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
2026 年第 1 季 13F 持有人
NewAmsterdam Pharma Co N.V. 在 2026/3/31 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
- 171
- 較 2025 年第 4 季 −12 家
- 持有股數
- 1.24 億
- 較 2025 年第 4 季 +449.9 萬 (+3.8%)
- 總市值
- $39.6 億
- 較 2025 年第 4 季 −$2.19 億 (−5.2%)
- 新進機構
- 24
- 另有 68 家加碼
- 清倉機構
- 36
- 另有 49 家減碼
另有 4 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 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 2025 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. | 16,943,774 | $5.42 億 | 13.96% | 00.0% | 不變 |
| Capital World Investors | 11,109,034 | $3.56 億 | 0.05% | +1,125,034+11.3% | 加碼 |
| Ra Capital Management, L.P. | 9,550,191 | $3.06 億 | 3.24% | 00.0% | 不變 |
| FCPM III Services B.V. | 9,198,900 | $2.94 億 | 40.77% | 00.0% | 不變 |
| FMR LLC | 8,765,811 | $2.81 億 | 0.01% | +2,352,827+36.7% | 加碼 |
| Bain Capital Life Sciences Investors, LLC | 7,306,566 | $2.34 億 | 21.09% | 00.0% | 不變 |
| Wellington Management Group LLP | 5,115,818 | $1.64 億 | 0.03% | +82,643+1.6% | 加碼 |
| Deerfield Management Company, L.P. (Series C) | 4,264,789 | $1.37 億 | 1.61% | +100,000+2.4% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 4,203,567 | $1.35 億 | 0.38% | 00.0% | 不變 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 3,070,146 | $9,828 萬 | 3.35% | 00.0% | 不變 |
| Polar Capital Holdings Plc | 2,831,607 | $9,064 萬 | 0.40% | +55,385+2.0% | 加碼 |
| Jennison Associates LLC | 2,750,403 | $8,804 萬 | 0.06% | −738,818−21.2% | 減碼 |
| Medicxi Ventures Management (Jersey) Ltd | 2,674,182 | $8,560 萬 | 8.72% | −195,383−6.8% | 減碼 |
| Janus Henderson Group PLC | 2,258,984 | $7,225 萬 | 0.03% | −82,739−3.5% | 減碼 |
| Westfield Capital Management Co LP | 2,202,913 | $7,052 萬 | 0.30% | +2,202,913 | 新進 |
| Maverick Capital Ltd大師Maverick 資本 | 2,186,402 | $6,999 萬 | 0.81% | +292,176+15.4% | 加碼 |
| Goldman Sachs Group Inc | 1,946,374 | $6,230 萬 | 0.01% | +220,712+12.8% | 加碼 |
| Capital International Investors | 1,441,131 | $4,613 萬 | 0.01% | −621,404−30.1% | 減碼 |
| Alliancebernstein L.P. | 1,199,325 | $4,207 萬 | 0.01% | −101,550−7.8% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 1,106,631 | $3,542 萬 | 0.05% | −300,000−21.3% | 減碼 |
| Castle Hook Partners LP | 1,042,637 | $3,337 萬 | 0.67% | −42,371−3.9% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 957,442 | $3,065 萬 | 0.04% | +780,426+440.9% | 加碼 |
| Cormorant Asset Management, LP | 950,000 | $3,041 萬 | 1.53% | −50,000−5.0% | 減碼 |
| BlackRock, Inc. | 886,616 | $2,838 萬 | 0.00% | +36,837+4.3% | 加碼 |
| Bank of America Corp | 847,089 | $2,712 萬 | 0.00% | +387,698+84.4% | 加碼 |
| Standard Life Aberdeen plc | 837,005 | $2,679 萬 | 0.04% | +107,521+14.7% | 加碼 |
| JPMorgan Chase & Co | 884,228 | $2,593 萬 | 0.00% | −115,748−11.6% | 減碼 |
| UBS Group AG | 794,976 | $2,545 萬 | 0.00% | −104,466−11.6% | 減碼 |
