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Orbis Allan Gray’s NewAmsterdam Pharma NAMS Stock Holding History

Orbis Allan Gray’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 		$59.2M Buy
+1,747,627
New +$57.6M 0.2% 65

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
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
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
JT
Jupiter Topco New York $245B AUM
MVM
Medicxi Ventures Management St. Helier, Jersey $177M AUM 212.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Orbis Allan Gray's NAMS Position: Q2 2026 in Review

Orbis Allan Gray opened a new position in NewAmsterdam Pharma (NAMS) in Q2 2026: 1,747,627 shares worth $59.2M. The stake represents 0.2% of the portfolio and ranks #65 among its holdings.

178 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

  • Orbis Allan Gray held 1,747,627 shares of NewAmsterdam Pharma worth $59.2M as of Q2 2026.
  • NewAmsterdam Pharma was a new Orbis Allan Gray position in Q2 2026.
  • NewAmsterdam Pharma made up 0.2% of Orbis Allan Gray's portfolio in Q2 2026, its #65 holding.
  • 178 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

Based on Orbis Allan Gray's 13F filing for Q2 2026, filed 14 Aug 2026.