Newamsterdam Pharma Co. NVNAMS
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 187 institutions reported holding Newamsterdam Pharma Co. NV (NAMS) in their 13F filings, up 50 from Q3 2025. 51 opened new positions and 9 sold out. The largest holders were Frazier Life Sciences Management, L.P. ($594.4M), Capital World Investors ($350.2M) and Ra Capital Management, L.P. ($335.0M). 6 famous investors held it, including Stanley Druckenmiller (2.6% of Duquesne Family Office's portfolio), Lee Ainslie (0.7% of Maverick Capital'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $195.1M |
| Exits | 9 | $28.0M |
All 13F filers, Q3 2025 → Q4 2025: 13,038,232 shares bought and 14,244,597 shares sold, net −1,206,365 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 187 holders
| Frazier Life Sciences Management, L.P. | 16.01% | Add +1.4% | 16,943,774 | $594.4M |
| Capital World Investors | 0.05% | Add +1.6% | 9,984,000 | $350.2M |
| Ra Capital Management, L.P. | 3.44% | Reduce -5.8% | 9,550,191 | $335.0M |
| FCPM III Services B.V. | 42.30% | Reduce -0.1% | 9,198,900 | $322.7M |
| Bain Capital Life Sciences Investors, LLC | 19.67% | Reduce -31.8% | 7,306,566 | $256.3M |
| FMR LLC | 0.01% | Add +15.9% | 6,412,984 | $225.0M |
| Wellington Management Group LLP | 0.03% | Add +25.2% | 5,033,175 | $176.6M |
| Viking Global Investors | 0.39% | Reduce -35.1% | 4,203,567 | $147.5M |
| Deerfield Management Company, L.P. | 2.14% | Reduce -2.4% | 4,164,789 | $146.1M |
| Jennison Associates LLC | 0.07% | Reduce -16.9% | 3,489,221 | $122.4M |
| Duquesne Family Office | 2.55% | Add +59.6% | 3,070,146 | $107.7M |
| Medicxi Ventures Management (Jersey) Ltd | 12.06% | No change | 2,869,565 | $100.7M |
| Polar Capital Holdings Plc | 0.45% | Reduce -4.7% | 2,776,222 | $97.4M |
| Janus Henderson Group PLC | 0.04% | Add +10.6% | 2,341,723 | $82.3M |
| Capital International Investors | 0.01% | No change | 2,062,535 | $72.4M |
| Maverick Capital | 0.71% | Add +25.9% | 1,894,226 | $66.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +96.0% | 1,725,662 | $60.5M |
| Adage Capital Partners Gp, L.L.C. | 0.07% | Reduce -45.4% | 1,406,631 | $49.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -39.3% | 1,300,875 | $45.6M |
| Castle Hook Partners LP | 0.55% | New | 1,085,008 | $38.1M |
| Cormorant Asset Management, LP | 1.99% | Reduce -54.0% | 1,000,000 | $35.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -23.2% | 999,976 | $35.1M |
| UBS Group AG | 0.01% | Add +17.0% | 899,442 | $31.6M |
| First Turn Management, LLC | 3.58% | Add +24.6% | 893,473 | $31.3M |
| BlackRock, Inc. | 0.00% | Add +36.5% | 849,779 | $29.8M |
| TimesSquare Capital Management, LLC | 0.43% | Reduce -1.8% | 822,300 | $28.8M |
| Franklin Resources Inc. | 0.01% | Add +89.5% | 769,120 | $27.0M |
| Woodline Partners LP | 0.10% | Reduce -35.1% | 751,270 | $26.4M |
| Pictet Asset Management Holding SA | 0.03% | Reduce -42.3% | 746,122 | $26.2M |
| Aberdeen Group plc | 0.04% | Add +10.2% | 729,484 | $25.6M |
| Nwi Management LP | 1.50% | New | 702,000 | $24.6M |
| Citadel Advisors | 0.02% | Add +207.7% | 635,247 | $22.3M |
| American Century Companies Inc. | 0.01% | Reduce -3.4% | 603,401 | $21.2M |
| Decheng Capital LLC | 2.79% | Reduce -9.9% | 592,057 | $20.8M |
| Rock Springs Capital Management LP | 1.01% | Reduce -6.5% | 557,194 | $19.5M |
| Ensign Peak Advisors, Inc | 0.03% | New | 549,511 | $19.3M |
| Morgan Stanley | 0.00% | Reduce -64.4% | 532,803 | $18.7M |
| Artia Global Partners LP | 2.84% | Add +158.6% | 503,936 | $17.7M |
| Bank of America Corp. | 0.00% | Reduce -2.7% | 459,391 | $16.1M |
| Logos Global Management LP | 1.05% | New | 450,000 | $15.8M |
| Jane Street Group, LLC | 0.02% | New | 421,491 | $14.8M |
| Eversept Partners, LP | 0.83% | Reduce -13.9% | 420,827 | $14.8M |
| Handelsbanken Fonder AB | 0.04% | Add +2.5% | 415,800 | $14.6M |
