Lee Ainslie's NAMS Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 2.19 M shares of NewAmsterdam Pharma Company N.V. (NAMS) worth $69.99 M, representing 0.81% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 6 quarters.
Based on 13F filings, Lee Ainslie has maintained this position in NAMS for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 982,405 shares. Largest reduction occurred in Q3 2025, reducing 27,127 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's NewAmsterdam Pharma Company NV (NAMS) Holding Value Over Time
Track share changes against reported price movement
Quarterly NewAmsterdam Pharma Company NV (NAMS) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +292,176 | Add 15.42% | 2.19 M | $32.01 |
| Q4 2025 | +389,479 | Add 25.88% | 1.89 M | $35.08 |
| Q3 2025 | -27,127 | Reduce 1.77% | 1.5 M | $28.44 |
| Q2 2025 | +982,405 | Add 178.79% | 1.53 M | $18.11 |
| Q1 2025 | +199,464 | Add 56.99% | 549,469 | $20.47 |
| Q4 2024 | +350,005 | New Buy | 350,005 | $25.70 |
Lee Ainslie's NewAmsterdam Pharma Company NV Investment FAQs
Lee Ainslie first purchased NewAmsterdam Pharma Company N.V. (NAMS) in Q4 2024, acquiring 350,005 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held NewAmsterdam Pharma Company N.V. (NAMS) for 6 quarters since Q4 2024.
Lee Ainslie's largest addition to NewAmsterdam Pharma Company N.V. (NAMS) was in Q2 2025, adding 1,531,874 shares worth $27.74 M.
According to the latest 13F filing for Q1 2026, Lee Ainslie's firm, Maverick Capital LTD, owns 2,186,402 shares of NewAmsterdam Pharma Company N.V. (NAMS), valued at approximately $69.99 M.
As of the Q1 2026 filing, NewAmsterdam Pharma Company N.V. (NAMS) represents approximately 0.81% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in NewAmsterdam Pharma Company N.V. (NAMS) was 2,186,402 shares, as reported at the end of Q1 2026.