Andreas Halvorsen’s NewAmsterdam Pharma NAMS Stock Holding History

Andreas Halvorsen’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
2026 Q2	$142M	Hold	4,203,567	–	–	0.41%	60
2026 Q1	$135M	Hold	4,203,567	–	–	0.38%	56
2025 Q4	$147M	Sell	4,203,567 -2,271,967	-35%	-$82.7M	0.39%	61
2025 Q3	$184M	Sell	6,475,534 -503,000	-7%	-$12.1M	0.48%	56
2025 Q2	$126M	Hold	6,978,534	–	–	0.37%	67
2025 Q1	$143M	Hold	6,978,534	–	–	0.45%	61
2024 Q4	$179M	Sell	6,978,534 -1,046,031	-13%	-$22.2M	0.58%	48
2024 Q3	$133M	Hold	8,024,565	–	–	0.49%	55
2024 Q2	$154M	Hold	8,024,565	–	–	0.59%	41
2024 Q1	$190M	Hold	8,024,565	–	–	0.71%	38
2023 Q4	$89.6M	Hold	8,024,565	–	–	0.33%	59
2023 Q3	$74.2M	Buy	8,024,565 +1,500,000	+23%	+$16.2M	0.3%	53
2023 Q2	$77.6M	Buy	6,524,565 +2,608,695	+67%	+$34.6M	0.32%	63
2023 Q1	$52.6M	Buy	3,915,870 +162,042	+4%	+$2.04M	0.25%	62
2022 Q4	$39.5M	Buy	+3,753,828	New	+$37.3M	0.2%	64

Other funds holding NAMS

FLSM

Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

FIS

FCPM III Services Naarden, Netherlands $750M AUM 127.27% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

DFO

Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Andreas Halvorsen's NAMS Position: Q2 2026 in Review

Andreas Halvorsen held its NewAmsterdam Pharma (NAMS) position steady in Q2 2026 at 4,203,567 shares worth $142M. The position accounts for 0.41% of the portfolio, ranked #60.

Andreas Halvorsen first reported a position in NAMS in Q4 2022 and has held it in 15 quarters since. The position peaked at $190M in Q1 2024. 194 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

Andreas Halvorsen held 4,203,567 shares of NewAmsterdam Pharma worth $142M as of Q2 2026.
Andreas Halvorsen left its NewAmsterdam Pharma share count unchanged in Q2 2026.
NewAmsterdam Pharma made up 0.41% of Andreas Halvorsen's portfolio in Q2 2026, its #60 holding.
Andreas Halvorsen first reported a position in NewAmsterdam Pharma in Q4 2022 and has held it in 15 quarters since.
Andreas Halvorsen's NewAmsterdam Pharma position peaked at $190M in Q1 2024.
194 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

Based on Viking Global Investors's 13F filing for Q2 2026, filed 14 Aug 2026.