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Kennedy Capital Management’s Phathom Pharmaceuticals PHAT Stock Holding History

Kennedy Capital 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
2024
Q4 		– Sell
-728,490
Closed -$13.2M – 723
2024
Q3 		$13.2M Sell
728,490
-102,416
-12% -$1.43M 0.29% 92
2024
Q2 		$8.56M Buy
830,906
+258,570
+45% +$2.66M 0.18% 187
2024
Q1 		$6.08M Buy
572,336
+360
+0.1% +$3.06K 0.13% 274
2023
Q4 		$5.22M Sell
571,976
-489,769
-46% -$4.22M 0.11% 298
2023
Q3 		$11M Buy
1,061,745
+12,070
+1% +$166K 0.27% 106
2023
Q2 		$15M Buy
+1,049,675
New +$12.1M 0.35% 72

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
CC
Checkpoint Capital San Francisco, California $279M AUM 45.74% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

Kennedy Capital Management's PHAT Position: Q4 2024 in Review

Kennedy Capital Management sold out of Phathom Pharmaceuticals (PHAT) in Q4 2024, closing a stake of 728,490 shares — an estimated $13.2M sold.

Kennedy Capital Management first reported a position in PHAT in Q2 2023 and held it in 6 quarters. The position peaked at $15M in Q2 2023. 144 funds tracked by Wall St. Rank hold PHAT as of Q4 2024.

  • Kennedy Capital Management reported no remaining Phathom Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
  • Kennedy Capital Management sold 728,490 Phathom Pharmaceuticals shares in Q4 2024, an estimated $13.2M.
  • Kennedy Capital Management first reported a position in Phathom Pharmaceuticals in Q2 2023 and held it in 6 quarters.
  • Kennedy Capital Management's Phathom Pharmaceuticals position peaked at $15M in Q2 2023.
  • 144 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q4 2024.

Based on Kennedy Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.