Hennion & Walsh Asset Management, Inc.
Position in PHAT — Phathom Pharmaceuticals, Inc.
CIK 1861642
Parsippany, NJ
Position in PHAT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,550,966
+$1,929,662 QoQ
Shares Held
327,278
+124.3% QoQ
Ownership
0.410%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2
of 20 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHAT Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Hennion & Walsh Asset Management, Inc. holds $200,308,891 across 60 Biotechnology names. PHAT ranks #24 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JAZZ |
Jazz Pharmaceuticals plc
|
48,019 | $11,571,138 | |
| 2 | CELC |
Celcuity Inc.
|
100,368 | $10,500,500 | |
| 3 | URGN |
UroGen Pharma Ltd.
|
276,696 | $10,182,412 | |
| 4 | TVTX |
Travere Therapeutics, Inc.
|
171,470 | $9,741,210 | |
| 5 | SNDX |
Syndax Pharmaceuticals Inc
|
342,883 | $7,495,422 | |
| 6 | QURE |
uniQure N.V.
|
142,113 | $6,545,724 | |
| 7 | KURA |
Kura Oncology, Inc.
|
568,845 | $6,240,229 | |
| 8 | ARDX |
Ardelyx, Inc.
|
1,211,690 | $6,179,619 |
All Filings in PHAT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,550,966 | 327,278 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,621,304 | 145,932 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,907,534 | 114,981 | Shares | Sole | 2026-01-14 | |
| 2023-09-30 | $507,995 | 48,987 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $839,982 | 58,658 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $414,419 | 58,042 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $666,535 | 59,406 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $605,754 | 54,671 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $476,893 | 56,504 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $694,817 | 51,052 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $607,684 | 30,894 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||