Polen Capital Management
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Polen Capital Management’s NewAmsterdam Pharma NAMS Stock Holding History

Polen Capital 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 		– Sell
-11,239
Closed -$394K – 262
2025
Q4 		$394K Buy
+11,239
New +$409K ﹤0.01% 196

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return

Polen Capital Management's NAMS Position: Q1 2026 in Review

Polen Capital Management sold out of NewAmsterdam Pharma (NAMS) in Q1 2026, closing a stake of 11,239 shares — an estimated $394K sold.

Polen Capital Management first reported a position in NAMS in Q4 2025 and held it in 1 quarter. The position peaked at $394K in Q4 2025. 171 funds tracked by Wall St. Rank hold NAMS as of Q1 2026.

  • Polen Capital Management reported no remaining NewAmsterdam Pharma position as of Q1 2026 after selling out during the quarter.
  • Polen Capital Management sold 11,239 NewAmsterdam Pharma shares in Q1 2026, an estimated $394K.
  • Polen Capital Management first reported a position in NewAmsterdam Pharma in Q4 2025 and held it in 1 quarter.
  • Polen Capital Management's NewAmsterdam Pharma position peaked at $394K in Q4 2025.
  • 171 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q1 2026.

Based on Polen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.