Who owns NewAmsterdam Pharma Company (NAMS)
Which tracked institutional funds hold NAMS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NAMS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
78 tracked funds added or opened NAMS while 40 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
NAMS’s largest tracked holder by dollar value, Frazier Life Sciences Management, L.P., sizes it at 13.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 13.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NAMS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 188 tracked filers holding NAMS, 114 increased or opened the position and 76 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in NAMS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 21
- Jupiter Topco LLC$86M
- Orbis Allan Gray Ltd$59M
- PRICE T ROWE ASSOCIATES INC /MD/$40M
- ExodusPoint Capital Management, LP$10M
- TD Asset Management Inc$5M
- Jump Financial, LLC$5M
Full exits 15
- JANUS HENDERSON GROUP PLC$72M
- Logos Global Management LP$19M
- Handelsbanken Fonder AB$13M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$9M
- MARSHALL WACE, LLP$8M
- LORD, ABBETT & CO. LLC$6M
Largest adds
- Frazier Life Sciences Management, L.P.$71M
- FMR LLC$70M
- Capital World Investors$59M
- MAVERICK CAPITAL LTD$41M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$25M
- AMERIPRISE FINANCIAL INC$18M
Largest trims
- WELLINGTON MANAGEMENT GROUP LLP$154M
- Bain Capital Life Sciences Investors, LLC$105M
- Polar Capital Holdings Plc$32M
- WESTFIELD CAPITAL MANAGEMENT CO LP$18M
- JENNISON ASSOCIATES LLC$17M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$17M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Frazier Life Sciences Management, L.P. added | 18,088,902 | $613M | 15.1% | 2026-Q2 |
| Capital World Investors added | 12,230,557 | $414M | 10.2% | 2026-Q2 |
| FMR LLC added | 10,339,663 | $350M | 8.7% | 2026-Q2 |
| RA CAPITAL MANAGEMENT, L.P. | 9,550,191 | $324M | 8.0% | 2026-Q2 |
| FCPM III SERVICES B.V. trimmed | 8,490,353 | $288M | 7.1% | 2026-Q2 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | 4,264,789 | $145M | 3.6% | 2026-Q2 |
| VIKING GLOBAL INVESTORS LP | 4,203,567 | $142M | 3.5% | 2026-Q2 |
| Bain Capital Life Sciences Investors, LLC trimmed | 3,806,566 | $129M | 3.2% | 2026-Q2 |
| MAVERICK CAPITAL LTD added | 3,267,802 | $111M | 2.7% | 2026-Q2 |
| Duquesne Family Office LLC | 3,070,146 | $104M | 2.6% | 2026-Q2 |
| Jupiter Topco LLC new | 2,535,682 | $86M | 2.1% | 2026-Q2 |
| Medicxi Ventures Management (Jersey) Ltd trimmed | 2,208,639 | $75M | 1.8% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 2,102,286 | $71M | 1.8% | 2026-Q2 |
| Orbis Allan Gray Ltd new | 1,747,627 | $59M | 1.5% | 2026-Q2 |
| Polar Capital Holdings Plc trimmed | 1,724,518 | $58M | 1.4% | 2026-Q2 |
| Capital International Investors added | 1,723,495 | $58M | 1.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,544,911 | $52M | 1.3% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP trimmed | 1,536,472 | $52M | 1.3% | 2026-Q2 |
| Castle Hook Partners LP added | 1,371,005 | $46M | 1.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 1,259,940 | $40M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,253,549 | $42M | 1.0% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,167,357 | $40M | 1.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,132,955 | $38M | 0.9% | 2026-Q2 |
| Aberdeen Group plc added | 1,102,785 | $37M | 0.9% | 2026-Q2 |
| BlackRock, Inc. added | 1,063,750 | $36M | 0.9% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 993,917 | $34M | 0.8% | 2026-Q2 |
| TimesSquare Capital Management, LLC added | 796,162 | $27M | 0.7% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 781,140 | $26M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 754,327 | $26M | 0.6% | 2026-Q2 |
| Woodline Partners LP added | 752,489 | $26M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 735,483 | $25M | 0.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 684,813 | $23M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 645,805 | $22M | 0.5% | 2026-Q2 |
| Rock Springs Capital Management LP trimmed | 582,744 | $20M | 0.5% | 2026-Q2 |
| First Turn Management, LLC added | 582,497 | $20M | 0.5% | 2026-Q2 |
| MORGAN STANLEY added | 575,825 | $20M | 0.5% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 550,000 | $19M | 0.5% | 2026-Q2 |
