147 tracked 13F filers disclose a position in NAMS as of the latest SEC 13F filings, a combined $3.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Frazier Life Sciences Management, L.P. | $542.4M | 16.9M | —Held | Q1 2026 | |
| 2 | RA CAPITAL MANAGEMENT, L.P. | $305.7M | 9.6M | —Held | Q1 2026 | |
| 3 | FCPM III SERVICES B.V. | $294.5M | 9.2M | —Held | Q1 2026 | |
| 4 | FMR LLC | $280.6M | 8.8M | ▲+37% Added · +2.4M sh | Q1 2026 | |
| 5 | Bain Capital Life Sciences Investors, LLC | $233.9M | 7.3M | —Held | Q1 2026 | |
| 6 | DEERFIELD MANAGEMENT COMPANY, L.P. | $136.5M | 4.3M | ▲+2.4% Added · +100K sh | Q1 2026 | |
| 7 | VIKING GLOBAL INVESTORS LP | $134.6M | 4.2M | —Held | Q1 2026 | |
| 8 | Duquesne Family Office LLC | $98.3M | 3.1M | —Held | Q1 2026 | |
| 9 | Polar Capital Holdings Plc | $90.6M | 2.8M | ▲+2.0% Added · +55K sh | Q1 2026 | |
| 10 | JENNISON ASSOCIATES LLC | $88.0M | 2.8M | ▼−21% Reduced · −739K sh | Q1 2026 | |
| 11 | JANUS HENDERSON GROUP PLC | $72.3M | 2.3M | ▼−3.5% Reduced · −83K sh | Q1 2026 | |
| 12 | Medicxi Ventures Management | $74.9M | 2.2M | ▼−17% Reduced · −466K sh | Q2 2026 | |
| 13 | WESTFIELD CAPITAL MANAGEMENT CO LP | $70.5M | 2.2M | ▲New +2.2M sh | Q1 2026 | |
| 14 | MAVERICK CAPITAL LTD | $70.0M | 2.2M | ▲+15% Added · +292K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $62.3M | 1.9M | ▲+13% Added · +221K sh | Q1 2026 | |
| 16 | ALLIANCEBERNSTEIN L.P. | $42.1M | 1.2M | ▼−7.8% Reduced · −102K sh | Q1 2026 | |
| 17 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $35.4M | 1.1M | ▼−21% Reduced · −300K sh | Q1 2026 | |
| 18 | Castle Hook Partners LP | $33.4M | 1.0M | ▼−3.9% Reduced · −42K sh | Q1 2026 | |
| 19 | BNP Paribas Asset Management Holding S.A. | $30.6M | 957K | ▲+441% Added · +780K sh | Q1 2026 | |
| 20 | Cormorant Asset Management, LP | $30.4M | 950K | ▼−5.0% Reduced · −50K sh | Q1 2026 | |
| 21 | BlackRock, Inc. | $28.4M | 887K | ▲+4.3% Added · +37K sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $25.9M | 884K | ▼−12% Reduced · −116K sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $27.1M | 847K | ▲+84% Added · +388K sh | Q1 2026 | |
| 24 | Aberdeen Group plc | $26.8M | 837K | ▲+15% Added · +108K sh | Q1 2026 | |
| 25 | UBS Group AG | $25.4M | 795K | ▼−12% Reduced · −104K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 8 funds opened a new position in NAMS and 25 added to an existing one, while 19 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 61 funds | $98.6B |
| ELI LILLY & COLLY | 61 funds | $39.1B |
| REVOLUTION MEDICINES INCRVMD | 61 funds | $3.5B |
| MICROSOFT CORPMSFT | 60 funds | $124.3B |
| INSMED INCINSM | 60 funds | $3.8B |
| INTUITIVE SURGICAL INCISRG | 58 funds | $13.6B |
| VISA INC-CLASS A SHARESV | 57 funds | $27.3B |
| NVIDIA CORPNVDA | 56 funds | $183.3B |
| META PLATFORMS INC-CLASS AMETA | 56 funds | $55.2B |
| UNITEDHEALTH GROUP INCUNH | 56 funds | $11.9B |
| BRIDGEBIO PHARMA INCBBIO | 56 funds | $3.7B |
| CYTOKINETICS INCCYTK | 56 funds | $973.3M |
Ranked by how many of NAMS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 20, 2026 | Kooij Louise Frederika | Chief Accounting Officer | Sell (S) | 70K | $2.1M |
| Jul 20, 2026 | Kooij Louise Frederika | Chief Accounting Officer | Sell (S) | 32K | $990K |
| Jul 20, 2026 | Kooij Louise Frederika | Chief Accounting Officer | Sell (S) | 3K | $92K |
| Jun 22, 2026 | Kooij Louise Frederika | Chief Accounting Officer | Sell (S) | 40K | $1.2M |
| Jun 22, 2026 | Kooij Louise Frederika | Chief Accounting Officer | Sell (S) | 300 | $9K |
| May 26, 2026 | Kooij Louise Frederika | Chief Accounting Officer | Sell (S) | 65K | $2.3M |
| Mar 11, 2026 | LANGE LOUIS G | Director | Sell (S) | 446 | $14K |
| Mar 11, 2026 | LANGE LOUIS G | Director | Sell (S) | 44K | $1.3M |
| Mar 9, 2026 | Kastelein Johannes Jacob Pieter | Chief Scientific Officer, Director | Sell (S) | 101K | $3.1M |
| Mar 6, 2026 | Kastelein Johannes Jacob Pieter | Chief Scientific Officer, Director | Sell (S) | 94K | $2.9M |
| Mar 6, 2026 | LANGE LOUIS G | Director | Sell (S) | 28K | $829K |
| Mar 5, 2026 | Kastelein Johannes Jacob Pieter | Chief Scientific Officer, Director | Sell (S) | 104K | $3.2M |
| Class | 13F holders | Value held |
|---|---|---|
| NAMSthis pagecs | 147 funds | $3.3B |
| NAMSWW EXP 99/99/999 | 7 funds | $25.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for NAMS
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NAMS/capital-change-brief"
Use Arkolith's capital_change_brief for NAMS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NAMS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.