TimesSquare Capital Management’s NewAmsterdam Pharma NAMS Stock Holding History

TimesSquare 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	$27M	Buy	796,162 +44,174	+6%	+$1.46M	0.4%	88
2026 Q1	$24.1M	Sell	751,988 -70,312	-9%	-$2.29M	0.41%	91
2025 Q4	$28.8M	Sell	822,300 -15,068	-2%	-$548K	0.43%	90
2025 Q3	$23.8M	Sell	837,368 -35,169	-4%	-$843K	0.34%	101
2025 Q2	$15.8M	Sell	872,537 -18,551	-2%	-$338K	0.23%	124
2025 Q1	$18.2M	Sell	891,088 -4,486	-0.5%	-$99.7K	0.29%	108
2024 Q4	$23M	Buy	895,574 +640,329	+251%	+$13.6M	0.34%	111
2024 Q3	$4.24M	Buy	255,245 +9,160	+4%	+$158K	0.06%	142
2024 Q2	$4.73M	Buy	246,085 +17,469	+8%	+$350K	0.07%	143
2024 Q1	$5.41M	Buy	+228,616	New	+$4.64M	0.08%	148

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

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

TimesSquare Capital Management increased its NewAmsterdam Pharma (NAMS) stake by 5.9% in Q2 2026, buying an estimated $1.46M and bringing the position to 796,162 shares worth $27M. The position accounts for 0.4% of the portfolio, ranked #88.

TimesSquare Capital Management first reported a position in NAMS in Q1 2024 and has held it in 10 quarters since. The position peaked at $28.8M in Q4 2025. 194 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

TimesSquare Capital Management held 796,162 shares of NewAmsterdam Pharma worth $27M as of Q2 2026.
TimesSquare Capital Management bought 44,174 NewAmsterdam Pharma shares in Q2 2026, an estimated $1.46M.
NewAmsterdam Pharma made up 0.4% of TimesSquare Capital Management's portfolio in Q2 2026, its #88 holding.
TimesSquare Capital Management first reported a position in NewAmsterdam Pharma in Q1 2024 and has held it in 10 quarters since.
TimesSquare Capital Management's NewAmsterdam Pharma position peaked at $28.8M in Q4 2025.
194 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

Based on TimesSquare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.