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 4 季 13F 持有人
NewAmsterdam Pharma Co N.V. 在 2025/12/31 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
- 187
- 較 2025 年第 3 季 +52 家
- 持有股數
- 1.19 億
- 較 2025 年第 3 季 −104.7 萬 (−0.9%)
- 總市值
- $41.9 億
- 較 2025 年第 3 季 +$7.63 億 (+22.3%)
- 新進機構
- 61
- 另有 53 家加碼
- 清倉機構
- 9
- 另有 51 家減碼
另有 2 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 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 2025 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. | 16,943,774 | $5.94 億 | 15.96% | +241,818+1.4% | 加碼 |
| Capital World Investors | 9,984,000 | $3.50 億 | 0.05% | +161,289+1.6% | 加碼 |
| Ra Capital Management, L.P. | 9,550,191 | $3.35 億 | 3.43% | −588,747−5.8% | 減碼 |
| FCPM III Services B.V. | 9,198,900 | $3.23 億 | 42.30% | −13,484−0.1% | 減碼 |
| Bain Capital Life Sciences Investors, LLC | 7,306,566 | $2.56 億 | 19.63% | −3,412,544−31.8% | 減碼 |
| FMR LLC | 6,412,984 | $2.25 億 | 0.01% | +877,691+15.9% | 加碼 |
| Wellington Management Group LLP | 5,033,175 | $1.77 億 | 0.03% | +1,013,049+25.2% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 4,203,567 | $1.47 億 | 0.39% | −2,271,967−35.1% | 減碼 |
| Deerfield Management Company, L.P. (Series C) | 4,164,789 | $1.46 億 | 1.87% | −101,904−2.4% | 減碼 |
| Jennison Associates LLC | 3,489,221 | $1.22 億 | 0.07% | −709,333−16.9% | 減碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 3,070,146 | $1.08 億 | 2.55% | +1,146,446+59.6% | 加碼 |
| Medicxi Ventures Management (Jersey) Ltd | 2,869,565 | $1.01 億 | 12.06% | 00.0% | 不變 |
| Polar Capital Holdings Plc | 2,776,222 | $9,739 萬 | 0.45% | −135,412−4.7% | 減碼 |
| Janus Henderson Group PLC | 2,341,723 | $8,230 萬 | 0.04% | +224,648+10.6% | 加碼 |
| Capital International Investors | 2,062,535 | $7,235 萬 | 0.01% | 00.0% | 不變 |
| Maverick Capital Ltd大師Maverick 資本 | 1,894,226 | $6,645 萬 | 0.71% | +389,479+25.9% | 加碼 |
| Goldman Sachs Group Inc | 1,725,662 | $6,054 萬 | 0.01% | +845,110+96.0% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 1,406,631 | $4,934 萬 | 0.07% | −1,170,000−45.4% | 減碼 |
| Alliancebernstein L.P. | 1,300,875 | $4,563 萬 | 0.01% | −840,903−39.3% | 減碼 |
| Castle Hook Partners LP | 1,085,008 | $3,806 萬 | 0.55% | +1,085,008 | 新進 |
| Cormorant Asset Management, LP | 1,000,000 | $3,508 萬 | 1.99% | −1,175,000−54.0% | 減碼 |
| JPMorgan Chase & Co | 999,976 | $3,508 萬 | 0.00% | −302,522−23.2% | 減碼 |
| UBS Group AG | 899,442 | $3,155 萬 | 0.01% | +130,922+17.0% | 加碼 |
| First Turn Management, LLC | 893,473 | $3,134 萬 | 3.58% | +176,502+24.6% | 加碼 |
| BlackRock, Inc. | 849,779 | $2,981 萬 | 0.00% | +227,264+36.5% | 加碼 |
| TimesSquare Capital Management, LLC | 822,300 | $2,885 萬 | 0.43% | −15,068−1.8% | 減碼 |
| Franklin Resources Inc | 769,120 | $2,698 萬 | 0.01% | +363,295+89.5% | 加碼 |
