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 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 $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

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 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

Bellevue Group's NAMS Position: Q1 2026 in Review

Bellevue Group reduced its NewAmsterdam Pharma (NAMS) stake by 24% in Q1 2026, selling an estimated $283K and leaving 27,661 shares worth $885K. The position accounts for 0.02% of the portfolio, ranked #93.

Bellevue Group first reported a position in NAMS in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q4 2025. 170 funds tracked by Wall St. Rank hold NAMS as of Q1 2026.

Bellevue Group held 27,661 shares of NewAmsterdam Pharma worth $885K as of Q1 2026.
Bellevue Group sold 8,675 NewAmsterdam Pharma shares in Q1 2026, an estimated $283K.
NewAmsterdam Pharma made up 0.02% of Bellevue Group's portfolio in Q1 2026, its #93 holding.
Bellevue Group first reported a position in NewAmsterdam Pharma in Q3 2024 and has held it in 7 quarters since.
Bellevue Group's NewAmsterdam Pharma position peaked at $1.27M in Q4 2025.
170 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q1 2026.

Based on Bellevue Group's 13F filing for Q1 2026, filed 15 May 2026.