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Letko, Brosseau & Associates’s NewAmsterdam Pharma NAMS Stock Holding History

Letko, Brosseau & 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 		$321K Sell
9,475
-2,300
-20% -$75.8K ﹤0.01% 92
2026
Q1 		$377K Hold
11,775
– – 0.01% 82
2025
Q4 		$413K Hold
11,775
– – 0.01% 79
2025
Q3 		$335K Hold
11,775
– – 0.01% 81
2025
Q2 		$213K Buy
+11,775
New +$215K ﹤0.01% 87

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

Letko, Brosseau & Associates's NAMS Position: Q2 2026 in Review

Letko, Brosseau & Associates reduced its NewAmsterdam Pharma (NAMS) stake by 20% in Q2 2026, selling an estimated $75.8K and leaving 9,475 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #92.

Letko, Brosseau & Associates first reported a position in NAMS in Q2 2025 and has held it in 5 quarters since. The position peaked at $413K in Q4 2025. 194 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

  • Letko, Brosseau & Associates held 9,475 shares of NewAmsterdam Pharma worth $321K as of Q2 2026.
  • Letko, Brosseau & Associates sold 2,300 NewAmsterdam Pharma shares in Q2 2026, an estimated $75.8K.
  • NewAmsterdam Pharma made up ﹤0.01% of Letko, Brosseau & Associates's portfolio in Q2 2026, its #92 holding.
  • Letko, Brosseau & Associates first reported a position in NewAmsterdam Pharma in Q2 2025 and has held it in 5 quarters since.
  • Letko, Brosseau & Associates's NewAmsterdam Pharma position peaked at $413K in Q4 2025.
  • 194 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

Based on Letko, Brosseau & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.