NAMS
NewAmsterdam Pharma Co N.V.
+0.77 (+3.64%)21.95USD789K成交股數–市值–本益比(近四季)–股價營收比-80.7%營收年增(近四季)2026-11-04下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 1 · 227K · 1 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 7 · 7.8M · 3 |
| 其中 10b5-1 計畫賣出 | 6 筆 |
| 近 180 天 買進 · 賣出金額 | 227K · 10.1M |
| 近 180 天 淨額 | −9.9M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-14 | 09-15 | Davidson Michael H. | Chief Executive Officer | P 公開市場買進 | 10.0K | 22.65 | 227K | 793K | SEC |
| 2026-09-04 | 09-09 | Smither John W | Director | S 公開市場賣出 | 1.6K | 25.32 | 41K | 8.8K | SEC |
| 2026-09-01 | 09-03 | Gunning Robert William | Vice President, Controller | A 獲配股票 | 3.2K | – | – | 3.2K | SEC |
| 2026-08-24 | 08-25 | Kastelein Johannes Jacob Pieter | Chief Scientific Officer | M 選擇權執行 | 125K | – | – | 194K | SEC |
| 2026-08-24 | 08-25 | Kastelein Johannes Jacob Pieter | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 125K | 26.91 | 3.4M | 69.3K | SEC |
| 2026-07-20 | 07-22 | Kooij Louise Frederika | Chief Accounting Officer | M 選擇權執行 | 80.0K | 11.17 | 894K | 129K | SEC |
| 2026-07-20 | 07-22 | Kooij Louise Frederika | Chief Accounting Officer | S 公開市場賣出(10b5-1) | 2.9K | 31.71 | 92K | 24.4K | SEC |
| 2026-07-20 | 07-22 | Kooij Louise Frederika | Chief Accounting Officer | S 公開市場賣出(10b5-1) | 70.2K | 29.96 | 2.1M | 59.2K | SEC |
| 2026-07-20 | 07-22 | Kooij Louise Frederika | Chief Accounting Officer | M 選擇權執行 | 25.0K | 11.90 | 298K | 49.4K | SEC |
| 2026-07-20 | 07-22 | Kooij Louise Frederika | Chief Accounting Officer | S 公開市場賣出(10b5-1) | 31.9K | 31.05 | 990K | 27.3K | SEC |
| 2026-06-22 | 06-24 | Kooij Louise Frederika | Chief Accounting Officer | M 選擇權執行 | 25.0K | 10.90 | 273K | 49.4K | SEC |
| 2026-06-22 | 06-24 | Kooij Louise Frederika | Chief Accounting Officer | S 公開市場賣出(10b5-1) | 39.7K | 30.20 | 1.2M | 24.7K | SEC |
| 2026-06-22 | 06-24 | Kooij Louise Frederika | Chief Accounting Officer | S 公開市場賣出(10b5-1) | 300 | 30.73 | 9K | 24.4K | SEC |
| 2026-06-22 | 06-24 | Kooij Louise Frederika | Chief Accounting Officer | M 選擇權執行 | 15.0K | 11.90 | 179K | 64.4K | SEC |
| 2026-05-26 | 05-27 | Kooij Louise Frederika | Chief Accounting Officer | S 公開市場賣出(10b5-1) | 65.0K | 35.69 | 2.3M | 24.4K | SEC |
| 2026-05-26 | 05-27 | Kooij Louise Frederika | Chief Accounting Officer | M 選擇權執行 | 60.0K | 10.00 | 600K | 84.4K | SEC |
| 2026-05-26 | 05-27 | Kooij Louise Frederika | Chief Accounting Officer | M 選擇權執行 | 5.0K | 10.90 | 55K | 89.4K | SEC |
| 2026-03-11 | 03-12 | LANGE LOUIS G | Director | S 公開市場賣出 | 44.2K | 30.41 | 1.3M | 10.8K | SEC |
