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 3 季 13F 持有人
NewAmsterdam Pharma Co N.V. 在 2025/9/30 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
- 137
- 較 2025 年第 2 季 +6 家
- 持有股數
- 1.21 億
- 較 2025 年第 2 季 +421.6 萬 (+3.6%)
- 總市值
- $34.3 億
- 較 2025 年第 2 季 +$13.2 億 (+62.7%)
- 新進機構
- 21
- 另有 48 家加碼
- 清倉機構
- 15
- 另有 40 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 |
2025 年第 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Frazier Life Sciences Management, L.P. | 16,701,956 | $4.75 億 | 14.23% | +94,882+0.6% | 加碼 |
| Bain Capital Life Sciences Investors, LLC | 10,719,110 | $3.05 億 | 20.23% | 00.0% | 不變 |
| Ra Capital Management, L.P. | 10,138,938 | $2.88 億 | 3.55% | 00.0% | 不變 |
| Capital World Investors | 9,822,711 | $2.79 億 | 0.04% | +1,434,986+17.1% | 加碼 |
| FCPM III Services B.V. | 9,212,384 | $2.62 億 | 52.36% | −1,419,729−13.4% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 6,475,534 | $1.84 億 | 0.48% | −503,000−7.2% | 減碼 |
| FMR LLC | 5,535,293 | $1.57 億 | 0.01% | +3,630,743+190.6% | 加碼 |
| Deerfield Management Company, L.P. (Series C) | 4,266,693 | $1.21 億 | 1.86% | −849,260−16.6% | 減碼 |
| Jennison Associates LLC | 4,198,554 | $1.19 億 | 0.07% | +1,252,451+42.5% | 加碼 |
| Wellington Management Group LLP | 4,020,126 | $1.14 億 | 0.02% | +697,129+21.0% | 加碼 |
| Polar Capital Holdings Plc | 2,911,634 | $8,281 萬 | 0.40% | +393,855+15.6% | 加碼 |
| Medicxi Ventures Management (Jersey) Ltd | 2,869,565 | $8,161 萬 | 10.96% | 00.0% | 不變 |
| Adage Capital Partners GP, L.L.C. | 2,576,631 | $7,328 萬 | 0.12% | −436,378−14.5% | 減碼 |
| Cormorant Asset Management, LP | 2,175,000 | $6,186 萬 | 4.27% | 00.0% | 不變 |
| Alliancebernstein L.P. | 2,141,778 | $6,091 萬 | 0.02% | −189,805−8.1% | 減碼 |
| Janus Henderson Group PLC | 2,117,075 | $6,015 萬 | 0.03% | +155,015+7.9% | 加碼 |
| Capital International Investors | 2,062,535 | $5,866 萬 | 0.01% | 00.0% | 不變 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 1,923,700 | $5,471 萬 | 1.39% | +1,091,525+131.2% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 1,504,747 | $4,280 萬 | 0.57% | −27,127−1.8% | 減碼 |
| Morgan Stanley | 1,497,479 | $4,259 萬 | 0.00% | +859,772+134.8% | 加碼 |
| JPMorgan Chase & Co | 1,302,498 | $3,704 萬 | 0.00% | −156,399−10.7% | 減碼 |
| Pictet Asset Management Holding SA | 1,292,150 | $3,675 萬 | 0.04% | −524,575−28.9% | 減碼 |
| Woodline Partners LP | 1,157,867 | $3,293 萬 | 0.16% | −739,330−39.0% | 減碼 |
| Goldman Sachs Group Inc | 880,552 | $2,504 萬 | 0.00% | −69,428−7.3% | 減碼 |
| TimesSquare Capital Management, LLC | 837,368 | $2,381 萬 | 0.34% | −35,169−4.0% | 減碼 |
| UBS Group AG | 768,520 | $2,186 萬 | 0.00% | +140,801+22.4% | 加碼 |
| Siren, L.L.C. | 765,705 | $2,178 萬 | 0.85% | −428,535−35.9% | 減碼 |
| First Turn Management, LLC | 716,971 | $2,039 萬 | 3.06% | +195,874+37.6% | 加碼 |
