股票 › NAMS
新阿姆斯特丹制药 NAMS
美股市值排名 #2655
$18.90 +$0.01 (+0.05%)
休市 · Nov 6, 8:10 pm ET · 最新盘后价 $18.70 -1.06%
开盘$19.10
昨收$18.89
当日区间$18.50 – $19.39
成交量1.71M
市值$2.27B
市盈率（TTM）–
股息率–
股权结构与仓位
谁在持有、谁在做空，以及大资金的流向
机构持股比例106.1%-1.33 个百分点，较上季度
持仓机构数249-9 ，较上季度
内部人近期交易24次买入 / 26次卖出净卖出
空头持仓比例11.80% 占流通股回补天数 10.6 · 截至 15 Oct 2026
卖空成交量占比13.6%近5日成交量平均占比
卖空成交量占当日成交量比例
大单净流入，近20个交易日
大单买入减卖出的净额（美元）。该窗口期内：−$13.09M（3个净流入日，17个净流出日）。
按单量净流入，近20个交易日
超大单/大单近似机构级别交易；中单/小单近似散户级别交易。各档买入减卖出净额，按窗口期累计。
已披露的前五大股东合计持有51.3%的流通股。
最大股东
按投资者类型
过去6次双周报告中（31 Jul 2026至15 Oct 2026），空头持仓占流通股比例已从8.52%升至11.80%。
近期机构持仓变动
| 股东 | 类型 | 期间 | 持股变动 | 新持股比例 |
|---|---|---|---|---|
| Frazier Life Sciences Management, LP | VC/PE Fund | 2026/Q3 | +850,000 | 15.8% |
| Orbis Investment Management Limited | Mutual Fund | 2026/Q3 | +1,747,627 | 1.5% |
| FMR | Mutual Fund | 2026/Q3 | +1,573,852 | 8.6% |
| Capital Research | Mutual Fund | 2026/Q3 | +1,403,887 | 11.7% |
| T. Rowe Price Group, Inc. | Mutual Fund | 2026/Q3 | +1,167,357 | 1.0% |
| Maverick Capital, Ltd. | Hedge Fund | 2026/Q3 | +1,081,400 | 2.7% |
| Susquehanna International Group, LLP | Private Company | 2026/Q3 | +736,502 | 0.6% |
| ODDO BHF Asset Management SAS | Mutual Fund | 2026/Q3 | +619,793 | 0.5% |
| Columbia Management Investment Advisers, LLC | Mutual Fund | 2026/Q3 | +500,495 | 1.0% |
| Hudson River Trading LLC | Private Company | 2026/Q3 | +349,843 | 0.3% |
| Castle Hook Partners LP | Hedge Fund | 2026/Q3 | +328,368 | 1.1% |
| Jane Street Group, LLC | Private Company | 2026/Q3 | +309,035 | 0.4% |
| ExodusPoint Capital Management, LP | Hedge Fund | 2026/Q3 | +304,334 | 0.3% |
| Janus Henderson Group plc | Mutual Fund | 2026/Q3 | +276,698 | 2.1% |
| abrdn plc | Mutual Fund | 2026/Q3 | +265,780 | 0.9% |
按报告期列出的机构买卖动态，变动幅度从大到小排列。
内部人交易
| 日期 | 内部人 | 职位 | 交易类型 | 股数 | 价格 | 交易后持股 |
|---|---|---|---|---|---|---|
| 29 Sep 2026 | Johannes Jacob Kastelein | Founder, Chief Scientific Officer, Member of Executive Board & Director | Derivative Exercise and Sale | -50,246 | $25.03 | 74,636 |
| 13 Sep 2026 | Michael Davidson | Chief Executive Officer | Open Market Acquisition | +10,000 | $22.65 | 915,285 |
| 3 Sep 2026 | John Smither | Independent Director | Open Market Disposition | -1,600 | $25.32 | 720 |
| 31 Aug 2026 | Robert Gunning | Principal Accounting Officer, VP & Controller | Other Acquisition | +3,200 | – | 3,200 |
| 31 Aug 2026 | Robert Gunning | Principal Accounting Officer, VP & Controller | Other Derivative Acquisition | +14,000 | $24.92 | 14,000 |
| 24 Aug 2026 | Johannes Jacob Kastelein | Founder, Chief Scientific Officer, Member of Executive Board & Director | Intent to Sell (Form 144) | -250,000 | – | – |
| 23 Aug 2026 | Johannes Jacob Kastelein | Founder, Chief Scientific Officer, Member of Executive Board & Director | Derivative Exercise and Sale | -125,000 | $26.91 | 74,636 |
| 19 Jul 2026 | Louise Kooij | Former Chief Accounting Officer | Derivative Exercise and Sale | -105,000 | $31.71 | 2,353 |
| 21 Jun 2026 | Louise Kooij | Former Chief Accounting Officer | Derivative Exercise and Sale | -40,000 | $30.73 | 2,353 |
| 25 May 2026 | Louise Kooij | Former Chief Accounting Officer | Derivative Exercise and Sale | -65,000 | $35.69 | 2,353 |
| 10 Mar 2026 | Louis Lange | Independent Non-Executive Director | Open Market Disposition | -44,619 | $31.23 | 2,320 |
| 8 Mar 2026 | Louis Lange | Independent Non-Executive Director | Derivative Exercise and Retained | +44,619 | $11.50 | 46,939 |
| 8 Mar 2026 | Johannes Jacob Kastelein | Founder, Chief Scientific Officer, Member of Executive Board & Director | Derivative Exercise and Sale | -300,000 | $30.32 | 74,635 |
| 5 Mar 2026 | Louis Lange | Independent Non-Executive Director | Open Market Disposition | -28,186 | $29.41 | 46,939 |
| 1 Mar 2026 | Michael Davidson | Chief Executive Officer | Derivative Exercise and Sale | -443,707 | $33.25 | 296,506 |
| 1 Mar 2026 | Johannes Jacob Kastelein | Founder, Chief Scientific Officer, Member of Executive Board & Director | Intent to Sell (Form 144) | -300,000 | $31.18 | – |
| 25 Feb 2026 | Michael Davidson | Chief Executive Officer | Derivative Exercise and Sale | -306,293 | $36.68 | 296,506 |
| 23 Feb 2026 | Michael Davidson | Chief Executive Officer | Intent to Sell (Form 144) | -750,000 | $36.17 | – |
| 19 Feb 2026 | Johannes Jacob Kastelein | Founder, Chief Scientific Officer, Member of Executive Board & Director | Open Market Disposition | -45,481 | $35.46 | 74,635 |
| 27 Jan 2026 | Louise Kooij | Former Chief Accounting Officer | Derivative Exercise and Sale | -72,428 | $32.62 | 2,353 |
数据来自Form 4/Form 144申报文件。负数为减持（出售、赠予或代扣税款股份），正数为增持。
空头持仓（按报告期）
| 报告日期 | 空头股数 | 占流通股比例 | 回补天数 |
|---|---|---|---|
| 15 Oct 2026 | 14,110,048 | 11.8% | 10.6 |
| 30 Sep 2026 | 19,045,378 | 15.9% | 9.4 |
| 15 Sep 2026 | 15,660,444 | 13.1% | 9.9 |
| 31 Aug 2026 | 13,392,021 | 11.2% | 13.4 |
| 14 Aug 2026 | 12,654,106 | 10.6% | 9.9 |
| 31 Jul 2026 | 9,959,761 | 8.5% | 9.8 |
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