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NewAmsterdam Pharma Company N.V.

NAMS Healthcare
$27.34 +$0.49 (1.82%)
Market Cap: $3.27 B
Gurus Holding
7
Popularity Rank
#1199
% of Shares Held
9.15%
Net Activity (Q2 2026)
+$49.64 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 Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $298.97 M.

Top institutional holders include Andreas Halvorsen and Lee Ainslie.

Institutional sentiment is currently Bullish. This is evidenced by a $49.64 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 118.5%.

Key Holders

Top 5 by Value

$142.46 M
$110.75 M
$5.72 M
$4.16 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$49.64 M
Total Buy Value
New Buys 3
Additions 2
-$0
Total Sell Value
Reductions 0
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
0
Net Buyers
5

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

Major holders include Andreas Halvorsen ($142.46 M), Lee Ainslie ($110.75 M), Stanley Druckenmiller ($104.05 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 10.94 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $49.64 M, with 5 managers increasing positions and 0 managers reducing holdings.

No tracked managers reduced or fully exited their positions in NAMS during the most recent reporting period.

Yes, 3 managers opened new positions in NAMS, and 2 increased their existing holdings. The total reported buy value was $49.64 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.41% 4,203,567 $142.46 M Q2 2026
0.98% Add 49.5% 3,267,802 $110.75 M Q2 2026
2.00% 3,070,146 $104.05 M Q2 2026
0.01% New Buy 168,901 $5.72 M Q2 2026
0.03% New Buy 122,728 $4.16 M Q2 2026
0.00% New Buy 79,460 $2.69 M Q2 2026
0.00% Add 118.5% 22,691 $768,998 Q2 2026
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Value
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