Cormorant Asset Management’s NewAmsterdam Pharma NAMS Stock Holding History

Cormorant Asset Management’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	$30.4M	Sell	950,000 -50,000	-5%	-$1.63M	1.53%	19
2025 Q4	$35.1M	Sell	1,000,000 -1,175,000	-54%	-$42.8M	1.62%	18
2025 Q3	$61.9M	Hold	2,175,000	–	–	4.27%	10
2025 Q2	$39.4M	Sell	2,175,000 -650,000	-23%	-$11.9M	2.93%	9
2025 Q1	$57.8M	Sell	2,825,000 -425,000	-13%	-$9.45M	4.35%	6
2024 Q4	$83.5M	Buy	3,250,000 +780,000	+32%	+$16.6M	4.59%	6
2024 Q3	$41M	Buy	2,470,000 +170,000	+7%	+$2.94M	2.17%	14
2024 Q2	$44.2M	Buy	2,300,000 +800,000	+53%	+$16M	2.55%	13
2024 Q1	$35.5M	Buy	+1,500,000	New	+$30.4M	1.56%	17

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

Cormorant Asset Management's NAMS Position: Q1 2026 in Review

Cormorant Asset Management reduced its NewAmsterdam Pharma (NAMS) stake by 5% in Q1 2026, selling an estimated $1.63M and leaving 950,000 shares worth $30.4M. The position accounts for 1.53% of the portfolio, ranked #19.

Cormorant Asset Management first reported a position in NAMS in Q1 2024 and has held it in 9 quarters since. The position peaked at $83.5M in Q4 2024. 170 funds tracked by Wall St. Rank hold NAMS as of Q1 2026.

Cormorant Asset Management held 950,000 shares of NewAmsterdam Pharma worth $30.4M as of Q1 2026.
Cormorant Asset Management sold 50,000 NewAmsterdam Pharma shares in Q1 2026, an estimated $1.63M.
NewAmsterdam Pharma made up 1.53% of Cormorant Asset Management's portfolio in Q1 2026, its #19 holding.
Cormorant Asset Management first reported a position in NewAmsterdam Pharma in Q1 2024 and has held it in 9 quarters since.
Cormorant Asset Management's NewAmsterdam Pharma position peaked at $83.5M in Q4 2024.
170 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q1 2026.

Based on Cormorant Asset Management's 13F filing for Q1 2026, filed 15 May 2026.