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 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 $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

DCF Advisers's NAMS Position: Q1 2026 in Review

DCF Advisers held its NewAmsterdam Pharma (NAMS) position steady in Q1 2026 at 160,600 shares worth $5.14M. The position accounts for 1.37% of the portfolio, ranked #19.

DCF Advisers first reported a position in NAMS in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.63M in Q4 2025. 170 funds tracked by Wall St. Rank hold NAMS as of Q1 2026.

DCF Advisers held 160,600 shares of NewAmsterdam Pharma worth $5.14M as of Q1 2026.
DCF Advisers left its NewAmsterdam Pharma share count unchanged in Q1 2026.
NewAmsterdam Pharma made up 1.37% of DCF Advisers's portfolio in Q1 2026, its #19 holding.
DCF Advisers first reported a position in NewAmsterdam Pharma in Q3 2024 and has held it in 7 quarters since.
DCF Advisers's NewAmsterdam Pharma position peaked at $5.63M in Q4 2025.
170 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q1 2026.

Based on DCF Advisers's 13F filing for Q1 2026, filed 11 May 2026.