NEWAMSTERDAM PHARMA COMPANY

$NAMS
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Smart money positioned

9 of the Top-200 alpha managers hold $NAMS as of the latest 13F snapshot.

13F holders
163
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

9 holders · Q1 2026

$NAMS is held by 9 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.91%, with an average of 0.48% of portfolio. Largest holder: Duquesne Family Office LLC at 2.91%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Duquesne Family Office LLC Stanley Druckenmiller
2.91% ↑ +0.5pp
α +25.4pts
02
Fidelis Capital Partners, LLC
1.11% NEW
α +19.5pts
03
ADAR1 Capital Management, LLC
0.23% held
α +74.0pts
04
Wellington Management Group LLP
0.03% held
α +10.5pts
05
Quarry LP
0.03% held
α +10.6pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 163 · Source: 13F-HR
01
Heritage Investment Group, Inc.
13.99% of portfolio
16,943,774 sh
02
True Blue (BVI) Ltd
40.77% of portfolio
9,101,750 sh
03
TB Capital Gestao de Recursos Ltda.
0.01% of portfolio
7,485,812 sh
04
Sapphire Ventures, L.l.c.
21.13% of portfolio
7,306,566 sh
05
Geneva Capital Management LLC
1.61% of portfolio
4,264,789 sh
06
Skandinaviska Enskilda Banken AB (publ)
2.91% of portfolio
3,070,146 sh
07
Fernbridge Capital Management LP
0.32% of portfolio
2,831,607 sh
08
Cantor Fitzgerald Investment Advisors L.p.
8.72% of portfolio
2,674,182 sh
09
Albert D Mason Inc.
0.30% of portfolio
2,202,913 sh
10
Security National Bank of Sioux City Iowa
0.81% of portfolio
2,186,402 sh
See all 163 13F holders · Pro →

Insider activity · last 90 days

8 transactions · 1 filers
15 Sep 2025
Topper James N —
▲ BOUGHT
660
$23.70
P
08 Sep 2025
Topper James N —
▲ BOUGHT
1,260
$24.99
P
11 Aug 2025
Topper James N —
▲ BOUGHT
471
$23.98
P
25 Jun 2025
Topper James N —
▲ BOUGHT
1,260
$18.26
P
24 Jun 2025
Topper James N —
▲ BOUGHT
2,520
$18.43
P
16 Jun 2025
Topper James N —
▲ BOUGHT
8,584
$19.50
P
26 Mar 2025
Topper James N —
▲ BOUGHT
1,135
$22.49
P
04 Mar 2025
Topper James N —
▲ BOUGHT
4,005
$21.02
P

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $NAMS in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:55 UTC.