| 2026-03-11 | 03-12 | LANGE LOUIS G | Director | S 公開市場賣出 | 446 | 31.23 | 14K | 10.4K | SEC |
| 2026-03-09 | 03-10 | LANGE LOUIS G | Director | X 選擇權履約 | 44.6K | 11.50 | 513K | 55.0K | SEC |
| 2026-03-09 | 03-09 | Kastelein Johannes Jacob Pieter | Chief Scientific Officer | M 選擇權執行 | 101K | – | – | 171K | SEC |
| 2026-03-09 | 03-09 | Kastelein Johannes Jacob Pieter | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 101K | 30.29 | 3.1M | 69.3K | SEC |
| 2026-03-06 | 03-10 | LANGE LOUIS G | Director | S 公開市場賣出 | 28.2K | 29.41 | 829K | 0 | SEC |
| 2026-03-06 | 03-09 | Kastelein Johannes Jacob Pieter | Chief Scientific Officer | M 選擇權執行 | 94.1K | – | – | 163K | SEC |
| 2026-03-06 | 03-09 | Kastelein Johannes Jacob Pieter | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 94.1K | 30.32 | 2.9M | 69.3K | SEC |
| 2026-03-05 | 03-09 | Kastelein Johannes Jacob Pieter | Chief Scientific Officer | M 選擇權執行 | 104K | – | – | 174K | SEC |
| 2026-03-05 | 03-09 | Kastelein Johannes Jacob Pieter | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 104K | 30.30 | 3.2M | 69.3K | SEC |
| 2026-03-02 | 03-02 | Davidson Michael H. | Chief Executive Officer | S 公開市場賣出 | 444K | 33.25 | 14.8M | 174K | SEC |
| 2026-03-02 | 03-02 | Davidson Michael H. | Chief Executive Officer | M 選擇權執行 | 444K | – | – | 618K | SEC |
| 2026-02-26 | 02-26 | Davidson Michael H. | Chief Executive Officer | S 公開市場賣出(10b5-1) | 165K | 33.63 | 5.6M | 478K | SEC |
| 2026-02-26 | 02-26 | Davidson Michael H. | Chief Executive Officer | M 選擇權執行 | 183K | – | – | 643K | SEC |
| 2026-02-26 | 02-26 | Davidson Michael H. | Chief Executive Officer | S 公開市場賣出(10b5-1) | 17.9K | 34.44 | 617K | 174K | SEC |
| 2026-02-25 | 02-26 | Davidson Michael H. | Chief Executive Officer | S 公開市場賣出(10b5-1) | 1.3K | 36.68 | 48K | 460K | SEC |
| 2026-02-25 | 02-26 | Davidson Michael H. | Chief Executive Officer | S 公開市場賣出(10b5-1) | 10.4K | 35.96 | 375K | 461K | SEC |
| 2026-02-25 | 02-26 | Davidson Michael H. | Chief Executive Officer | M 選擇權執行 | 58.3K | – | – | 518K | SEC |
| 2026-02-25 | 02-26 | Davidson Michael H. | Chief Executive Officer | S 公開市場賣出(10b5-1) | 46.5K | 35.11 | 1.6M | 472K | SEC |
| 2026-02-24 | 02-26 | Davidson Michael H. | Chief Executive Officer | S 公開市場賣出(10b5-1) | 61.5K | 36.13 | 2.2M | 463K | SEC |
| 2026-02-24 | 02-26 | Davidson Michael H. | Chief Executive Officer | S 公開市場賣出(10b5-1) | 3.2K | 36.46 | 115K | 460K | SEC |
| 2026-02-24 | 02-26 | Davidson Michael H. | Chief Executive Officer | M 選擇權執行 | 64.7K | – | – | 525K | SEC |
| 2026-02-20 | 02-24 | Kastelein Johannes Jacob Pieter | Chief Scientific Officer | S 公開市場賣出 | 14.7K | 35.00 | 514K | 84.3K | SEC |
