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
2024 年第 1 季 13F 持有人
NewAmsterdam Pharma Co N.V. 在 2024/3/31 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
- 76
- 較 2023 年第 4 季 +44 家
- 持有股數
- 7,215 萬
- 較 2023 年第 4 季 +1,025 萬 (+16.6%)
- 總市值
- $17.1 億
- 較 2023 年第 4 季 +$10.1 億 (+146.8%)
- 新進機構
- 46
- 另有 13 家加碼
- 清倉機構
- 2
- 另有 10 家減碼
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 |
2024 年第 1 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Frazier Life Sciences Management, L.P. | 12,226,943 | $2.89 億 | 12.20% | +95,238+0.8% | 加碼 |
| FCPM III Services B.V. | 11,831,461 | $2.80 億 | 39.56% | 00.0% | 不變 |
| Bain Capital Life Sciences Investors, LLC | 10,473,913 | $2.48 億 | 19.91% | 00.0% | 不變 |
| Viking Global Investors LP大師維京全球投資 | 8,024,565 | $1.90 億 | 0.71% | 00.0% | 不變 |
| Ra Capital Management, L.P. | 7,864,000 | $1.86 億 | 2.37% | 00.0% | 不變 |
| Medicxi Ventures Management (Jersey) Ltd | 2,869,565 | $6,787 萬 | 15.11% | 00.0% | 不變 |
| Adage Capital Partners GP, L.L.C. | 1,824,601 | $4,315 萬 | 0.08% | +524,601+40.4% | 加碼 |
| BVF Inc | 1,521,948 | $3,599 萬 | 0.99% | 00.0% | 不變 |
| Cormorant Asset Management, LP | 1,500,000 | $3,548 萬 | 1.56% | +1,500,000 | 新進 |
| Goldman Sachs Group Inc | 1,283,455 | $3,035 萬 | 0.01% | −100,866−7.3% | 減碼 |
| Polar Capital Holdings Plc | 1,252,586 | $2,962 萬 | 0.18% | +1,252,586 | 新進 |
| Millennium Management LLC | 947,527 | $2,241 萬 | 0.02% | −378,576−28.5% | 減碼 |
| GMT Capital Corp | 943,136 | $2,231 萬 | 0.88% | −440,664−31.8% | 減碼 |
| Jennison Associates LLC | 930,851 | $2,201 萬 | 0.01% | +930,851 | 新進 |
| Artal Group S.A. | 800,000 | $1,892 萬 | 0.49% | +800,000 | 新進 |
| Deerfield Management Company, L.P. (Series C) | 667,000 | $1,577 萬 | 0.27% | +667,000 | 新進 |
| Pictet Asset Management Holding SA | 649,736 | $1,537 萬 | 0.02% | +649,736 | 新進 |
| Janus Henderson Group PLC | 636,231 | $1,502 萬 | 0.01% | +636,231 | 新進 |
| Avidity Partners Management LP | 475,000 | $1,123 萬 | 0.40% | +475,000 | 新進 |
| Citadel Advisors LLC | 454,334 | $1,074 萬 | 0.01% | +433,288+2,058.8% | 加碼 |
| Octagon Capital Advisors LP | 408,000 | $964.9 萬 | 1.17% | +408,000 | 新進 |
| Eversept Partners, LP | 353,965 | $837.1 萬 | 0.63% | −20,439−5.5% | 減碼 |
| Opaleye Management Inc. | 315,388 | $745.9 萬 | 1.63% | +50,000+18.8% | 加碼 |
| ArrowMark Colorado Holdings LLC | 296,807 | $701.9 萬 | 0.08% | +296,807 | 新進 |
| Affinity Asset Advisors, LLC | 286,200 | $676.9 萬 | 1.10% | +161,200+129.0% | 加碼 |
| AXA S.A. | 249,251 | $589.5 萬 | 0.02% | −27,077−9.8% | 減碼 |
| Ensign Peak Advisors, Inc | 246,106 | $582.0 萬 | 0.01% | +54,150+28.2% | 加碼 |
| FMR LLC | 243,700 | $576.4 萬 | 0.00% | +243,700 | 新進 |
| TimesSquare Capital Management, LLC | 228,616 | $540.7 萬 | 0.08% | +228,616 | 新進 |
| Wellington Management Group LLP | 218,082 | $515.8 萬 | 0.00% | +218,082 | 新進 |
| Parkman Healthcare Partners LLC | 200,311 | $473.7 萬 | 0.58% | −100,439−33.4% | 減碼 |
| Morgan Stanley | 177,588 | $420.0 萬 | 0.00% | +149,050+522.3% | 加碼 |
| Perceptive Advisors LLC | 175,000 | $413.9 萬 | 0.07% | +175,000 | 新進 |
| Nantahala Capital Management, LLC | 175,000 | $413.9 萬 | 0.41% | +175,000 | 新進 |
