Bellevue Group’s NewAmsterdam Pharma NAMS Stock Holding History

Bellevue Group’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	$2.95M	Buy	86,994 +59,333	+215%	+$1.96M	0.06%	91
2026 Q1	$885K	Sell	27,661 -8,675	-24%	-$283K	0.02%	93
2025 Q4	$1.27M	Buy	36,336 +21,725	+149%	+$791K	0.02%	109
2025 Q3	$416K	Sell	14,611 -5,944	-29%	-$142K	0.01%	118
2025 Q2	$372K	Sell	20,555 -1,245	-6%	-$22.7K	0.01%	112
2025 Q1	$446K	Sell	21,800 -3,200	-13%	-$71.1K	0.01%	119
2024 Q4	$643K	Buy	25,000 +17,300	+225%	+$367K	0.01%	123
2024 Q3	$128K	Buy	+7,700	New	+$133K	﹤0.01%	153

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

Bellevue Group's NAMS Position: Q2 2026 in Review

Bellevue Group increased its NewAmsterdam Pharma (NAMS) stake by 215% in Q2 2026, buying an estimated $1.96M and bringing the position to 86,994 shares worth $2.95M. The position accounts for 0.06% of the portfolio, ranked #91.

Bellevue Group first reported a position in NAMS in Q3 2024 and has held it in 8 quarters since. 195 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

Bellevue Group held 86,994 shares of NewAmsterdam Pharma worth $2.95M as of Q2 2026.
Bellevue Group bought 59,333 NewAmsterdam Pharma shares in Q2 2026, an estimated $1.96M.
NewAmsterdam Pharma made up 0.06% of Bellevue Group's portfolio in Q2 2026, its #91 holding.
Bellevue Group first reported a position in NewAmsterdam Pharma in Q3 2024 and has held it in 8 quarters since.
195 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

Based on Bellevue Group's 13F filing for Q2 2026, filed 14 Aug 2026.