R Squared’s Phathom Pharmaceuticals PHAT Stock Holding History

R Squared’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	-1,061	Closed	-$8.62K	–	1162
2024 Q4	$8.62K	Buy	+1,061	New	+$13.1K	0.01%	1187

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 New York $145B AUM 34.61% 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

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

R Squared's PHAT Position: Q1 2025 in Review

R Squared sold out of Phathom Pharmaceuticals (PHAT) in Q1 2025, closing a stake of 1,061 shares — an estimated $8.62K sold.

R Squared first reported a position in PHAT in Q4 2024 and held it in 1 quarter. The position peaked at $8.62K in Q4 2024. 137 funds tracked by Wall St. Rank hold PHAT as of Q1 2025.

R Squared reported no remaining Phathom Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
R Squared sold 1,061 Phathom Pharmaceuticals shares in Q1 2025, an estimated $8.62K.
R Squared first reported a position in Phathom Pharmaceuticals in Q4 2024 and held it in 1 quarter.
R Squared's Phathom Pharmaceuticals position peaked at $8.62K in Q4 2024.
137 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.