Lindbrook Capital’s Phathom Pharmaceuticals PHAT Stock Holding History

Lindbrook Capital’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	$1.59K	Buy	254 +99	+64%	+$601	﹤0.01%	2347
2024 Q4	$1.26K	Buy	+155	New	+$1.92K	﹤0.01%	2439
2023 Q4	–	Sell	-132	Closed	-$1.37K	–	2791
2023 Q3	$1.37K	Hold	132	–	–	﹤0.01%	2259
2023 Q2	$1.89K	Buy	+132	New	+$1.52K	﹤0.01%	2164
2023 Q1	–	Sell	-159	Closed	-$1.78K	–	2878
2022 Q4	$1.78K	Sell	159 -14	-8%	-$144	﹤0.01%	2277
2022 Q3	$2K	Buy	173 +127	+276%	+$1.21K	﹤0.01%	2114
2022 Q2	$0	Sell	46 -91	-66%	-$936	﹤0.01%	2698
2022 Q1	$2K	Buy	+137	New	+$2.21K	﹤0.01%	2052

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 $177M AUM 212.06% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

NMC

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Lindbrook Capital's PHAT Position: Q1 2025 in Review

Lindbrook Capital increased its Phathom Pharmaceuticals (PHAT) stake by 64% in Q1 2025, buying an estimated $601 and bringing the position to 254 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2347.

Lindbrook Capital first reported a position in PHAT in Q1 2022 and has held it in 8 quarters since. The position peaked at $2K in Q3 2022. 137 funds tracked by Wall St. Rank hold PHAT as of Q1 2025.

Lindbrook Capital held 254 shares of Phathom Pharmaceuticals worth $1.59K as of Q1 2025.
Lindbrook Capital bought 99 Phathom Pharmaceuticals shares in Q1 2025, an estimated $601.
Phathom Pharmaceuticals made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2347 holding.
Lindbrook Capital first reported a position in Phathom Pharmaceuticals in Q1 2022 and has held it in 8 quarters since.
Lindbrook Capital's Phathom Pharmaceuticals position peaked at $2K in Q3 2022.
137 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.