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Newamsterdam Pharma Company (NAMS) — Hedge Fund Ownership Q1 2026

NAMS
Q1 2026Q4 2025Q3 2025Q2 2025
  • Newamsterdam Pharma Company (NAMS) is held by 3 of 84 tracked hedge funds, with Duquesne Family Office (3%) and Maverick Capital (1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
  • The biggest increases in NAMS holdings came from Maverick Capital (+15%), highlighting conviction.
  • 1 hedge fund exited NAMS.
  • Overall, hedge funds increased exposure to Newamsterdam Pharma Company (NAMS) by +3% vs the prior quarter and +14% vs prior year.
# Fund % of Portfolio † Shares † Shares vs Prior Quarter † Shares vs Prior Year † Aggregate Value † Reported Price * Option
1
Duquesne Family Office
3.35% 3.1M +283.60% $98.3M $32.01
2
Maverick Capital
Lee Ainslie
0.81% 2.2M +15.42% +297.91% $70.0M $32.01
3
Viking Global Investors
Andreas Halvorsen
0.38% 4.2M -39.76% $134.6M $32.01
Polen Capital Management
EXITED
3 Total 9.5M +3.06% +13.59% $302.8M
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.