARED
464288281EMBISHARES TR$463,1690.46%4,931CommonSHARED
966084204WSRWHITESTONE REIT$460,1140.46%28,490CommonSHARED
921946406VYMVANGUARD WHITEHALL FDS$458,5180.46%3,096CommonSHARED
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$453,2920.45%1,370CommonSHARED
88023B103TEMTEMPUS AI INC$452,2000.45%10,000CommonSHARED
78463X772DWXSPDR INDEX SHS FDS$449,6800.45%9,861CommonSHARED
501575104KYMRKYMERA THERAPEUTICS INC$444,9350.44%5,342CommonSHARED
651639106NEMNEWMONT CORP$436,0310.44%4,028CommonSHARED
91532F102UMACUNUSUAL MACHS INC$434,0000.43%35,000CommonSHARED
03073E105CORCENCORA INC$424,0890.42%1,350CommonSHARED
71535D106PSNLPERSONALIS INC$407,8840.41%64,032CommonSHARED
540424108LLOEWS CORP$406,7860.41%3,811CommonSHARED
15117B202CLDXCELLDEX THERAPEUTICS INC NEW$400,1160.40%12,614CommonSHARED
67080M103NRIXNURIX THERAPEUTICS INC$396,3510.40%25,571CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$394,0930.39%1,865CommonSHARED
G75398100RZLVREZOLVE AI PLC$384,0000.38%150,000CommonSHARED
00370M103ABVXABIVAX SA$381,2620.38%3,424CommonSHARED
464288687PFFISHARES TR$375,5440.38%12,386CommonSHARED
74276L105PRCTPROCEPT BIOROBOTICS CORP$375,1500.37%15,000CommonSHARED
23282W605CYTKCYTOKINETICS INC$370,1510.37%5,616CommonSHARED
40412C101HCAHCA HEALTHCARE INC$361,5550.36%764CommonSHARED
496902404KGCKINROSS GOLD CORP$349,8200.35%11,462CommonSHARED
00773J202SYRESPYRE THERAPEUTICS INC$334,6190.33%6,634CommonSHARED
478160104JNJJOHNSON & JOHNSON$320,2160.32%1,310CommonSHARED
75776W103RDWREDWIRE CORPORATION$318,7500.32%37,500CommonSHARED
46434V407SHYGISHARES TR$318,3400.32%7,524CommonSHARED
78468R622JNKSPDR SERIES TRUST$316,5460.32%3,307CommonSHARED
33939L662HYGVFLEXSHARES TR$316,3940.32%7,898CommonSHARED
464286178GHYGISHARES INC$314,8230.31%6,979CommonSHARED
49907V201KSCPKNIGHTSCOPE INC$312,7500.31%75,000CommonSHARED
46435G474FALNISHARES TR$311,7690.31%11,668CommonSHARED
98423K405XTIAXTI AEROSPACE INC$310,5000.31%150,000CommonSHARED
40637H109HALOHALOZYME THERAPEUTICS INC$309,8360.31%4,794CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$294,5230.29%5,867CommonSHARED
92276F100VTRVENTAS INC$290,8910.29%3,557CommonSHARED
G491BT108IVZINVESCO LTD$289,5130.29%11,919CommonSHARED
12503M108CBOECBOE GLOBAL MKTS INC$287,5350.29%1,023CommonSHARED
230031106CGEMCULLINAN THERAPEUTICS INC$286,1180.29%20,135CommonSHARED
89532M101TRVITREVI THERAPEUTICS INC$285,9620.29%23,970CommonSHARED
632307104NTRANATERA INC$273,9860.27%1,370CommonSHARED
502431109LHXL3HARRIS TECHNOLOGIES INC$273,7040.27%793CommonSHARED
247361702DALDELTA AIR LINES INC$270,4410.27%4,068CommonSHARED
872540109TJXTJX COS INC NEW$270,3720.27%1,693CommonSHARED
064058100BKBANK NEW YORK MELLON CORP$266,6800.27%2,248CommonSHARED
