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
2025 年第 2 季 13F 持有人
NewAmsterdam Pharma Co N.V. 在 2025/6/30 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
- 131
- 較 2025 年第 1 季 +6 家
- 持有股數
- 1.16 億
- 較 2025 年第 1 季 +519.1 萬 (+4.7%)
- 總市值
- $21.1 億
- 較 2025 年第 1 季 −$1.71 億 (−7.5%)
- 新進機構
- 26
- 另有 58 家加碼
- 清倉機構
- 20
- 另有 30 家減碼
另有 1 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 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. | 16,607,074 | $3.01 億 | 12.03% | +490,656+3.0% | 加碼 |
| Bain Capital Life Sciences Investors, LLC | 10,719,110 | $1.94 億 | 24.29% | 00.0% | 不變 |
| FCPM III Services B.V. | 10,632,113 | $1.93 億 | 52.16% | −303,197−2.8% | 減碼 |
| Ra Capital Management, L.P. | 10,138,938 | $1.84 億 | 3.09% | 00.0% | 不變 |
| Capital World Investors | 8,387,725 | $1.52 億 | 0.02% | +1,589,127+23.4% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 6,978,534 | $1.26 億 | 0.37% | 00.0% | 不變 |
| Deerfield Management Company, L.P. (Series C) | 5,115,953 | $9,265 萬 | 1.68% | +1,011,996+24.7% | 加碼 |
| Wellington Management Group LLP | 3,322,997 | $6,018 萬 | 0.01% | −218,978−6.2% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 3,013,009 | $5,457 萬 | 0.09% | +1,062,359+54.5% | 加碼 |
| Jennison Associates LLC | 2,946,103 | $5,335 萬 | 0.03% | −1,024,086−25.8% | 減碼 |
| Medicxi Ventures Management (Jersey) Ltd | 2,869,565 | $5,197 萬 | 12.16% | 00.0% | 不變 |
| Polar Capital Holdings Plc | 2,517,779 | $4,560 萬 | 0.24% | +267,779+11.9% | 加碼 |
| Alliancebernstein L.P. | 2,331,583 | $4,222 萬 | 0.01% | +89,630+4.0% | 加碼 |
| Cormorant Asset Management, LP | 2,175,000 | $3,939 萬 | 2.93% | −650,000−23.0% | 減碼 |
| Capital International Investors | 2,062,535 | $3,735 萬 | 0.01% | 00.0% | 不變 |
| Janus Henderson Group PLC | 1,962,060 | $3,559 萬 | 0.02% | −237,573−10.8% | 減碼 |
| FMR LLC | 1,904,550 | $3,449 萬 | 0.00% | +940,726+97.6% | 加碼 |
| Woodline Partners LP | 1,897,197 | $3,436 萬 | 0.18% | −545,200−22.3% | 減碼 |
| Pictet Asset Management Holding SA | 1,816,725 | $3,290 萬 | 0.03% | +4,776+0.3% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 1,531,874 | $2,774 萬 | 0.43% | +982,405+178.8% | 加碼 |
| JPMorgan Chase & Co | 1,458,897 | $2,642 萬 | 0.00% | +467,579+47.2% | 加碼 |
| Siren, L.L.C. | 1,194,240 | $2,163 萬 | 1.12% | −717,790−37.5% | 減碼 |
| Goldman Sachs Group Inc | 949,980 | $1,720 萬 | 0.00% | +330,417+53.3% | 加碼 |
| TimesSquare Capital Management, LLC | 872,537 | $1,580 萬 | 0.23% | −18,551−2.1% | 減碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 832,175 | $1,507 萬 | 0.39% | +31,815+4.0% | 加碼 |
| Decheng Capital LLC | 770,000 | $1,394 萬 | 3.52% | 00.0% | 不變 |
| Standard Life Aberdeen plc | 735,032 | $1,331 萬 | 0.02% | +358,169+95.0% | 加碼 |
| Morgan Stanley | 637,707 | $1,155 萬 | 0.00% | +200,168+45.7% | 加碼 |
