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Yarbrough Capital’s NewAmsterdam Pharma NAMS Stock Holding History

Yarbrough 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
Q1 		– Sell
-23,960
Closed -$841K – 127
2025
Q4 		$841K Hold
23,960
– – 0.03% 93
2025
Q3 		$681K Hold
23,960
– – 0.02% 104
2025
Q2 		$434K Hold
23,960
– – 0.02% 134
2025
Q1 		$490K Hold
23,960
– – 0.02% 132
2024
Q4 		$616K Hold
23,960
– – 0.02% 125
2024
Q3 		$398K Hold
23,960
– – 0.02% 154
2024
Q2 		$460K Hold
23,960
– – 0.02% 133
2024
Q1 		$567K Buy
+23,960
New +$486K 0.02% 122

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return

Yarbrough Capital's NAMS Position: Q1 2026 in Review

Yarbrough Capital sold out of NewAmsterdam Pharma (NAMS) in Q1 2026, closing a stake of 23,960 shares — an estimated $841K sold.

Yarbrough Capital first reported a position in NAMS in Q1 2024 and held it in 8 quarters. The position peaked at $841K in Q4 2025. 171 funds tracked by Wall St. Rank hold NAMS as of Q1 2026.

  • Yarbrough Capital reported no remaining NewAmsterdam Pharma position as of Q1 2026 after selling out during the quarter.
  • Yarbrough Capital sold 23,960 NewAmsterdam Pharma shares in Q1 2026, an estimated $841K.
  • Yarbrough Capital first reported a position in NewAmsterdam Pharma in Q1 2024 and held it in 8 quarters.
  • Yarbrough Capital's NewAmsterdam Pharma position peaked at $841K in Q4 2025.
  • 171 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q1 2026.

Based on Yarbrough Capital's 13F filing for Q1 2026, filed 14 Apr 2026.