98422E103XERSXERIS BIOPHARMA HOLDINGS INC$266,1390.27%45,886CommonSHARED
17275R102CSCOCISCO SYS INC$265,2030.26%3,418CommonSHARED
08975B109BBAIBIGBEAR AI HLDGS INC$264,0000.26%75,000CommonSHARED
85512C105SGUSTAR GROUP LP$260,8150.26%21,239CommonSHARED
369550108GDGENERAL DYNAMICS CORP$259,4740.26%756CommonSHARED
871607107SNPSSYNOPSYS INC$257,7120.26%650CommonSHARED
254604101IRONDISC MEDICINE INC$253,9700.25%3,972CommonSHARED
06849F108BBARRICK MNG CORP$251,7970.25%6,173CommonSHARED
37959E102GLGLOBE LIFE INC$250,7840.25%1,802CommonSHARED
05453U203SSIISS INNOVATIONS INTERNATIONAL$250,0000.25%50,000CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$249,6250.25%3,445CommonSHARED
14040H105COFCAPITAL ONE FINL CORP$247,9220.25%1,359CommonSHARED
12572Q105CMECME GROUP INC$242,4820.24%821CommonSHARED
775711104ROLROLLINS INC$235,2180.23%4,404CommonSHARED
910047109UALUNITED AIRLS HLDGS INC$230,0830.23%2,499CommonSHARED
25056L103DSGNDESIGN THERAPEUTICS INC$225,8980.23%21,231CommonSHARED
143658300CCL1EURCARNIVAL CORP$221,2480.22%8,549CommonSHARED
631103108NDAQNASDAQ INC$220,9690.22%2,603CommonSHARED
92337F107VCYTVERACYTE INC$220,2520.22%6,838CommonSHARED
76200L309RZLTREZOLUTE INC$217,2420.22%71,227CommonSHARED
878972108TECXTECTONIC THERAPEUTIC INC$211,7030.21%6,849CommonSHARED
Y95308105WVEWAVE LIFE SCIENCES LTD$211,5190.21%29,175CommonSHARED
61225M102GLUEMONTE ROSA THERAPEUTICS INC$206,7110.21%12,566CommonSHARED
75383L102RAPPRAPPORT THERAPEUTICS INC$201,4450.20%6,438CommonSHARED
92343E102VRSNVERISIGN INC$199,1850.20%802CommonSHARED
760759100RSGREPUBLIC SVCS INC$197,7750.20%903CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$197,5440.20%1,256CommonSHARED
46435G342REMISHARES TR$195,2700.20%9,095CommonSHARED
008474108AEMAGNICO EAGLE MINES LTD$194,8610.19%960CommonSHARED
829401108SIONSIONNA THERAPEUTICS INC$193,1540.19%4,818CommonSHARED
256677105DGDOLLAR GEN CORP$191,3930.19%1,612CommonSHARED
345370860FFORD MTR CO$188,7370.19%16,355CommonSHARED
56585A102MPCMARATHON PETE CORP$183,8680.18%753CommonSHARED
M1R95N100ARBEARBE ROBOTICS LTD$183,0000.18%300,000CommonSHARED
37955N106SELFGLOBAL SELF STORAGE INC$180,2350.18%35,271CommonSHARED
137404109CADLCANDEL THERAPEUTICS INC$177,9340.18%36,313CommonSHARED
04965N104RNAATRIUM THERAPEUTICS INC$177,6340.18%13,286CommonSHARED
002824100ABTABBOTT LABORATORIES$174,4360.17%1,699CommonSHARED
59156R108METMETLIFE INC$174,2540.17%2,464CommonSHARED
05338F306AVTXAVALO THERAPEUTICS INC$174,2030.17%11,668CommonSHARED
G87110105FTITECHNIPFMC PLC$170,8200.17%2,471CommonSHARED
464286400EWZISHARES INC$165,2310.17%4,304CommonSHARED
37045V100GMGENERAL MTRS CO$162,4850.16%2,181CommonSHARED
46434G814EWMISHARES INC$162,0510.16%5,704CommonSHARED
