TAM
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Tocqueville Asset Management’s Phathom Pharmaceuticals PHAT Stock Holding History

Tocqueville Asset 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
Q1 		$391K Buy
35,200
+500
+1% +$6.32K 0.01% 461
2025
Q4 		$576K Buy
34,700
+10,000
+40% +$143K 0.01% 432
2025
Q3 		$291K Buy
+24,700
New +$255K ﹤0.01% 495
2024
Q1 		– Sell
-18,100
Closed -$165K – 549
2023
Q4 		$165K Buy
+18,100
New +$156K ﹤0.01% 498

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

Tocqueville Asset Management's PHAT Position: Q1 2026 in Review

Tocqueville Asset Management increased its Phathom Pharmaceuticals (PHAT) stake by 1.4% in Q1 2026, buying an estimated $6.32K and bringing the position to 35,200 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #461.

Tocqueville Asset Management first reported a position in PHAT in Q4 2023 and has held it in 4 quarters since. The position peaked at $576K in Q4 2025. 174 funds tracked by Wall St. Rank hold PHAT as of Q1 2026.

  • Tocqueville Asset Management held 35,200 shares of Phathom Pharmaceuticals worth $391K as of Q1 2026.
  • Tocqueville Asset Management bought 500 Phathom Pharmaceuticals shares in Q1 2026, an estimated $6.32K.
  • Phathom Pharmaceuticals made up 0.01% of Tocqueville Asset Management's portfolio in Q1 2026, its #461 holding.
  • Tocqueville Asset Management first reported a position in Phathom Pharmaceuticals in Q4 2023 and has held it in 4 quarters since.
  • Tocqueville Asset Management's Phathom Pharmaceuticals position peaked at $576K in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q1 2026.

Based on Tocqueville Asset Management's 13F filing for Q1 2026, filed 12 May 2026.