Newamsterdam Pharma Co. NVNAMS
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 171 institutions reported holding Newamsterdam Pharma Co. NV (NAMS) in their 13F filings, down 16 from Q4 2025. 19 opened new positions and 37 sold out. The largest holders were Frazier Life Sciences Management, L.P. ($542.4M), Capital World Investors ($355.6M) and Ra Capital Management, L.P. ($305.7M). 6 famous investors held it, including Stanley Druckenmiller (3.3% of Duquesne Family Office's portfolio), Lee Ainslie (0.8% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $98.5M |
| Exits | 37 | $27.7M |
All 13F filers, Q4 2025 → Q1 2026: 10,108,957 shares bought and 6,081,563 shares sold, net +4,027,394 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 171 holders
| Frazier Life Sciences Management, L.P. | 13.99% | No change | 16,943,774 | $542.4M |
| Capital World Investors | 0.05% | Add +11.3% | 11,109,034 | $355.6M |
| Ra Capital Management, L.P. | 3.24% | No change | 9,550,191 | $305.7M |
| FCPM III Services B.V. | 40.77% | No change | 9,198,900 | $294.5M |
| FMR LLC | 0.01% | Add +36.7% | 8,765,811 | $280.6M |
| Bain Capital Life Sciences Investors, LLC | 21.13% | No change | 7,306,566 | $233.9M |
| Wellington Management Group LLP | 0.03% | Add +1.6% | 5,115,818 | $163.8M |
| Deerfield Management Company, L.P. | 1.90% | Add +2.4% | 4,264,789 | $136.5M |
| Viking Global Investors | 0.38% | No change | 4,203,567 | $134.6M |
| Duquesne Family Office | 3.35% | No change | 3,070,146 | $98.3M |
| Polar Capital Holdings Plc | 0.40% | Add +2.0% | 2,831,607 | $90.6M |
| Jennison Associates LLC | 0.06% | Reduce -21.2% | 2,750,403 | $88.0M |
| Medicxi Ventures Management (Jersey) Ltd | 8.72% | Reduce -6.8% | 2,674,182 | $85.6M |
| Janus Henderson Group PLC | 0.03% | Reduce -3.5% | 2,258,984 | $72.3M |
| Westfield Capital Management Co. LP | 0.30% | New | 2,202,913 | $70.5M |
| Maverick Capital | 0.81% | Add +15.4% | 2,186,402 | $70.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +12.8% | 1,946,374 | $62.3M |
| Capital International Investors | 0.01% | Reduce -30.1% | 1,441,131 | $46.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -7.8% | 1,199,325 | $42.1M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Reduce -21.3% | 1,106,631 | $35.4M |
| Castle Hook Partners LP | 0.67% | Reduce -3.9% | 1,042,637 | $33.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Add +440.9% | 957,442 | $30.6M |
| Cormorant Asset Management, LP | 1.53% | Reduce -5.0% | 950,000 | $30.4M |
| BlackRock, Inc. | 0.00% | Add +4.3% | 886,616 | $28.4M |
| Bank of America Corp. | 0.00% | Add +84.4% | 847,089 | $27.1M |
| Aberdeen Group plc | 0.04% | Add +14.7% | 837,005 | $26.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.6% | 884,228 | $25.9M |
| UBS Group AG | 0.00% | Reduce -11.6% | 794,976 | $25.4M |
| Franklin Resources Inc. | 0.01% | Add +0.1% | 770,160 | $24.7M |
| Ameriprise Financial Inc. | 0.01% | Add +394.6% | 753,054 | $24.1M |
| Woodline Partners LP | 0.09% | Add +0.1% | 752,308 | $24.1M |
| TimesSquare Capital Management, LLC | 0.41% | Reduce -8.6% | 751,988 | $24.1M |
| Citadel Advisors | 0.02% | Add +12.1% | 712,064 | $22.8M |
| Nwi Management LP | 1.37% | No change | 702,000 | $22.5M |
| Logos Global Management LP | 0.99% | Add +33.3% | 600,000 | $19.2M |
| Rock Springs Capital Management LP | 1.11% | Add +5.7% | 588,794 | $18.8M |
| First Turn Management, LLC | 2.00% | Reduce -37.5% | 558,336 | $17.9M |
| Morgan Stanley | 0.00% | Add +4.3% | 555,761 | $17.8M |
| American Century Companies Inc. | 0.01% | Reduce -13.9% | 519,455 | $16.6M |
| Artia Global Partners LP | 3.64% | No change | 503,936 | $16.1M |
| Handelsbanken Fonder AB | 0.04% | Add +0.8% | 418,900 | $13.4M |
| Kennedy Capital Management LLC | 0.28% | Add +136.2% | 408,492 | $13.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.3% | 378,800 | $12.1M |
| Decheng Capital LLC | 1.57% | Reduce -45.1% | 325,057 | $10.4M |