| Franklin Resources Inc | 770,160 | $2,465 萬 | 0.01% | +1,040+0.1% | 加碼 |
| Ameriprise Financial Inc | 753,054 | $2,411 萬 | 0.01% | +600,785+394.6% | 加碼 |
| Woodline Partners LP | 752,308 | $2,408 萬 | 0.09% | +1,038+0.1% | 加碼 |
| TimesSquare Capital Management, LLC | 751,988 | $2,407 萬 | 0.41% | −70,312−8.6% | 減碼 |
| Citadel Advisors LLC | 712,064 | $2,279 萬 | 0.02% | +76,817+12.1% | 加碼 |
| Nwi Management LP | 702,000 | $2,247 萬 | 1.37% | 00.0% | 不變 |
| Logos Global Management LP | 600,000 | $1,921 萬 | 0.99% | +150,000+33.3% | 加碼 |
| Rock Springs Capital Management LP | 588,794 | $1,885 萬 | 1.11% | +31,600+5.7% | 加碼 |
| First Turn Management, LLC | 558,336 | $1,787 萬 | 2.00% | −335,137−37.5% | 減碼 |
| Morgan Stanley | 555,761 | $1,779 萬 | 0.00% | +22,958+4.3% | 加碼 |
| American Century Companies Inc | 519,455 | $1,663 萬 | 0.01% | −83,946−13.9% | 減碼 |
| Artia Global Partners LP | 503,936 | $1,613 萬 | 3.64% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 418,900 | $1,341 萬 | 0.04% | +3,100+0.7% | 加碼 |
| Kennedy Capital Management, Inc. | 408,492 | $1,308 萬 | 0.28% | +235,561+136.2% | 加碼 |
| Bank of New York Mellon Corp | 378,800 | $1,213 萬 | 0.00% | −13,027−3.3% | 減碼 |
| Decheng Capital LLC | 325,057 | $1,041 萬 | 1.57% | −267,000−45.1% | 減碼 |
| Slate Path Capital LP | 319,000 | $1,021 萬 | 0.15% | 00.0% | 不變 |
| Millennium Management LLC | 303,848 | $972.6 萬 | 0.01% | +49,252+19.3% | 加碼 |
| Eversept Partners, LP | 285,764 | $914.7 萬 | 0.60% | −135,063−32.1% | 減碼 |
| UBS Asset Management Americas Inc | 285,285 | $913.2 萬 | 0.00% | +20,086+7.6% | 加碼 |
| Affinity Asset Advisors, LLC | 275,000 | $880.3 萬 | 0.52% | 00.0% | 不變 |
| SEB Asset Management AB | 272,654 | $872.8 萬 | 0.04% | +272,654 | 新進 |
| First Trust Advisors LP | 267,105 | $855.0 萬 | 0.01% | −12,596−4.5% | 減碼 |
| Marshall Wace, LLP | 264,802 | $847.6 萬 | 0.01% | +264,802 | 新進 |
| ArrowMark Colorado Holdings LLC | 259,524 | $830.7 萬 | 0.22% | −38,553−12.9% | 減碼 |
| Ensign Peak Advisors, Inc | 249,190 | $797.7 萬 | 0.01% | −300,321−54.7% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 241,475 | $773.0 萬 | 0.09% | −7,053−2.8% | 減碼 |
| Lord, Abbett & Co. LLC | 195,355 | $625.3 萬 | 0.02% | −5,283−2.6% | 減碼 |
| StemPoint Capital LP | 180,658 | $578.3 萬 | 1.11% | +107,552+147.1% | 加碼 |
| Peregrine Capital Management LLC | 178,493 | $571.4 萬 | 0.21% | +178,493 | 新進 |
| Victory Capital Management Inc | 172,663 | $552.7 萬 | 0.00% | +172,663 | 新進 |
| HealthInvest Partners AB | 94,796 | $550.8 萬 | 1.78% | −102,240−51.9% | 減碼 |
| Jane Street Group, LLC | 165,201 | $528.8 萬 | 0.01% | −256,290−60.8% | 減碼 |
| DCF Advisers, LLC | 160,600 | $514.1 萬 | 1.94% | 00.0% | 不變 |
| XTX Topco Ltd | 144,759 | $463.4 萬 | 0.08% | +7,267+5.3% | 加碼 |
| Vanguard Portfolio Management LLC | 135,031 | $432.2 萬 | 0.00% | +135,031 | 新進 |
