Deerfield Management’s NewAmsterdam Pharma NAMS Stock Holding History

Deerfield 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 Q2	$145M	Hold	4,264,789	–	–	1.51%	18
2026 Q1	$137M	Buy	4,264,789 +100,000	+2%	+$3.26M	1.61%	20
2025 Q4	$146M	Sell	4,164,789 -101,904	-2%	-$3.71M	1.87%	14
2025 Q3	$121M	Sell	4,266,693 -849,260	-17%	-$20.4M	1.85%	12
2025 Q2	$92.6M	Buy	5,115,953 +1,011,996	+25%	+$18.5M	1.68%	18
2025 Q1	$84M	Sell	4,103,957 -210,383	-5%	-$4.68M	1.66%	19
2024 Q4	$111M	Buy	4,314,340 +3,412,590	+378%	+$72.5M	2.1%	13
2024 Q3	$15M	Buy	901,750 +32,500	+4%	+$562K	0.22%	59
2024 Q2	$16.7M	Buy	869,250 +202,250	+30%	+$4.06M	0.28%	54
2024 Q1	$15.8M	Buy	+667,000	New	+$13.5M	0.27%	60
2023 Q3	–	Sell	-2,535,723	Closed	-$30.1M	–	100
2023 Q2	$30.1M	Hold	2,535,723	–	–	0.64%	38
2023 Q1	$33.6M	Buy	2,535,723 +55,524	+2%	+$701K	0.75%	38
2022 Q4	$27M	Buy	+2,480,199	New	+$24.7M	0.56%	51

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

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

Jupiter Topco New York $245B AUM

Deerfield Management's NAMS Position: Q2 2026 in Review

Deerfield Management held its NewAmsterdam Pharma (NAMS) position steady in Q2 2026 at 4,264,789 shares worth $145M. The position accounts for 1.51% of the portfolio, ranked #18.

Deerfield Management first reported a position in NAMS in Q4 2022 and has held it in 13 quarters since. The position peaked at $146M in Q4 2025. 195 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

Deerfield Management held 4,264,789 shares of NewAmsterdam Pharma worth $145M as of Q2 2026.
Deerfield Management left its NewAmsterdam Pharma share count unchanged in Q2 2026.
NewAmsterdam Pharma made up 1.51% of Deerfield Management's portfolio in Q2 2026, its #18 holding.
Deerfield Management first reported a position in NewAmsterdam Pharma in Q4 2022 and has held it in 13 quarters since.
Deerfield Management's NewAmsterdam Pharma position peaked at $146M in Q4 2025.
195 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

Based on Deerfield Management's 13F filing for Q2 2026, filed 14 Aug 2026.