Polar Capital Holdings’s NewAmsterdam Pharma NAMS Stock Holding History

Polar Capital Holdings’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	$58.4M	Sell	1,724,518 -1,107,089	-39%	-$36.5M	0.14%	111
2026 Q1	$90.6M	Buy	2,831,607 +55,385	+2%	+$1.8M	0.32%	68
2025 Q4	$97.4M	Sell	2,776,222 -135,412	-5%	-$4.93M	0.38%	70
2025 Q3	$82.8M	Buy	2,911,634 +393,855	+16%	+$9.44M	0.4%	71
2025 Q2	$45.6M	Buy	2,517,779 +267,779	+12%	+$4.88M	0.24%	95
2025 Q1	$46.1M	Buy	2,250,000 +500,000	+29%	+$11.1M	0.28%	100
2024 Q4	$45M	Buy	1,750,000 +245,000	+16%	+$5.2M	0.25%	99
2024 Q3	$25M	Buy	1,505,000 +502,414	+50%	+$8.69M	0.12%	124
2024 Q2	$19.3M	Sell	1,002,586 -250,000	-20%	-$5.02M	0.11%	138
2024 Q1	$29.6M	Buy	+1,252,586	New	+$25.4M	0.16%	119

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

Polar Capital Holdings's NAMS Position: Q2 2026 in Review

Polar Capital Holdings reduced its NewAmsterdam Pharma (NAMS) stake by 39% in Q2 2026, selling an estimated $36.5M and leaving 1,724,518 shares worth $58.4M. The position accounts for 0.14% of the portfolio, ranked #111.

Polar Capital Holdings first reported a position in NAMS in Q1 2024 and has held it in 10 quarters since. The position peaked at $97.4M in Q4 2025. 195 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

Polar Capital Holdings held 1,724,518 shares of NewAmsterdam Pharma worth $58.4M as of Q2 2026.
Polar Capital Holdings sold 1,107,089 NewAmsterdam Pharma shares in Q2 2026, an estimated $36.5M.
NewAmsterdam Pharma made up 0.14% of Polar Capital Holdings's portfolio in Q2 2026, its #111 holding.
Polar Capital Holdings first reported a position in NewAmsterdam Pharma in Q1 2024 and has held it in 10 quarters since.
Polar Capital Holdings's NewAmsterdam Pharma position peaked at $97.4M in Q4 2025.
195 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

Based on Polar Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.