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
30 Jun 2026
the date the book describes
Filed
2 Sep 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
26
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 6 listed it in both
Shares listed
39,453,037
combined, among listed positions
Reported value
$1.3bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 21 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +2,259,118.

Managers listing NAMS in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

26 of 26 holders

ActionFiling
Capital World Investors12,230,557$414munder 0.1%Added+1,121,52312 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)10,339,663$350munder 0.1%Added+1,573,85213 Aug 2026 (the filing on sec.gov)
Viking Global Investors LP4,203,567$142m0.41%Held014 Aug 2026 (the filing on sec.gov)
Maverick Capital Ltd3,267,802$111m0.98%Added+1,081,40014 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd2,535,682$86munder 0.1%Added+276,69814 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP1,259,940$40munder 0.1%Added+60,61514 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,167,357$40munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP754,327$26munder 0.1%Added+736,50214 Aug 2026 (the filing on sec.gov)
Woodline Partners LP752,489$26m0.08%Added+18114 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC645,805$22munder 0.1%Trimmed-66,2592 Sep 2026 (the filing on sec.gov)
Millennium Management LLC501,614$17munder 0.1%Added+197,76614 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC474,236$16munder 0.1%Added+309,03514 Aug 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP304,334$10m0.07%Newnew14 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP218,749$7.4munder 0.1%Trimmed-4,897,06914 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP168,901$5.7munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.120,561$4.1munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Walleye Capital LLC111,819$3.8munder 0.1%Added+53,3853 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC92,026$3.1munder 0.1%Added+49,00514 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC89,765$3.0munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Man Group PLC80,832$2.7munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Tudor Investment Corp79,460$2.7munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC22,691$769kunder 0.1%Added+12,30714 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP12,001$407kunder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP9,548$324kunder 0.1%Trimmed-7,25214 Aug 2026 (the filing on sec.gov)
Invesco Ltd6,617$224kunder 0.1%Trimmed-67414 Aug 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q1 2026 to Q2 2026, 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 (9)

Exited (2)

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 →