46429B606EPOLISHARES TR$159,1480.16%4,371CommonSHARED
464286715TURISHARES INC$158,5420.16%4,102CommonSHARED
46434G772EWTISHARES INC$156,2370.16%2,203CommonSHARED
039483102ADMARCHER DANIELS MIDLAND CO$155,9930.16%2,146CommonSHARED
464286822EWWISHARES INC$154,8990.15%2,059CommonSHARED
464286624THDISHARES INC$154,0930.15%2,221CommonSHARED
464286640ECHISHARES INC$152,3600.15%3,832CommonSHARED
743315103PGRPROGRESSIVE CORP$151,6540.15%765CommonSHARED
45826J105NTLAINTELLIA THERAPEUTICS INC$147,5070.15%11,506CommonSHARED
903002103UMHUMH PPTYS INC$144,3000.14%10,000CommonSHARED
464289842EPUISHARES TR$143,3410.14%1,776CommonSHARED
60784B101MDVMODIV INDUSTRIAL INC$143,2000.14%10,000CommonSHARED
464286764EWPISHARES INC$140,5540.14%2,588CommonSHARED
46266C105IQVIQVIA HLDGS INC$140,1840.14%822CommonSHARED
04335A105ARVNARVINAS INC$139,3900.14%13,150CommonSHARED
46435G334EWUISHARES TR$138,6850.14%3,044CommonSHARED
464286202EWOISHARES INC$138,6100.14%3,910CommonSHARED
464286780EZAISHARES INC$138,5150.14%2,043CommonSHARED
46434G830EWIISHARES INC$138,0370.14%2,584CommonSHARED
125269100CFCF INDUSTRIES HOLD$137,7600.14%1,061CommonSHARED
89417E109TRVTRAVELERS COMPANIES INC$136,5060.14%468CommonSHARED
37954Y319GREKGLOBAL X FDS$136,2990.14%2,134CommonSHARED
03589W102ANNXANNEXON INC$135,8300.14%24,518CommonSHARED
464286814EWNISHARES INC$135,6660.14%2,359CommonSHARED
464286772EWYISHARES INC$135,4340.14%1,101CommonSHARED
464286749EWLISHARES INC$133,9100.13%2,277CommonSHARED
78468R200FLRNSPDR SERIES TRUST$133,4930.13%4,337CommonSHARED
464288646IGSBISHARES TR$132,0830.13%2,513CommonSHARED
464286756EWDISHARES INC$131,9340.13%2,708CommonSHARED
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$131,7410.13%1,462CommonSHARED
808524870SCHPSCHWAB STRATEGIC TR$131,6660.13%4,948CommonSHARED
416515104HIGHARTFORD INSURANCE GROUP INC$131,5790.13%973CommonSHARED
464287242LQDISHARES TR$130,4610.13%1,197CommonSHARED
464288414MUBISHARES TR$130,2460.13%1,227CommonSHARED
020002101ALLALLSTATE CORP$129,5880.13%625CommonSHARED
61945C103MOSMOSAIC CO$129,5150.13%5,079CommonSHARED
78464A490WIPSPDR SERIES TRUST$128,4620.13%3,244CommonSHARED
902973304USBUS BANCORP$128,4130.13%2,469CommonSHARED
084423102WRBBERKLEY W R CORP$127,9200.13%1,930CommonSHARED
7591EP100RFREGIONS FINANCIAL CORP NEW$126,9950.13%4,862CommonSHARED
55261F104MTBM & T BK CORP$119,2770.12%577CommonSHARED
126650100CVSCVS HEALTH CORP$115,9890.12%1,615CommonSHARED
913903100UHSUNIVERSAL HLTH SVCS INC$114,1830.11%638CommonSHARED
922042676VNQIVANGUARD INTL EQUITY INDEX F$110,1920.11%2,479CommonSHARED
45841N107IBKRINTERACTIVE BROKERS GROUP IN$109,7940.11%1,637CommonSHARED
665859104NTRSNORTHERN TR CORP$108,8650.11%780CommonSHARED
