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 4 季 13F 持有人
NewAmsterdam Pharma Co N.V. 在 2024/12/31 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
- 131
- 較 2024 年第 3 季 +31 家
- 持有股數
- 9,861 萬
- 較 2024 年第 3 季 +2,152 萬 (+27.9%)
- 總市值
- $25.3 億
- 較 2024 年第 3 季 +$12.5 億 (+98.0%)
- 新進機構
- 46
- 另有 42 家加碼
- 清倉機構
- 15
- 另有 31 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 4 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Frazier Life Sciences Management, L.P. | 15,916,418 | $4.09 億 | 16.98% | +3,061,224+23.8% | 加碼 |
| Bain Capital Life Sciences Investors, LLC | 10,719,110 | $2.75 億 | 32.41% | +245,197+2.3% | 加碼 |
| FCPM III Services B.V. | 10,597,181 | $2.72 億 | 45.97% | −1,234,280−10.4% | 減碼 |
| Ra Capital Management, L.P. | 8,845,000 | $2.27 億 | 3.03% | +781,000+9.7% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 6,978,534 | $1.79 億 | 0.58% | −1,046,031−13.0% | 減碼 |
| Deerfield Management Company, L.P. (Series C) | 4,314,340 | $1.11 億 | 2.11% | +3,412,590+378.4% | 加碼 |
| Jennison Associates LLC | 3,998,541 | $1.03 億 | 0.06% | +2,978,263+291.9% | 加碼 |
| Cormorant Asset Management, LP | 3,250,000 | $8,353 萬 | 4.59% | +780,000+31.6% | 加碼 |
| Medicxi Ventures Management (Jersey) Ltd | 2,869,565 | $7,375 萬 | 13.94% | 00.0% | 不變 |
| Woodline Partners LP | 2,430,782 | $6,247 萬 | 0.42% | +1,266,105+108.7% | 加碼 |
| Wellington Management Group LLP | 2,315,123 | $5,950 萬 | 0.01% | +2,222,900+2,410.4% | 加碼 |
| Siren, L.L.C. | 2,095,638 | $5,386 萬 | 2.38% | +1,175,074+127.6% | 加碼 |
| Capital International Investors | 2,062,535 | $5,301 萬 | 0.01% | +2,062,535 | 新進 |
| Alliancebernstein L.P. | 1,858,065 | $4,775 萬 | 0.02% | +1,858,065 | 新進 |
| Polar Capital Holdings Plc | 1,750,000 | $4,498 萬 | 0.25% | +245,000+16.3% | 加碼 |
| Janus Henderson Group PLC | 1,736,777 | $4,465 萬 | 0.02% | +196,048+12.7% | 加碼 |
| Pictet Asset Management Holding SA | 1,157,452 | $2,975 萬 | 0.03% | +140,605+13.8% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 1,050,000 | $2,699 萬 | 0.05% | −330,000−23.9% | 減碼 |
| Capital World Investors | 1,016,076 | $2,611 萬 | 0.00% | +1,016,076 | 新進 |
| Citadel Advisors LLC | 975,831 | $2,508 萬 | 0.02% | +453,366+86.8% | 加碼 |
| TimesSquare Capital Management, LLC | 895,574 | $2,302 萬 | 0.34% | +640,329+250.9% | 加碼 |
| Decheng Capital LLC | 770,000 | $1,979 萬 | 4.24% | +180,000+30.5% | 加碼 |
| Rock Springs Capital Management LP | 767,522 | $1,973 萬 | 0.75% | +414,203+117.2% | 加碼 |
| Goldman Sachs Group Inc | 654,710 | $1,683 萬 | 0.00% | +620,637+1,821.5% | 加碼 |
| Millennium Management LLC | 494,230 | $1,270 萬 | 0.01% | +477,481+2,850.8% | 加碼 |
| BlackRock, Inc. | 441,518 | $1,135 萬 | 0.00% | +374,845+562.2% | 加碼 |
| Morgan Stanley | 430,102 | $1,105 萬 | 0.00% | +226,897+111.7% | 加碼 |
