NewAmsterdam Pharma Co N.V.
NAMS- 交易所
- Nasdaq
- 產業
- Pharmaceutical Preparations
- SEC CIK
- 0001936258
近 90 天，NewAmsterdam Pharma Co N.V. 內部人申報 1 筆公開市場買進、3 筆賣出；2026 年第 2 季末有 194 家機構在 13F 申報持有，市值合計 $41.3 億；維京全球投資、Maverick 資本等 3 位大師持有。
其他股別NAMSW
2026 年第 2 季 13F 持有人
NewAmsterdam Pharma Co N.V. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 194
- 較 2026 年第 1 季 +26 家
- 持有股數
- 1.22 億
- 較 2026 年第 1 季 +59.9 萬 (+0.5%)
- 總市值
- $41.3 億
- 較 2026 年第 1 季 +$2.42 億 (+6.2%)
- 新進機構
- 46
- 另有 71 家加碼
- 清倉機構
- 20
- 另有 50 家減碼
另有 3 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 NAMS 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 194 | $41.3 億 |
| 2026 年第 1 季 | 171 | $39.6 億 |
| 2025 年第 4 季 | 187 | $41.9 億 |
| 2025 年第 3 季 | 137 | $34.3 億 |
| 2025 年第 2 季 | 131 | $21.1 億 |
| 2025 年第 1 季 | 126 | $22.8 億 |
| 2024 年第 4 季 | 131 | $25.3 億 |
| 2024 年第 3 季 | 100 | $12.8 億 |
| 2024 年第 2 季 | 90 | $13.8 億 |
| 2024 年第 1 季 | 76 | $17.1 億 |
| 2023 年第 4 季 | 32 | $6.91 億 |
| 2023 年第 3 季 | 35 | $4.64 億 |
| 2023 年第 2 季 | 29 | $5.81 億 |
| 2023 年第 1 季 | 19 | $4.45 億 |
| 2022 年第 4 季 | 14 | $3.62 億 |
| 2022 年第 3 季 | 0 | $0 |
| 2022 年第 2 季 | 0 | $0 |
| 2022 年第 1 季 | 0 | $0 |
| 2021 年第 4 季 | 0 | $0 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2026 年第 2 季持有機構
每家機構持有 NewAmsterdam Pharma Co N.V. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Frazier Life Sciences Management, L.P. | 18,088,902 | $6.13 億 | 13.35% | +1,145,128+6.8% | 加碼 |
| Capital World Investors | 12,230,557 | $4.14 億 | 0.05% | +1,121,523+10.1% | 加碼 |
| FMR LLC | 10,339,663 | $3.50 億 | 0.02% | +1,573,852+18.0% | 加碼 |
| Ra Capital Management, L.P. | 9,550,191 | $3.24 億 | 2.81% | 00.0% | 不變 |
| FCPM III Services B.V. | 8,490,353 | $2.88 億 | 38.34% | −708,547−7.7% | 減碼 |
| Deerfield Management Company, L.P. (Series C) | 4,264,789 | $1.45 億 | 1.51% | 00.0% | 不變 |
| Viking Global Investors LP大師維京全球投資 | 4,203,567 | $1.42 億 | 0.41% | 00.0% | 不變 |
| Bain Capital Life Sciences Investors, LLC | 3,806,566 | $1.29 億 | 7.67% | −3,500,000−47.9% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 3,267,802 | $1.11 億 | 1.00% | +1,081,400+49.5% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 3,070,146 | $1.04 億 | 2.39% | 00.0% | 不變 |
| Jupiter Topco LLC | 2,535,682 | $8,601 萬 | 0.04% | +2,535,682 | 新進 |
| Medicxi Ventures Management (Jersey) Ltd | 2,208,639 | $7,485 萬 | 42.19% | −465,543−17.4% | 減碼 |
| Jennison Associates LLC | 2,102,286 | $7,125 萬 | 0.04% | −648,117−23.6% | 減碼 |
| Orbis Allan Gray Ltd | 1,747,627 | $5,923 萬 | 0.20% | +1,747,627 | 新進 |
| Polar Capital Holdings Plc | 1,724,518 | $5,844 萬 | 0.17% | −1,107,089−39.1% | 減碼 |
| Capital International Investors | 1,723,495 | $5,841 萬 | 0.01% | +282,364+19.6% | 加碼 |
| Goldman Sachs Group Inc | 1,544,911 | $5,236 萬 | 0.01% | −401,463−20.6% | 減碼 |
| Westfield Capital Management Co LP | 1,536,472 | $5,207 萬 | 0.17% | −666,441−30.3% | 減碼 |
| Castle Hook Partners LP | 1,371,005 | $4,646 萬 | 0.50% | +328,368+31.5% | 加碼 |
| Ameriprise Financial Inc | 1,253,549 | $4,248 萬 | 0.01% | +500,495+66.5% | 加碼 |
| Alliancebernstein L.P. | 1,259,940 | $4,033 萬 | 0.01% | +60,615+5.1% | 加碼 |