| UBS Group AG | 627,719 | $1,137 萬 | 0.00% | +229,576+57.7% | 加碼 |
| BlackRock, Inc. | 571,673 | $1,035 萬 | 0.00% | +73,692+14.8% | 加碼 |
| Rock Springs Capital Management LP | 536,111 | $970.9 萬 | 0.60% | 00.0% | 不變 |
| American Century Companies Inc | 532,916 | $965.1 萬 | 0.01% | +4,086+0.8% | 加碼 |
| First Turn Management, LLC | 521,097 | $943.7 萬 | 1.76% | +521,097 | 新進 |
| Bank of America Corp | 484,004 | $876.5 萬 | 0.00% | −175,304−26.6% | 減碼 |
| Eversept Partners, LP | 414,430 | $750.5 萬 | 0.76% | +133,479+47.5% | 加碼 |
| ArrowMark Colorado Holdings LLC | 358,614 | $649.5 萬 | 0.12% | −3,108−0.9% | 減碼 |
| Bank of New York Mellon Corp | 352,952 | $639.2 萬 | 0.00% | +352,952 | 新進 |
| Handelsbanken Fonder AB | 341,600 | $618.6 萬 | 0.02% | +81,600+31.4% | 加碼 |
| Franklin Resources Inc | 334,212 | $605.3 萬 | 0.00% | +78,300+30.6% | 加碼 |
| UBS Asset Management Americas Inc | 320,804 | $581.0 萬 | 0.00% | +32,670+11.3% | 加碼 |
| Citadel Advisors LLC | 320,143 | $579.8 萬 | 0.01% | −361,790−53.1% | 減碼 |
| Slate Path Capital LP | 319,000 | $577.7 萬 | 0.10% | 00.0% | 不變 |
| Affinity Asset Advisors, LLC | 275,000 | $498.0 萬 | 0.74% | −50,000−15.4% | 減碼 |
| AXA S.A. | 242,916 | $439.9 萬 | 0.01% | +397+0.2% | 加碼 |
| Readystate Asset Management LP | 231,194 | $418.7 萬 | 0.17% | +1,532+0.7% | 加碼 |
| Saturn V Capital Management LLC | 220,695 | $399.7 萬 | 1.62% | +104,342+89.7% | 加碼 |
| Ameriprise Financial Inc | 208,081 | $376.8 萬 | 0.00% | +112,927+118.7% | 加碼 |
| Ikarian Capital, LLC | 206,800 | $374.5 萬 | 1.24% | +206,800 | 新進 |
| Vanguard Group Inc | 178,846 | $323.9 萬 | 0.00% | +148,370+486.8% | 加碼 |
| DCF Advisers, LLC | 172,500 | $312.4 萬 | 1.50% | 00.0% | 不變 |
| HealthInvest Partners AB | 157,223 | $284.7 萬 | 1.22% | +49,440+45.9% | 加碼 |
| StemPoint Capital LP | 152,652 | $276.5 萬 | 0.89% | +48,067+46.0% | 加碼 |
| Invesco Ltd. | 134,035 | $242.7 萬 | 0.00% | +15,101+12.7% | 加碼 |
| First Trust Advisors LP | 131,430 | $238.0 萬 | 0.00% | +12,378+10.4% | 加碼 |
| Nicholas Investment Partners, LP | 115,739 | $209.6 萬 | 0.19% | +115,739 | 新進 |
| ADAR1 Capital Management, LLC | 112,359 | $203.5 萬 | 0.33% | +112,359 | 新進 |
| Geode Capital Management, LLC | 99,457 | $180.0 萬 | 0.00% | +13,629+15.9% | 加碼 |
| Susquehanna International Group, LLP | 89,827 | $162.7 萬 | 0.00% | −59,209−39.7% | 減碼 |
| Swiss National Bank | 83,900 | $151.9 萬 | 0.00% | +13,000+18.3% | 加碼 |
| State Street Corp | 81,304 | $147.2 萬 | 0.00% | +14,606+21.9% | 加碼 |
| CenterBook Partners LP | 68,190 | $123.5 萬 | 0.07% | −154,074−69.3% | 減碼 |
| Deutsche Bank AG | 68,092 | $123.3 萬 | 0.00% | −4,305−5.9% | 減碼 |
| Alps Advisors Inc | 60,551 | $109.7 萬 | 0.01% | −17,410−22.3% | 減碼 |
| Boothbay Fund Management, LLC | 60,054 | $108.8 萬 | 0.03% | −68,821−53.4% | 減碼 |
