CAM
Cormorant Asset Management’s NewAmsterdam Pharma NAMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.4M | Sell |
2,175,000
-650,000
| -23% | -$11.8M | 2.93% | 9 |
|
|
2025
Q1 | $57.8M | Sell |
2,825,000
-425,000
| -13% | -$8.7M | 4.35% | 6 |
|
|
2024
Q4 | $83.5M | Buy |
3,250,000
+780,000
| +32% | +$20M | 4.59% | 6 |
|
|
2024
Q3 | $41M | Buy |
2,470,000
+170,000
| +7% | +$2.82M | 2.17% | 14 |
|
|
2024
Q2 | $44.2M | Buy |
2,300,000
+800,000
| +53% | +$15.4M | 2.55% | 13 |
|
|
2024
Q1 | $35.5M | Buy |
+1,500,000
| New | +$35.5M | 1.56% | 17 |
|