As of the latest SEC filings, Phathom Pharmaceuticals, Inc. (PHAT) is held by 161 institutional funds. The largest fund shareholder is Invesco Global Fund (OPPAX), holding an estimated $26,235,451.20 in market value, representing 0.29% of its portfolio.
Funds holding Phathom Pharmaceuticals, Inc. (PHAT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PHAT
- CIK:
- 0001783183
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
OPPAX
Invesco Global Fund
|
MF | Invesco | 0.29% | $26,235,451.20 | 2,342,451 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $21,793,353.78 | 1,961,598 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $12,440,389.17 | 1,119,747 | Mar 31, 2026 | May 28, 2026 |
|
FSAKX
Strategic Advisers U.S. Total Stock Fund
|
MF | Fidelity | 0.01% | $12,164,925.20 | 968,545 | Feb 28, 2026 | Apr 24, 2026 |
|
IRGFX
Nomura Small Cap Growth Fund
|
MF | Independent / Boutique | 0.92% | $9,102,689.64 | 819,324 | Mar 31, 2026 | May 28, 2026 |
|
WGICX
Wasatch Micro Cap Fund
|
MF | Independent / Boutique | 1.60% | $8,960,859.38 | 806,558 | Mar 31, 2026 | May 5, 2026 |
|
FSSAX
Franklin Small Cap Growth Fund
|
MF | Franklin Templeton | 0.26% | $6,338,057.60 | 565,898 | Apr 30, 2026 | Jun 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $6,209,067.92 | 558,872 | Mar 31, 2026 | May 28, 2026 |
|
WGMCX
Wasatch Ultra Growth Fund
|
MF | Independent / Boutique | 1.37% | $5,496,328.09 | 494,719 | Mar 31, 2026 | May 5, 2026 |
|
FBTDX
Franklin Biotechnology Discovery Fund
|
MF | Franklin Templeton | 0.53% | $5,454,534.40 | 487,012 | Apr 30, 2026 | Jun 24, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $5,121,748.80 | 457,299 | Apr 30, 2026 | Jun 26, 2026 |
|
XPH
State Street(R) SPDR(R) S&P(R) Pharmaceuticals ETF
|
ETF | State Street (SPDR) | 1.44% | $4,431,790.11 | 398,901 | Mar 31, 2026 | May 28, 2026 |
|
IBB
iShares Biotechnology ETF
|
ETF | BlackRock / iShares | 0.05% | $3,965,658.95 | 356,945 | Mar 31, 2026 | May 28, 2026 |
|
-
JNL/Invesco Global Growth Fund
|
ETF | Independent / Boutique | 0.32% | $3,748,247.36 | 337,376 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.03% | $3,214,511.85 | 289,335 | Mar 31, 2026 | May 28, 2026 |
|
-
Invesco Global Equity Portfolio
|
ETF | Independent / Boutique | 0.32% | $3,146,174.24 | 283,184 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $2,984,205.76 | 237,596 | Feb 28, 2026 | Apr 24, 2026 |
|
SURI
Simplify Propel Opportunities ETF
|
ETF | Independent / Boutique | 4.20% | $2,915,108.46 | 262,386 | Mar 31, 2026 | May 27, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $2,774,654.72 | 220,912 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $2,472,611.84 | 196,864 | Feb 28, 2026 | Apr 28, 2026 |
|
MCGIX
AMG GW&K Small Cap Growth Fund
|
MF | Independent / Boutique | 1.16% | $2,416,478.40 | 215,757 | Apr 30, 2026 | Jun 24, 2026 |
|
DWAS
Invesco Dorsey Wright SmallCap Momentum ETF
|
ETF | Invesco | 0.60% | $2,306,819.84 | 183,664 | Feb 28, 2026 | Apr 28, 2026 |
|
GGHCX
Invesco Health Care Fund
|
MF | Invesco | 0.18% | $2,070,992.00 | 184,910 | Apr 30, 2026 | Jun 26, 2026 |
|
-
Nomura VIP Small Cap Growth Series
|
ETF | Independent / Boutique | 0.92% | $1,727,860.53 | 155,523 | Mar 31, 2026 | May 28, 2026 |
|
VHCIX
VANGUARD HEALTH CARE INDEX FUND
|
ETF | Vanguard | 0.01% | $1,592,846.64 | 126,819 | Feb 28, 2026 | Apr 28, 2026 |
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