| Woodline Partners LP | 751,270 | $2,635 萬 | 0.10% | −406,597−35.1% | 減碼 |
| Pictet Asset Management Holding SA | 746,122 | $2,617 萬 | 0.03% | −546,028−42.3% | 減碼 |
| Standard Life Aberdeen plc | 729,484 | $2,559 萬 | 0.04% | +67,538+10.2% | 加碼 |
| Nwi Management LP | 702,000 | $2,463 萬 | 1.51% | +702,000 | 新進 |
| Citadel Advisors LLC | 635,247 | $2,228 萬 | 0.02% | +428,786+207.7% | 加碼 |
| American Century Companies Inc | 603,401 | $2,117 萬 | 0.01% | −20,884−3.3% | 減碼 |
| Decheng Capital LLC | 592,057 | $2,077 萬 | 2.79% | −64,994−9.9% | 減碼 |
| Rock Springs Capital Management LP | 557,194 | $1,955 萬 | 1.00% | −38,735−6.5% | 減碼 |
| Ensign Peak Advisors, Inc | 549,511 | $1,928 萬 | 0.03% | +549,511 | 新進 |
| Morgan Stanley | 532,803 | $1,869 萬 | 0.00% | −964,676−64.4% | 減碼 |
| Artia Global Partners LP | 503,936 | $1,768 萬 | 2.84% | +309,098+158.6% | 加碼 |
| Bank of America Corp | 459,391 | $1,612 萬 | 0.00% | −12,709−2.7% | 減碼 |
| Logos Global Management LP | 450,000 | $1,579 萬 | 1.05% | +450,000 | 新進 |
| Jane Street Group, LLC | 421,491 | $1,479 萬 | 0.02% | +421,491 | 新進 |
| Eversept Partners, LP | 420,827 | $1,476 萬 | 0.83% | −67,765−13.9% | 減碼 |
| Handelsbanken Fonder AB | 415,800 | $1,459 萬 | 0.04% | +10,000+2.5% | 加碼 |
| Bank of New York Mellon Corp | 391,827 | $1,375 萬 | 0.00% | +58,829+17.7% | 加碼 |
| Slate Path Capital LP | 319,000 | $1,119 萬 | 0.15% | 00.0% | 不變 |
| ArrowMark Colorado Holdings LLC | 298,077 | $1,046 萬 | 0.23% | −12,922−4.2% | 減碼 |
| First Trust Advisors LP | 279,701 | $981.2 萬 | 0.01% | +279,701 | 新進 |
| Affinity Asset Advisors, LLC | 275,000 | $964.7 萬 | 0.69% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 265,199 | $930.3 萬 | 0.00% | +265,199 | 新進 |
| Millennium Management LLC | 254,596 | $893.1 萬 | 0.01% | +254,596 | 新進 |
| Gilder Gagnon Howe & Co LLC | 248,528 | $871.8 萬 | 0.09% | +212,144+583.1% | 加碼 |
| Nicholas Investment Partners, LP | 213,419 | $748.7 萬 | 0.55% | +35,881+20.2% | 加碼 |
| Lord, Abbett & Co. LLC | 200,638 | $703.8 萬 | 0.02% | +200,638 | 新進 |
| HealthInvest Partners AB | 197,036 | $691.2 萬 | 2.21% | +3,411+1.8% | 加碼 |
| Susquehanna International Group, LLP | 195,635 | $686.3 萬 | 0.01% | +43,798+28.8% | 加碼 |
| Lisanti Capital Growth, LLC | 179,410 | $629.4 萬 | 1.49% | +131,965+278.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 177,016 | $621.0 萬 | 0.01% | +177,016 | 新進 |
| Vanguard Group Inc | 172,956 | $606.7 萬 | 0.00% | +490+0.3% | 加碼 |
| Kennedy Capital Management, Inc. | 172,931 | $606.6 萬 | 0.13% | +26,216+17.9% | 加碼 |
| DCF Advisers, LLC | 160,600 | $563.4 萬 | 1.86% | −14,650−8.4% | 減碼 |
| Ameriprise Financial Inc | 152,269 | $534.2 萬 | 0.00% | +6,942+4.8% | 加碼 |
| Moody Aldrich Partners LLC | 143,549 | $503.6 萬 | 0.94% | +143,549 | 新進 |
| XTX Topco Ltd | 137,492 | $482.3 萬 | 0.13% | +129,913+1,714.1% | 加碼 |
