NM
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NWI Management’s NewAmsterdam Pharma NAMS Stock Holding History

NWI 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 		$23.8M Hold
702,000
– – 1.1% 20
2026
Q1 		$22.5M Hold
702,000
– – 1.28% 20
2025
Q4 		$24.6M Buy
+702,000
New +$25.5M 1.13% 21

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

NWI Management's NAMS Position: Q2 2026 in Review

NWI Management held its NewAmsterdam Pharma (NAMS) position steady in Q2 2026 at 702,000 shares worth $23.8M. The position accounts for 1.1% of the portfolio, ranked #20.

NWI Management first reported a position in NAMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $24.6M in Q4 2025. 195 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

  • NWI Management held 702,000 shares of NewAmsterdam Pharma worth $23.8M as of Q2 2026.
  • NWI Management left its NewAmsterdam Pharma share count unchanged in Q2 2026.
  • NewAmsterdam Pharma made up 1.1% of NWI Management's portfolio in Q2 2026, its #20 holding.
  • NWI Management first reported a position in NewAmsterdam Pharma in Q4 2025 and has held it in 3 quarters since.
  • NWI Management's NewAmsterdam Pharma position peaked at $24.6M in Q4 2025.
  • 195 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

Based on NWI Management's 13F filing for Q2 2026, filed 14 Aug 2026.