§ BIOTECHNOLOGY
USD · BiotechnologyNAMS
NEWAMSTERDAM PHARMA CO NV
USDSector · BiotechnologyBeta · 0.10
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
122 increased/new, 55 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 5.82 | EPS (TTM) | -1.77 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Frazier Life Sciences Management, L.P. | 16.9M | 14.0% | ±0% |
| Capital World Investors | 11.1M | 0.0% | +11% |
| RA CAPITAL MANAGEMENT, L.P. | 9.6M | 3.2% | ±0% |
| FCPM III SERVICES B.V. | 9.2M | 40.8% | ±0% |
| Fidelity Management | 8.8M | 0.0% | +37% |
| Bain Capital Life Sciences Investors, LLC | 7.3M | 21.1% | ±0% |
◇ AC INTELLIGENCE
Top institutional owners for NAMS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER96.1% · 0 holders
OTHER2.4% · 112 holders
QUALITY / COMPOUNDER1.0% · 18 holders
TACTICAL / MACRO0.3% · 4 holders
DEALER / BANK0.2% · 22 holders
PASSIVE / INDEX0.0% · 6 holders
INCOME / DEFENSIVE0.0% · 7 holders
SYSTEMATIC / QUANT0.0% · 4 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for NAMS in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention NAMS yet.