| 2026-02-20 | 02-24 | Kastelein Johannes Jacob Pieter | Chief Scientific Officer | S 公開市場賣出 | 30.8K | 35.46 | 1.1M | 53.5K | SEC |
| 2026-01-28 | 01-29 | Kooij Louise Frederika | Chief Accounting Officer | S 公開市場賣出(10b5-1) | 32.6K | 31.80 | 1.0M | 24.4K | SEC |
| 2026-01-28 | 01-29 | Kooij Louise Frederika | Chief Accounting Officer | M 選擇權執行 | 32.6K | 10.90 | 355K | 57.0K | SEC |
| 2026-01-27 | 01-29 | Kooij Louise Frederika | Chief Accounting Officer | S 公開市場賣出(10b5-1) | 39.8K | 32.62 | 1.3M | 24.4K | SEC |
| 2026-01-27 | 01-29 | Kooij Louise Frederika | Chief Accounting Officer | M 選擇權執行 | 39.8K | 10.90 | 434K | 64.2K | SEC |
| 2026-01-26 | 01-27 | Kooij Louise Frederika | Chief Accounting Officer | M 選擇權執行 | 34.4K | 10.90 | 375K | 58.8K | SEC |
| 2026-01-26 | 01-27 | Kooij Louise Frederika | Chief Accounting Officer | S 公開市場賣出(10b5-1) | 309 | 33.45 | 10K | 24.4K | SEC |
| 2026-01-26 | 01-27 | Kooij Louise Frederika | Chief Accounting Officer | S 公開市場賣出(10b5-1) | 34.1K | 32.77 | 1.1M | 24.7K | SEC |
| 2026-01-23 | 01-27 | Kooij Louise Frederika | Chief Accounting Officer | S 公開市場賣出(10b5-1) | 12.8K | 34.37 | 439K | 24.4K | SEC |
| 2026-01-23 | 01-27 | Kooij Louise Frederika | Chief Accounting Officer | M 選擇權執行 | 38.2K | 10.90 | 416K | 62.5K | SEC |
| 2026-01-23 | 01-27 | Kooij Louise Frederika | Chief Accounting Officer | S 公開市場賣出(10b5-1) | 25.4K | 33.44 | 850K | 37.1K | SEC |
| 2026-01-21 | 01-22 | Somaiya Mayur Ian | Chief Financial Officer | S 公開市場賣出(10b5-1) | 15.4K | 33.25 | 513K | 82.7K | SEC |
| 2026-01-21 | 01-22 | Somaiya Mayur Ian | Chief Financial Officer | M 選擇權執行 | 39.8K | 9.26 | 368K | 98.2K | SEC |
| 2026-01-21 | 01-22 | Somaiya Mayur Ian | Chief Financial Officer | S 公開市場賣出(10b5-1) | 24.4K | 33.80 | 823K | 58.4K | SEC |
| 2026-01-20 | 01-22 | Somaiya Mayur Ian | Chief Financial Officer | M 選擇權執行 | 60.2K | 9.26 | 558K | 119K | SEC |
| 2026-01-20 | 01-22 | Somaiya Mayur Ian | Chief Financial Officer | S 公開市場賣出(10b5-1) | 900 | 30.64 | 28K | 118K | SEC |
| 2026-01-20 | 01-22 | Somaiya Mayur Ian | Chief Financial Officer | S 公開市場賣出(10b5-1) | 19.6K | 32.38 | 635K | 58.4K | SEC |
| 2026-01-20 | 01-22 | Somaiya Mayur Ian | Chief Financial Officer | S 公開市場賣出(10b5-1) | 39.7K | 31.78 | 1.3M | 78.0K | SEC |
| 2026-01-07 | 01-09 | Davidson Michael H. | Chief Executive Officer | S 公開市場賣出(10b5-1) | 11.6K | – | – | 379K | SEC |
| 2026-01-07 | 01-09 | Lewis William | Director | A 獲配股票 | 3.4K | – | – | 10.4K | SEC |
| 2026-01-07 | 01-09 | Smither John W | Director | A 獲配股票 | 3.4K | – | – | 10.4K | SEC |
| 2026-01-07 | 01-09 | McKenna Mark C. | Director | A 獲配股票 | 3.4K | – | – | 10.4K | SEC |