| Slate Path Capital LP | 0.15% | No change | 319,000 | $10.2M |
| Millennium Management | 0.01% | Add +19.4% | 303,848 | $9.7M |
| Eversept Partners, LP | 0.60% | Reduce -32.1% | 285,764 | $9.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +7.6% | 285,285 | $9.1M |
| Affinity Asset Advisors, LLC | 0.53% | No change | 275,000 | $8.8M |
| SEB Asset Management AB | 0.04% | — | 272,654 | $8.7M |
| First Trust Advisors LP | 0.01% | Reduce -4.5% | 267,105 | $8.6M |
| Marshall Wace, LLP | 0.01% | New | 264,802 | $8.5M |
| ArrowMark Colorado Holdings LLC | 0.22% | Reduce -12.9% | 259,524 | $8.3M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -54.6% | 249,190 | $8.0M |
| Gilder Gagnon Howe & Co. LLC | 0.09% | Reduce -2.8% | 241,475 | $7.7M |
| Lord, Abbett & Co. LLC | 0.02% | Reduce -2.6% | 195,355 | $6.3M |
| Stempoint Capital LP | 1.11% | Add +147.1% | 180,658 | $5.8M |
| Peregrine Capital Management LLC | 0.21% | New | 178,493 | $5.7M |
| Victory Capital Management Inc. | 0.00% | New | 172,663 | $5.5M |
| Atle Fund Management AB | 1.78% | Reduce -51.9% | 94,796 | $5.5M |
| Jane Street Group, LLC | 0.01% | Reduce -60.8% | 165,201 | $5.3M |
| DCF Advisers, LLC | 1.94% | No change | 160,600 | $5.1M |
| XTX Topco Ltd | 0.08% | Add +5.3% | 144,759 | $4.6M |
| Vanguard Portfolio Management LLC | 0.00% | — | 135,031 | $4.3M |
| Nicholas Investment Partners, LP | 0.33% | Reduce -41.4% | 125,136 | $4.0M |
| Deutsche Bank AG | 0.00% | Add +0.7% | 124,775 | $4.0M |
| ADAR1 Capital Management, LLC | 0.23% | No change | 118,623 | $3.8M |
| Moody Aldrich Partners LLC | 0.66% | Reduce -19.9% | 114,975 | $3.7M |
| Geode Capital Management, LLC | 0.00% | Add +1.9% | 104,396 | $3.3M |
| Swedbank AB | 0.00% | Add +11.0% | 100,900 | $3.2M |
| Alps Advisors Inc. | 0.01% | Add +0.8% | 93,596 | $3.0M |
| Swiss National Bank | 0.00% | No change | 88,900 | $2.8M |
| Russell Investments Group, Ltd. | 0.00% | Add +18.4% | 84,385 | $2.7M |
| Catalio Capital Management, LP | 0.56% | New | 83,554 | $2.7M |
| State Street Corp. | 0.00% | Reduce -7.9% | 63,090 | $2.0M |
| Walleye Capital LLC | 0.01% | Reduce -39.3% | 58,434 | $1.9M |
| Sei Investments Co. | 0.00% | Add +35.6% | 55,637 | $1.8M |
| California State Teachers Retirement System | 0.00% | Add +34.9% | 54,329 | $1.7M |
| Fred Alger Management, LLC | 0.01% | Add +14.0% | 54,195 | $1.7M |
| Mizuho Markets Cayman LP | 0.09% | Add +9.1% | 52,227 | $1.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -25.9% | 46,936 | $1.5M |
| China Universal Asset Management Co., Ltd. | 0.11% | Add +65.1% | 43,703 | $1.4M |
| Squarepoint Ops LLC | 0.00% | Add +39.6% | 43,021 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Add +49.0% | 37,450 | $1.2M |
| Ishara Investments LP | 1.19% | Add +23.0% | 36,900 | $1.2M |
| Pavaki Capital Management LLC | 0.82% | New | 36,600 | $1.2M |
| Knights of Columbus Asset Advisors LLC | 0.07% | Add +11.4% | 36,190 | $1.2M |
| Legal & General Group Plc | 0.00% | Reduce -18.3% | 33,476 | $1.1M |
| Northern Trust Corp. | 0.00% | Add +0.3% | 32,218 | $1.0M |
| Stifel Financial Corp. | 0.00% | New | 29,221 | $935K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 28,146 | $901K |
| Headlands Technologies LLC | 0.10% | New | 27,676 | $886K |
| Bellevue Group AG | 0.02% | Reduce -23.9% | 27,661 | $885K |
| Boothbay Fund Management, LLC | 0.02% | Reduce -19.4% | 27,336 | $875K |
| Voya Investment Management LLC | 0.00% | Reduce -6.3% | 27,050 | $866K |
| Eleva Capital SAS | 0.24% | — | 25,721 | $823K |
| Lifetime Wealth Management P.C. | 0.44% | Reduce -60.3% | 23,500 | $752K |
| Tidal Investments LLC | 0.00% | New | 22,458 | $719K |
| CenterBook Partners LP | 0.04% | Add +84.5% | 22,254 | $712K |
| Barclays PLC | 0.00% | Add +285.4% | 21,780 | $697K |
"% of holder's portfolio" is NAMS's weight in each manager's 13F, not the share of Newamsterdam Pharma Co. NV the manager owns.