Stanley Druckenmiller’s NewAmsterdam Pharma NAMS Stock Holding History

Stanley Druckenmiller’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	$104M	Hold	3,070,146	–	–	2%	19
2026 Q1	$98.3M	Hold	3,070,146	–	–	2.91%	10
2025 Q4	$108M	Buy	3,070,146 +1,146,446	+60%	+$41.7M	2.4%	14
2025 Q3	$54.7M	Buy	1,923,700 +1,091,525	+131%	+$26.2M	1.35%	19
2025 Q2	$15.1M	Buy	832,175 +31,815	+4%	+$580K	0.37%	53
2025 Q1	$16.4M	Buy	800,360 +512,825	+178%	+$11.4M	0.54%	38
2024 Q4	$7.39M	Hold	287,535	–	–	0.2%	63
2024 Q3	$4.77M	Buy	+287,535	New	+$4.97M	0.16%	65

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

Jupiter Topco New York $245B AUM

Stanley Druckenmiller's NAMS Position: Q2 2026 in Review

Stanley Druckenmiller held its NewAmsterdam Pharma (NAMS) position steady in Q2 2026 at 3,070,146 shares worth $104M. The position accounts for 2% of the portfolio, ranked #19.

Stanley Druckenmiller first reported a position in NAMS in Q3 2024 and has held it in 8 quarters since. The position peaked at $108M in Q4 2025. 194 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

Stanley Druckenmiller held 3,070,146 shares of NewAmsterdam Pharma worth $104M as of Q2 2026.
Stanley Druckenmiller left its NewAmsterdam Pharma share count unchanged in Q2 2026.
NewAmsterdam Pharma made up 2% of Stanley Druckenmiller's portfolio in Q2 2026, its #19 holding.
Stanley Druckenmiller first reported a position in NewAmsterdam Pharma in Q3 2024 and has held it in 8 quarters since.
Stanley Druckenmiller's NewAmsterdam Pharma position peaked at $108M in Q4 2025.
194 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

Based on Duquesne Family Office's 13F filing for Q2 2026, filed 14 Aug 2026.