Creative Planning

Position in PHAT — Phathom Pharmaceuticals, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in PHAT

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$779,844

-$560,063 QoQ

Shares Held

70,193

-13.1% QoQ

Ownership

0.088%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Healthcare · as of Mar 31, 2026

Creative Planning holds $360,280,711 across 212 Biotechnology names. PHAT ranks #82 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRTX	Vertex Pharmaceuticals Inc / Ma	109,524	$48,906,846
2	REGN	Regeneron Pharmaceuticals, Inc.	40,152	$31,023,040
3	INSM	INSMED Inc	72,200	$11,806,143
4	EXEL	Exelixis, Inc.	234,142	$10,042,350
5	BBIO	BridgeBio Pharma, Inc.	119,661	$8,886,025
6	PCVX	Vaxcyte, Inc.	140,177	$8,145,685
7	ALNY	Alnylam Pharmaceuticals, Inc.	24,122	$7,981,245
8	INCY	Incyte Corp	80,874	$7,611,860

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$779,844	70,193	-13.1%	Shares	Sole	2026-05-12
2025-12-31	$1,339,907	80,766	+3.5%	Shares	Sole	2026-02-17
2025-09-30	$918,741	78,058	+36.3%	Shares	Sole	2025-11-14
2025-06-30	$549,161	57,264	-4.5%	Shares	Sole	2025-08-08
2025-03-31	$375,804	59,937	+157.9%	Shares	Sole	2025-05-15
2024-12-31	$188,733	23,243	-31.4%	Shares	Defined	2025-02-14
2024-09-30	$612,622	33,884	+25.7%	Shares	Defined	2024-10-11
2024-06-30	$277,595	26,951	-16.0%	Shares	Sole	2024-08-15
2024-03-31	$340,923	32,102	+50.3%	Shares	Sole	2024-05-13
2023-12-31	$194,943	21,352	+4.3%	Shares	Sole	2024-02-14
2023-09-30	$212,325	20,475	0.0%	Shares	Sole	2023-11-16
2023-06-30	$293,202	20,475	+2.4%	Shares	Sole	2023-07-21
2023-03-31	$142,800	20,000	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.