| Monashee Investment Management LLC | 170,000 | $402.1 萬 | 0.48% | +170,000 | 新進 |
| Schonfeld Strategic Advisors LLC | 122,000 | $288.5 萬 | 0.02% | +55,100+82.4% | 加碼 |
| Marshall Wace, LLP | 115,380 | $272.9 萬 | 0.00% | +81,439+239.9% | 加碼 |
| Moody Aldrich Partners LLC | 111,267 | $263.1 萬 | 0.45% | +111,267 | 新進 |
| Silverarc Capital Management, LLC | 99,612 | $235.6 萬 | 0.66% | +99,612 | 新進 |
| Baker Bros. Advisors LP | 96,827 | $229.0 萬 | 0.03% | +96,827 | 新進 |
| StemPoint Capital LP | 80,334 | $190.0 萬 | 0.51% | +80,334 | 新進 |
| J. Goldman & Co LP | 78,834 | $186.4 萬 | 0.08% | +78,834 | 新進 |
| Artia Global Partners LP | 54,285 | $128.4 萬 | 0.31% | +54,285 | 新進 |
| Geode Capital Management, LLC | 52,185 | $123.4 萬 | 0.00% | +4,861+10.3% | 加碼 |
| Two Sigma Investments, LP | 51,675 | $122.2 萬 | 0.00% | +51,675 | 新進 |
| UBS Group AG | 48,279 | $114.2 萬 | 0.00% | +47,479+5,934.9% | 加碼 |
| Alyeska Investment Group, L.P. | 35,641 | $84.3 萬 | 0.01% | +35,641 | 新進 |
| Lighthouse Investment Partners, LLC | 29,357 | $69.4 萬 | 0.04% | +29,357 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 26,208 | $62.0 萬 | 0.05% | +26,208 | 新進 |
| Gilder Gagnon Howe & Co LLC | 24,466 | $57.9 萬 | 0.01% | +24,466 | 新進 |
| Yarbrough Capital, LLC | 23,960 | $56.7 萬 | 0.02% | +23,960 | 新進 |
| Cubist Systematic Strategies, LLC | 22,993 | $54.4 萬 | 0.01% | +22,993 | 新進 |
| HealthInvest Partners AB | 22,394 | $53.0 萬 | 0.32% | +22,394 | 新進 |
| SEI Investments Co | 16,474 | $39.0 萬 | 0.00% | +16,474 | 新進 |
| M&T Bank Corp | 15,738 | $37.2 萬 | 0.00% | +15,738 | 新進 |
| Cinctive Capital Management LP | 15,041 | $35.6 萬 | 0.02% | +15,041 | 新進 |
| Glenmede Trust Co NA | 12,665 | $30.0 萬 | 0.00% | +12,665 | 新進 |
| Venture Visionary Partners LLC | 11,700 | $27.7 萬 | 0.01% | +1,700+17.0% | 加碼 |
| BlackRock Inc. | 11,220 | $26.5 萬 | 0.00% | −11,721−51.1% | 減碼 |
| Two Sigma Advisers, LP | 9,100 | $21.5 萬 | 0.00% | +9,100 | 新進 |
| Envestnet Asset Management Inc | 9,039 | $21.4 萬 | 0.00% | +9,039 | 新進 |
| Wolverine Asset Management LLC | 7,130 | $16.9 萬 | 0.00% | −1,564−18.0% | 減碼 |
| CIBC Private Wealth Group, LLC | 7,640 | $16.3 萬 | 0.00% | +7,640 | 新進 |
| US Bancorp | 6,461 | $15.3 萬 | 0.00% | +6,461 | 新進 |
| JPMorgan Chase & Co | 4,319 | $10.2 萬 | 0.00% | +4,319 | 新進 |
| Royal Bank of Canada | 3,450 | $8.20 萬 | 0.00% | −7,425−68.3% | 減碼 |
| Bank of America Corp | 2,000 | $4.73 萬 | 0.00% | +2,000 | 新進 |
| Canton Hathaway, LLC | 1,000 | $2.40 萬 | 0.01% | +1,000 | 新進 |
| Bradley & Co. Private Wealth Management, LLC | 729 | $1.72 萬 | 0.01% | +729 | 新進 |
| Signaturefd, LLC | 647 | $1.53 萬 | 0.00% | +647 | 新進 |
| Wells Fargo & Company | 500 | $1.18 萬 | 0.00% | +200+66.7% | 加碼 |
| PSI Advisors, LLC | 500 | $1.18 萬 | 0.00% | +500 | 新進 |
| Stone House Investment Management, LLC | 325 | $7,686 | 0.00% | +325 | 新進 |
| Barclays PLC | 94 | $2,223 | 0.00% | −419−81.7% | 減碼 |
| Principal Securities, Inc. | 5 | $118 | 0.00% | +5 | 新進 |
| DuPont Capital Management Corp | 1 | $24 | 0.00% | 00.0% | 不變 |
| Cutler Group LP | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |