NEWAMSTERDAM PHARMA COMPANY NAMS
ORDINARY SHARES · Common Stock · CUSIP N62509109
- SectorHealth care
- IndustryPharmaceutical Preparations
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($546.9k this quarter). Holder counts are more reliable. Shares outstanding: 119.5m as of 2026-08-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $33.87. Options: 11 managers hold calls ($12.7m notional), 12 hold puts ($86.0m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2022 | 15 |
| Q1 2023 | 20 |
| Q2 2023 | 30 |
| Q3 2023 | 36 |
| Q4 2023 | 33 |
| Q1 2024 | 78 |
| Q2 2024 | 92 |
| Q3 2024 | 102 |
| Q4 2024 | 133 |
| Q1 2025 | 128 |
| Q2 2025 | 133 |
| Q3 2025 | 138 |
| Q4 2025 | 188 |
| Q1 2026 | 171 |
| Q2 2026 | 195 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 63 | 28 |
| Q4 2024 | 84 | 46 |
| Q1 2025 | 77 | 62 |
| Q2 2025 | 83 | 50 |
| Q3 2025 | 68 | 55 |
| Q4 2025 | 104 | 60 |
| Q1 2026 | 87 | 86 |
| Q2 2026 | 116 | 70 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $2.5m | $69.2m | 27.84 |
| Q4 2025 | $11.1m | $15.2m | 1.37 |
| Q1 2026 | $11.0m | $17.7m | 1.60 |
| Q2 2026 | $12.7m | $86.0m | 6.78 |
Biggest buyers
| Orbis Allan Gray Ltd | New | +1.7m |
| FMR LLC | Added | +1.6m |
| PRICE T ROWE ASSOCIATES INC /MD/ | New | +1.2m |
| Frazier Life Sciences Management, L.P. | Added | +1.1m |
| Capital World Investors | Added | +1.1m |
| MAVERICK CAPITAL LTD | Added | +1.1m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +736.5k |
| AMERIPRISE FINANCIAL INC | Added | +500.5k |
| HRT FINANCIAL LP | New | +349.8k |
| Castle Hook Partners LP | Added | +328.4k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -4.9m |
| Bain Capital Life Sciences Investors, LLC | Reduced | -3.5m |
| Polar Capital Holdings Plc | Reduced | -1.1m |
| FCPM III SERVICES B.V. | Reduced | -708.5k |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Reduced | -666.4k |
| JENNISON ASSOCIATES LLC | Reduced | -648.1k |
| Logos Global Management LP | Sold out | -600.0k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Reduced | -556.6k |
| Medicxi Ventures Management (Jersey) Ltd | Reduced | -465.5k |
| UBS Group AG | Reduced | -450.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.0m148.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.4m42.2k shares |
| CITADEL ADVISORS LLC | Added | $1.3m38.4k shares |
| LMR Partners LLP | New | $1.2m34.1k shares |
| IMC-Chicago, LLC | Added | $854.0k25.2k shares |
| Tidal Investments LLC | Reduced | $671.0k19.8k shares |
| Caption Management, LLC | New | $633.7k18.7k shares |
| Point72 Asset Management, L.P. | Added | $620.2k18.3k shares |
| GOLDMAN SACHS GROUP INC | New | $576.1k17.0k shares |
| JANE STREET GROUP, LLC | Reduced | $406.7k12.0k shares |
Biggest puts
| Jefferies Financial Group Inc. | New | $20.3m600.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $19.3m568.6k shares |
| PERCEPTIVE ADVISORS LLC | New | $16.9m500.0k shares |
| Ikarian Capital, LLC | New | $13.6m400.0k shares |
| LMR Partners LLP | Added | $7.3m214.5k shares |
| BOOTHBAY FUND MANAGEMENT, LLC | New | $4.1m121.2k shares |
| Caption Management, LLC | Added | $3.1m92.2k shares |
| Point72 Asset Management, L.P. | Added | $620.2k18.3k shares |
| IMC-Chicago, LLC | Reduced | $254.2k7.5k shares |
| JANE STREET GROUP, LLC | Reduced | $247.4k7.3k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Capital World Investors 13G · institution +1.7 pts · filed 2026-06-04 | 10.4% |
| RA CAPITAL MANAGEMENT, L.P. 13G · passive investor no change · filed 2025-05-15 | 9.9% |
| FMR LLC 13G · institution +1.2 pts · filed 2026-08-06 | 8.8% |
| Frazier Life Sciences X, L.P. 13D · may seek influence +1.0 pts · filed 2026-09-22 | 8.7% |
| Forbion Capital Fund IV Cooperatief U.A. 13D · may seek influence -1.1 pts · filed 2025-09-30 | 8.3% |
Fell to 5% or below in the last year: BCLS II Investco, LP (1.8%, 2026-05-14), VIKING GLOBAL INVESTORS LP (3.7%, 2026-02-17)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $707.4k | — |
| Q1 2025 | 1 | $109.7k | 4 | $3.1m | — |
| Q2 2025 | 1 | $236.8k | 1 | $1.9m | $1.9m |
| Q3 2025 | 1 | $58.4k | 3 | $9.1m | $2.1m |
| Q4 2025 | 0 | — | 1 | $5.2m | $5.2m |
| Q1 2026 | 0 | — | 5 | $46.7m | $28.1m |
| Q2 2026 | 0 | — | 1 | $3.5m | $3.5m |
| Q3 2026 | 1 | $226.5k | 3 | $6.6m | $6.5m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-14 | Davidson Michael H. Chief Executive Officer, director | Bought | $226.5k10.0k shares |
