Slate Path Capital’s NewAmsterdam Pharma NAMS Stock Holding History

Slate Path Capital’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	$10.8M	Hold	319,000	–	–	0.15%	38
2026 Q1	$10.2M	Hold	319,000	–	–	0.15%	39
2025 Q4	$11.2M	Hold	319,000	–	–	0.15%	45
2025 Q3	$9.07M	Hold	319,000	–	–	0.14%	48
2025 Q2	$5.78M	Hold	319,000	–	–	0.1%	41
2025 Q1	$6.53M	Hold	319,000	–	–	0.12%	48
2024 Q4	$8.2M	Buy	+319,000	New	+$6.78M	0.15%	47

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

Slate Path Capital's NAMS Position: Q2 2026 in Review

Slate Path Capital held its NewAmsterdam Pharma (NAMS) position steady in Q2 2026 at 319,000 shares worth $10.8M. The position accounts for 0.15% of the portfolio, ranked #38.

Slate Path Capital first reported a position in NAMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.2M in Q4 2025. 195 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

Slate Path Capital held 319,000 shares of NewAmsterdam Pharma worth $10.8M as of Q2 2026.
Slate Path Capital left its NewAmsterdam Pharma share count unchanged in Q2 2026.
NewAmsterdam Pharma made up 0.15% of Slate Path Capital's portfolio in Q2 2026, its #38 holding.
Slate Path Capital first reported a position in NewAmsterdam Pharma in Q4 2024 and has held it in 7 quarters since.
Slate Path Capital's NewAmsterdam Pharma position peaked at $11.2M in Q4 2025.
195 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

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