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 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 $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

Polar Capital Holdings's NAMS Position: Q1 2026 in Review

Polar Capital Holdings increased its NewAmsterdam Pharma (NAMS) stake by 2% in Q1 2026, buying an estimated $1.8M and bringing the position to 2,831,607 shares worth $90.6M. The position accounts for 0.32% of the portfolio, ranked #68.

Polar Capital Holdings first reported a position in NAMS in Q1 2024 and has held it in 9 quarters since. The position peaked at $97.4M in Q4 2025. 170 funds tracked by Wall St. Rank hold NAMS as of Q1 2026.

Polar Capital Holdings held 2,831,607 shares of NewAmsterdam Pharma worth $90.6M as of Q1 2026.
Polar Capital Holdings bought 55,385 NewAmsterdam Pharma shares in Q1 2026, an estimated $1.8M.
NewAmsterdam Pharma made up 0.32% of Polar Capital Holdings's portfolio in Q1 2026, its #68 holding.
Polar Capital Holdings first reported a position in NewAmsterdam Pharma in Q1 2024 and has held it in 9 quarters since.
Polar Capital Holdings's NewAmsterdam Pharma position peaked at $97.4M in Q4 2025.
170 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q1 2026.

Based on Polar Capital Holdings's 13F filing for Q1 2026, filed 15 May 2026.