First Turn Management’s NewAmsterdam Pharma NAMS Stock Holding History

First Turn 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	$19.7M	Buy	582,497 +24,161	+4%	+$796K	2.11%	23
2026 Q1	$17.9M	Sell	558,336 -335,137	-38%	-$10.9M	2%	22
2025 Q4	$31.3M	Buy	893,473 +176,502	+25%	+$6.42M	3.58%	11
2025 Q3	$20.4M	Buy	716,971 +195,874	+38%	+$4.7M	3.06%	16
2025 Q2	$9.44M	Buy	+521,097	New	+$9.5M	1.76%	26

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

First Turn Management's NAMS Position: Q2 2026 in Review

First Turn Management increased its NewAmsterdam Pharma (NAMS) stake by 4.3% in Q2 2026, buying an estimated $796K and bringing the position to 582,497 shares worth $19.7M. The position accounts for 2.11% of the portfolio, ranked #23.

First Turn Management first reported a position in NAMS in Q2 2025 and has held it in 5 quarters since. The position peaked at $31.3M in Q4 2025. 195 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

First Turn Management held 582,497 shares of NewAmsterdam Pharma worth $19.7M as of Q2 2026.
First Turn Management bought 24,161 NewAmsterdam Pharma shares in Q2 2026, an estimated $796K.
NewAmsterdam Pharma made up 2.11% of First Turn Management's portfolio in Q2 2026, its #23 holding.
First Turn Management first reported a position in NewAmsterdam Pharma in Q2 2025 and has held it in 5 quarters since.
First Turn Management's NewAmsterdam Pharma position peaked at $31.3M in Q4 2025.
195 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

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