Newamsterdam Pharma Co. NVNAMS
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 131 institutions reported holding Newamsterdam Pharma Co. NV (NAMS) in their 13F filings, up 5 from Q1 2025. 25 opened new positions and 19 sold out. The largest holders were Frazier Life Sciences Management, L.P. ($300.8M), Bain Capital Life Sciences Investors, LLC ($194.1M) and FCPM III Services B.V. ($192.5M). 5 famous investors held it, including Lee Ainslie (0.4% of Maverick Capital's portfolio), Stanley Druckenmiller (0.4% of Duquesne Family Office's portfolio) and Andreas Halvorsen (0.4% of Viking Global Investors's portfolio).
- Company
- Newamsterdam Pharma Co. NV
- CUSIP
- N62509109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $28.1M |
| Exits | 19 | $10.8M |
All 13F filers, Q1 2025 → Q2 2025: 10,636,295 shares bought and 5,224,626 shares sold, net +5,411,669 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 131 holders
| Frazier Life Sciences Management, L.P. | 12.05% | Add +3.0% | 16,607,074 | $300.8M |
| Bain Capital Life Sciences Investors, LLC | 24.31% | No change | 10,719,110 | $194.1M |
| FCPM III Services B.V. | 52.16% | Reduce -2.8% | 10,632,113 | $192.5M |
| Ra Capital Management, L.P. | 3.09% | No change | 10,138,938 | $183.6M |
| Capital World Investors | 0.02% | Add +23.4% | 8,387,725 | $151.9M |
| Viking Global Investors | 0.37% | No change | 6,978,534 | $126.4M |
| Deerfield Management Company, L.P. | 1.88% | Add +24.7% | 5,115,953 | $92.6M |
| Wellington Management Group LLP | 0.01% | Reduce -6.2% | 3,322,997 | $60.2M |
| Adage Capital Partners Gp, L.L.C. | 0.09% | Add +54.5% | 3,013,009 | $54.6M |
| Jennison Associates LLC | 0.03% | Reduce -25.8% | 2,946,103 | $53.4M |
| Medicxi Ventures Management (Jersey) Ltd | 12.16% | No change | 2,869,565 | $52.0M |
| Polar Capital Holdings Plc | 0.24% | Add +11.9% | 2,517,779 | $45.6M |
| Alliancebernstein L.P. | 0.01% | Add +4.0% | 2,331,583 | $42.2M |
| Cormorant Asset Management, LP | 2.93% | Reduce -23.0% | 2,175,000 | $39.4M |
| Capital International Investors | 0.01% | No change | 2,062,535 | $37.4M |
| Janus Henderson Group PLC | 0.02% | Reduce -10.8% | 1,962,060 | $35.6M |
| FMR LLC | 0.00% | Add +97.6% | 1,904,550 | $34.5M |
| Woodline Partners LP | 0.18% | Reduce -22.3% | 1,897,197 | $34.4M |
| Pictet Asset Management Holding SA | 0.03% | Add +0.3% | 1,816,725 | $32.9M |
| Maverick Capital | 0.43% | Add +178.8% | 1,531,874 | $27.7M |
| JPMorgan Chase & Co. | 0.00% | Add +47.2% | 1,458,897 | $26.4M |
| Siren, L.L.C. | 1.12% | Reduce -37.5% | 1,194,240 | $21.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +53.3% | 949,980 | $17.2M |
| TimesSquare Capital Management, LLC | 0.23% | Reduce -2.1% | 872,537 | $15.8M |
| Duquesne Family Office | 0.39% | Add +4.0% | 832,175 | $15.1M |
| Decheng Capital LLC | 3.52% | No change | 770,000 | $13.9M |
| Aberdeen Group plc | 0.02% | Add +95.0% | 735,032 | $13.3M |
| Morgan Stanley | 0.00% | Add +45.8% | 637,707 | $11.5M |
| UBS Group AG | 0.00% | Add +57.7% | 627,719 | $11.4M |
| BlackRock, Inc. | 0.00% | Add +14.8% | 571,673 | $10.4M |
| Rock Springs Capital Management LP | 0.61% | No change | 536,111 | $9.7M |
| American Century Companies Inc. | 0.01% | Add +0.8% | 532,916 | $9.7M |
| First Turn Management, LLC | 1.76% | New | 521,097 | $9.4M |
| Bank of America Corp. | 0.00% | Reduce -26.6% | 484,004 | $8.8M |
| Eversept Partners, LP | 0.76% | Add +47.5% | 414,430 | $7.5M |
| ArrowMark Colorado Holdings LLC | 0.12% | Reduce -0.9% | 358,614 | $6.5M |
| Bank of New York Mellon Corp | 0.00% | New | 352,952 | $6.4M |
| Handelsbanken Fonder AB | 0.02% | Add +31.4% | 341,600 | $6.2M |
| Franklin Resources Inc. | 0.00% | Add +30.6% | 334,212 | $6.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +11.3% | 320,804 | $5.8M |
| Citadel Advisors | 0.01% | Reduce -53.0% | 320,143 | $5.8M |
| Slate Path Capital LP | 0.10% | No change | 319,000 | $5.8M |
