Phathom 製藥公司
US ˙ NasdaqGS ˙ US71722W1071

SecurityPHAT / Phathom Pharmaceuticals, Inc.
InstitutionUBS Group AG
Latest Disclosed Ownership360,371 shares
Latest Disclosed Value $ 4,003,721
UBS Group AG reports 18.39% increase in ownership of PHAT / Phathom Pharmaceuticals, Inc.

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 360,371 shares of Phathom Pharmaceuticals, Inc. (US:PHAT) valued at $4,003,722 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 304,383 shares of Phathom Pharmaceuticals, Inc.. This represents a change in shares of 18.39% during the quarter. The current value of the position is $3,553,258 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F PHATHOM PHARMACEUTICALS COM 71722W107 360,371 55,988 18.39 4,004 -20.72 0.0001
2026-01-29 2025-12-31 13F PHATHOM PHARMACEUTICALS COM 71722W107 304,383 -33,977 -10.04 5,050 26.80 0.0001
2025-11-13 2025-09-30 13F PHATHOM PHARMACEUTICALS COM 71722W107 338,360 -81,113 -19.34 3,982 -0.99 0.0006
2025-08-14 2025-06-30 13F PHATHOM PHARMACEUTICALS COM 71722W107 419,473 -288,105 -40.72 4,023 -9.33 0.0007
2025-05-13 2025-03-31 13F PHATHOM PHARMACEUTICALS COM 71722W107 707,578 241,962 51.97 4,437 17.35 0.0008
2025-02-14 2024-12-31 13F PHATHOM PHARMACEUTICALS COM 71722W107 465,616 393,675 547.22 3,781 190.77 0.0007
2024-11-14 2024-09-30 13F PHATHOM PHARMACEUTICALS COM 71722W107 71,941 28,855 66.97 1,301 193.45 0.0003
2024-08-14 2024-06-30 13F PHATHOM PHARMACEUTICALS COM 71722W107 43,086 -6,837 -13.70 444 -16.42 0.0001
2024-05-13 2024-03-31 13F PHATHOM PHARMACEUTICALS COM 71722W107 49,923 10,491 26.61 530 47.22 0.0001
2024-02-09 2023-12-31 13F PHATHOM PHARMACEUTICALS COM 71722W107 39,432 5,732 17.01 360 3.15 0.0001
2023-11-09 2023-09-30 13F PHATHOM PHARMACEUTICALS COM 71722W107 33,700 16,894 100.52 349 45.42 0.0001
2023-08-11 2023-06-30 13F PHATHOM PHARMACEUTICALS COM 71722W107 16,806 16,806 241 0.0001
2023-05-12 2023-03-31 13F PHATHOM PHARMACEUTICALS COM 71722W107 0 -795 -100.00 0 -100.00
2023-02-08 2022-12-31 13F PHATHOM PHARMACEUTICALS COM 71722W107 795 167 26.59 9 14.29 0.0000
2022-11-10 2022-09-30 13F PHATHOM PHARMACEUTICALS COM 71722W107 628 628 7 0.0000
2022-05-16 2022-03-31 13F PHATHOM PHARMACEUTICALS COM 71722W107 0 -1,329 -100.00 0 -100.00
2022-02-14 2021-12-31 13F PHATHOM PHARMACEUTICALS COM 71722W107 1,329 1,329 26 0.0000
2021-11-15 2021-09-30 13F PHATHOM PHARMACEUTICALS COM 71722W107 0 -699 -100.00 0 -100.00
2021-08-13 2021-06-30 13F PHATHOM PHARMACEUTICALS COM 71722W107 699 -2,178 -75.70 24 -77.78 0.0000
2021-05-12 2021-03-31 13F PHATHOM PHARMACEUTICALS COM 71722W107 2,877 220 8.28 108 22.73 0.0000
2021-02-11 2020-12-31 13F PHATHOM PHARMACEUTICALS COM 71722W107 2,657 1,283 93.38 88 76.00 0.0000
2020-11-12 2020-09-30 13F PHATHOM PHARMACEUTICALS COM 71722W107 1,374 -2,803 -67.11 50 -63.50 0.0000
2020-07-31 2020-06-30 13F PHATHOM PHARMACEUTICALS COM 71722W107 4,177 -2,238 -34.89 137 -17.47 0.0001
2020-05-01 2020-03-31 13F PHATHOM PHARMACEUTICALS COM 71722W107 6,415 -7,684 -54.50 166 -62.19 0.0001
2020-02-14 2019-12-31 13F PHATHOM PHARMACEUTICALS COM 71722W107 14,099 14,099 439 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.