| 2026-01-07 | 01-09 | LANGE LOUIS G | Director | A 獲配股票 | 3.4K | – | – | 10.4K | SEC |
| 2026-01-07 | 01-09 | Gulfo Adele M. | Director | A 獲配股票 | 3.4K | – | – | 14.3K | SEC |
| 2026-01-07 | 01-09 | van der Kamp Hilde Johanna | Director | A 獲配股票 | 3.4K | – | – | 10.4K | SEC |
| 2026-01-07 | 01-09 | Davidson Michael H. | Chief Executive Officer | A 獲配股票 | 81.0K | – | – | 460K | SEC |
| 2026-01-07 | 01-07 | Kastelein Johannes Jacob Pieter | Chief Scientific Officer | A 獲配股票 | 25.5K | – | – | 99.0K | SEC |
| 2026-01-07 | 01-07 | Kooij Louise Frederika | Chief Accounting Officer | A 獲配股票 | 12.0K | – | – | 24.4K | SEC |
| 2026-01-07 | 01-07 | Somaiya Mayur Ian | Chief Financial Officer | A 獲配股票 | 25.5K | – | – | 58.4K | SEC |
| 2026-01-05 | 01-07 | Somaiya Mayur Ian | Chief Financial Officer | S 公開市場賣出(10b5-1) | 5.1K | 33.25 | 170K | 32.9K | SEC |
| 2026-01-05 | 01-07 | Kastelein Johannes Jacob Pieter | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 6.0K | 33.25 | 200K | 73.5K | SEC |
| 2026-01-05 | 01-07 | Kooij Louise Frederika | Chief Accounting Officer | S 公開市場賣出(10b5-1) | 2.6K | 33.25 | 88K | 12.4K | SEC |
| 2025-12-26 | 12-29 | Kooij Louise Frederika | Chief Accounting Officer | M 選擇權執行 | 5.0K | 10.90 | 55K | 58.9K | SEC |
| 2025-12-26 | 12-29 | Kooij Louise Frederika | Chief Accounting Officer | M 選擇權執行 | 38.9K | 10.00 | 389K | 53.9K | SEC |
| 2025-12-26 | 12-29 | Kooij Louise Frederika | Chief Accounting Officer | S 公開市場賣出(10b5-1) | 43.9K | 35.30 | 1.5M | 15.0K | SEC |
| 2025-12-24 | 12-29 | Kooij Louise Frederika | Chief Accounting Officer | S 公開市場賣出(10b5-1) | 26.0K | 35.68 | 928K | 15.0K | SEC |
| 2025-12-24 | 12-29 | Kooij Louise Frederika | Chief Accounting Officer | M 選擇權執行 | 26.0K | 10.00 | 260K | 41.0K | SEC |
| 2025-12-23 | 12-29 | Kooij Louise Frederika | Chief Accounting Officer | S 公開市場賣出(10b5-1) | 75.1K | 36.21 | 2.7M | 15.0K | SEC |
| 2025-12-23 | 12-29 | Kooij Louise Frederika | Chief Accounting Officer | M 選擇權執行 | 75.1K | 10.00 | 751K | 90.1K | SEC |
| 2025-09-15 | 09-17 | Topper James N | Director | P 公開市場買進 | 660 | 23.70 | 16K | 3.0M | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| Frazier Life Sciences Management, L.P. | 18.1M | 613M | 新進 | 新進 |
| Capital World Investors | 12.2M | 414M | 新進 | 新進 |
| FMR LLC | 10.3M | 350M | 新進 | 新進 |
| RA CAPITAL MANAGEMENT, L.P. | 9.6M | 324M | 新進 | 新進 |
| FCPM III SERVICES B.V. | 8.5M | 288M | 新進 | 新進 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | 4.3M | 145M | 新進 | 新進 |
| 維京環球 VIKING GLOBAL INVESTORS LP | 4.2M | 142M | 新進 | 新進 |
