Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in NAMS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Frazier Life Sciences Management, L.P. | 16.9M | $542.4M | 0.0% | 14.494% | 13.96% |
| 2 | Capital World Investors | 11.1M | $355.6M | +11.3% | 9.503% | 0.05% |
| 3 | RA CAPITAL MANAGEMENT, L.P. | 9.6M | $305.7M | 0.0% | 8.169% | 3.24% |
| 4 | FCPM III SERVICES B.V. | 9.2M | $294.5M | 0.0% | 7.869% | 40.77% |
| 5 | FMR LLC | 8.8M | $280.6M | +36.7% | 7.498% | 0.02% |
| 6 | Bain Capital Life Sciences Investors, LLC | 7.3M | $233.9M | 0.0% | 6.250% | 21.09% |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 5.1M | $163.8M | +1.6% | 4.376% | 0.03% |
| 8 | DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 4.3M | $136.5M | +2.4% | 3.648% | 1.61% |
| 9 | VIKING GLOBAL INVESTORS LP | 4.2M | $134.6M | 0.0% | 3.596% | 0.38% |
| 10 | Polar Capital Holdings Plc | 2.8M | $90.6M | +2.0% | 2.422% | 0.32% |
| 11 | JENNISON ASSOCIATES LLC | 2.8M | $88.0M | -21.2% | 2.353% | 0.06% |
| 12 | Medicxi Ventures Management (Jersey) Ltd | 2.7M | $85.6M | -6.8% | 2.288% | 8.72% |
| 13 | JANUS HENDERSON GROUP PLC | 2.3M | $72.3M | -3.5% | 1.932% | 0.04% |
| 14 | WESTFIELD CAPITAL MANAGEMENT CO LP | 2.2M | $70.5M | — | 1.884% | 0.30% |
| 15 | MAVERICK CAPITAL LTD | 2.2M | $70.0M | +15.4% | 1.870% | 0.81% |
| 16 | GOLDMAN SACHS GROUP INC | 1.9M | $62.3M | +12.8% | 1.665% | 0.01% |
| 17 | Capital International Investors | 1.4M | $46.1M | -30.1% | 1.233% | 0.01% |
| 18 | ALLIANCEBERNSTEIN L.P. | 1.2M | $42.1M | -7.8% | 1.026% | 0.01% |
| 19 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.1M | $35.4M | -21.3% | 0.947% | 0.05% |
| 20 | Castle Hook Partners LP | 1.0M | $33.4M | -3.9% | 0.892% | 0.67% |
| 21 | BNP Paribas Asset Management Holding S.A. | 957K | $30.6M | +440.9% | 0.819% | 0.04% |
| 22 | Cormorant Asset Management, LP | 950K | $30.4M | -5.0% | 0.813% | 1.53% |
| 23 | BlackRock, Inc. | 887K | $28.4M | +4.3% | 0.758% | 0.00% |
| 24 | BANK OF AMERICA CORP /DE/ | 847K | $27.1M | +84.4% | 0.725% | 0.00% |
| 25 | abrdn plc | 837K | $26.8M | +14.7% | 0.716% | 0.04% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in NAMS — a direct measure of their conviction.
Filings activity in NAMS during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new NAMS position in Q1 2026
Institutions that fully closed their NAMS position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 163 | 9.9% | 107.08% | 5.92 pp | $3.81B | 5.2% |
| Q4 2025 | 181 | +35% | 113.00% | +18.92 pp | $4.02B | +20% |
| Q3 2025 | 134 | +3.9% | 94.08% | +35.34 pp | $3.34B | +60% |
| Q2 2025 | 129 | +0.8% | 58.74% | 4.60 pp | $2.09B | 7.3% |
| Q1 2025 | 128 | 1.5% | 63.34% | 6.78 pp | $2.25B | 9.7% |
| Q4 2024 | 130 | +29% | 70.12% | +34.54 pp | $2.49B | +97% |
| Q3 2024 | 101 | +11% | 35.58% | 3.20 pp | $1.26B | 8.3% |
| Q2 2024 | 91 | — | 38.78% | — | $1.38B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying NAMS stock.
Based on Q1 2026 13F filings, institutional ownership of NewAmsterdam Pharma Company N.V. stands at 107.1%, held across 163 reporting institutions.
Frazier Life Sciences Management, L.P. is the largest reported institutional holder of NAMS, with approximately 16,943,774 shares worth $0.54B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of NAMS, including VIKING GLOBAL INVESTORS LP.
Our composite Smart Money Score for NAMS is 31 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
25 institutions opened new positions in NAMS during Q1 2026, while 43 fully exited. 40 added to existing positions and 98 trimmed.
NAMS institutional ownership fell by 5.92 percentage points quarter-over-quarter, with a net change of -18 holders.
The top 10 institutions account for 66.7% of all reported 13F value in NAMS, and the top 25 account for 86.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
NewAmsterdam Pharma Company N.V. (NAMS) Institutional Ownership