| Price T Rowe Associates Inc | 1,167,357 | $3,956 萬 | 0.00% | +1,167,357 | 新進 |
| JPMorgan Chase & Co | 1,132,955 | $3,837 萬 | 0.00% | +248,727+28.1% | 加碼 |
| Standard Life Aberdeen plc | 1,102,785 | $3,737 萬 | 0.05% | +265,780+31.8% | 加碼 |
| BlackRock, Inc. | 1,063,750 | $3,605 萬 | 0.00% | +177,134+20.0% | 加碼 |
| Franklin Resources Inc | 993,917 | $3,368 萬 | 0.01% | +223,757+29.1% | 加碼 |
| TimesSquare Capital Management, LLC | 796,162 | $2,698 萬 | 0.40% | +44,174+5.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 781,140 | $2,647 萬 | 0.03% | −176,302−18.4% | 減碼 |
| Susquehanna International Group, LLP | 754,327 | $2,556 萬 | 0.02% | +736,502+4,131.8% | 加碼 |
| Woodline Partners LP | 752,489 | $2,550 萬 | 0.08% | +1810.0% | 加碼 |
| Bank of America Corp | 735,483 | $2,493 萬 | 0.00% | −111,606−13.2% | 減碼 |
| Nwi Management LP | 702,000 | $2,379 萬 | 1.52% | 00.0% | 不變 |
| American Century Companies Inc | 684,813 | $2,321 萬 | 0.01% | +165,358+31.8% | 加碼 |
| Citadel Advisors LLC | 645,805 | $2,189 萬 | 0.01% | −66,259−9.3% | 減碼 |
| Rock Springs Capital Management LP | 582,744 | $1,975 萬 | 0.96% | −6,050−1.0% | 減碼 |
| First Turn Management, LLC | 582,497 | $1,974 萬 | 2.11% | +24,161+4.3% | 加碼 |
| Morgan Stanley | 575,825 | $1,951 萬 | 0.00% | +20,064+3.6% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 550,000 | $1,864 萬 | 0.03% | −556,631−50.3% | 減碼 |
| Artia Global Partners LP | 503,936 | $1,708 萬 | 3.25% | 00.0% | 不變 |
| Millennium Management LLC | 501,614 | $1,700 萬 | 0.01% | +197,766+65.1% | 加碼 |
| Cormorant Asset Management, LP | 500,000 | $1,695 萬 | 0.87% | −450,000−47.4% | 減碼 |
| Jane Street Group, LLC | 474,236 | $1,607 萬 | 0.01% | +309,035+187.1% | 加碼 |
| Kennedy Capital Management, Inc. | 421,374 | $1,428 萬 | 0.25% | +12,882+3.2% | 加碼 |
| Bank of New York Mellon Corp | 353,298 | $1,197 萬 | 0.00% | −25,502−6.7% | 減碼 |
| HRT Financial LP | 349,843 | $1,186 萬 | 0.02% | +349,843 | 新進 |
| UBS Group AG | 344,065 | $1,166 萬 | 0.00% | −450,911−56.7% | 減碼 |
| Slate Path Capital LP | 319,000 | $1,081 萬 | 0.15% | 00.0% | 不變 |
| Lord, Abbett & Co. LLC | 306,560 | $1,039 萬 | 0.03% | +111,205+56.9% | 加碼 |
| ExodusPoint Capital Management, LP | 304,334 | $1,031 萬 | 0.10% | +304,334 | 新進 |
| Eversept Partners, LP | 275,471 | $933.6 萬 | 0.51% | −10,293−3.6% | 減碼 |
| Affinity Asset Advisors, LLC | 275,000 | $932.0 萬 | 0.46% | 00.0% | 不變 |
| SEB Asset Management AB | 272,654 | $924.0 萬 | 0.03% | 00.0% | 不變 |
| HealthInvest Partners AB | 248,848 | $843.3 萬 | 2.27% | +154,052+162.5% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 224,070 | $759.4 萬 | 0.08% | −17,405−7.2% | 減碼 |
| Wellington Management Group LLP | 218,749 | $741.3 萬 | 0.00% | −4,897,069−95.7% | 減碼 |
| Ensign Peak Advisors, Inc | 212,423 | $719.9 萬 | 0.01% | −36,767−14.8% | 減碼 |
| ArrowMark Colorado Holdings LLC | 211,843 | $717.9 萬 | 0.30% | −47,681−18.4% | 減碼 |
| Deutsche Bank AG | 199,931 | $677.6 萬 | 0.00% | +75,156+60.2% | 加碼 |
| Vanguard Portfolio Management LLC | 181,674 | $615.7 萬 | 0.00% | +46,643+34.5% | 加碼 |
| Decheng Capital LLC | 176,887 | $599.5 萬 | 0.82% | −148,170−45.6% | 減碼 |
