Avidity Partners Management’s NewAmsterdam Pharma NAMS Stock Holding History

Avidity Partners Management’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	-68,000	Closed	-$1.39M	–	76
2025 Q1	$1.39M	Sell	68,000 -286,000	-81%	-$6.36M	0.27%	60
2024 Q4	$9.1M	Sell	354,000 -535,700	-60%	-$11.4M	0.89%	40
2024 Q3	$14.8M	Buy	889,700 +330,400	+59%	+$5.72M	0.75%	50
2024 Q2	$10.7M	Buy	559,300 +84,300	+18%	+$1.69M	0.46%	60
2024 Q1	$11.2M	Buy	+475,000	New	+$9.64M	0.36%	70

Other funds holding NAMS

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

FIS

FCPM III Services Naarden, Netherlands $722M AUM 73.61% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Avidity Partners Management's NAMS Position: Q2 2025 in Review

Avidity Partners Management sold out of NewAmsterdam Pharma (NAMS) in Q2 2025, closing a stake of 68,000 shares — an estimated $1.39M sold.

Avidity Partners Management first reported a position in NAMS in Q1 2024 and held it in 5 quarters. The position peaked at $14.8M in Q3 2024. 131 funds tracked by Wall St. Rank hold NAMS as of Q2 2025.

Avidity Partners Management reported no remaining NewAmsterdam Pharma position as of Q2 2025 after selling out during the quarter.
Avidity Partners Management sold 68,000 NewAmsterdam Pharma shares in Q2 2025, an estimated $1.39M.
Avidity Partners Management first reported a position in NewAmsterdam Pharma in Q1 2024 and held it in 5 quarters.
Avidity Partners Management's NewAmsterdam Pharma position peaked at $14.8M in Q3 2024.
131 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2025.

Based on Avidity Partners Management's 13F filing for Q2 2025, filed 14 Aug 2025.