Carlyle Group’s Phathom Pharmaceuticals PHAT Stock Holding History

Carlyle Group’s Portfolio PHAT Stock Details PHAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.9M	Hold	3,496,808	–	–	0.38%	3
2026 Q1	$38.8M	Hold	3,496,808	–	–	0.37%	3
2025 Q4	$58M	Hold	3,496,808	–	–	0.43%	3
2025 Q3	$41.1M	Hold	3,496,808	–	–	0.95%	3
2025 Q2	$33.5M	Hold	3,496,808	–	–	0.67%	3
2025 Q1	$21.9M	Hold	3,496,808	–	–	0.58%	4
2024 Q4	$28.4M	Hold	3,496,808	–	–	0.68%	5
2024 Q3	$63.2M	Hold	3,496,808	–	–	6.62%	4
2024 Q2	$35.8M	Hold	3,496,808	–	–	3.4%	5
2024 Q1	$37.1M	Hold	3,496,808	–	–	2.34%	7
2023 Q4	$31.9M	Hold	3,496,808	–	–	1.54%	8
2023 Q3	$36.2M	Hold	3,496,808	–	–	1.57%	9
2023 Q2	$50.1M	Buy	3,496,808 +561,702	+19%	+$6.48M	1.78%	6
2023 Q1	$20.9M	Buy	+2,935,106	New	+$25.8M	0.62%	11

Other funds holding PHAT

FLSM

Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return

MVM

Medicxi Ventures Management St. Helier, Jersey $177M AUM 212.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

6CM

683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return

Carlyle Group's PHAT Position: Q2 2026 in Review

Carlyle Group held its Phathom Pharmaceuticals (PHAT) position steady in Q2 2026 at 3,496,808 shares worth $37.9M. The position accounts for 0.38% of the portfolio, ranked #3.

Carlyle Group first reported a position in PHAT in Q1 2023 and has held it in 14 quarters since. The position peaked at $63.2M in Q3 2024. 162 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

Carlyle Group held 3,496,808 shares of Phathom Pharmaceuticals worth $37.9M as of Q2 2026.
Carlyle Group left its Phathom Pharmaceuticals share count unchanged in Q2 2026.
Phathom Pharmaceuticals made up 0.38% of Carlyle Group's portfolio in Q2 2026, its #3 holding.
Carlyle Group first reported a position in Phathom Pharmaceuticals in Q1 2023 and has held it in 14 quarters since.
Carlyle Group's Phathom Pharmaceuticals position peaked at $63.2M in Q3 2024.
162 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Carlyle Group's 13F filing for Q2 2026, filed 7 Aug 2026.