| Affinity Asset Advisors, LLC | 425,000 | $1,092 萬 | 1.71% | −47,390−10.0% | 減碼 |
| Avidity Partners Management LP | 354,000 | $909.8 萬 | 0.91% | −535,700−60.2% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 350,005 | $899.5 萬 | 0.16% | +350,005 | 新進 |
| American Century Companies Inc | 346,572 | $890.7 萬 | 0.01% | +346,572 | 新進 |
| ArrowMark Colorado Holdings LLC | 345,048 | $886.8 萬 | 0.12% | −9,927−2.8% | 減碼 |
| Cutter Capital Management, LP | 337,152 | $866.5 萬 | 3.55% | +337,152 | 新進 |
| Opaleye Management Inc. | 325,000 | $835.3 萬 | 1.46% | −10,000−3.0% | 減碼 |
| Slate Path Capital LP | 319,000 | $819.8 萬 | 0.15% | +319,000 | 新進 |
| Marshall Wace, LLP | 288,446 | $741.3 萬 | 0.01% | +178,322+161.9% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 287,535 | $739.0 萬 | 0.21% | 00.0% | 不變 |
| GMT Capital Corp | 285,136 | $732.8 萬 | 0.36% | −543,900−65.6% | 減碼 |
| AXA S.A. | 278,266 | $715.1 萬 | 0.02% | −66,387−19.3% | 減碼 |
| Eversept Partners, LP | 275,362 | $707.7 萬 | 0.73% | −31,995−10.4% | 減碼 |
| Readystate Asset Management LP | 260,400 | $669.2 萬 | 0.28% | +139,400+115.2% | 加碼 |
| UBS Asset Management Americas Inc | 253,571 | $651.7 萬 | 0.00% | +14,288+6.0% | 加碼 |
| CenterBook Partners LP | 208,589 | $536.1 萬 | 0.32% | +122,894+143.4% | 加碼 |
| Handelsbanken Fonder AB | 187,404 | $481.6 萬 | 0.02% | +187,404 | 新進 |
| Standard Life Aberdeen plc | 179,060 | $460.2 萬 | 0.01% | +50,000+38.7% | 加碼 |
| Invesco Ltd. | 150,559 | $386.9 萬 | 0.00% | +150,559 | 新進 |
| Maven Securities LTD | 150,000 | $385.5 萬 | 0.62% | +150,000 | 新進 |
| Ovata Capital Management Ltd | 150,000 | $385.5 萬 | 1.47% | +150,000 | 新進 |
| Caption Management, LLC | 144,578 | $371.6 萬 | 0.15% | +144,578 | 新進 |
| HealthInvest Partners AB | 138,983 | $355.8 萬 | 1.69% | 00.0% | 不變 |
| Alyeska Investment Group, L.P. | 114,707 | $294.8 萬 | 0.01% | −193,451−62.8% | 減碼 |
| Saturn V Capital Management LLC | 100,000 | $257.0 萬 | 1.01% | +100,000 | 新進 |
| Two Sigma Investments, LP | 89,589 | $230.2 萬 | 0.01% | −140,508−61.1% | 減碼 |
| DCF Advisers, LLC | 89,400 | $229.8 萬 | 1.16% | +55,400+162.9% | 加碼 |
| Geode Capital Management, LLC | 88,544 | $227.6 萬 | 0.00% | +2,222+2.6% | 加碼 |
| Fred Alger Management, LLC | 80,579 | $207.1 萬 | 0.01% | +80,579 | 新進 |
| UBS Group AG | 80,210 | $206.1 萬 | 0.00% | −50,030−38.4% | 減碼 |
| Moody Aldrich Partners LLC | 79,145 | $203.4 萬 | 0.38% | −137,348−63.4% | 減碼 |
| Parkman Healthcare Partners LLC | 76,116 | $195.6 萬 | 0.26% | −29,218−27.7% | 減碼 |
| Alps Advisors Inc | 74,709 | $192.0 萬 | 0.01% | +5,049+7.2% | 加碼 |
| Two Sigma Advisers, LP | 74,300 | $191.0 萬 | 0.00% | −23,200−23.8% | 減碼 |
| Swiss National Bank | 72,000 | $185.0 萬 | 0.00% | +36,900+105.1% | 加碼 |
| JPMorgan Chase & Co | 60,977 | $156.7 萬 | 0.00% | +38,626+172.8% | 加碼 |
