Quarry LP’s NewAmsterdam Pharma NAMS Stock Holding History

Quarry LP’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	$154K	Buy	4,544 +44	+1%	+$1.45K	0.01%	358
2026 Q1	$144K	Buy	4,500 +1,500	+50%	+$48.9K	0.03%	395
2025 Q4	$105K	Sell	3,000 -3,875	-56%	-$141K	0.02%	425
2025 Q3	$196K	Sell	6,875 -125	-2%	-$3K	0.04%	359
2025 Q2	$127K	Buy	7,000 +5,800	+483%	+$106K	0.03%	467
2025 Q1	$24.6K	Buy	+1,200	New	+$26.7K	0.01%	1062
2024 Q4	–	Sell	-6,500	Closed	-$108K	–	1885
2024 Q3	$108K	Buy	6,500 +6,247	+2,469%	+$108K	0.03%	402
2024 Q2	$4.86K	Buy	+253	New	+$5.08K	﹤0.01%	1492

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

Quarry LP's NAMS Position: Q2 2026 in Review

Quarry LP increased its NewAmsterdam Pharma (NAMS) stake by 0.98% in Q2 2026, buying an estimated $1.45K and bringing the position to 4,544 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #358.

Quarry LP first reported a position in NAMS in Q2 2024 and has held it in 8 quarters since. The position peaked at $196K in Q3 2025. 194 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

Quarry LP held 4,544 shares of NewAmsterdam Pharma worth $154K as of Q2 2026.
Quarry LP bought 44 NewAmsterdam Pharma shares in Q2 2026, an estimated $1.45K.
NewAmsterdam Pharma made up 0.01% of Quarry LP's portfolio in Q2 2026, its #358 holding.
Quarry LP first reported a position in NewAmsterdam Pharma in Q2 2024 and has held it in 8 quarters since.
Quarry LP's NewAmsterdam Pharma position peaked at $196K in Q3 2025.
194 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

Based on Quarry LP's 13F filing for Q2 2026, filed 14 Aug 2026.