Newamsterdam Pharma Company (NAMS) — Hedge Fund Ownership Q4 2025
NAMS
- Newamsterdam Pharma Company (NAMS) is held by 4 of 82 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 Duquesne Family Office (+60%) and Maverick Capital (+26%), highlighting conviction.
- The biggest decreases in NAMS holdings came from Viking Global Investors (-35%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to Newamsterdam Pharma Company (NAMS) by -7% vs the prior quarter and +20% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Duquesne Family Office
|
2.55% | 3.1M | +59.60% | +967.75% | $107.7M | $35.08 | — |
| 2 |
Maverick Capital Lee Ainslie
|
0.71% | 1.9M | +25.88% | +441.20% | $66.4M | $35.08 | — |
| 3 |
Viking Global Investors Andreas Halvorsen
|
0.39% | 4.2M | -35.09% | -39.76% | $147.5M | $35.08 | — |
| 4 |
Polen Capital Management
|
0.00% | 11K | NEW | — | $394,264 | $35.08 | — |
| 4 | Total | — | 9.2M | -7.43% | +20.38% | $322.0M | — | — |
* 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.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.