Bain Capital Life Sciences Investors’s NewAmsterdam Pharma NAMS Stock Holding History

Bain Capital Life Sciences Investors’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	$129M	Sell	3,806,566 -3,500,000	-48%	-$115M	7.67%	3
2026 Q1	$234M	Hold	7,306,566	–	–	21.09%	2
2025 Q4	$256M	Sell	7,306,566 -3,412,544	-32%	-$124M	19.63%	2
2025 Q3	$305M	Hold	10,719,110	–	–	20.23%	2
2025 Q2	$194M	Hold	10,719,110	–	–	24.29%	1
2025 Q1	$219M	Hold	10,719,110	–	–	32.46%	1
2024 Q4	$275M	Buy	10,719,110 +245,197	+2%	+$5.21M	32.41%	1
2024 Q3	$174M	Hold	10,473,913	–	–	18.09%	2
2024 Q2	$201M	Hold	10,473,913	–	–	22.09%	2
2024 Q1	$248M	Hold	10,473,913	–	–	19.91%	1
2023 Q4	$117M	Hold	10,473,913	–	–	11.21%	2
2023 Q3	$96.9M	Hold	10,473,913	–	–	10.83%	3
2023 Q2	$125M	Buy	10,473,913 +2,173,913	+26%	+$28.8M	12.83%	2
2023 Q1	$110M	Hold	8,300,000	–	–	13.76%	1
2022 Q4	$90.5M	Buy	+8,300,000	New	+$82.5M	10.11%	3

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

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

Bain Capital Life Sciences Investors's NAMS Position: Q2 2026 in Review

Bain Capital Life Sciences Investors reduced its NewAmsterdam Pharma (NAMS) stake by 48% in Q2 2026, selling an estimated $115M and leaving 3,806,566 shares worth $129M. The position accounts for 7.67% of the portfolio, ranked #3.

Bain Capital Life Sciences Investors first reported a position in NAMS in Q4 2022 and has held it in 15 quarters since. The position peaked at $305M in Q3 2025. 195 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

Bain Capital Life Sciences Investors held 3,806,566 shares of NewAmsterdam Pharma worth $129M as of Q2 2026.
Bain Capital Life Sciences Investors sold 3,500,000 NewAmsterdam Pharma shares in Q2 2026, an estimated $115M.
NewAmsterdam Pharma made up 7.67% of Bain Capital Life Sciences Investors's portfolio in Q2 2026, its #3 holding.
Bain Capital Life Sciences Investors first reported a position in NewAmsterdam Pharma in Q4 2022 and has held it in 15 quarters since.
Bain Capital Life Sciences Investors's NewAmsterdam Pharma position peaked at $305M in Q3 2025.
195 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

Based on Bain Capital Life Sciences Investors's 13F filing for Q2 2026, filed 14 Aug 2026.