| 2026-09-04 | Smither John W Director | Sold | $40.5k1.6k shares |
| 2026-08-24 | Kastelein Johannes Jacob Pieter Chief Scientific Officer, director · See footnotes | Sold plan | $3.4m125.0k shares |
| 2026-07-20 | Kooij Louise Frederika Chief Accounting Officer | Sold plan | $3.2m105.0k shares |
| 2026-06-22 | Kooij Louise Frederika Chief Accounting Officer | Sold plan | $1.2m40.0k shares |
| 2026-05-26 | Kooij Louise Frederika Chief Accounting Officer | Sold plan | $2.3m65.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Frazier Life Sciences Management, L.P. 13.35% of their portfolio | 18.1m $613.0m | Added +1.1m |
| Capital World Investors 0.05% of their portfolio | 12.2m $414.5m | Added +1.1m |
| FMR LLC 0.02% of their portfolio | 10.3m $350.4m | Added +1.6m |
| RA CAPITAL MANAGEMENT, L.P. 2.81% of their portfolio | 9.6m $323.7m | Unchanged |
| FCPM III SERVICES B.V. 38.34% of their portfolio | 8.5m $287.7m | Reduced -708.5k |
| DEERFIELD MANAGEMENT COMPANY, L.P. 1.51% of their portfolio | 4.3m $144.5m | Unchanged |
| VIKING GLOBAL INVESTORS LP 0.41% of their portfolio | 4.2m $142.5m | Unchanged |
| Bain Capital Life Sciences Investors, LLC 7.67% of their portfolio | 3.8m $129.0m | Reduced -3.5m |
| MAVERICK CAPITAL LTD 1.00% of their portfolio | 3.3m $110.7m | Added +1.1m |
| Duquesne Family Office LLC 2.39% of their portfolio | 3.1m $104.0m | Unchanged |
| Jupiter Topco LLC 0.04% of their portfolio | 2.5m $86.0m | First filing |
| Medicxi Ventures Management (Jersey) Ltd 42.19% of their portfolio | 2.2m $74.9m | Reduced -465.5k |
| JENNISON ASSOCIATES LLC 0.04% of their portfolio | 2.1m $71.2m | Reduced -648.1k |
| Orbis Allan Gray Ltd 0.20% of their portfolio | 1.7m $59.2m | New |
| Polar Capital Holdings Plc 0.17% of their portfolio | 1.7m $58.4m | Reduced -1.1m |
| Capital International Investors 0.01% of their portfolio | 1.7m $58.4m | Added +282.4k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.5m $52.4m | Reduced -401.5k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.17% of their portfolio | 1.5m $52.1m | Reduced -666.4k |
| Castle Hook Partners LP 0.50% of their portfolio | 1.4m $46.5m | Added +328.4k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 1.3m $40.3m | Added +60.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.3m $42.5m | Added +500.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 1.2m $39.6m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.1m $38.4m | Added +248.7k |
| Aberdeen Group plc 0.05% of their portfolio | 1.1m $37.4m | Added +265.8k |
| BlackRock, Inc. 0.00% of their portfolio | 1.1m $36.1m | Added +177.1k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 993.9k $33.7m | Added +223.8k |
| TimesSquare Capital Management, LLC 0.40% of their portfolio | 796.2k $27.0m | Added +44.2k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% of their portfolio | 781.1k $26.5m | Reduced -176.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 754.3k $25.6m | Added +736.5k |
| Woodline Partners LP 0.08% of their portfolio | 752.5k $25.5m | Added +181 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 735.5k $24.9m | Reduced -111.6k |
| NWI MANAGEMENT LP 1.52% of their portfolio | 702.0k $23.8m | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 684.8k $23.2m | Added +165.4k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 645.8k $21.9m | Reduced -66.3k |
| Rock Springs Capital Management LP 0.96% of their portfolio | 582.7k $19.7m | Reduced -6.0k |
| First Turn Management, LLC 2.11% of their portfolio | 582.5k $19.7m | Added +24.2k |
| MORGAN STANLEY 0.00% of their portfolio | 575.8k $19.5m | Added +20.1k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 550.0k $18.6m | Reduced -556.6k |
| Artia Global Partners LP 3.25% of their portfolio | 503.9k $17.1m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 501.6k $17.0m | Added +197.8k |
| Cormorant Asset Management, LP 0.87% of their portfolio | 500.0k $16.9m | Reduced -450.0k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 474.2k $16.1m | Added +309.0k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.25% of their portfolio | 421.4k $14.3m | Added +12.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 353.3k $12.0m | Reduced -25.5k |
| HRT FINANCIAL LP 0.03% of their portfolio | 349.8k $11.9m | New |