| Victory Capital Management Inc | 172,663 | $585.2 萬 | 0.00% | 00.0% | 不變 |
| Peregrine Capital Management LLC | 169,488 | $574.4 萬 | 0.19% | −9,005−5.0% | 減碼 |
| Point72 Asset Management, L.P. | 168,901 | $572.4 萬 | 0.01% | +168,901 | 新進 |
| Mizuho Markets Cayman LP | 150,539 | $510.2 萬 | 0.19% | +98,312+188.2% | 加碼 |
| TD Asset Management Inc | 148,400 | $502.9 萬 | 0.00% | +148,400 | 新進 |
| XTX Topco Ltd | 145,008 | $491.4 萬 | 0.06% | +249+0.2% | 加碼 |
| Jump Financial, LLC | 144,512 | $489.8 萬 | 0.04% | +144,512 | 新進 |
| DCF Advisers, LLC | 141,000 | $477.8 萬 | 1.25% | −19,600−12.2% | 減碼 |
| Kornitzer Capital Management Inc | 139,933 | $474.2 萬 | 0.10% | +139,933 | 新進 |
| Jefferies Financial Group Inc. | 122,728 | $415.9 萬 | 0.04% | +122,728 | 新進 |
| Handelsbanken Fonder AB | 122,400 | $414.8 萬 | 0.01% | −296,500−70.8% | 減碼 |
| Swiss National Bank | 121,100 | $410.4 萬 | 0.00% | +32,200+36.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 120,561 | $408.6 萬 | 0.00% | +120,561 | 新進 |
| ADAR1 Capital Management, LLC | 118,623 | $402.0 萬 | 0.19% | 00.0% | 不變 |
| Alps Advisors Inc | 118,145 | $400.4 萬 | 0.02% | +24,549+26.2% | 加碼 |
| State Street Corp | 115,215 | $390.5 萬 | 0.00% | +52,125+82.6% | 加碼 |
| Walleye Capital LLC | 111,819 | $379.0 萬 | 0.02% | +53,385+91.4% | 加碼 |
| Geode Capital Management, LLC | 105,169 | $356.2 萬 | 0.00% | +773+0.7% | 加碼 |
| Swedbank AB | 104,100 | $352.8 萬 | 0.00% | +3,200+3.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 96,232 | $326.1 萬 | 0.00% | +84,930+751.5% | 加碼 |
| Northern Trust Corp | 93,971 | $318.5 萬 | 0.00% | +61,753+191.7% | 加碼 |
| Squarepoint Ops LLC | 92,026 | $311.9 萬 | 0.01% | +49,005+113.9% | 加碼 |
| Moody Aldrich Partners LLC | 90,617 | $307.1 萬 | 0.55% | −24,358−21.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 89,765 | $304.2 萬 | 0.02% | +89,765 | 新進 |
| Bellevue Group AG | 86,994 | $294.8 萬 | 0.06% | +59,333+214.5% | 加碼 |
| Algert Global LLC | 81,340 | $275.7 萬 | 0.03% | +81,340 | 新進 |
| Man Group plc | 80,832 | $273.9 萬 | 0.01% | +80,832 | 新進 |
| Tudor Investment Corp Et Al | 79,460 | $269.3 萬 | 0.01% | +79,460 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 78,136 | $264.8 萬 | 0.05% | +78,136 | 新進 |
| StemPoint Capital LP | 77,589 | $262.9 萬 | 0.46% | −103,069−57.1% | 減碼 |
| Headlands Technologies LLC | 72,335 | $245.1 萬 | 0.26% | +44,659+161.4% | 加碼 |
| California State Teachers Retirement System | 67,418 | $228.5 萬 | 0.00% | +13,089+24.1% | 加碼 |
| Pavaki Capital Management LLC | 66,600 | $225.7 萬 | 1.29% | +30,000+82.0% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 63,298 | $214.5 萬 | 0.00% | +16,362+34.9% | 加碼 |
| Fox Run Management, L.L.C. | 59,477 | $201.6 萬 | 0.33% | +59,477 | 新進 |
| Russell Investments Group, Ltd. | 58,707 | $199.0 萬 | 0.00% | −25,678−30.4% | 減碼 |
| China Universal Asset Management Co., Ltd. | 48,605 | $164.7 萬 | 0.10% | +4,902+11.2% | 加碼 |
| Qube Research & Technologies Ltd | 47,090 | $159.6 萬 | 0.00% | +47,090 | 新進 |
| Fred Alger Management, LLC | 45,115 | $152.9 萬 | 0.01% | −9,080−16.8% | 減碼 |
| Palo Alto Investors LP | 44,359 | $150.3 萬 | 0.21% | +44,359 | 新進 |