Pictet Asset Management’s NewAmsterdam Pharma NAMS Stock Holding History

Pictet Asset 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 Q1	$209K	Sell	6,533 -739,589	-99%	-$24.1M	﹤0.01%	1921
2025 Q4	$26.2M	Sell	746,122 -546,028	-42%	-$19.9M	0.03%	464
2025 Q3	$36.7M	Sell	1,292,150 -524,575	-29%	-$12.6M	0.04%	381
2025 Q2	$32.9M	Buy	1,816,725 +4,776	+0.3%	+$87.1K	0.03%	396
2025 Q1	$37.1M	Buy	1,811,949 +654,497	+57%	+$14.5M	0.04%	361
2024 Q4	$29.7M	Buy	1,157,452 +140,605	+14%	+$2.99M	0.03%	396
2024 Q3	$16.9M	Buy	1,016,847 +333,166	+49%	+$5.76M	0.02%	535
2024 Q2	$13.1M	Buy	683,681 +33,945	+5%	+$681K	0.02%	578
2024 Q1	$15.4M	Buy	+649,736	New	+$13.2M	0.02%	562

Other funds holding NAMS

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

FIS

FCPM III Services Naarden, Netherlands $722M AUM 73.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

Pictet Asset Management's NAMS Position: Q1 2026 in Review

Pictet Asset Management reduced its NewAmsterdam Pharma (NAMS) stake by 99% in Q1 2026, selling an estimated $24.1M and leaving 6,533 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

Pictet Asset Management first reported a position in NAMS in Q1 2024 and has held it in 9 quarters since. The position peaked at $37.1M in Q1 2025. 170 funds tracked by Wall St. Rank hold NAMS as of Q1 2026.

Pictet Asset Management held 6,533 shares of NewAmsterdam Pharma worth $209K as of Q1 2026.
Pictet Asset Management sold 739,589 NewAmsterdam Pharma shares in Q1 2026, an estimated $24.1M.
NewAmsterdam Pharma made up ﹤0.01% of Pictet Asset Management's portfolio in Q1 2026, its #1921 holding.
Pictet Asset Management first reported a position in NewAmsterdam Pharma in Q1 2024 and has held it in 9 quarters since.
Pictet Asset Management's NewAmsterdam Pharma position peaked at $37.1M in Q1 2025.
170 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q1 2026.

Based on Pictet Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.