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Lee Ainslie’s NewAmsterdam Pharma NAMS Stock Holding History

Lee Ainslie’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 		$111M Buy
3,267,802
+1,081,400
+49% +$35.6M 0.98% 33
2026
Q1 		$70M Buy
2,186,402
+292,176
+15% +$9.52M 0.81% 39
2025
Q4 		$66.4M Buy
1,894,226
+389,479
+26% +$14.2M 0.71% 37
2025
Q3 		$42.8M Sell
1,504,747
-27,127
-2% -$650K 0.57% 44
2025
Q2 		$27.7M Buy
1,531,874
+982,405
+179% +$17.9M 0.42% 47
2025
Q1 		$11.2M Buy
549,469
+199,464
+57% +$4.43M 0.2% 57
2024
Q4 		$9M Buy
+350,005
New +$7.43M 0.16% 53

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
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Lee Ainslie's NAMS Position: Q2 2026 in Review

Lee Ainslie increased its NewAmsterdam Pharma (NAMS) stake by 49% in Q2 2026, buying an estimated $35.6M and bringing the position to 3,267,802 shares worth $111M. The position accounts for 0.98% of the portfolio, ranked #33.

Lee Ainslie first reported a position in NAMS in Q4 2024 and has held it in 7 quarters since. 194 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

  • Lee Ainslie held 3,267,802 shares of NewAmsterdam Pharma worth $111M as of Q2 2026.
  • Lee Ainslie bought 1,081,400 NewAmsterdam Pharma shares in Q2 2026, an estimated $35.6M.
  • NewAmsterdam Pharma made up 0.98% of Lee Ainslie's portfolio in Q2 2026, its #33 holding.
  • Lee Ainslie first reported a position in NewAmsterdam Pharma in Q4 2024 and has held it in 7 quarters since.
  • 194 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

Based on Maverick Capital's 13F filing for Q2 2026, filed 14 Aug 2026.