NAMS in the 13F filings
Newamsterdam Pharma Company · CUSIP N62509109
- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 15 May 2025
- latest of these filings; the earliest 12 May 2025
- Managers listing it
- 5
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 5 listed it in both
- Shares listed
- 18,968,631
- combined, among listed positions
- Reported value
- $391m
- combined, at the quarter end
1 line marked †. Value as filed implies a price far from other filers'. Each counts in holders and value as filed, and is left out of the net change in shares.
Among the 95 comparable managers: 4 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +5,993,601.
Managers listing NAMS in Q1 2025
5 of 5 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Viking Global Investors LP | 6,978,534 | $143m | 0.45% | Held | 0 | 15 May 2025 (the filing on sec.gov) |
| Capital World Investors | 6,798,598 | $139m | under 0.1% | Added | +5,782,522 | 12 May 2025 (the filing on sec.gov) |
| Woodline Partners LP | 2,442,397 | $50m | 0.33% | Added | +11,615 | 15 May 2025 (the filing on sec.gov) |
| Janus Henderson Group Ltd† Value as filed implies a price far from other filers'. | 2,199,633 | $48m | under 0.1% | Added | +462,856 | 15 May 2025 (the filing on sec.gov) |
| Maverick Capital Ltd | 549,469 | $11m | 0.20% | Added | +199,464 | 15 May 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Capital World Investorsexisting position · 6,798,598 shares now+5,782,522
- Janus Henderson Group Ltdexisting position · 2,199,633 shares now+462,856
- Maverick Capital Ltdexisting position · 549,469 shares now+199,464
- Woodline Partners LPexisting position · 2,442,397 shares now+11,615
Reductions
No reduction among listed positions.
New positions and exits
New (0)
No new position among listed positions.
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2022 | 1 | $39m | n.a. | n.a. |
| Q1 2023 | 1 | $53m | n.a. | n.a. |
| Q2 2023 | 1 | $78m | n.a. | n.a. |
| Q3 2023 | 1 | $74m | n.a. | n.a. |
| Q4 2023 | 1 | $90m | 0 | 0 |
| Q1 2024 | 1 | $190m | 0 | 0 |
| Q2 2024 | 2 | $163m | 1 | 0 |
| Q3 2024 | 2 | $153m | 1 | 0 |
| Q4 2024 | 5 | $322m | 4 | 1 |
| Q1 2025 | 5 | $391m | 4 | 0 |
| Q2 2025 | 5 | $376m | 2 | 2 |
| Q3 2025 | 5 | $599m | 2 | 3 |
| Q4 2025 | 8 | $851m | 17 | 5 |
| Q1 2026 | 6 | $820m | 13 | 11 |
| Q2 2026 | 6 | $790m | 21 | 6 |
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 →