John Overdeck’s NewAmsterdam Pharma NAMS Stock Holding History

John Overdeck’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	$407K	Buy	+12,001	New	+$395K	﹤0.01%	4318
2025 Q3	–	Sell	-28,392	Closed	-$514K	–	3826
2025 Q2	$514K	Sell	28,392 -13,466	-32%	-$246K	﹤0.01%	2577
2025 Q1	$857K	Sell	41,858 -47,731	-53%	-$1.06M	﹤0.01%	2262
2024 Q4	$2.3M	Sell	89,589 -140,508	-61%	-$2.98M	0.01%	1620
2024 Q3	$3.82M	Buy	230,097 +143,800	+167%	+$2.49M	0.01%	1227
2024 Q2	$1.66M	Buy	86,297 +34,622	+67%	+$695K	﹤0.01%	1671
2024 Q1	$1.22M	Buy	+51,675	New	+$1.05M	﹤0.01%	1825

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

John Overdeck's NAMS Position: Q2 2026 in Review

John Overdeck opened a new position in NewAmsterdam Pharma (NAMS) in Q2 2026: 12,001 shares worth $407K. The stake represents ﹤0.01% of the portfolio and ranks #4318 among its holdings. This is a return to the name: John Overdeck previously reported a position in NAMS as recently as Q2 2025.

John Overdeck first reported a position in NAMS in Q1 2024 and has held it in 7 quarters since. The position peaked at $3.82M in Q3 2024. 194 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

John Overdeck held 12,001 shares of NewAmsterdam Pharma worth $407K as of Q2 2026.
NewAmsterdam Pharma was a new John Overdeck position in Q2 2026.
NewAmsterdam Pharma made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4318 holding.
John Overdeck first reported a position in NewAmsterdam Pharma in Q1 2024 and has held it in 7 quarters since.
John Overdeck's NewAmsterdam Pharma position peaked at $3.82M in Q3 2024.
194 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.