Stempoint Capital’s NewAmsterdam Pharma NAMS Stock Holding History

Stempoint 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	$2.63M	Sell	77,589 -103,069	-57%	-$3.4M	0.45%	57
2026 Q1	$5.78M	Buy	180,658 +107,552	+147%	+$3.5M	1.11%	31
2025 Q4	$2.56M	Sell	73,106 -77,467	-51%	-$2.82M	0.44%	51
2025 Q3	$4.28M	Sell	150,573 -2,079	-1%	-$49.8K	0.86%	31
2025 Q2	$2.76M	Buy	152,652 +48,067	+46%	+$877K	0.89%	34
2025 Q1	$2.14M	Buy	+104,585	New	+$2.32M	0.68%	37
2024 Q2	–	Sell	-80,334	Closed	-$1.9M	–	64
2024 Q1	$1.9M	Buy	+80,334	New	+$1.63M	0.5%	38

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

Stempoint Capital's NAMS Position: Q2 2026 in Review

Stempoint Capital reduced its NewAmsterdam Pharma (NAMS) stake by 57% in Q2 2026, selling an estimated $3.4M and leaving 77,589 shares worth $2.63M. The position accounts for 0.45% of the portfolio, ranked #57.

Stempoint Capital first reported a position in NAMS in Q1 2024 and has held it in 7 quarters since. The position peaked at $5.78M in Q1 2026. 195 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

Stempoint Capital held 77,589 shares of NewAmsterdam Pharma worth $2.63M as of Q2 2026.
Stempoint Capital sold 103,069 NewAmsterdam Pharma shares in Q2 2026, an estimated $3.4M.
NewAmsterdam Pharma made up 0.45% of Stempoint Capital's portfolio in Q2 2026, its #57 holding.
Stempoint Capital first reported a position in NewAmsterdam Pharma in Q1 2024 and has held it in 7 quarters since.
Stempoint Capital's NewAmsterdam Pharma position peaked at $5.78M in Q1 2026.
195 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

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