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Klingman & Associates’s Phathom Pharmaceuticals PHAT Stock Holding History

Klingman & Associates’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
Q1 		– Sell
-10,517
Closed -$85.4K – 268
2024
Q4 		$85.4K Buy
10,517
+141
+1% +$1.75K 0.01% 255
2024
Q3 		$188K Hold
10,376
– – 0.01% 261
2024
Q2 		$107K Hold
10,376
– – 0.01% 247
2024
Q1 		$110K Buy
+10,376
New +$88.1K 0.01% 236

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
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Klingman & Associates's PHAT Position: Q1 2025 in Review

Klingman & Associates sold out of Phathom Pharmaceuticals (PHAT) in Q1 2025, closing a stake of 10,517 shares — an estimated $85.4K sold.

Klingman & Associates first reported a position in PHAT in Q1 2024 and held it in 4 quarters. The position peaked at $188K in Q3 2024. 137 funds tracked by Wall St. Rank hold PHAT as of Q1 2025.

  • Klingman & Associates reported no remaining Phathom Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
  • Klingman & Associates sold 10,517 Phathom Pharmaceuticals shares in Q1 2025, an estimated $85.4K.
  • Klingman & Associates first reported a position in Phathom Pharmaceuticals in Q1 2024 and held it in 4 quarters.
  • Klingman & Associates's Phathom Pharmaceuticals position peaked at $188K in Q3 2024.
  • 137 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q1 2025.

Based on Klingman & Associates's 13F filing for Q1 2025, filed 13 May 2025.