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TwinBeech Capital’s NewAmsterdam Pharma NAMS Stock Holding History

TwinBeech 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 		– Sell
-10,600
Closed -$339K – 579
2026
Q1 		$339K Sell
10,600
-16,800
-61% -$547K 0.04% 426
2025
Q4 		$961K Buy
+27,400
New +$997K 0.07% 309

Other funds holding NAMS

FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
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
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Viking Global Investors
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
MC
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

TwinBeech Capital's NAMS Position: Q2 2026 in Review

TwinBeech Capital sold out of NewAmsterdam Pharma (NAMS) in Q2 2026, closing a stake of 10,600 shares — an estimated $339K sold.

TwinBeech Capital first reported a position in NAMS in Q4 2025 and held it in 2 quarters. The position peaked at $961K in Q4 2025. 195 funds tracked by Wall St. Rank hold NAMS as of Q2 2026.

  • TwinBeech Capital reported no remaining NewAmsterdam Pharma position as of Q2 2026 after selling out during the quarter.
  • TwinBeech Capital sold 10,600 NewAmsterdam Pharma shares in Q2 2026, an estimated $339K.
  • TwinBeech Capital first reported a position in NewAmsterdam Pharma in Q4 2025 and held it in 2 quarters.
  • TwinBeech Capital's NewAmsterdam Pharma position peaked at $961K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q2 2026.

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