| Artia Global Partners LP | 503,936 | $17M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 501,614 | $17M | 0.4% | 2026-Q2 |
| Cormorant Asset Management, LP trimmed | 500,000 | $17M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 474,236 | $16M | 0.4% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 421,374 | $14M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 353,298 | $12M | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 344,065 | $12M | 0.3% | 2026-Q2 |
| Slate Path Capital LP | 319,000 | $11M | 0.3% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 304,334 | $10M | 0.3% | 2026-Q2 |
| Eversept Partners, LP trimmed | 275,471 | $9M | 0.2% | 2026-Q2 |
| Affinity Asset Advisors, LLC | 275,000 | $9M | 0.2% | 2026-Q2 |
| SEB Asset Management AB | 272,654 | $9M | 0.2% | 2026-Q2 |
| Atle Fund Management AB added | 248,848 | $8M | 0.2% | 2026-Q2 |
| GILDER GAGNON HOWE & CO LLC trimmed | 224,070 | $8M | 0.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 218,749 | $7M | 0.2% | 2026-Q2 |
| Ensign Peak Advisors, Inc trimmed | 212,423 | $7M | 0.2% | 2026-Q2 |
| ArrowMark Colorado Holdings LLC trimmed | 211,843 | $7M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 199,931 | $7M | 0.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 181,674 | $6M | 0.2% | 2026-Q2 |
| Decheng Capital LLC trimmed | 176,887 | $6M | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC | 172,663 | $6M | 0.1% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 169,488 | $6M | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 168,901 | $6M | 0.1% | 2026-Q2 |
| Mizuho Markets Cayman LP added | 150,539 | $5M | 0.1% | 2026-Q2 |
| TD Asset Management Inc added | 148,400 | $5M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 145,008 | $5M | 0.1% | 2026-Q2 |
| Jump Financial, LLC added | 144,512 | $5M | 0.1% | 2026-Q2 |
| DCF Advisers, LLC trimmed | 141,000 | $5M | 0.1% | 2026-Q2 |
| KORNITZER CAPITAL MANAGEMENT INC /KS new | 139,933 | $5M | 0.1% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 122,728 | $4M | 0.1% | 2026-Q2 |
| Swiss National Bank added | 121,100 | $4M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 120,561 | $4M | 0.1% | 2026-Q2 |
| ADAR1 Capital Management, LLC | 118,623 | $4M | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC added | 118,145 | $4M | 0.1% | 2026-Q2 |
| STATE STREET CORP added | 115,215 | $4M | 0.1% | 2026-Q2 |
| Walleye Capital LLC added | 111,819 | $4M | 0.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 105,169 | $4M | 0.1% | 2026-Q2 |
| Swedbank AB added | 104,100 | $4M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 96,232 | $3M | 0.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 93,971 | $3M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 92,026 | $3M | 0.1% | 2026-Q2 |
| Moody Aldrich Partners LLC trimmed | 90,617 | $3M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 89,765 | $3M | 0.1% | 2026-Q2 |
| Bellevue Group AG added | 86,994 | $3M | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 81,340 | $3M | 0.1% | 2026-Q2 |
| Man Group plc new | 80,832 | $3M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 79,460 | $3M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd new | 78,136 | $3M | 0.1% | 2026-Q2 |
| STEMPOINT CAPITAL LP trimmed | 77,589 | $3M | 0.1% | 2026-Q2 |
| Headlands Technologies LLC added | 72,335 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 67,418 | $2M | 0.1% | 2026-Q2 |
| Pavaki Capital Management LLC added | 66,600 | $2M | 0.1% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 63,298 | $2M | 0.1% | 2026-Q2 |
| FOX RUN MANAGEMENT, L.L.C. added | 59,477 | $2M | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 58,707 | $2M | 0.0% | 2026-Q2 |
| China Universal Asset Management Co., Ltd. added | 48,605 | $2M | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 47,090 | $2M | 0.0% | 2026-Q2 |
| FRED ALGER MANAGEMENT, LLC trimmed | 45,115 | $2M | 0.0% | 2026-Q2 |
| Palo Alto Investors LP new | 44,359 | $2M | 0.0% | 2026-Q2 |
| Knights of Columbus Asset Advisors LLC added | 43,800 | $1M | 0.0% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 43,108 | $1M | 0.0% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 42,422 | $1M | 0.0% | 2026-Q2 |
| Fieldview Capital Management, LLC new | 41,842 | $1M | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.