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 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 $3.89B AUM 201.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

FIS

FCPM III Services Naarden, Netherlands $722M AUM 73.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Stanley Druckenmiller's NAMS Position: Q1 2026 in Review

Stanley Druckenmiller held its NewAmsterdam Pharma (NAMS) position steady in Q1 2026 at 3,070,146 shares worth $98.3M. The position accounts for 2.91% of the portfolio, ranked #10.

Stanley Druckenmiller first reported a position in NAMS in Q3 2024 and has held it in 7 quarters since. The position peaked at $108M in Q4 2025. 170 funds tracked by Wall St. Rank hold NAMS as of Q1 2026.

Stanley Druckenmiller held 3,070,146 shares of NewAmsterdam Pharma worth $98.3M as of Q1 2026.
Stanley Druckenmiller left its NewAmsterdam Pharma share count unchanged in Q1 2026.
NewAmsterdam Pharma made up 2.91% of Stanley Druckenmiller's portfolio in Q1 2026, its #10 holding.
Stanley Druckenmiller first reported a position in NewAmsterdam Pharma in Q3 2024 and has held it in 7 quarters since.
Stanley Druckenmiller's NewAmsterdam Pharma position peaked at $108M in Q4 2025.
170 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q1 2026.

Based on Duquesne Family Office's 13F filing for Q1 2026, filed 15 May 2026.