Simplify Asset Management Inc.

CIK

1846368

City

Las Vegas

State / Country

NV

Stock

PHAT — Phathom Pharmaceuticals, Inc.

Top Portfolio Positions

127 positions · $381,770,173 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
IBIT	iShares Bitcoin Trust ETF	1,475,000	$56,669,500	14.84%
PAGP	Plains Gp Holdings LP Energy	1,272,360	$30,892,900	8.09%
UTHR	UNITED THERAPEUTICS Corp Healthcare	34,251	$20,310,157	5.32%
ALGN	Align Technology Inc Healthcare	106,897	$18,325,352	4.80%
LLY	ELI LILLY & Co Healthcare	16,703	$15,362,918	4.02%
NVO	Novo Nordisk A S Healthcare	327,357	$12,030,369	3.15%
ABBV	AbbVie Inc. Healthcare	48,621	$10,574,581	2.77%
JAZZ	Jazz Pharmaceuticals plc Healthcare	51,730	$9,779,556	2.56%
PCT	PureCycle Technologies, Inc. Industrials	1,770,778	$9,190,337	2.41%
TMO	Thermo Fisher Scientific Inc. Healthcare	17,409	$8,557,045	2.24%

Portfolio Trend

22 quarters · across all stocks

Holdings in PHAT

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,915,108	262,386	-18.5%	Shares	Sole	2026-04-27
2025-12-31	$5,340,901	321,935	0.0%	Shares	Sole	2026-02-09
2025-09-30	$3,789,174	321,935	-38.3%	Shares	Sole	2025-10-20
2025-06-30	$5,005,356	521,935	-23.5%	Shares	Sole	2025-08-07
2025-03-31	$4,275,732	681,935	+17.2%	Shares	Sole	2025-05-13
2024-12-31	$4,725,312	581,935	+11.5%	Shares	Sole	2025-02-11
2024-09-30	$9,436,584	521,935	0.0%	Shares	Sole	2024-11-12
2024-06-30	$5,375,930	521,935	0.0%	Shares	Sole	2024-08-12
2024-03-31	$5,542,949	521,935	+119.4%	Shares	Sole	2024-05-13
2023-12-31	$2,172,346	237,935	0.0%	Shares	Sole	2024-02-12
2023-09-30	$2,467,385	237,935	0.0%	Shares	Sole	2023-11-14
2023-06-30	$3,407,229	237,935	0.0%	Shares	Sole	2023-08-14
2023-03-31	$1,698,855	237,935	—	Shares	Sole	2023-05-10
No 13F history on record for this holder in this stock.