Lisanti Capital Growth’s NewAmsterdam Pharma NAMS Stock Holding History

Lisanti Capital Growth’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 Q1	–	Sell	-179,410	Closed	-$6.29M	–	132
2025 Q4	$6.29M	Buy	179,410 +131,965	+278%	+$4.8M	1.49%	15
2025 Q3	$1.35M	Sell	47,445 -1,665	-3%	-$39.9K	0.33%	83
2025 Q2	$889K	Hold	49,110	–	–	0.25%	98
2025 Q1	$1.01M	Buy	49,110 +10,395	+27%	+$231K	0.3%	95
2024 Q4	$995K	Sell	38,715 -3,450	-8%	-$73.3K	0.24%	100
2024 Q3	$700K	Buy	+42,165	New	+$730K	0.18%	110

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

DFO

Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return

Lisanti Capital Growth's NAMS Position: Q1 2026 in Review

Lisanti Capital Growth sold out of NewAmsterdam Pharma (NAMS) in Q1 2026, closing a stake of 179,410 shares — an estimated $6.29M sold.

Lisanti Capital Growth first reported a position in NAMS in Q3 2024 and held it in 6 quarters. The position peaked at $6.29M in Q4 2025. 171 funds tracked by Wall St. Rank hold NAMS as of Q1 2026.

Lisanti Capital Growth reported no remaining NewAmsterdam Pharma position as of Q1 2026 after selling out during the quarter.
Lisanti Capital Growth sold 179,410 NewAmsterdam Pharma shares in Q1 2026, an estimated $6.29M.
Lisanti Capital Growth first reported a position in NewAmsterdam Pharma in Q3 2024 and held it in 6 quarters.
Lisanti Capital Growth's NewAmsterdam Pharma position peaked at $6.29M in Q4 2025.
171 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q1 2026.

Based on Lisanti Capital Growth's 13F filing for Q1 2026, filed 7 May 2026.