JY
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Jeff Yass’s NewAmsterdam Pharma NAMS Stock Holding History

Jeff Yass’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 		$19.3M Buy
568,600
+307,600
+118% +$10.1M ﹤0.01% 2509
2026
Q1 		$8.35M Buy
261,000
+59,700
+30% +$1.94M ﹤0.01% 3387
2025
Q4 		$7.06M Buy
201,300
+63,500
+46% +$2.31M ﹤0.01% 3519
2025
Q3 		$3.92M Buy
137,800
+63,400
+85% +$1.52M ﹤0.01% 4507
2025
Q2 		$1.35M Sell
74,400
-12,100
-14% -$221K ﹤0.01% 6693
2025
Q1 		$1.77M Buy
86,500
+47,900
+124% +$1.06M ﹤0.01% 5799
2024
Q4 		$992K Buy
+38,600
New +$820K ﹤0.01% 6956

Other funds holding NAMS

FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
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
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Viking Global Investors
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
MC
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

Jeff Yass's NAMS Position: Q2 2026 in Review

Jeff Yass increased its NewAmsterdam Pharma (NAMS) stake by 4,132% in Q2 2026, buying an estimated $24.3M and bringing the position to 754,327 shares worth $25.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2190.

Jeff Yass first reported a position in NAMS in Q4 2024 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

  • Jeff Yass held 754,327 shares of NewAmsterdam Pharma worth $25.6M as of Q2 2026.
  • Jeff Yass bought 736,502 NewAmsterdam Pharma shares in Q2 2026, an estimated $24.3M.
  • NewAmsterdam Pharma made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #2190 holding.
  • Jeff Yass first reported a position in NewAmsterdam Pharma in Q4 2024 and has held it in 7 quarters since.
  • 195 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.