Frazier Life Sciences Management’s NewAmsterdam Pharma NAMS Stock Holding History

Frazier Life Sciences 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	$613M	Buy	18,088,902 +1,145,128	+7%	+$37.7M	13.35%	2
2026 Q1	$542M	Hold	16,943,774	–	–	13.96%	2
2025 Q4	$594M	Buy	16,943,774 +241,818	+1%	+$8.8M	15.96%	1
2025 Q3	$475M	Buy	16,701,956 +94,882	+0.6%	+$2.27M	14.23%	2
2025 Q2	$301M	Buy	16,607,074 +490,656	+3%	+$8.95M	12.03%	3
2025 Q1	$330M	Buy	16,116,418 +200,000	+1%	+$4.45M	15.08%	1
2024 Q4	$409M	Buy	15,916,418 +3,061,224	+24%	+$65M	16.98%	1
2024 Q3	$213M	Buy	12,855,194 +628,251	+5%	+$10.9M	8.55%	2
2024 Q2	$235M	Hold	12,226,943	–	–	10.99%	1
2024 Q1	$289M	Buy	12,226,943 +95,238	+0.8%	+$1.93M	12.2%	1
2023 Q4	$136M	Hold	12,131,705	–	–	7.25%	3
2023 Q3	$112M	Buy	12,131,705 +1,259,902	+12%	+$13.6M	7.45%	4
2023 Q2	$129M	Buy	10,871,803 +1,530,252	+16%	+$20.3M	7.72%	4
2023 Q1	$126M	Hold	9,341,551	–	–	9.09%	2
2022 Q4	$102M	Buy	+9,341,551	New	+$92.8M	6.33%	5

Other funds holding NAMS

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

Jupiter Topco New York $245B AUM

Frazier Life Sciences Management's NAMS Position: Q2 2026 in Review

Frazier Life Sciences Management increased its NewAmsterdam Pharma (NAMS) stake by 6.8% in Q2 2026, buying an estimated $37.7M and bringing the position to 18,088,902 shares worth $613M. The position accounts for 13.35% of the portfolio, ranked #2.

Frazier Life Sciences Management first reported a position in NAMS in Q4 2022 and has held it in 15 quarters since. 195 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

Frazier Life Sciences Management held 18,088,902 shares of NewAmsterdam Pharma worth $613M as of Q2 2026.
Frazier Life Sciences Management bought 1,145,128 NewAmsterdam Pharma shares in Q2 2026, an estimated $37.7M.
NewAmsterdam Pharma made up 13.35% of Frazier Life Sciences Management's portfolio in Q2 2026, its #2 holding.
Frazier Life Sciences Management first reported a position in NewAmsterdam Pharma in Q4 2022 and has held it in 15 quarters since.
195 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

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