FCPM III Services B.V.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), FCPM III Services B.V. reported 10 stock positions worth $722.2 million. Its top holding was Newamsterdam Pharma (NAMS) at 40.8% of the portfolio, followed by Dyne Therapeutics (DYN, 11.7%) and Vor Biopharma (VOR, 10.2%). Compared with Q4 2025, it opened 1 new position, sold out of 1, added to 1 and reduced 1. The biggest buy was a new position in Damora Therapeutics (DMRA) and the biggest sale an exit from Rapt Therapeutics (RAPT).
- Most Recent 13F
- Q2 2026
- Location
- NAARDEN, P7
- CIK
- 0002013410
- Portfolio Value
- $722.2M (Q1 2026)
- SEC Filing
- 0001193125-26-225423 ↗ filed May 15, 2026
Holdings Value
Holdings 10 stocks · $722.2M
| NAMS Newamsterdam Pharma Co. NV | 40.77% | 9,198,900 | $294.5M | No change |
| DYN Dyne Therapeutics Inc. | 11.66% | 4,644,386 | $84.2M | Reduce -15.0% |
| VOR Vor Biopharma Inc. | 10.17% | 4,117,354 | $73.5M | Add +13.8% |
| ENGN Engene Holdings Inc. | 9.08% | 9,632,561 | $65.6M | No change |
| MPLT Maplight Therapeutics Inc. | 9.08% | 3,226,400 | $65.6M | No change |
| DMRA Damora Therapeutics Inc. | 8.75% | 2,441,000 | $63.2M | New |
| CBIO Crescent Biopharma Inc. | 4.27% | 1,677,852 | $30.8M | No change |
| REPL Replimune Group Inc. | 2.97% | 2,808,368 | $21.5M | No change |
| BCYC Bicycle Therapeutics PLC-ADR | 2.23% | 3,468,430 | $16.1M | No change |
| ENGENE HOLDINGS INC | 1.01% | 2,878,148 | $7.3M | No change |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $750.4M | NAMS, MPLT, DYN, VOR, DMRA |
| Q1 2026 | 10 | $722.2M | NAMS, DYN, VOR, ENGN, MPLT |
| Q4 2025 | 10 | $762.9M | NAMS, DYN, ENGN, RAPT, MPLT |
| Q3 2025 | 9 | $500.4M | NAMS, DYN, ENGN, ATXS, BCYC |
| Q2 2025 | 8 | $369.2M | NAMS, DYN, REPL, ENGN, BCYC |
| Q1 2025 | 7 | $413.7M | NAMS, DYN, ENGN, REPL, BCYC |
| Q4 2024 | 8 | $592.4M | NAMS, DYN, ENGN, BCYC, REPL |
| Q3 2024 | 7 | $582.3M | DYN, NAMS, ENGN, REPL, BCYC |
| Q2 2024 | 7 | $678.1M | DYN, NAMS, ENGN, REPL, BCYC |
| Q1 2024 | 6 | $707.3M | NAMS, DYN, ENGN, REPL, ENGENE HOLDINGS INC |