| Deutsche Bank AG | 123,963 | $434.9 萬 | 0.00% | +55,538+81.2% | 加碼 |
| ADAR1 Capital Management, LLC | 118,623 | $416.1 萬 | 0.31% | +4,264+3.7% | 加碼 |
| Price T Rowe Associates Inc | 116,258 | $407.9 萬 | 0.00% | −22,071−16.0% | 減碼 |
| Geode Capital Management, LLC | 102,395 | $359.0 萬 | 0.00% | +437+0.4% | 加碼 |
| Walleye Capital LLC | 96,261 | $337.7 萬 | 0.02% | +96,261 | 新進 |
| Alps Advisors Inc | 92,902 | $325.9 萬 | 0.02% | +92,902 | 新進 |
| Swedbank AB | 90,900 | $318.9 萬 | 0.00% | +90,900 | 新進 |
| Swiss National Bank | 88,900 | $311.9 萬 | 0.00% | +1,800+2.1% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 75,500 | $301.5 萬 | 0.20% | +75,500 | 新進 |
| Legato Capital Management LLC | 83,833 | $294.1 萬 | 0.25% | +60,463+258.7% | 加碼 |
| Centiva Capital, LP | 80,000 | $280.6 萬 | 0.17% | +80,000 | 新進 |
| StemPoint Capital LP | 73,106 | $256.5 萬 | 0.44% | −77,467−51.4% | 減碼 |
| Russell Investments Group, Ltd. | 71,282 | $250.1 萬 | 0.00% | +71,282 | 新進 |
| State Street Corp | 68,523 | $240.4 萬 | 0.00% | +4,713+7.4% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 63,302 | $222.1 萬 | 0.00% | +63,302 | 新進 |
| Lifetime Wealth Management P.C. | 59,250 | $207.8 萬 | 1.31% | +59,250 | 新進 |
| Mizuho Markets Cayman LP | 47,879 | $168.0 萬 | 0.08% | +47,879 | 新進 |
| Jain Global LLC | 47,584 | $166.9 萬 | 0.02% | +47,584 | 新進 |
| Fred Alger Management, LLC | 47,535 | $166.8 萬 | 0.01% | +6,271+15.2% | 加碼 |
| Aquatic Capital Management LLC | 45,989 | $161.3 萬 | 0.05% | +45,989 | 新進 |
| Ikarian Capital, LLC | 45,830 | $160.8 萬 | 0.21% | −60,970−57.1% | 減碼 |
| SEI Investments Co | 41,040 | $144.0 萬 | 0.00% | +41,040 | 新進 |
| Legal & General Group Plc | 40,951 | $143.7 萬 | 0.00% | −4,787−10.5% | 減碼 |
| California State Teachers Retirement System | 40,276 | $141.3 萬 | 0.00% | −7,586−15.8% | 減碼 |
| Bellevue Group AG | 36,336 | $127.5 萬 | 0.02% | +21,725+148.7% | 加碼 |
| HighVista Strategies LLC | 35,586 | $124.8 萬 | 0.32% | +3,755+11.8% | 加碼 |
| Boothbay Fund Management, LLC | 33,919 | $119.0 萬 | 0.03% | −6,795−16.7% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 32,483 | $114.0 萬 | 0.06% | −1,127−3.4% | 減碼 |
| Verition Fund Management LLC | 32,391 | $113.6 萬 | 0.01% | +18,563+134.2% | 加碼 |
| Northern Trust Corp | 32,137 | $112.7 萬 | 0.00% | −1,162−3.5% | 減碼 |
| Squarepoint Ops LLC | 30,819 | $108.1 萬 | 0.00% | +9,860+47.0% | 加碼 |
| Ishara Investments LP | 30,000 | $105.2 萬 | 1.22% | +30,000 | 新進 |
| Voya Investment Management LLC | 28,875 | $101.3 萬 | 0.00% | +9,575+49.6% | 加碼 |
| Winton Group Ltd | 28,665 | $100.6 萬 | 0.03% | +28,665 | 新進 |
| Twinbeech Capital LP | 27,400 | $96.1 萬 | 0.07% | +27,400 | 新進 |
| New York State Common Retirement Fund | 26,680 | $93.6 萬 | 0.00% | 00.0% | 不變 |
| China Universal Asset Management Co., Ltd. | 26,477 | $92.9 萬 | 0.07% | +6,735+34.1% | 加碼 |