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 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 $3.89B AUM 201.1% 1-Year Est. Return

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

RCM

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

FIS

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Bain Capital Life Sciences Investors's NAMS Position: Q1 2026 in Review

Bain Capital Life Sciences Investors held its NewAmsterdam Pharma (NAMS) position steady in Q1 2026 at 7,306,566 shares worth $234M. The position accounts for 21.09% of the portfolio, ranked #2.

Bain Capital Life Sciences Investors first reported a position in NAMS in Q4 2022 and has held it in 14 quarters since. The position peaked at $305M in Q3 2025. 170 funds tracked by Wall St. Rank hold NAMS as of Q1 2026.

Bain Capital Life Sciences Investors held 7,306,566 shares of NewAmsterdam Pharma worth $234M as of Q1 2026.
Bain Capital Life Sciences Investors left its NewAmsterdam Pharma share count unchanged in Q1 2026.
NewAmsterdam Pharma made up 21.09% of Bain Capital Life Sciences Investors's portfolio in Q1 2026, its #2 holding.
Bain Capital Life Sciences Investors first reported a position in NewAmsterdam Pharma in Q4 2022 and has held it in 14 quarters since.
Bain Capital Life Sciences Investors's NewAmsterdam Pharma position peaked at $305M in Q3 2025.
170 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q1 2026.

Based on Bain Capital Life Sciences Investors's 13F filing for Q1 2026, filed 15 May 2026.