Medicxi Ventures Management’s NewAmsterdam Pharma NAMS Stock Holding History

Medicxi Ventures Management’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	$74.9M	Sell	2,208,639 -465,543	-17%	-$15.3M	42.19%	2
2026 Q1	$85.6M	Sell	2,674,182 -195,383	-7%	-$6.36M	8.72%	2
2025 Q4	$101M	Hold	2,869,565	–	–	12.06%	3
2025 Q3	$81.6M	Hold	2,869,565	–	–	10.96%	3
2025 Q2	$52M	Hold	2,869,565	–	–	12.16%	3
2025 Q1	$58.7M	Hold	2,869,565	–	–	13.42%	2
2024 Q4	$73.7M	Hold	2,869,565	–	–	13.94%	2
2024 Q3	$47.6M	Hold	2,869,565	–	–	9.01%	3
2024 Q2	$55.1M	Hold	2,869,565	–	–	16.44%	3
2024 Q1	$67.9M	Hold	2,869,565	–	–	15.11%	3
2023 Q4	$32.1M	Hold	2,869,565	–	–	10.82%	4
2023 Q3	$26.5M	Hold	2,869,565	–	–	8.47%	6
2023 Q2	$34.1M	Buy	2,869,565 +869,565	+43%	+$11.5M	9.56%	6
2023 Q1	$26.5M	Hold	2,000,000	–	–	11.36%	5
2022 Q4	$21.8M	Buy	+2,000,000	New	+$19.9M	9.16%	6

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

Medicxi Ventures Management's NAMS Position: Q2 2026 in Review

Medicxi Ventures Management reduced its NewAmsterdam Pharma (NAMS) stake by 17% in Q2 2026, selling an estimated $15.3M and leaving 2,208,639 shares worth $74.9M. The position accounts for 42.19% of the portfolio, ranked #2.

Medicxi Ventures Management first reported a position in NAMS in Q4 2022 and has held it in 15 quarters since. The position peaked at $101M in Q4 2025. 195 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

Medicxi Ventures Management held 2,208,639 shares of NewAmsterdam Pharma worth $74.9M as of Q2 2026.
Medicxi Ventures Management sold 465,543 NewAmsterdam Pharma shares in Q2 2026, an estimated $15.3M.
NewAmsterdam Pharma made up 42.19% of Medicxi Ventures Management's portfolio in Q2 2026, its #2 holding.
Medicxi Ventures Management first reported a position in NewAmsterdam Pharma in Q4 2022 and has held it in 15 quarters since.
Medicxi Ventures Management's NewAmsterdam Pharma position peaked at $101M in Q4 2025.
195 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

Based on Medicxi Ventures Management's 13F filing for Q2 2026, filed 4 Aug 2026.