Arizona State Retirement System’s NewAmsterdam Pharma NAMS Stock Holding History

Arizona State Retirement System’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	$564K	Buy	16,656 +4,281	+35%	+$141K	﹤0.01%	1481
2026 Q1	$396K	Sell	12,375 -358	-3%	-$11.7K	﹤0.01%	1587
2025 Q4	$447K	Sell	12,733 -518	-4%	-$18.9K	﹤0.01%	1547
2025 Q3	$377K	Buy	13,251 +483	+4%	+$11.6K	﹤0.01%	1669
2025 Q2	$231K	Buy	12,768 +2,282	+22%	+$41.6K	﹤0.01%	1848
2025 Q1	$215K	Buy	+10,486	New	+$233K	﹤0.01%	1857

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 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

Arizona State Retirement System's NAMS Position: Q2 2026 in Review

Arizona State Retirement System increased its NewAmsterdam Pharma (NAMS) stake by 35% in Q2 2026, buying an estimated $141K and bringing the position to 16,656 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Arizona State Retirement System first reported a position in NAMS in Q1 2025 and has held it in 6 quarters since. 194 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

Arizona State Retirement System held 16,656 shares of NewAmsterdam Pharma worth $564K as of Q2 2026.
Arizona State Retirement System bought 4,281 NewAmsterdam Pharma shares in Q2 2026, an estimated $141K.
NewAmsterdam Pharma made up ﹤0.01% of Arizona State Retirement System's portfolio in Q2 2026, its #1481 holding.
Arizona State Retirement System first reported a position in NewAmsterdam Pharma in Q1 2025 and has held it in 6 quarters since.
194 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

Based on Arizona State Retirement System's 13F filing for Q2 2026, filed 7 Aug 2026.