| Standard Life Aberdeen plc | 661,946 | $1,883 萬 | 0.03% | −73,086−9.9% | 減碼 |
| Decheng Capital LLC | 657,051 | $1,869 萬 | 3.26% | −112,949−14.7% | 減碼 |
| American Century Companies Inc | 624,285 | $1,775 萬 | 0.01% | +91,369+17.1% | 加碼 |
| BlackRock, Inc. | 622,515 | $1,770 萬 | 0.00% | +50,842+8.9% | 加碼 |
| Rock Springs Capital Management LP | 595,929 | $1,695 萬 | 0.99% | +59,818+11.2% | 加碼 |
| Eversept Partners, LP | 488,592 | $1,390 萬 | 1.06% | +74,162+17.9% | 加碼 |
| Bank of America Corp | 472,100 | $1,343 萬 | 0.00% | −11,904−2.5% | 減碼 |
| Franklin Resources Inc | 405,825 | $1,154 萬 | 0.00% | +71,613+21.4% | 加碼 |
| Handelsbanken Fonder AB | 405,800 | $1,154 萬 | 0.04% | +64,200+18.8% | 加碼 |
| Bank of New York Mellon Corp | 332,998 | $947.0 萬 | 0.00% | −19,954−5.7% | 減碼 |
| Slate Path Capital LP | 319,000 | $907.2 萬 | 0.14% | 00.0% | 不變 |
| ArrowMark Colorado Holdings LLC | 310,999 | $884.5 萬 | 0.16% | −47,615−13.3% | 減碼 |
| Affinity Asset Advisors, LLC | 275,000 | $782.1 萬 | 0.73% | 00.0% | 不變 |
| Citadel Advisors LLC | 206,461 | $587.2 萬 | 0.00% | −113,682−35.5% | 減碼 |
| HealthInvest Partners AB | 193,625 | $584.6 萬 | 2.17% | +36,402+23.2% | 加碼 |
| AXA Investment Managers S.A. | 196,782 | $559.6 萬 | 0.02% | +196,782 | 新進 |
| Artia Global Partners LP | 194,838 | $554.1 萬 | 0.97% | +167,519+613.2% | 加碼 |
| Nicholas Investment Partners, LP | 177,538 | $504.9 萬 | 0.39% | +61,799+53.4% | 加碼 |
| DCF Advisers, LLC | 175,250 | $498.4 萬 | 1.89% | +2,750+1.6% | 加碼 |
| Vanguard Group Inc | 172,466 | $490.5 萬 | 0.00% | −6,380−3.6% | 減碼 |
| Saturn V Capital Management LLC | 153,147 | $435.6 萬 | 0.96% | −67,548−30.6% | 減碼 |
| Susquehanna International Group, LLP | 151,837 | $431.8 萬 | 0.01% | +62,010+69.0% | 加碼 |
| StemPoint Capital LP | 150,573 | $428.2 萬 | 0.86% | −2,079−1.4% | 減碼 |
| Kennedy Capital Management, Inc. | 146,715 | $417.3 萬 | 0.09% | +133,040+972.9% | 加碼 |
| Ameriprise Financial Inc | 145,327 | $413.3 萬 | 0.00% | −62,754−30.2% | 減碼 |
| Price T Rowe Associates Inc | 138,329 | $393.5 萬 | 0.00% | +138,329 | 新進 |
| ADAR1 Capital Management, LLC | 114,359 | $325.2 萬 | 0.32% | +2,000+1.8% | 加碼 |
| Ikarian Capital, LLC | 106,800 | $303.7 萬 | 0.69% | −100,000−48.4% | 減碼 |
| Invesco Ltd. | 104,676 | $297.7 萬 | 0.00% | −29,359−21.9% | 減碼 |
| Geode Capital Management, LLC | 101,958 | $289.8 萬 | 0.00% | +2,501+2.5% | 加碼 |
| Swiss National Bank | 87,100 | $247.7 萬 | 0.00% | +3,200+3.8% | 加碼 |
| CenterBook Partners LP | 70,613 | $200.8 萬 | 0.10% | +2,423+3.6% | 加碼 |
| Deutsche Bank AG | 68,425 | $194.6 萬 | 0.00% | +333+0.5% | 加碼 |
| State Street Corp | 63,810 | $181.5 萬 | 0.00% | −17,494−21.5% | 減碼 |
| California State Teachers Retirement System | 47,862 | $136.1 萬 | 0.00% | 00.0% | 不變 |
| Lisanti Capital Growth, LLC | 47,445 | $134.9 萬 | 0.33% | −1,665−3.4% | 減碼 |
