Axa
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Axa’s NewAmsterdam Pharma NAMS Stock Holding History

Axa’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
Q3 		– Sell
-242,916
Closed -$4.4M – 697
2025
Q2 		$4.4M Buy
242,916
+397
+0.2% +$7.24K 0.01% 587
2025
Q1 		$4.96M Sell
242,519
-35,747
-13% -$795K 0.02% 541
2024
Q4 		$7.15M Sell
278,266
-66,387
-19% -$1.41M 0.02% 453
2024
Q3 		$5.72M Buy
344,653
+95,261
+38% +$1.65M 0.02% 511
2024
Q2 		$4.79M Buy
249,392
+141
+0.1% +$2.83K 0.01% 544
2024
Q1 		$5.89M Sell
249,251
-27,077
-10% -$550K 0.02% 518
2023
Q4 		$3.09M Sell
276,328
-6,687
-2% -$61.2K 0.01% 656
2023
Q3 		$2.62M Buy
283,015
+58,664
+26% +$635K 0.01% 665
2023
Q2 		$2.67M Buy
+224,351
New +$2.98M 0.01% 672

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
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
FIS
FCPM III Services Naarden, Netherlands $722M AUM 73.61% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Axa's NAMS Position: Q3 2025 in Review

Axa sold out of NewAmsterdam Pharma (NAMS) in Q3 2025, closing a stake of 242,916 shares — an estimated $4.4M sold.

Axa first reported a position in NAMS in Q2 2023 and held it in 9 quarters. The position peaked at $7.15M in Q4 2024. 137 funds tracked by Wall St. Rank hold NAMS as of Q3 2025.

  • Axa reported no remaining NewAmsterdam Pharma position as of Q3 2025 after selling out during the quarter.
  • Axa sold 242,916 NewAmsterdam Pharma shares in Q3 2025, an estimated $4.4M.
  • Axa first reported a position in NewAmsterdam Pharma in Q2 2023 and held it in 9 quarters.
  • Axa's NewAmsterdam Pharma position peaked at $7.15M in Q4 2024.
  • 137 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.