Marshall Wace
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Marshall Wace’s Phathom Pharmaceuticals PHAT Stock Holding History

Marshall Wace’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 		$9.56M Buy
+860,692
New +$10.9M 0.01% 1000
2025
Q2 		– Sell
-314,873
Closed -$1.97M – 3049
2025
Q1 		$1.97M Buy
314,873
+216,805
+221% +$1.32M ﹤0.01% 1466
2024
Q4 		$796K Buy
+98,068
New +$1.21M ﹤0.01% 1837
2024
Q3 		– Sell
-112,691
Closed -$1.16M – 2855
2024
Q2 		$1.16M Buy
+112,691
New +$1.16M ﹤0.01% 1622
2023
Q2 		– Sell
-37,096
Closed -$265K – 2866
2023
Q1 		$265K Buy
+37,096
New +$326K ﹤0.01% 2337
2022
Q3 		– Sell
-54,769
Closed -$462K – 3693
2022
Q2 		$462K Buy
54,769
+30,417
+125% +$313K ﹤0.01% 2822
2022
Q1 		$330K Sell
24,352
-7,813
-24% -$126K ﹤0.01% 2938
2021
Q4 		$632K Buy
+32,165
New +$757K ﹤0.01% 2684
2021
Q3 		– Sell
-29,731
Closed -$1.01M – 3331
2021
Q2 		$1.01M Sell
29,731
-84,154
-74% -$3.01M ﹤0.01% 1801
2021
Q1 		$4.28M Sell
113,885
-4,764
-4% -$199K 0.02% 922
2020
Q4 		$3.94M Buy
+118,649
New +$4.81M 0.02% 661

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

Marshall Wace's PHAT Position: Q1 2026 in Review

Marshall Wace opened a new position in Phathom Pharmaceuticals (PHAT) in Q1 2026: 860,692 shares worth $9.56M. The stake represents 0.01% of the portfolio and ranks #1000 among its holdings. This is a return to the name: Marshall Wace previously reported a position in PHAT as recently as Q1 2025.

Marshall Wace first reported a position in PHAT in Q4 2020 and has held it in 11 quarters since. 174 funds tracked by Wall St. Rank hold PHAT as of Q1 2026.

  • Marshall Wace held 860,692 shares of Phathom Pharmaceuticals worth $9.56M as of Q1 2026.
  • Phathom Pharmaceuticals was a new Marshall Wace position in Q1 2026.
  • Phathom Pharmaceuticals made up 0.01% of Marshall Wace's portfolio in Q1 2026, its #1000 holding.
  • Marshall Wace first reported a position in Phathom Pharmaceuticals in Q4 2020 and has held it in 11 quarters since.
  • 174 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.