FCPM III Services’s NewAmsterdam Pharma NAMS Stock Holding History

FCPM III Services’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	$288M	Sell	8,490,353 -708,547	-8%	-$23.3M	38.34%	1
2026 Q1	$294M	Hold	9,198,900	–	–	40.77%	1
2025 Q4	$323M	Sell	9,198,900 -13,484	-0.1%	-$491K	42.3%	1
2025 Q3	$262M	Sell	9,212,384 -1,419,729	-13%	-$34M	52.36%	1
2025 Q2	$193M	Sell	10,632,113 -303,197	-3%	-$5.53M	52.16%	1
2025 Q1	$224M	Buy	10,935,310 +338,129	+3%	+$7.52M	54.11%	1
2024 Q4	$272M	Sell	10,597,181 -1,234,280	-10%	-$26.2M	45.98%	1
2024 Q3	$196M	Hold	11,831,461	–	–	33.73%	2
2024 Q2	$227M	Hold	11,831,461	–	–	33.52%	2
2024 Q1	$280M	Hold	11,831,461	–	–	39.56%	1
2023 Q4	$132M	Buy	+11,831,461	New	+$108M	38.94%	1

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

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

Jupiter Topco New York $245B AUM

FCPM III Services's NAMS Position: Q2 2026 in Review

FCPM III Services reduced its NewAmsterdam Pharma (NAMS) stake by 7.7% in Q2 2026, selling an estimated $23.3M and leaving 8,490,353 shares worth $288M. The position accounts for 38.34% of the portfolio, ranked #1.

FCPM III Services first reported a position in NAMS in Q4 2023 and has held it in 11 quarters since. The position peaked at $323M in Q4 2025. 195 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

FCPM III Services held 8,490,353 shares of NewAmsterdam Pharma worth $288M as of Q2 2026.
FCPM III Services sold 708,547 NewAmsterdam Pharma shares in Q2 2026, an estimated $23.3M.
NewAmsterdam Pharma made up 38.34% of FCPM III Services's portfolio in Q2 2026, its #1 holding.
FCPM III Services first reported a position in NewAmsterdam Pharma in Q4 2023 and has held it in 11 quarters since.
FCPM III Services's NewAmsterdam Pharma position peaked at $323M in Q4 2025.
195 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

Based on FCPM III Services's 13F filing for Q2 2026, filed 14 Aug 2026.