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NAMS Newamsterdam Pharma Company

Health Care, filed as NEWAMSTERDAM PHARMA COMPANY (ORDINARY SHARES), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 3 managers in 2026 Q2, sold by 1

  • 5 Owners
  • Max 2.0%
  • $359M
  • 2 new 1 add 1 exit

In 2026 Q2 Palo Alto Investors and Ron Baron opened positions in Newamsterdam Pharma, Lee Ainslie added, and Nathan Fischel sold out.

Who owns this now

Largest portfolio weights among holders, up to 2.0% (Stanley Druckenmiller, Duquesne Family Office). Not free-float ownership.

  1. Stanley Druckenmiller 2.0%
  2. Lee Ainslie Add 0.98%
  3. Andreas Halvorsen 0.41%
  4. Palo Alto Investors New 0.21%

Who owns NAMS

Sorted by value, long equity only, as of 2026 Q2.

History
Andreas Halvorsen, Viking Global Investors 0.41% Hold 4,203,567 $142M History
Lee Ainslie, Maverick Capital 0.98%, was 0.81% Add +49.5% 3,267,802 $111M History
Stanley Druckenmiller, Duquesne Family Office 2.0% Hold 3,070,146 $104M History
Palo Alto Investors 0.21% New 0.21% 44,359 $1.5M History
Ron Baron, Bamco Inc. (Baron Capital) <0.01% New <0.01% 9,000 $305K History
Nathan Fischel, Dafna Capital Management exited 2026 Q2 Last 2026 Q1 0.15% Exit −0.15% 20,000 $640K History

5 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by NAMS's executives, directors and 10% owners in the last 12 months, from their Form 4s

All NAMS insider trades
  • $227K bought by 1 insider
  • $18.5M sold by 3 insiders outside a trading plan
  • $44.2M sold by 4 insiders under 10b5-1 plans
  1. Johannes Jacob Pieter Kastelein Chief Scientific Officer
    Planned sale
    $1.3M 50,246 shares at $25.03 42% of stake
    Traded Sep 30 Filed Oct 2
    ↗
  2. Michael H. Davidson CEO
    Buy
    $227K 10,000 shares at $22.65 +1.3% to stake
    Traded Sep 14 Filed Sep 15
    ↗
  3. Johannes Jacob Pieter Kastelein Chief Scientific Officer
    Planned sale
    $3.4M 125,000 shares at $26.91 64% of stake
    Traded Aug 24 Filed Aug 25
    ↗
  4. Louise Frederika Kooij Chief Accounting Officer
    Planned sale
    $3.2M 105,000 shares at $30.34 81% of stake
    Traded Jul 20 Filed Jul 22
    ↗
  5. Louise Frederika Kooij Chief Accounting Officer
    Planned sale
    $1.2M 40,000 shares at $30.20 62% of stake
    Traded Jun 22 Filed Jun 24
    ↗
  6. Louise Frederika Kooij Chief Accounting Officer
    Planned sale
    $2.3M 65,000 shares at $35.69 73% of stake
    Traded May 26 Filed May 27
    ↗
  7. Louis G Lange Director
    Sale
    $1.4M 44,619 shares at $30.42 81% of stake
    Traded Mar 11 Filed Mar 12
    ↗
  8. Louis G Lange Director
    Sale
    $829K 28,186 shares at $29.41 100% of stake
    Traded Mar 6 Filed Mar 10
    ↗
  9. Johannes Jacob Pieter Kastelein Chief Scientific Officer
    Planned sale
    $9.1M 300,000 shares at $30.30 81% of stake
    Traded Mar 5–9 Filed Mar 9
    ↗
  10. Michael H. Davidson CEO
    Sale
    $14.8M 443,707 shares at $33.25 72% of stake
    Traded Mar 2 Filed Mar 2
    ↗
  11. Michael H. Davidson CEO
    Planned sale
    $10.6M 306,293 shares at $34.53 64% of stake
    Traded Feb 24–26 Filed Feb 26
    ↗
  12. Johannes Jacob Pieter Kastelein Chief Scientific Officer
    Sale
    $1.6M 45,481 shares at $35.31 46% of stake
    Traded Feb 20 Filed Feb 24
    ↗
  13. Louise Frederika Kooij Chief Accounting Officer
    Planned sale
    $2.3M 72,428 shares at $32.25 75% of stake
    Traded Jan 27–28 Filed Jan 29
    ↗
  14. Louise Frederika Kooij Chief Accounting Officer
    Planned sale
    $2.4M 72,572 shares at $33.29 75% of stake
    Traded Jan 23–26 Filed Jan 27
    ↗
  15. Mayur Ian Somaiya CFO
    Planned sale
    $3.3M 100,000 shares at $32.61 63% of stake
    Traded Jan 20–21 Filed Jan 22
    ↗

Also filed in the last 12 months, not counted as buying or selling: 26 option exercises, 11 stock grants, and 5 sales to cover taxes.

SEC filings

Recent issuer filings from EDGAR, 23 shown.

Filed Form Detail Links
8-K 8.01,9.01 Filing Doc
SCHEDULE 13D/A — Filing Doc
8-K 8.01 Filing Doc
8-K 5.02 Filing Doc
8-K/A 5.02 Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 5.02 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02,5.07,9.01 Filing Doc
SCHEDULE 13D/A — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEF 14A Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-K Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $14.09M $45.56M $22.5M
Net income -$176.94M -$241.6M -$203.82M
Net margin * -1255.8% -530.3% -905.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $346.79M $863.41M $675.7M
Total non-current assets * $0.306M $1.21M $93.58M
Total assets $347.1M $864.62M $769.28M
Total current liabilities $49.9M $106.92M $85.79M
Total non-current liabilities * $8.81M $0.202M $0.066M
Total equity $288.39M $757.5M $683.43M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$141.22M -$158.56M -$147.78M
Cash from investing -$0.024M -$62.85M -$174.92M
Cash from financing $8.91M $659.51M $29.52M
Net change in cash * -$132.33M $438.1M -$293.18M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.