| UBS Group AG 0.00% of their portfolio | 344.1k $11.7m | Reduced -450.9k |
| Slate Path Capital LP 0.15% of their portfolio | 319.0k $10.8m | Unchanged |
| LORD, ABBETT & CO. LLC 0.03% of their portfolio | 306.6k $10.4m | Added +111.2k |
| ExodusPoint Capital Management, LP 0.10% of their portfolio | 304.3k $10.3m | New |
| Eversept Partners, LP 0.51% of their portfolio | 275.5k $9.3m | Reduced -10.3k |
| Affinity Asset Advisors, LLC 0.46% of their portfolio | 275.0k $9.3m | Unchanged |
| SEB Asset Management AB 0.03% of their portfolio | 272.7k $9.2m | Unchanged |
| Atle Fund Management AB 2.27% of their portfolio | 248.8k $8.4m | Added +154.1k |
| GILDER GAGNON HOWE & CO LLC 0.08% of their portfolio | 224.1k $7.6m | Reduced -17.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 218.7k $7.4m | Reduced -4.9m |
| Ensign Peak Advisors, Inc 0.01% of their portfolio | 212.4k $7.2m | Reduced -36.8k |
| ArrowMark Colorado Holdings LLC 0.30% of their portfolio | 211.8k $7.2m | Reduced -47.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 199.9k $6.8m | Added +75.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 181.7k $6.2m | Added +46.6k |
| Decheng Capital LLC 0.82% of their portfolio | 176.9k $6.0m | Reduced -148.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 172.7k $5.9m | Unchanged |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.19% of their portfolio | 169.5k $5.7m | Reduced -9.0k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 168.9k $5.7m | New |
| Mizuho Markets Cayman LP 0.19% of their portfolio | 150.5k $5.1m | Added +98.3k |
| TD Asset Management Inc 0.00% of their portfolio | 148.4k $5.0m | New |
| XTX Topco Ltd 0.06% of their portfolio | 145.0k $4.9m | Added +249 |
| Jump Financial, LLC 0.04% of their portfolio | 144.5k $4.9m | New |
| DCF Advisers, LLC 1.25% of their portfolio | 141.0k $4.8m | Reduced -19.6k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.10% of their portfolio | 139.9k $4.7m | New |
| Jefferies Financial Group Inc. 0.04% of their portfolio | 122.7k $4.2m | New |
| Handelsbanken Fonder AB 0.01% of their portfolio | 122.4k $4.1m | Reduced -296.5k |
| Swiss National Bank 0.00% of their portfolio | 121.1k $4.1m | Added +32.2k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 120.6k $4.1m | New |
| ADAR1 Capital Management, LLC 0.19% of their portfolio | 118.6k $4.0m | Unchanged |
| ALPS ADVISORS INC 0.02% of their portfolio | 118.1k $4.0m | Added +24.5k |
| STATE STREET CORP 0.00% of their portfolio | 115.2k $3.9m | Added +52.1k |
| Walleye Capital LLC 0.02% of their portfolio | 111.8k $3.8m | Added +53.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 105.2k $3.6m | Added +773 |
| Swedbank AB 0.00% of their portfolio | 104.1k $3.5m | Added +3.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 96.2k $3.3m | Added +84.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 94.0k $3.2m | Added +61.8k |
| Squarepoint Ops LLC 0.01% of their portfolio | 92.0k $3.1m | Added +49.0k |
| Moody Aldrich Partners LLC 0.55% of their portfolio | 90.6k $3.1m | Reduced -24.4k |
| Schonfeld Strategic Advisors LLC 0.02% of their portfolio | 89.8k $3.0m | New |
| Bellevue Group AG 0.06% of their portfolio | 87.0k $2.9m | Added +59.3k |
| ALGERT GLOBAL LLC 0.03% of their portfolio | 81.3k $2.8m | New |
| Man Group plc 0.01% of their portfolio | 80.8k $2.7m | New |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 79.5k $2.7m | New |
| Y-Intercept (Hong Kong) Ltd 0.05% of their portfolio | 78.1k $2.6m | New |
| STEMPOINT CAPITAL LP 0.46% of their portfolio | 77.6k $2.6m | Reduced -283.7k |
| Headlands Technologies LLC 0.26% of their portfolio | 72.3k $2.5m | Added +44.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 67.4k $2.3m | Added +13.1k |
| Pavaki Capital Management LLC 1.29% of their portfolio | 66.6k $2.3m | Added +30.0k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio | 63.3k $2.1m | Added +16.4k |
| FOX RUN MANAGEMENT, L.L.C. 0.33% of their portfolio | 59.5k $2.0m | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 58.7k $2.0m | Reduced -25.7k |
| China Universal Asset Management Co., Ltd. 0.10% of their portfolio | 48.6k $1.6m | Added +4.9k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 47.1k $1.6m | New |
| FRED ALGER MANAGEMENT, LLC 0.01% of their portfolio | 45.1k $1.5m | Reduced -9.1k |
| Palo Alto Investors LP 0.21% of their portfolio | 44.4k $1.5m | New |