Jennison Associates’s NewAmsterdam Pharma NAMS Stock Holding History

Jennison Associates’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	$71.2M	Sell	2,102,286 -648,117	-24%	-$21.4M	0.04%	196
2026 Q1	$88M	Sell	2,750,403 -738,818	-21%	-$24.1M	0.06%	149
2025 Q4	$122M	Sell	3,489,221 -709,333	-17%	-$25.8M	0.07%	116
2025 Q3	$119M	Buy	4,198,554 +1,252,451	+43%	+$30M	0.07%	119
2025 Q2	$53.4M	Sell	2,946,103 -1,024,086	-26%	-$18.7M	0.03%	209
2025 Q1	$81.3M	Sell	3,970,189 -28,352	-0.7%	-$630K	0.06%	148
2024 Q4	$103M	Buy	3,998,541 +2,978,263	+292%	+$63.3M	0.06%	140
2024 Q3	$16.9M	Buy	1,020,278 +83,115	+9%	+$1.44M	0.01%	359
2024 Q2	$18M	Buy	937,163 +6,312	+0.7%	+$127K	0.01%	335
2024 Q1	$22M	Buy	+930,851	New	+$18.9M	0.01%	333

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

Jennison Associates's NAMS Position: Q2 2026 in Review

Jennison Associates reduced its NewAmsterdam Pharma (NAMS) stake by 24% in Q2 2026, selling an estimated $21.4M and leaving 2,102,286 shares worth $71.2M. The position accounts for 0.04% of the portfolio, ranked #196.

Jennison Associates first reported a position in NAMS in Q1 2024 and has held it in 10 quarters since. The position peaked at $122M in Q4 2025. 194 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

Jennison Associates held 2,102,286 shares of NewAmsterdam Pharma worth $71.2M as of Q2 2026.
Jennison Associates sold 648,117 NewAmsterdam Pharma shares in Q2 2026, an estimated $21.4M.
NewAmsterdam Pharma made up 0.04% of Jennison Associates's portfolio in Q2 2026, its #196 holding.
Jennison Associates first reported a position in NewAmsterdam Pharma in Q1 2024 and has held it in 10 quarters since.
Jennison Associates's NewAmsterdam Pharma position peaked at $122M in Q4 2025.
194 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

Based on Jennison Associates's 13F filing for Q2 2026, filed 3 Aug 2026.