| State Street Corp | 60,258 | $154.9 萬 | 0.00% | +22,343+58.9% | 加碼 |
| Artia Global Partners LP | 54,285 | $139.5 萬 | 0.56% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 54,235 | $139.4 萬 | 0.10% | −12,167−18.3% | 減碼 |
| Tudor Investment Corp Et Al | 52,208 | $134.2 萬 | 0.01% | +52,208 | 新進 |
| Acuta Capital Partners, LLC | 50,000 | $128.5 萬 | 1.29% | +50,000 | 新進 |
| Monashee Investment Management LLC | 50,000 | $128.5 萬 | 0.18% | +50,000 | 新進 |
| Bank of America Corp | 43,529 | $111.9 萬 | 0.00% | +40,819+1,506.2% | 加碼 |
| Lisanti Capital Growth, LLC | 38,715 | $99.5 萬 | 0.24% | −3,450−8.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 35,657 | $91.6 萬 | 0.00% | +35,657 | 新進 |
| Boothbay Fund Management, LLC | 35,567 | $91.4 萬 | 0.03% | +35,567 | 新進 |
| Crestline Management, LP | 35,068 | $90.1 萬 | 0.03% | +35,068 | 新進 |
| Arrowstreet Capital, Limited Partnership | 30,504 | $78.4 萬 | 0.00% | +30,504 | 新進 |
| Vanguard Group Inc | 30,476 | $78.3 萬 | 0.00% | +17,031+126.7% | 加碼 |
| Pamalican Asset Management Ltd | 30,000 | $77.1 萬 | 0.34% | +30,000 | 新進 |
| Gilder Gagnon Howe & Co LLC | 29,871 | $76.8 萬 | 0.01% | +5,949+24.9% | 加碼 |
| Lazard Asset Management LLC | 28,517 | $73.2 萬 | 0.00% | +28,517 | 新進 |
| Voloridge Investment Management, LLC | 28,041 | $72.1 萬 | 0.00% | +28,041 | 新進 |
| M&T Bank Corp | 27,328 | $70.2 萬 | 0.00% | 00.0% | 不變 |
| Jump Financial, LLC | 25,401 | $65.3 萬 | 0.01% | +25,401 | 新進 |
| Bellevue Group AG | 25,000 | $64.3 萬 | 0.01% | +17,300+224.7% | 加碼 |
| Yarbrough Capital, LLC | 23,960 | $61.6 萬 | 0.02% | 00.0% | 不變 |
| Legal & General Group Plc | 22,946 | $59.0 萬 | 0.00% | +7,110+44.9% | 加碼 |
| Northern Trust Corp | 21,627 | $55.6 萬 | 0.00% | +21,627 | 新進 |
| Omers Administration Corp | 20,500 | $52.7 萬 | 0.00% | +20,500 | 新進 |
| Royal Bank of Canada | 20,358 | $52.4 萬 | 0.00% | +11,401+127.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 20,382 | $52.4 萬 | 0.00% | +20,382 | 新進 |
| China Universal Asset Management Co., Ltd. | 19,589 | $50.3 萬 | 0.05% | +19,589 | 新進 |
| California State Teachers Retirement System | 19,404 | $49.9 萬 | 0.00% | +3,694+23.5% | 加碼 |
| Barclays PLC | 16,713 | $43.0 萬 | 0.00% | +9,117+120.0% | 加碼 |
| Teacher Retirement System of Texas | 10,753 | $27.6 萬 | 0.00% | +10,753 | 新進 |
| Walleye Capital LLC | 10,506 | $27.0 萬 | 0.00% | −36,441−77.6% | 減碼 |
| Keybank National Association | 9,983 | $25.7 萬 | 0.00% | +9,983 | 新進 |
| Glenmede Trust Co NA | 9,965 | $25.6 萬 | 0.00% | −17,455−63.7% | 減碼 |
| Cinctive Capital Management LP | 9,516 | $24.5 萬 | 0.01% | −57,055−85.7% | 減碼 |
| Envestnet Asset Management Inc | 9,359 | $24.1 萬 | 0.00% | −8,738−48.3% | 減碼 |
| SEI Investments Co | 9,326 | $24.0 萬 | 0.00% | −14,456−60.8% | 減碼 |
| Susquehanna International Group, LLP | 8,966 | $23.0 萬 | 0.00% | +8,966 | 新進 |