Jacobs Levy Equity Management’s Phathom Pharmaceuticals PHAT Stock Holding History

Jacobs Levy Equity Management’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
2025 Q2	–	Sell	-596,108	Closed	-$3.74M	–	1136
2025 Q1	$3.74M	Buy	+596,108	New	+$3.62M	0.01%	517
2024 Q2	–	Sell	-20,987	Closed	-$223K	–	1024
2024 Q1	$223K	Sell	20,987 -572,764	-96%	-$4.86M	﹤0.01%	883
2023 Q4	$5.42M	Buy	593,751 +312,819	+111%	+$2.7M	0.03%	410
2023 Q3	$2.91M	Buy	280,932 +210,129	+297%	+$2.88M	0.02%	492
2023 Q2	$1.01M	Buy	+70,803	New	+$816K	0.01%	695
2022 Q1	–	Sell	-165,642	Closed	-$3.26M	–	1064
2021 Q4	$3.26M	Buy	165,642 +94,608	+133%	+$2.23M	0.02%	514
2021 Q3	$2.28M	Sell	71,034 -44,305	-38%	-$1.47M	0.02%	588
2021 Q2	$3.9M	Buy	+115,339	New	+$4.13M	0.03%	485

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

Jacobs Levy Equity Management's PHAT Position: Q2 2025 in Review

Jacobs Levy Equity Management sold out of Phathom Pharmaceuticals (PHAT) in Q2 2025, closing a stake of 596,108 shares — an estimated $3.74M sold.

Jacobs Levy Equity Management first reported a position in PHAT in Q2 2021 and held it in 8 quarters. The position peaked at $5.42M in Q4 2023. 117 funds tracked by Wall St. Rank hold PHAT as of Q2 2025.

Jacobs Levy Equity Management reported no remaining Phathom Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
Jacobs Levy Equity Management sold 596,108 Phathom Pharmaceuticals shares in Q2 2025, an estimated $3.74M.
Jacobs Levy Equity Management first reported a position in Phathom Pharmaceuticals in Q2 2021 and held it in 8 quarters.
Jacobs Levy Equity Management's Phathom Pharmaceuticals position peaked at $5.42M in Q4 2023.
117 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2025, filed 14 Aug 2025.