Nicholas Investment Partners’s NewAmsterdam Pharma NAMS Stock Holding History

Nicholas Investment Partners’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	–	Sell	-125,136	Closed	-$4.01M	–	229
2026 Q1	$4.01M	Sell	125,136 -88,283	-41%	-$2.88M	0.29%	114
2025 Q4	$7.49M	Buy	213,419 +35,881	+20%	+$1.31M	0.55%	70
2025 Q3	$5.05M	Buy	177,538 +61,799	+53%	+$1.48M	0.39%	94
2025 Q2	$2.1M	Buy	+115,739	New	+$2.11M	0.19%	153

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

Nicholas Investment Partners's NAMS Position: Q2 2026 in Review

Nicholas Investment Partners sold out of NewAmsterdam Pharma (NAMS) in Q2 2026, closing a stake of 125,136 shares — an estimated $4.01M sold.

Nicholas Investment Partners first reported a position in NAMS in Q2 2025 and held it in 4 quarters. The position peaked at $7.49M in Q4 2025. 194 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

Nicholas Investment Partners reported no remaining NewAmsterdam Pharma position as of Q2 2026 after selling out during the quarter.
Nicholas Investment Partners sold 125,136 NewAmsterdam Pharma shares in Q2 2026, an estimated $4.01M.
Nicholas Investment Partners first reported a position in NewAmsterdam Pharma in Q2 2025 and held it in 4 quarters.
Nicholas Investment Partners's NewAmsterdam Pharma position peaked at $7.49M in Q4 2025.
194 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

Based on Nicholas Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.