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Affinity Asset Advisors’s NewAmsterdam Pharma NAMS Stock Holding History

Affinity Asset Advisors’s Portfolio NAMS Stock Details NAMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-75,000
Closed -$1.54M – 107
2025
Q1 		$1.54M Buy
+75,000
New +$1.67M 0.15% 71

Other funds holding NAMS

FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
FIS
FCPM III Services Naarden, Netherlands $722M AUM 73.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

Affinity Asset Advisors's NAMS Position: Q1 2026 in Review

Affinity Asset Advisors held its NewAmsterdam Pharma (NAMS) position steady in Q1 2026 at 275,000 shares worth $8.8M. The position accounts for 0.45% of the portfolio, ranked #56.

Affinity Asset Advisors first reported a position in NAMS in Q2 2023 and has held it in 12 quarters since. The position peaked at $10.9M in Q4 2024. 170 funds tracked by Wall St. Rank hold NAMS as of Q1 2026.

  • Affinity Asset Advisors held 275,000 shares of NewAmsterdam Pharma worth $8.8M as of Q1 2026.
  • Affinity Asset Advisors left its NewAmsterdam Pharma share count unchanged in Q1 2026.
  • NewAmsterdam Pharma made up 0.45% of Affinity Asset Advisors's portfolio in Q1 2026, its #56 holding.
  • Affinity Asset Advisors first reported a position in NewAmsterdam Pharma in Q2 2023 and has held it in 12 quarters since.
  • Affinity Asset Advisors's NewAmsterdam Pharma position peaked at $10.9M in Q4 2024.
  • 170 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q1 2026.

Based on Affinity Asset Advisors's 13F filing for Q1 2026, filed 14 May 2026.