G4705A100ICLRICON PLC$107,6720.11%973CommonSHARED
446150104HBANHUNTINGTON BANCSHARES INC$105,3400.11%6,731CommonSHARED
165167735EXEEXPAND ENERGY CORPORATION$104,4010.10%951CommonSHARED
87165B103SYFSYNCHRONY FINANCIAL$103,7310.10%1,525CommonSHARED
912008109USFDUS FOODS HLDG CORP$102,8140.10%1,115CommonSHARED
595112103MUMICRON TECHNOLOGY INC$102,3660.10%303CommonSHARED
87256C101TKOTKO GROUP HOLDINGS INC$99,0100.10%491CommonSHARED
891160509TDTORONTO DOMINION BK ONT$97,7890.10%1,048CommonSHARED
922908553VNQVANGUARD INDEX FDS$95,3530.10%1,075CommonSHARED
192108504CDECOEUR MNG INC$94,8450.09%5,053CommonSHARED
558868105MDGLMADRIGAL PHARMACEUTICALS INC$93,1780.09%178CommonSHARED
146869102CVNACARVANA CO$92,4280.09%294CommonSHARED
000899104ADMAADMA BIOLOGICS INC$90,4330.09%10,037CommonSHARED
00123Q104AGNCAGNC INVT CORP$88,8560.09%8,859CommonSHARED
30161Q104EXELEXELIXIS INC$87,7960.09%2,047CommonSHARED
48020Q107JLLJONES LANG LASALLE INC$87,0360.09%286CommonSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC$85,1350.09%582CommonSHARED
71377A103PFGCPERFORMANCE FOOD GROUP CO$83,6900.08%977CommonSHARED
29977A105EVREVERCORE INC$81,1950.08%272CommonSHARED
88023U101SGISOMNIGROUP INTERNATIONAL INC$79,4640.08%1,075CommonSHARED
82846H405QXOQXO INC$78,1070.08%4,022CommonSOLE
B5950S113MDXHMDXHEALTH SA$75,7870.08%32,951CommonSHARED
441593100HLIHOULIHAN LOKEY INC$71,6660.07%499CommonSHARED
15118V207CELHCELSIUS HLDGS INC$68,5830.07%1,933CommonSHARED
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$68,1660.07%174CommonSHARED
65290E101NXTNEXTPOWER INC$66,9050.07%555CommonSHARED
536797103LADLITHIA MTRS INC$64,4280.06%258CommonSHARED
01438T106ALDXALDEYRA THERAPEUTICS INC$62,7330.06%37,120CommonSHARED
29452E101EQHEQUITABLE HLDGS INC$60,4890.06%1,630CommonSHARED
16119P108CHTRCHARTER COMMUNICATIONS INC$58,5030.06%271CommonSHARED
11135F101AVGOBROADCOM INC$52,6170.05%170CommonSHARED
697900108PAASPAN AMERN SILVER CORP$51,1340.05%936CommonSHARED
18915M107NETCLOUDFLARE INC$49,3150.05%239CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$49,2300.05%242CommonSHARED
03831W108APPAPPLOVIN CORP$45,7700.05%115CommonSHARED
532457108LLYELI LILLY & CO$42,3090.04%46CommonSHARED
85208M102SFMSPROUTS FMRS MKT INC$41,0330.04%532CommonSHARED
79589L106IOTSAMSARA INC$34,6370.03%1,093CommonSHARED
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$32,8550.03%350CommonSHARED
464286707EWQISHARES INC$31,9710.03%737CommonSHARED
771049103RBLXROBLOX CORP$24,0950.02%426CommonSHARED
00183L201ANGIANGI INC$23,2900.02%3,400CommonSHARED
98980G102ZSZSCALER INC$19,6410.02%140CommonSHARED
26603R106DUOLDUOLINGO INC$8,8710.01%90CommonSHARED

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.