| Bank of New York Mellon Corp | 0.00% | Add +17.7% | 391,827 | $13.7M |
| Slate Path Capital LP | 0.15% | No change | 319,000 | $11.2M |
| ArrowMark Colorado Holdings LLC | 0.23% | Reduce -4.2% | 298,077 | $10.5M |
| First Trust Advisors LP | 0.01% | New | 279,701 | $9.8M |
| Affinity Asset Advisors, LLC | 0.72% | No change | 275,000 | $9.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 265,199 | $9.3M |
| Millennium Management | 0.01% | New | 254,596 | $8.9M |
| Gilder Gagnon Howe & Co. LLC | 0.09% | Add +583.1% | 248,528 | $8.7M |
| Nicholas Investment Partners, LP | 0.62% | Add +20.2% | 213,419 | $7.5M |
| Lord, Abbett & Co. LLC | 0.02% | New | 200,638 | $7.0M |
| Atle Fund Management AB | 2.21% | Add +1.8% | 197,036 | $6.9M |
| Susquehanna International Group, LLP | 0.01% | Add +28.9% | 195,635 | $6.9M |
| Lisanti Capital Growth, LLC | 1.49% | Add +278.1% | 179,410 | $6.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | New | 177,016 | $6.2M |
| Vanguard Group Inc. | 0.00% | Add +0.3% | 172,956 | $6.1M |
| Kennedy Capital Management LLC | 0.13% | Add +17.9% | 172,931 | $6.1M |
| DCF Advisers, LLC | 1.86% | Reduce -8.4% | 160,600 | $5.6M |
| Ameriprise Financial Inc. | 0.00% | Add +4.8% | 152,269 | $5.3M |
| Moody Aldrich Partners LLC | 0.94% | New | 143,549 | $5.0M |
| XTX Topco Ltd | 0.13% | Add +1714.1% | 137,492 | $4.8M |
| Deutsche Bank AG | 0.00% | Add +81.2% | 123,963 | $4.3M |
| ADAR1 Capital Management, LLC | 0.31% | Add +3.7% | 118,623 | $4.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -16.0% | 116,258 | $4.1M |
| Geode Capital Management, LLC | 0.00% | Add +0.4% | 102,395 | $3.6M |
| Walleye Capital LLC | 0.02% | New | 96,261 | $3.4M |
| Alps Advisors Inc. | 0.02% | New | 92,902 | $3.3M |
| Swedbank AB | 0.00% | New | 90,900 | $3.2M |
| Swiss National Bank | 0.00% | Add +2.1% | 88,900 | $3.1M |
| JTC Employer Solutions Trustee Ltd | 0.20% | New | 75,500 | $3.0M |
| Legato Capital Management LLC | 0.25% | Add +258.7% | 83,833 | $2.9M |
| Centiva Capital, LP | 0.17% | New | 80,000 | $2.8M |
| Stempoint Capital LP | 0.44% | Reduce -51.5% | 73,106 | $2.6M |
| Russell Investments Group, Ltd. | 0.00% | New | 71,282 | $2.5M |
| State Street Corp. | 0.00% | Add +7.4% | 68,523 | $2.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 63,302 | $2.2M |
| Lifetime Wealth Management P.C. | 1.32% | — | 59,250 | $2.1M |
| Mizuho Markets Cayman LP | 0.08% | New | 47,879 | $1.7M |
| Jain Global LLC | 0.02% | New | 47,584 | $1.7M |
| Fred Alger Management, LLC | 0.01% | Add +15.2% | 47,535 | $1.7M |
| Aquatic Capital Management LLC | 0.05% | New | 45,989 | $1.6M |
| Ikarian Capital, LLC | 0.21% | Reduce -57.1% | 45,830 | $1.6M |
| Sei Investments Co. | 0.00% | New | 41,040 | $1.4M |
| Legal & General Group Plc | 0.00% | Reduce -10.5% | 40,951 | $1.4M |
| California State Teachers Retirement System | 0.00% | Reduce -15.8% | 40,276 | $1.4M |
| Bellevue Group AG | 0.02% | Add +148.7% | 36,336 | $1.3M |
| HighVista Strategies LLC | 0.32% | Add +11.8% | 35,586 | $1.2M |
| Boothbay Fund Management, LLC | 0.03% | Reduce -16.7% | 33,919 | $1.2M |
| Knights of Columbus Asset Advisors LLC | 0.06% | Reduce -3.4% | 32,483 | $1.1M |
| Verition Fund Management LLC | 0.01% | Add +134.2% | 32,391 | $1.1M |
| Northern Trust Corp. | 0.00% | Reduce -3.5% | 32,137 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Add +47.0% | 30,819 | $1.1M |
| Ishara Investments LP | 1.22% | — | 30,000 | $1.1M |
| Voya Investment Management LLC | 0.00% | Add +49.6% | 28,875 | $1.0M |
| WINTON GROUP Ltd | 0.03% | New | 28,665 | $1.0M |
| Twinbeech Capital LP | 0.07% | New | 27,400 | $961K |
| New York State Common Retirement Fund | 0.00% | No change | 26,680 | $936K |
| China Universal Asset Management Co., Ltd. | 0.07% | Add +34.1% | 26,477 | $929K |
"% of holder's portfolio" is NAMS's weight in each manager's 13F, not the share of Newamsterdam Pharma Co. NV the manager owns.