RA Capital Management’s NewAmsterdam Pharma NAMS Stock Holding History

RA 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 Q2	$324M	Hold	9,550,191	–	–	2.81%	8
2026 Q1	$306M	Hold	9,550,191	–	–	3.24%	7
2025 Q4	$335M	Sell	9,550,191 -588,747	-6%	-$21.4M	3.43%	7
2025 Q3	$288M	Hold	10,138,938	–	–	3.55%	8
2025 Q2	$184M	Hold	10,138,938	–	–	3.09%	9
2025 Q1	$208M	Buy	10,138,938 +1,293,938	+15%	+$28.8M	3.47%	5
2024 Q4	$227M	Buy	8,845,000 +781,000	+10%	+$16.6M	3.03%	7
2024 Q3	$134M	Hold	8,064,000	–	–	1.54%	21
2024 Q2	$155M	Buy	8,064,000 +200,000	+3%	+$4.01M	2.05%	16
2024 Q1	$186M	Hold	7,864,000	–	–	2.37%	8
2023 Q4	$87.8M	Sell	7,864,000 -1,136,000	-13%	-$10.4M	1.37%	21
2023 Q3	$83.3M	Hold	9,000,000	–	–	1.64%	19
2023 Q2	$107M	Buy	9,000,000 +5,000,000	+125%	+$66.3M	2.02%	11
2023 Q1	$53M	Hold	4,000,000	–	–	1.2%	27
2022 Q4	$43.6M	Buy	+4,000,000	New	+$39.8M	0.88%	35

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

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

Jupiter Topco New York $245B AUM

RA Capital Management's NAMS Position: Q2 2026 in Review

RA Capital Management held its NewAmsterdam Pharma (NAMS) position steady in Q2 2026 at 9,550,191 shares worth $324M. The position accounts for 2.81% of the portfolio, ranked #8.

RA Capital Management first reported a position in NAMS in Q4 2022 and has held it in 15 quarters since. The position peaked at $335M in Q4 2025. 195 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

RA Capital Management held 9,550,191 shares of NewAmsterdam Pharma worth $324M as of Q2 2026.
RA Capital Management left its NewAmsterdam Pharma share count unchanged in Q2 2026.
NewAmsterdam Pharma made up 2.81% of RA Capital Management's portfolio in Q2 2026, its #8 holding.
RA Capital Management first reported a position in NewAmsterdam Pharma in Q4 2022 and has held it in 15 quarters since.
RA Capital Management's NewAmsterdam Pharma position peaked at $335M in Q4 2025.
195 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

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