| Legal & General Group Plc | 45,738 | $130.1 萬 | 0.00% | +1,503+3.4% | 加碼 |
| Fred Alger Management, LLC | 41,264 | $117.4 萬 | 0.00% | +19,227+87.2% | 加碼 |
| Boothbay Fund Management, LLC | 40,714 | $115.8 萬 | 0.03% | −19,340−32.2% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 36,384 | $103.5 萬 | 0.01% | +36,384 | 新進 |
| Readystate Asset Management LP | 34,353 | $97.7 萬 | 0.05% | −196,841−85.1% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 33,610 | $95.6 萬 | 0.05% | +777+2.4% | 加碼 |
| Northern Trust Corp | 33,299 | $94.7 萬 | 0.00% | +2,988+9.9% | 加碼 |
| HighVista Strategies LLC | 31,831 | $90.5 萬 | 0.22% | +12,557+65.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 27,328 | $77.7 萬 | 0.00% | −1,949−6.7% | 減碼 |
| New York State Common Retirement Fund | 26,680 | $75.9 萬 | 0.00% | +26,680 | 新進 |
| Royal Bank of Canada | 26,502 | $75.4 萬 | 0.00% | +8,170+44.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 25,936 | $73.8 萬 | 0.00% | −5,447−17.4% | 減碼 |
| Yarbrough Capital, LLC | 23,960 | $68.1 萬 | 0.02% | 00.0% | 不變 |
| Legato Capital Management LLC | 23,370 | $66.5 萬 | 0.07% | +4,581+24.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 22,505 | $64.0 萬 | 0.00% | +11,637+107.1% | 加碼 |
| Squarepoint Ops LLC | 20,959 | $59.6 萬 | 0.00% | +6,680+46.8% | 加碼 |
| China Universal Asset Management Co., Ltd. | 19,742 | $56.1 萬 | 0.05% | −2,807−12.4% | 減碼 |
| Voya Investment Management LLC | 19,300 | $54.9 萬 | 0.00% | +19,300 | 新進 |
| TD Asset Management Inc | 18,000 | $51.2 萬 | 0.00% | +18,000 | 新進 |
| Keybank National Association | 16,014 | $45.5 萬 | 0.00% | +16,014 | 新進 |
| PTM Wealth Management, LLC | 12,900 | $41.9 萬 | 0.25% | 00.0% | 不變 |
| Bellevue Group AG | 14,611 | $41.6 萬 | 0.01% | −5,944−28.9% | 減碼 |
| Omers Administration Corp | 13,900 | $39.5 萬 | 0.00% | +13,900 | 新進 |
| Verition Fund Management LLC | 13,828 | $39.3 萬 | 0.00% | 00.0% | 不變 |
| Arizona State Retirement System | 13,251 | $37.7 萬 | 0.00% | +483+3.8% | 加碼 |
| Bank of Montreal | 12,388 | $35.2 萬 | 0.00% | +12,388 | 新進 |
| Jefferies Financial Group Inc. | 12,000 | $34.1 萬 | 0.00% | +12,000 | 新進 |
| Letko, Brosseau & Associates Inc | 11,775 | $33.5 萬 | 0.01% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 10,783 | $30.7 萬 | 0.00% | −917−7.8% | 減碼 |
| AQR Capital Management LLC | 10,196 | $29.0 萬 | 0.00% | +10,196 | 新進 |
| KLP Kapitalforvaltning AS | 9,100 | $25.9 萬 | 0.00% | 00.0% | 不變 |
| Mesirow Financial Investment Management, Inc. | 8,215 | $23.4 萬 | 0.00% | +8,215 | 新進 |
| CIBC Private Wealth Group, LLC | 7,640 | $21.7 萬 | 0.00% | 00.0% | 不變 |
| XTX Topco Ltd | 7,579 | $21.6 萬 | 0.01% | +7,579 | 新進 |
| Avanza Fonder AB | 7,505 | $21.3 萬 | 0.01% | 00.0% | 不變 |
| Marshall Financial Group Inc | 7,500 | $21.3 萬 | 0.06% | +7,500 | 新進 |