$NAMS

$20.55 +$0.05 (0.24%) Live

$NAMS Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 119.5M shares outstanding

Who owns NAMS?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 87.5%

Frazier Life Sciences Management, L.P. 15.1% · Capital World Investors 10.2%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

193

+24 vs last qtr

Net shares bought

−1.7M

by institutions in Q2 2026

New / sold out

47 / 23

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jupiter Topco LLC NEW +2.5M
Orbis Allan Gray Ltd NEW +1.7M

Biggest sellers in Q2 2026

Wellington Management Group LLP −4.9M
Bain Capital Life Sciences Investors, LLC −3.5M

Who is planning to sell?

Notices of proposed sale, last 12 months

$282M

18 notices from 12 people

Shares covered

7.7M

6.43% of the company

Arranged in advance

28%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

BCLS II Investco, LP Former affiliate $172M
Michael H. Davidson Affiliate $42.9M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2021–FY2025

+978.7%

+81.23% a year

Each share's claim on the business

−90.7%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $123M

over 5 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years33% 1–3 years54% Under 1 year13%

Quarterly turnover

14.8%

of institutional shares changed hands

Top 10 managers, median time held

2.5 years

Super Investors

Investment managers reporting NAMS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
FL Frazier Life Sciences Management, L.P.	18.1M	15.13%	+1.1M (+6.8%)	2022	13.4%
Shares held by quarter Peak holding18.1M (Q2'26) Change over 8 quarters+5.2M Share of the company15.130% Frazier Life Sciences Management, L.P.'s full portfolio →
CW Capital World Investors	12.2M	10.23%	+1.1M (+10.1%)	2024	0.1%
Shares held by quarter Peak holding12.2M (Q2'26) Change over 8 quarters+12.2M Share of the company10.230% Capital World Investors's full portfolio →

Frazier Life Sciences Management, L.P.

18.1M

% of company

15.13%

Change vs last qtr

+1.1M (+6.8%)

Held since

2022

Capital World Investors

12.2M

% of company

10.23%

Change vs last qtr

+1.1M (+10.1%)

Held since

2024

28 more super investors behind a free account

See every manager holding NewAmsterdam Pharma Company N.V., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting NAMS on Form N-PORT; together they hold 1.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SC Small Cap Growth Fund American Century Mutual Funds, Inc.	$14.6M	524.2K	0.44%	0.26%	July 31, 2026
VP Victory Pioneer Disciplined Growth Fund Victory Portfolios IV	$5.82M	172.7K	0.14%	0.25%	May 31, 2026

Small Cap Growth Fund

American Century Mutual Funds, Inc.

Position value

$14.6M

% of company

0.44%

% of the fund

0.26%

As of

July 31, 2026

Victory Pioneer Disciplined Growth Fund

Victory Portfolios IV

Position value

$5.82M

% of company

0.14%

% of the fund

0.25%

As of

May 31, 2026

23 more funds behind a free account

See every fund holding NewAmsterdam Pharma Company N.V. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
FL Fhmlsp, L.L.C. 5%+ holder 13D · 8.7%	10.4M	8.72%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company8.720% Disclosed stake13D · 8.7% View the 13D/G filing →
FL Fhmlsp, L.P. 5%+ holder 13D · 8.7%	10.4M	8.72%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company8.720% Disclosed stake13D · 8.7% View the 13D/G filing →

Fhmlsp, L.L.C.

5%+ holder13D · 8.7%

10.4M

% of company

8.72%

Change vs last qtr

—

Held since

—

Fhmlsp, L.P.

5%+ holder13D · 8.7%

10.4M

% of company

8.72%

Change vs last qtr

—

Held since

—

20 more holders behind a free account

See every insider and 5%+ holder of NewAmsterdam Pharma Company N.V..

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