NAMS

Newamsterdam Pharma Company

4 super-investor ownerscombined $379Mlargest position 2.4%

4 of the 83 super-investors we track hold NAMS, worth a combined $379M per their latest 13F filings. The largest position: Stanley Druckenmiller at 2.4% of their portfolio. No cohort buying or selling was filed on the name this quarter. Conviction score: 39 of 100 (how strongly the cohort backs it) — ranked #137 of 742 stocks.

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Why super-investors own NAMS

NAMS is held by 4 super-investors in our cohort, with a combined position value of $379M. The highest-conviction owner is Stanley Druckenmiller at 2.4% of their portfolio.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2022Q4 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 4

Peak: 5

Owners (4) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Viking Global Investors	0.4%	15q	$142M	4,203,567
2	Lee Ainslie	1.0%	7q	$111M	3,267,802
3	Stanley Druckenmiller	2.4%	8q	$104M	3,070,146
4	Joel Greenblatt	<0.1%	12q	$22M	645,805

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