NewAmsterdam Pharma Company N.V. (NAMS) — Smart Money Tracker (13F, Q2 2026)

NAMS ranks #3026 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

NAMS is a top-conviction position for Medicxi Ventures Management — at 42.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in NAMS belongs to Frazier Life Sciences Management, L.P., but the position matters far more to Medicxi Ventures Management, who has 42.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Fidelity has added to its NAMS position for two straight quarters, increasing it by $125.4M to reach $350.4M today.

Wellington Management Group LLP has trimmed its NAMS position for two straight quarters, cutting it by $169.2M while still holding $7.4M.

NAMS is down 2.2% today, but institutions show net buying of $138.6M this quarter — a divergence between today's price move and the underlying institutional flow.

NAMS reported a net loss of $259.5M over the trailing twelve months.

• Not yet profitable — net loss of $259.5M over the trailing twelve months
• Revenue declined 88.9% year over year
• Net income declined year over year, from -$165.7M to -$259.5M
• Operating cash flow was negative, using $147.8M in cash
• Current ratio of 7.88x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.13x equity — within a conventional range