GMT Capital’s NewAmsterdam Pharma NAMS Stock Holding History

GMT Capital’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
2025 Q1	–	Sell	-285,136	Closed	-$7.33M	–	76
2024 Q4	$7.33M	Sell	285,136 -543,900	-66%	-$11.6M	0.36%	27
2024 Q3	$13.8M	Sell	829,036 -62,800	-7%	-$1.09M	0.55%	26
2024 Q2	$17.1M	Sell	891,836 -51,300	-5%	-$1.03M	0.63%	23
2024 Q1	$22.3M	Sell	943,136 -440,664	-32%	-$8.94M	0.88%	24
2023 Q4	$15.5M	Hold	1,383,800	–	–	0.58%	29
2023 Q3	$12.8M	Hold	1,383,800	–	–	0.48%	34
2023 Q2	$16.5M	Buy	1,383,800 +300,000	+28%	+$3.98M	0.62%	29
2023 Q1	$14.4M	Buy	1,083,800 +83,800	+8%	+$1.06M	0.56%	33
2022 Q4	$10.9M	Buy	+1,000,000	New	+$9.94M	0.5%	41

Other funds holding NAMS

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

FIS

FCPM III Services Naarden, Netherlands $722M AUM 73.61% 1-Year Est. Return

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MVM

Medicxi Ventures Management St. Helier, Jersey $982M AUM 210.17% 1-Year Est. Return

GMT Capital's NAMS Position: Q1 2025 in Review

GMT Capital sold out of NewAmsterdam Pharma (NAMS) in Q1 2025, closing a stake of 285,136 shares — an estimated $7.33M sold.

GMT Capital first reported a position in NAMS in Q4 2022 and held it in 9 quarters. The position peaked at $22.3M in Q1 2024. 126 funds tracked by Wall St. Rank hold NAMS as of Q1 2025.

GMT Capital reported no remaining NewAmsterdam Pharma position as of Q1 2025 after selling out during the quarter.
GMT Capital sold 285,136 NewAmsterdam Pharma shares in Q1 2025, an estimated $7.33M.
GMT Capital first reported a position in NewAmsterdam Pharma in Q4 2022 and held it in 9 quarters.
GMT Capital's NewAmsterdam Pharma position peaked at $22.3M in Q1 2024.
126 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q1 2025.

Based on GMT Capital's 13F filing for Q1 2025, filed 15 May 2025.