Viking Global Investors’s NewAmsterdam Pharma NAMS Stock Holding History

Viking Global Investors’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	$135M	Hold	4,203,567	–	–	0.38%	56
2025 Q4	$147M	Sell	4,203,567 -2,271,967	-35%	-$82.7M	0.39%	61
2025 Q3	$184M	Sell	6,475,534 -503,000	-7%	-$12.1M	0.48%	56
2025 Q2	$126M	Hold	6,978,534	–	–	0.37%	67
2025 Q1	$143M	Hold	6,978,534	–	–	0.45%	61
2024 Q4	$179M	Sell	6,978,534 -1,046,031	-13%	-$22.2M	0.58%	48
2024 Q3	$133M	Hold	8,024,565	–	–	0.49%	55
2024 Q2	$154M	Hold	8,024,565	–	–	0.59%	41
2024 Q1	$190M	Hold	8,024,565	–	–	0.71%	38
2023 Q4	$89.6M	Hold	8,024,565	–	–	0.33%	59
2023 Q3	$74.2M	Buy	8,024,565 +1,500,000	+23%	+$16.2M	0.3%	53
2023 Q2	$77.6M	Buy	6,524,565 +2,608,695	+67%	+$34.6M	0.32%	63
2023 Q1	$52.6M	Buy	3,915,870 +162,042	+4%	+$2.04M	0.25%	62
2022 Q4	$39.5M	Buy	+3,753,828	New	+$37.3M	0.2%	64

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

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

PCH

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

Viking Global Investors's NAMS Position: Q1 2026 in Review

Viking Global Investors held its NewAmsterdam Pharma (NAMS) position steady in Q1 2026 at 4,203,567 shares worth $135M. The position accounts for 0.38% of the portfolio, ranked #56.

Viking Global Investors first reported a position in NAMS in Q4 2022 and has held it in 14 quarters since. The position peaked at $190M in Q1 2024. 170 funds tracked by Wall St. Rank hold NAMS as of Q1 2026.

Viking Global Investors held 4,203,567 shares of NewAmsterdam Pharma worth $135M as of Q1 2026.
Viking Global Investors left its NewAmsterdam Pharma share count unchanged in Q1 2026.
NewAmsterdam Pharma made up 0.38% of Viking Global Investors's portfolio in Q1 2026, its #56 holding.
Viking Global Investors first reported a position in NewAmsterdam Pharma in Q4 2022 and has held it in 14 quarters since.
Viking Global Investors's NewAmsterdam Pharma position peaked at $190M in Q1 2024.
170 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q1 2026.

Based on Viking Global Investors's 13F filing for Q1 2026, filed 15 May 2026.