NAMS
Newamsterdam Pharma Company
4 super-investors hold NAMS worth a combined $326M. The largest position: Stanley Druckenmiller at 3.3% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 37 — ranked #165 of 724 scored stocks.
Why super-investors own NAMS
Stanley Druckenmiller is the dominant presence here, holding $98M in NAMS at 3.3% of his portfolio — the highest concentration among the four cohort owners and a meaningful conviction signal from a manager known for concentrated macro and growth bets. Viking Global carries the largest absolute position at $135M, while Lee Ainslie holds $70M and Joel Greenblatt a token $23M. Combined cohort exposure sits at $326M. Notably, 2026Q1 saw zero activity across all four holders — no adds, trims, or exits — suggesting a collective hold posture. The owner count data supplied shows only one holder across the prior seven quarters, implying most of these positions are relatively recent additions whose entry timing isn't fully reflected in the historical series.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Viking Global Investors | 0.4% | 14q | $135M | 4,203,567 |
| 2 | Stanley Druckenmiller | 3.3% | 7q | $98M | 3,070,146 |
| 3 | Lee Ainslie | 0.8% | 6q | $70M | 2,186,402 |
| 4 | Joel Greenblatt | <0.1% | 11q | $23M | 712,064 |
Owners of NAMS also hold
Long US equity 13F-HR filings only. CUSIP N62509109. Not investment advice.