Rockefeller Capital Management’s Phathom Pharmaceuticals PHAT Stock Holding History

Rockefeller 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
2026 Q2	$28.5K	Sell	2,628 -1,467	-36%	-$16.7K	﹤0.01%	3613
2026 Q1	$45.5K	Buy	4,095 +3,940	+2,542%	+$49.8K	﹤0.01%	3330
2025 Q4	$2.57K	Buy	+155	New	+$2.21K	﹤0.01%	4259
2023 Q1	–	Sell	-29	Closed	–	–	3360
2022 Q4	$0	Hold	29	–	–	﹤0.01%	4128
2022 Q3	$0	Hold	29	–	–	﹤0.01%	4268
2022 Q2	$0	Buy	+29	New	+$298	﹤0.01%	4329
2020 Q3	–	Sell	-17,388	Closed	-$572K	–	2739
2020 Q2	$572K	Buy	+17,388	New	+$668K	0.01%	664

Other funds holding PHAT

FLSM

Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return

MVM

Medicxi Ventures Management St. Helier, Jersey $177M AUM 212.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

Rockefeller Capital Management's PHAT Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Phathom Pharmaceuticals (PHAT) stake by 36% in Q2 2026, selling an estimated $16.7K and leaving 2,628 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3613.

Rockefeller Capital Management first reported a position in PHAT in Q2 2020 and has held it in 7 quarters since. The position peaked at $572K in Q2 2020. 162 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

Rockefeller Capital Management held 2,628 shares of Phathom Pharmaceuticals worth $28.5K as of Q2 2026.
Rockefeller Capital Management sold 1,467 Phathom Pharmaceuticals shares in Q2 2026, an estimated $16.7K.
Phathom Pharmaceuticals made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3613 holding.
Rockefeller Capital Management first reported a position in Phathom Pharmaceuticals in Q2 2020 and has held it in 7 quarters since.
Rockefeller Capital Management's Phathom Pharmaceuticals position peaked at $572K in Q2 2020.
162 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.