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PSP Research’s NewAmsterdam Pharma NAMS Stock Holding History

PSP Research’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 		$407K Sell
12,000
-3,000
-20% -$98.9K 0.22% 33
2026
Q1 		$480K Buy
15,000
+80
+0.5% +$2.61K 0.34% 23
2025
Q4 		$523K Buy
+14,920
New +$543K 0.46% 61

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
Fidelity Investments
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
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
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

PSP Research's NAMS Position: Q2 2026 in Review

PSP Research reduced its NewAmsterdam Pharma (NAMS) stake by 20% in Q2 2026, selling an estimated $98.9K and leaving 12,000 shares worth $407K. The position accounts for 0.22% of the portfolio, ranked #33.

PSP Research first reported a position in NAMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $523K in Q4 2025. 195 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

  • PSP Research held 12,000 shares of NewAmsterdam Pharma worth $407K as of Q2 2026.
  • PSP Research sold 3,000 NewAmsterdam Pharma shares in Q2 2026, an estimated $98.9K.
  • NewAmsterdam Pharma made up 0.22% of PSP Research's portfolio in Q2 2026, its #33 holding.
  • PSP Research first reported a position in NewAmsterdam Pharma in Q4 2025 and has held it in 3 quarters since.
  • PSP Research's NewAmsterdam Pharma position peaked at $523K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

Based on PSP Research's 13F filing for Q2 2026, filed 9 Jul 2026.