DCF Advisers’s NewAmsterdam Pharma NAMS Stock Holding History

DCF Advisers’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	$4.78M	Sell	141,000 -19,600	-12%	-$646K	0.84%	20
2026 Q1	$5.14M	Hold	160,600	–	–	1.37%	19
2025 Q4	$5.63M	Sell	160,600 -14,650	-8%	-$533K	1.51%	16
2025 Q3	$4.98M	Buy	175,250 +2,750	+2%	+$65.9K	1.6%	22
2025 Q2	$3.12M	Hold	172,500	–	–	1.45%	25
2025 Q1	$3.53M	Buy	172,500 +83,100	+93%	+$1.85M	1.69%	19
2024 Q4	$2.3M	Buy	89,400 +55,400	+163%	+$1.18M	1.11%	28
2024 Q3	$564K	Buy	+34,000	New	+$588K	0.23%	70

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

DCF Advisers's NAMS Position: Q2 2026 in Review

DCF Advisers reduced its NewAmsterdam Pharma (NAMS) stake by 12% in Q2 2026, selling an estimated $646K and leaving 141,000 shares worth $4.78M. The position accounts for 0.84% of the portfolio, ranked #20.

DCF Advisers first reported a position in NAMS in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.63M in Q4 2025. 194 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

DCF Advisers held 141,000 shares of NewAmsterdam Pharma worth $4.78M as of Q2 2026.
DCF Advisers sold 19,600 NewAmsterdam Pharma shares in Q2 2026, an estimated $646K.
NewAmsterdam Pharma made up 0.84% of DCF Advisers's portfolio in Q2 2026, its #20 holding.
DCF Advisers first reported a position in NewAmsterdam Pharma in Q3 2024 and has held it in 8 quarters since.
DCF Advisers's NewAmsterdam Pharma position peaked at $5.63M in Q4 2025.
194 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

Based on DCF Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.