Geode Capital Management’s NewAmsterdam Pharma NAMS Stock Holding History

Geode Capital 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	$3.56M	Buy	105,169 +773	+0.7%	+$25.5K	﹤0.01%	3049
2026 Q1	$3.34M	Buy	104,396 +2,001	+2%	+$65.2K	﹤0.01%	2925
2025 Q4	$3.59M	Buy	102,395 +437	+0.4%	+$15.9K	﹤0.01%	2934
2025 Q3	$2.9M	Buy	101,958 +2,501	+3%	+$60K	﹤0.01%	3051
2025 Q2	$1.8M	Buy	99,457 +13,629	+16%	+$249K	﹤0.01%	3176
2025 Q1	$1.76M	Sell	85,828 -2,716	-3%	-$60.4K	﹤0.01%	3092
2024 Q4	$2.28M	Buy	88,544 +2,222	+3%	+$47.2K	﹤0.01%	3084
2024 Q3	$1.43M	Buy	86,322 +1,399	+2%	+$24.2K	﹤0.01%	3229
2024 Q2	$1.63M	Buy	84,923 +32,738	+63%	+$657K	﹤0.01%	3171
2024 Q1	$1.23M	Buy	52,185 +4,861	+10%	+$98.7K	﹤0.01%	3285
2023 Q4	$529K	Buy	47,324 +5,516	+13%	+$50.5K	﹤0.01%	3595
2023 Q3	$387K	Buy	41,808 +16,040	+62%	+$174K	﹤0.01%	3696
2023 Q2	$306K	Buy	25,768 +7,209	+39%	+$95.6K	﹤0.01%	3846
2023 Q1	$249K	Buy	+18,559	New	+$234K	﹤0.01%	3938

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

Geode Capital Management's NAMS Position: Q2 2026 in Review

Geode Capital Management increased its NewAmsterdam Pharma (NAMS) stake by 0.74% in Q2 2026, buying an estimated $25.5K and bringing the position to 105,169 shares worth $3.56M. The position accounts for ﹤0.01% of the portfolio, ranked #3049.

Geode Capital Management first reported a position in NAMS in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.59M in Q4 2025. 194 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

Geode Capital Management held 105,169 shares of NewAmsterdam Pharma worth $3.56M as of Q2 2026.
Geode Capital Management bought 773 NewAmsterdam Pharma shares in Q2 2026, an estimated $25.5K.
NewAmsterdam Pharma made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #3049 holding.
Geode Capital Management first reported a position in NewAmsterdam Pharma in Q1 2023 and has held it in 14 quarters since.
Geode Capital Management's NewAmsterdam Pharma position peaked at $3.59M in Q4 2025.
194 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.