L3VLUP
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NAMS in the 13F filings

Newamsterdam Pharma Company · CUSIP N62509109

Sector · Pharmaceuticals and biotechnologyTheme · Healthcare: biopharma and medtech· L3VLUP-definedTheme · Pharmaceutical preparations
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
19 Feb 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 5 listed it in both
Shares listed
33,784,816
combined, among listed positions
Reported value
$1.2bn
combined, at the quarter end

Among the 92 comparable managers: 17 buyers (opened or added shares) and 5 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +363,399.

Managers listing NAMS in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

22 of 22 holders

ActionFiling
Capital World Investors9,984,000$350munder 0.1%Added+161,28911 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)6,412,984$225munder 0.1%Added+877,69117 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP5,033,175$177munder 0.1%Added+1,013,04917 Feb 2026 (the filing on sec.gov)
Viking Global Investors LP4,203,567$147m0.39%Trimmed-2,271,96717 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd2,341,723$82munder 0.1%Added+224,64817 Feb 2026 (the filing on sec.gov)
Maverick Capital Ltd1,894,226$66m0.71%Added+389,47913 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP1,300,875$46munder 0.1%Trimmed-840,90317 Feb 2026 (the filing on sec.gov)
Woodline Partners LP751,270$26m0.10%Trimmed-406,59717 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC635,247$22munder 0.1%Added+428,78617 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC421,491$15munder 0.1%Newnew12 Feb 2026 (the filing on sec.gov)
Millennium Management LLC254,596$8.9munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP195,635$6.9munder 0.1%Added+43,79817 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc116,258$4.1munder 0.1%Trimmed-22,07117 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC96,261$3.4munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC32,391$1.1munder 0.1%Added+18,56313 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC30,819$1.1munder 0.1%Added+9,86013 Feb 2026 (the filing on sec.gov)
Winton Group Ltd28,665$1.0munder 0.1%Newnew11 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP20,459$718kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Polen Capital Management LLC11,239$394kunder 0.1%Newnew12 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC10,282$361kunder 0.1%Added+8617 Feb 2026 (the filing on sec.gov)
Invesco Ltd5,961$209kunder 0.1%Trimmed-98,71519 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP3,692$130kunder 0.1%Newnew10 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (7)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
2 in Q3 2024 to 6 in Q2 2026

Tracked managers listing it, at least.

02468Q4 2022Q2 2023Q4 2023Q2 2024Q4 2024Q2 2025Q4 2025Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
NAMS by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20221$39mn.a.n.a.
Q1 20231$53mn.a.n.a.
Q2 20231$78mn.a.n.a.
Q3 20231$74mn.a.n.a.
Q4 20231$90m00
Q1 20241$190m00
Q2 20242$163m10
Q3 20242$153m10
Q4 20245$322m41
Q1 20255$391m40
Q2 20255$376m22
Q3 20255$599m23
Q4 20258$851m175
Q1 20266$820m1311
Q2 20266$790m216

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

NAMS and LLY →NAMS and JNJ →NAMS and VRTX →Choose a stock to compare with NAMS →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own NAMS, latest filings →Back to the 13F Explorer →