FI

Fcpm Iii Services B.v.

ContrarianConcentrated strategyQuality / disciplined sizing

Total reported value

$722.2M

Reporting period: 2026-03-31 · Number of holdings: 14

FCPM III SERVICES B.V. disclosed 14 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $722.2M and a quarterly turnover rate of 34.9%.

Personality snowflake

Concentration
87.06
Portfolio Stability
34.89
Momentum/Contrarian
0
Sector conviction
0
Diversification
20
Sizing Uniformity
88.57

Recent moves

  • Add VOR

    +13.8%　$26.1M

  • Trim DYN

    -15.0%　-$22.7M

  • Trim 29286M105

    0.0%　-$21.4M

  • Add G2545C104

    0.0%　$10.9M

  • Add MPLT

    0.0%　$8.9M

  • Trim NAMS

    0.0%　-$28.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 10 holdings (of 14 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NAMSNewAmsterdam Pharma Company N.V.Stock-Other40.77%-1.53%—
2DYNDyne Therapeutics INCStock-Other11.66%-2.35%-14.98%
3VORVor Biopharma INCStock-Other10.17%+3.97%+13.82%
4✓ Engene Holdings INCStock-Other9.08%-2.32%—
5MPLTMaplight Therapeutics INCStock-Other9.08%+1.65%—
6DMRADamora Therapeutics INCStock-Other8.75%+8.75%NEW
7✓ Crescent Biopharma INC.Stock-Other4.27%+1.66%—
8REPLReplimune Group INCStock-Other2.97%-0.61%—
9BCYCBicycle Therapeutics Plc-adrStock-Other2.23%-0.99%—
10✓ Engene Holdings INCStock-Other1.01%-0.11%—

Holding changes this quarter

Fcpm Iii Services B.v.'s most significant position changes for 2026-03-31: New buy: Damora Therapeutics INC (DMRA); Sold out: Rapt Therapeutics INC (RAPT); Add: Vor Biopharma INC (VOR) — shares +13.82%; Trim: Dyne Therapeutics INC (DYN) — shares -14.98%.

Position changes disclosed by Fcpm Iii Services B.v. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VORVor Biopharma INC+4%+13.82%Add
2✓ Crescent Biopharma INC.+1.7%—Unchanged
3MPLTMaplight Therapeutics INC+1.7%—Unchanged
4✓ Engene Holdings INC-0.1%—Unchanged
5REPLReplimune Group INC-0.6%—Unchanged
6BCYCBicycle Therapeutics Plc-adr-1%—Unchanged
7NAMSNewAmsterdam Pharma Company N.V.-1.5%—Unchanged
8✓ Engene Holdings INC-2.3%—Unchanged
9DYNDyne Therapeutics INC-2.4%-14.98%Trim
10DMRADamora Therapeutics INC—NEWNew buy
11RAPTRapt Therapeutics INC—EXITSold out

FAQ

What is Fcpm Iii Services B.v. and what type of investor is it?
Fcpm Iii Services B.v. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $722.2M, spread across 14 disclosed positions.
What are Fcpm Iii Services B.v.'s largest equity positions?
Based on the latest 13F filing, Fcpm Iii Services B.v.'s top holdings by market value are: 1. NewAmsterdam Pharma Company N.V. (NAMS) — $294.5M (40.8%) 2. Dyne Therapeutics INC (DYN) — $84.2M (11.7%) 3. Vor Biopharma INC (VOR) — $73.5M (10.2%) 4. Engene Holdings INC — $65.6M (9.1%) 5. Maplight Therapeutics INC (MPLT) — $65.6M (9.1%)
What changes did Fcpm Iii Services B.v. make in its most recent portfolio filing?
In the latest reported quarter, Fcpm Iii Services B.v. made 4 notable position adjustments: 1 new positions were initiated, 1 existing holdings were added to, 1 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Damora Therapeutics INC (DMRA); Sold out: Rapt Therapeutics INC (RAPT); Add: Vor Biopharma INC (VOR) — shares +13.82%; Trim: Dyne Therapeutics INC (DYN) — shares -14.98%
What sectors does Fcpm Iii Services B.v. focus on?
Sector breakdown data is not yet available for Fcpm Iii Services B.v.. Check back after the next 13F processing cycle.