| Bain Capital Life Sciences Investors, LLC | 3.8M | 129M | 新進 | 新進 |
| MAVERICK CAPITAL LTD | 3.3M | 111M | 新進 | 新進 |
| Jupiter Topco LLC | 2.5M | 86.0M | 新進 | 新進 |
| Medicxi Ventures Management (Jersey) Ltd | 2.2M | 74.9M | 新進 | 新進 |
| JENNISON ASSOCIATES LLC | 2.1M | 71.2M | 新進 | 新進 |
| Orbis Allan Gray Ltd | 1.7M | 59.2M | 新進 | 新進 |
| Polar Capital Holdings Plc | 1.7M | 58.4M | 新進 | 新進 |
| Capital International Investors | 1.7M | 58.4M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 1.5M | 52.4M | 新進 | 新進 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 1.5M | 52.1M | 新進 | 新進 |
| Castle Hook Partners LP | 1.4M | 46.5M | 新進 | 新進 |
| AMERIPRISE FINANCIAL INC | 1.3M | 42.5M | 新進 | 新進 |
| ALLIANCEBERNSTEIN L.P. | 1.3M | 40.3M | 新進 | 新進 |
| JPMORGAN CHASE & CO | 1.1M | 38.4M | 新進 | 新進 |
| Aberdeen Group plc | 1.1M | 37.4M | 新進 | 新進 |
| BlackRock, Inc. | 1.1M | 36.1M | 新進 | 新進 |
| FRANKLIN RESOURCES INC | 994K | 33.7M | 新進 | 新進 |
| TimesSquare Capital Management, LLC | 796K | 27.0M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 195 +24 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 195 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 122M |
| 合計季末市值 | 3.9B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 13.4M |
|---|---|
| 與上期比 | +5.8% |
| 佔流通股數 | –(外國發行人不算) |
| 日均成交量 | 1.0M |
| 回補天數 | 13.4 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 13.4M | +5.8% | – | 1.0M | 13.4 |
| 2026-08-14 | 12.7M | +27.1% | – | 1.3M | 9.9 |
| 2026-07-31 | 10.0M | +8.5% | – | 1.0M | 9.8 |
| 2026-07-15 | 9.2M | +0.9% | – | 819K | 11.2 |
| 2026-06-30 | 9.1M | -0.9% | – | 1.3M | 6.9 |
| 2026-06-15 | 9.2M | +13.2% | – | 1.3M | 7.3 |
| 2026-05-29 | 8.1M | +13.4% | – | 1.3M | 6.2 |
| 2026-05-15 | 7.1M | -9.4% | – | 1.9M | 3.7 |
| 2026-04-30 | 7.9M | +2.6% | – | 882K | 8.9 |
| 2026-04-15 | 7.7M | -4.5% | – | 879K | 8.7 |
| 2026-03-31 | 8.0M | +6.6% | – | 835K | 9.6 |
| 2026-03-13 | 7.5M | -1.5% | – | 1.0M | 7.3 |
| 2026-02-27 | 7.7M | +10.2% | – | 680K | 11.3 |
| 2026-02-13 | 7.0M | -2.1% | – | 651K | 10.7 |
| 2026-01-30 | 7.1M | +12.4% | – | 509K | 14.0 |
| 2026-01-15 | 6.3M | +1.7% | – | 864K | 7.3 |
| 2025-12-31 | 6.2M | -0.7% | – | 744K | 8.4 |
| 2025-12-15 | 6.3M | -6.3% | – | 1.2M | 5.2 |
| 2025-11-28 | 6.7M | -2.0% | – | 933K | 7.2 |
| 2025-11-14 | 6.8M | +6.1% | – | 1.1M | 6.2 |
| 2025-10-31 | 6.4M | -6.3% | – | 1.1M | 6.1 |
| 2025-10-15 | 6.9M | -10.3% | – | 1.5M | 4.6 |
| 2025-09-30 | 7.6M | -9.4% | – | 759K | 10.1 |
| 2025-09-15 | 8.4M | +12.5% | – | 1.3M | 6.7 |
| 2025-08-29 | 7.5M | +2.3% | – | 763K | 9.8 |
| 2025-08-15 | 7.3M | +2.1% | – | 844K | 8.7 |