Daiwa Securities Group
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Daiwa Securities Group’s Phathom Pharmaceuticals PHAT Stock Holding History

Daiwa Securities 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
Q1 		– Sell
-260
Closed -$4K – 1372
2025
Q4 		$4K Hold
260
– – ﹤0.01% 1255
2025
Q3 		$3K Hold
260
– – ﹤0.01% 1245
2025
Q2 		$2K Hold
260
– – ﹤0.01% 1220
2025
Q1 		$2K Hold
260
– – ﹤0.01% 1189
2024
Q4 		$2K Hold
260
– – ﹤0.01% 1226
2024
Q3 		$5K Buy
260
+93
+56% +$1.3K ﹤0.01% 1170
2024
Q2 		$2K Hold
167
– – ﹤0.01% 1258
2024
Q1 		$2K Hold
167
– – ﹤0.01% 1274
2023
Q4 		$2K Hold
167
– – ﹤0.01% 1277
2023
Q3 		$2K Hold
167
– – ﹤0.01% 1222
2023
Q2 		$2K Hold
167
– – ﹤0.01% 1241
2023
Q1 		$1K Hold
167
– – ﹤0.01% 1275
2022
Q4 		$2K Buy
167
+75
+82% +$773 ﹤0.01% 1233
2022
Q3 		$1K Hold
92
– – ﹤0.01% 1307
2022
Q2 		$1K Hold
92
– – ﹤0.01% 1312
2022
Q1 		$1K Hold
92
– – ﹤0.01% 1327
2021
Q4 		$2K Buy
+92
New +$2.17K ﹤0.01% 1294

Other funds holding PHAT

FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
MVM
Medicxi Ventures Management St. Helier, Jersey $982M AUM 210.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Daiwa Securities Group's PHAT Position: Q1 2026 in Review

Daiwa Securities Group sold out of Phathom Pharmaceuticals (PHAT) in Q1 2026, closing a stake of 260 shares — an estimated $4K sold.

Daiwa Securities Group first reported a position in PHAT in Q4 2021 and held it in 17 quarters. The position peaked at $5K in Q3 2024. 174 funds tracked by Wall St. Rank hold PHAT as of Q1 2026.

  • Daiwa Securities Group reported no remaining Phathom Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • Daiwa Securities Group sold 260 Phathom Pharmaceuticals shares in Q1 2026, an estimated $4K.
  • Daiwa Securities Group first reported a position in Phathom Pharmaceuticals in Q4 2021 and held it in 17 quarters.
  • Daiwa Securities Group's Phathom Pharmaceuticals position peaked at $5K in Q3 2024.
  • 174 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q1 2026.

Based on Daiwa Securities Group's 13F filing for Q1 2026, filed 13 May 2026.