| Affinity Asset Advisors, LLC | 0.77% | Reduce -15.4% | 275,000 | $5.0M |
| AXA S.A. | 0.01% | Add +0.2% | 242,916 | $4.4M |
| Readystate Asset Management LP | 0.32% | Add +0.7% | 231,194 | $4.2M |
| Saturn V Capital Management LP | 1.62% | Add +89.7% | 220,695 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Add +118.7% | 208,081 | $3.8M |
| Ikarian Capital, LLC | 1.24% | New | 206,800 | $3.7M |
| Vanguard Group Inc. | 0.00% | Add +486.8% | 178,846 | $3.2M |
| DCF Advisers, LLC | 1.50% | No change | 172,500 | $3.1M |
| Atle Fund Management AB | 1.22% | Add +45.9% | 157,223 | $2.8M |
| Stempoint Capital LP | 0.89% | Add +46.0% | 152,652 | $2.8M |
| Invesco Ltd. | 0.00% | Add +12.7% | 134,035 | $2.4M |
| First Trust Advisors LP | 0.00% | Add +10.4% | 131,430 | $2.4M |
| Nicholas Investment Partners, LP | 0.21% | New | 115,739 | $2.1M |
| ADAR1 Capital Management, LLC | 0.33% | New | 112,359 | $2.0M |
| Geode Capital Management, LLC | 0.00% | Add +15.9% | 99,457 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -39.7% | 89,827 | $1.6M |
| Swiss National Bank | 0.00% | Add +18.3% | 83,900 | $1.5M |
| State Street Corp. | 0.00% | Add +21.9% | 81,304 | $1.5M |
| CenterBook Partners LP | 0.07% | Reduce -69.3% | 68,190 | $1.2M |
| Deutsche Bank AG | 0.00% | Reduce -6.0% | 68,092 | $1.2M |
| Alps Advisors Inc. | 0.01% | Reduce -22.3% | 60,551 | $1.1M |
| Boothbay Fund Management, LLC | 0.03% | Reduce -53.4% | 60,054 | $1.1M |
| Lisanti Capital Growth, LLC | 0.25% | No change | 49,110 | $889K |
| California State Teachers Retirement System | 0.00% | Add +146.7% | 47,862 | $867K |
| Legal & General Group Plc | 0.00% | Add +33.5% | 44,235 | $801K |
| Exome Asset Management LLC | 0.55% | New | 36,574 | $662K |
| Knights of Columbus Asset Advisors LLC | 0.04% | New | 32,833 | $595K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +5.4% | 31,383 | $568K |
| Northern Trust Corp. | 0.00% | Add +2.2% | 30,311 | $549K |
| BNP Paribas Financial Markets | 0.00% | Add +4.5% | 29,277 | $530K |
| Two Sigma Investments, LP | 0.00% | Reduce -32.2% | 28,392 | $514K |
| Millennium Management | 0.00% | Add +91.2% | 27,345 | $495K |
| Artia Global Partners LP | 0.13% | New | 27,319 | $495K |
| HRT Financial LP | 0.00% | Reduce -19.7% | 26,208 | $474K |
| Yarbrough Capital, LLC | 0.02% | No change | 23,960 | $434K |
| China Universal Asset Management Co., Ltd. | 0.04% | Add +2.4% | 22,549 | $408K |
| Fred Alger Management, LLC | 0.00% | Reduce -19.6% | 22,037 | $399K |
| Bellevue Group AG | 0.01% | Reduce -5.7% | 20,555 | $372K |
| HighVista Strategies LLC | 0.13% | New | 19,274 | $349K |
| Legato Capital Management LLC | 0.04% | New | 18,789 | $340K |
| Royal Bank of Canada | 0.00% | Add +96.4% | 18,332 | $332K |
| Algert Global LLC | 0.01% | New | 18,140 | $329K |
| Barclays PLC | 0.00% | Add +12.5% | 17,871 | $324K |
| Squarepoint Ops LLC | 0.00% | New | 14,279 | $259K |
| PTM Wealth Management, LLC | 0.17% | New | 12,900 | $256K |
| Verition Fund Management LLC | 0.00% | Reduce -72.6% | 13,828 | $250K |
| Kennedy Capital Management LLC | 0.01% | New | 13,675 | $248K |
| Prelude Capital Management, LLC | 0.02% | New | 13,420 | $243K |
| Arizona State Retirement System | 0.00% | Add +21.8% | 12,768 | $231K |
| Letko, Brosseau & Associates Inc. | 0.00% | New | 11,775 | $213K |
| Teacher Retirement System of Texas | 0.00% | New | 11,700 | $212K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +5.3% | 10,868 | $197K |
| Hudson Bay Capital Management LP | 0.00% | New | 10,739 | $194K |
| KLP Kapitalforvaltning As | 0.00% | Add +51.7% | 9,100 | $165K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 7,640 | $138K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +25.9% | 7,540 | $137K |
| Avanza Fonder AB | 0.00% | Add +20.9% | 7,505 | $136K |
| Quarry LP | 0.03% | Add +483.3% | 7,000 | $127K |
"% of holder's portfolio" is NAMS's weight in each manager's 13F, not the share of Newamsterdam Pharma Co. NV the manager owns.