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 Sep 2023
the date the book describes
Filed
14 Nov 2023
up to 45 days after the quarter end
Managers listing it
1
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q2 2023 and Q3 2023; 1 listed it in both
Shares listed
8,024,565
combined, among listed positions
Reported value
$74m
combined, at the quarter end

Managers listing NAMS in Q3 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

1 of 1 holder

ActionFiling
Viking Global Investors LP8,024,565$74m0.30%Added+1,500,00014 Nov 2023 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2023 to Q3 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

No reduction among listed positions.

New positions and exits

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

New (0)

No new position among listed positions.

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 →