SC
PHAT icon

SummitTX Capital’s Phathom Pharmaceuticals PHAT Stock Holding History

SummitTX 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
2026
Q2 		$8.57M Sell
789,550
-206,335
-21% -$2.35M 0.22% 114
2026
Q1 		$11.1M Buy
995,885
+478,065
+92% +$6.04M 0.35% 53
2025
Q4 		$8.59M Buy
517,820
+131,852
+34% +$1.88M 0.26% 91
2025
Q3 		$4.54M Buy
+385,968
New +$3.98M 0.19% 123

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
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
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

SummitTX Capital's PHAT Position: Q2 2026 in Review

SummitTX Capital reduced its Phathom Pharmaceuticals (PHAT) stake by 21% in Q2 2026, selling an estimated $2.35M and leaving 789,550 shares worth $8.57M. The position accounts for 0.22% of the portfolio, ranked #114.

SummitTX Capital first reported a position in PHAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.1M in Q1 2026. 162 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

  • SummitTX Capital held 789,550 shares of Phathom Pharmaceuticals worth $8.57M as of Q2 2026.
  • SummitTX Capital sold 206,335 Phathom Pharmaceuticals shares in Q2 2026, an estimated $2.35M.
  • Phathom Pharmaceuticals made up 0.22% of SummitTX Capital's portfolio in Q2 2026, its #114 holding.
  • SummitTX Capital first reported a position in Phathom Pharmaceuticals in Q3 2025 and has held it in 4 quarters since.
  • SummitTX Capital's Phathom Pharmaceuticals position peaked at $11.1M in Q1 2026.
  • 162 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.