| Nicholas Investment Partners, LP | 125,136 | $400.6 萬 | 0.29% | −88,283−41.4% | 減碼 |
| Deutsche Bank AG | 124,775 | $399.4 萬 | 0.00% | +812+0.7% | 加碼 |
| ADAR1 Capital Management, LLC | 118,623 | $379.7 萬 | 0.23% | 00.0% | 不變 |
| Moody Aldrich Partners LLC | 114,975 | $368.0 萬 | 0.66% | −28,574−19.9% | 減碼 |
| Geode Capital Management, LLC | 104,396 | $334.0 萬 | 0.00% | +2,001+2.0% | 加碼 |
| Swedbank AB | 100,900 | $323.0 萬 | 0.00% | +10,000+11.0% | 加碼 |
| Alps Advisors Inc | 93,596 | $299.6 萬 | 0.01% | +694+0.7% | 加碼 |
| Swiss National Bank | 88,900 | $284.6 萬 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 84,385 | $270.1 萬 | 0.00% | +13,103+18.4% | 加碼 |
| Catalio Capital Management, LP | 83,554 | $267.5 萬 | 0.56% | +83,554 | 新進 |
| State Street Corp | 63,090 | $202.0 萬 | 0.00% | −5,433−7.9% | 減碼 |
| Walleye Capital LLC | 58,434 | $187.0 萬 | 0.01% | −37,827−39.3% | 減碼 |
| SEI Investments Co | 55,637 | $178.1 萬 | 0.00% | +14,597+35.6% | 加碼 |
| California State Teachers Retirement System | 54,329 | $173.9 萬 | 0.00% | +14,053+34.9% | 加碼 |
| Fred Alger Management, LLC | 54,195 | $173.5 萬 | 0.01% | +6,660+14.0% | 加碼 |
| Mizuho Markets Cayman LP | 52,227 | $167.2 萬 | 0.09% | +4,348+9.1% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 46,936 | $150.2 萬 | 0.00% | −16,366−25.9% | 減碼 |
| China Universal Asset Management Co., Ltd. | 43,703 | $139.9 萬 | 0.11% | +17,226+65.1% | 加碼 |
| Squarepoint Ops LLC | 43,021 | $137.7 萬 | 0.00% | +12,202+39.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 37,450 | $119.9 萬 | 0.00% | +12,316+49.0% | 加碼 |
| Ishara Investments LP | 36,900 | $118.1 萬 | 1.19% | +6,900+23.0% | 加碼 |
| Pavaki Capital Management LLC | 36,600 | $117.2 萬 | 0.82% | +36,600 | 新進 |
| Knights of Columbus Asset Advisors LLC | 36,190 | $115.8 萬 | 0.07% | +3,707+11.4% | 加碼 |
| Legal & General Group Plc | 33,476 | $107.2 萬 | 0.00% | −7,475−18.3% | 減碼 |
| Northern Trust Corp | 32,218 | $103.1 萬 | 0.00% | +81+0.3% | 加碼 |
| Stifel Financial Corp | 29,221 | $93.5 萬 | 0.00% | +29,221 | 新進 |
| Vanguard Asset Management, Ltd | 28,146 | $90.1 萬 | 0.00% | +28,146 | 新進 |
| Headlands Technologies LLC | 27,676 | $88.6 萬 | 0.10% | +27,676 | 新進 |
| Bellevue Group AG | 27,661 | $88.5 萬 | 0.02% | −8,675−23.9% | 減碼 |
| Boothbay Fund Management, LLC | 27,336 | $87.5 萬 | 0.02% | −6,583−19.4% | 減碼 |
| Voya Investment Management LLC | 27,050 | $86.6 萬 | 0.00% | −1,825−6.3% | 減碼 |
| Eleva Capital SAS | 25,721 | $82.3 萬 | 0.24% | +25,721 | 新進 |
| Lifetime Wealth Management P.C. | 23,500 | $75.2 萬 | 0.43% | −35,750−60.3% | 減碼 |
| Toroso Investments, LLC | 22,458 | $71.9 萬 | 0.00% | +22,458 | 新進 |
| CenterBook Partners LP | 22,254 | $71.2 萬 | 0.04% | +10,194+84.5% | 加碼 |
| Barclays PLC | 21,780 | $69.7 萬 | 0.00% | +16,128+285.4% | 加碼 |