| Lisanti Capital Growth, LLC | 49,110 | $88.9 萬 | 0.25% | 00.0% | 不變 |
| California State Teachers Retirement System | 47,862 | $86.7 萬 | 0.00% | +28,458+146.7% | 加碼 |
| Legal & General Group Plc | 44,235 | $80.1 萬 | 0.00% | +11,106+33.5% | 加碼 |
| Exome Asset Management LLC | 36,574 | $66.2 萬 | 0.55% | +36,574 | 新進 |
| Knights of Columbus Asset Advisors LLC | 32,833 | $59.5 萬 | 0.04% | +32,833 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 31,383 | $56.8 萬 | 0.00% | +1,604+5.4% | 加碼 |
| Northern Trust Corp | 30,311 | $54.9 萬 | 0.00% | +651+2.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 29,277 | $53.0 萬 | 0.00% | +1,257+4.5% | 加碼 |
| Two Sigma Investments, LP | 28,392 | $51.4 萬 | 0.00% | −13,466−32.2% | 減碼 |
| Millennium Management LLC | 27,345 | $49.5 萬 | 0.00% | +13,045+91.2% | 加碼 |
| Artia Global Partners LP | 27,319 | $49.5 萬 | 0.13% | +27,319 | 新進 |
| HRT Financial LP | 26,208 | $47.4 萬 | 0.00% | −6,434−19.7% | 減碼 |
| Yarbrough Capital, LLC | 23,960 | $43.4 萬 | 0.02% | 00.0% | 不變 |
| China Universal Asset Management Co., Ltd. | 22,549 | $40.8 萬 | 0.04% | +521+2.4% | 加碼 |
| Fred Alger Management, LLC | 22,037 | $39.9 萬 | 0.00% | −5,384−19.6% | 減碼 |
| Bellevue Group AG | 20,555 | $37.2 萬 | 0.01% | −1,245−5.7% | 減碼 |
| HighVista Strategies LLC | 19,274 | $34.9 萬 | 0.13% | +19,274 | 新進 |
| Legato Capital Management LLC | 18,789 | $34.0 萬 | 0.04% | +18,789 | 新進 |
| Royal Bank of Canada | 18,332 | $33.2 萬 | 0.00% | +8,996+96.4% | 加碼 |
| Algert Global LLC | 18,140 | $32.9 萬 | 0.01% | +18,140 | 新進 |
| Barclays PLC | 17,871 | $32.4 萬 | 0.00% | +1,986+12.5% | 加碼 |
| Squarepoint Ops LLC | 14,279 | $25.9 萬 | 0.00% | +14,279 | 新進 |
| PTM Wealth Management, LLC | 12,900 | $25.6 萬 | 0.17% | +12,900 | 新進 |
| Verition Fund Management LLC | 13,828 | $25.0 萬 | 0.00% | −36,644−72.6% | 減碼 |
| Kennedy Capital Management, Inc. | 13,675 | $24.8 萬 | 0.01% | +13,675 | 新進 |
| Prelude Capital Management, LLC | 13,420 | $24.3 萬 | 0.02% | +13,420 | 新進 |
| Arizona State Retirement System | 12,768 | $23.1 萬 | 0.00% | +2,282+21.8% | 加碼 |
| Letko, Brosseau & Associates Inc | 11,775 | $21.3 萬 | 0.00% | +11,775 | 新進 |
| Teacher Retirement System of Texas | 11,700 | $21.2 萬 | 0.00% | +11,700 | 新進 |
| Manufacturers Life Insurance Company, The | 10,868 | $19.7 萬 | 0.00% | +544+5.3% | 加碼 |
| Hudson Bay Capital Management LP | 10,739 | $19.4 萬 | 0.00% | +10,739 | 新進 |
| KLP Kapitalforvaltning AS | 9,100 | $16.5 萬 | 0.00% | +3,100+51.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 7,640 | $13.8 萬 | 0.00% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,540 | $13.7 萬 | 0.00% | +1,550+25.9% | 加碼 |
| Avanza Fonder AB | 7,505 | $13.6 萬 | 0.00% | +1,300+21.0% | 加碼 |
| Quarry LP | 7,000 | $12.7 萬 | 0.03% | +5,800+483.3% | 加碼 |