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NewAmsterdam Pharma Company N.V.

NAMS Healthcare
$35.44 $-1.44 (-3.90%)
Market Cap: $4.07 B
Gurus Holding
4
Popularity Rank
#2417
% of Shares Held
8.24%
Net Activity (Q1 2026)
+$8.93 M

Guru Ownership Trend

Guru Analysis for NewAmsterdam Pharma Company N.V. (NAMS)

NewAmsterdam Pharma Company N.V. (NAMS), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $335.63 M.

Top institutional holders include Andreas Halvorsen and Stanley Druckenmiller.

Institutional sentiment is currently Bullish. This is evidenced by a $8.93 M net inflow during the quarter.

Recent activity highlights Lee Ainslie who increased their stake by 15.4%.

Key Holders

Top 5 by Value

$134.56 M
$69.99 M
$332,392

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$9.36 M
Total Buy Value
New Buys 0
Additions 2
-$420,960
Total Sell Value
Reductions 0
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
1
Net Buyers
2

FAQs for NewAmsterdam Pharma Company N.V. (NAMS)

Major holders include Andreas Halvorsen ($134.56 M), Stanley Druckenmiller ($98.28 M), Lee Ainslie ($69.99 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 9.47 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $8.93 M, with 2 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited NAMS. The total reported sell value was $420,960.

Yes, 0 managers opened new positions in NAMS, and 2 increased their existing holdings. The total reported buy value was $9.36 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.38% 4,203,567 $134.56 M Q1 2026
2.91% 3,070,146 $98.28 M Q1 2026
0.81% Add 15.4% 2,186,402 $69.99 M Q1 2026
0.00% Add 1.0% 10,384 $332,392 Q1 2026
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