SCHEDULE 13G/A: Viking Global Investors Discloses 6.5% Stake in NewAmsterdam Pharma Co N.V.
Beneficial Ownership Report
Viking Global Investors LP and its affiliated entities have reported a beneficial ownership of 6.5% in NewAmsterdam Pharma Co N.V., totaling 6,978,534 ordinary shares.
Summary
- Viking Global Investors LP, along with its various affiliated entities and key personnel (O. Andreas Halvorsen, David C. Ott, and Rose S. Shabet), collectively beneficially own 6,978,534 Ordinary Shares of NewAmsterdam Pharma Co N.V.
- This aggregate ownership represents 6.5% of the total outstanding Ordinary Shares of NewAmsterdam Pharma Co N.V.
- The ownership percentage is based on 106,832,952 Ordinary Shares outstanding following the issuer's underwritten public offering that closed on December 13, 2024, including the full exercise of the underwriters' option to purchase additional shares.
- The shares are held through various Viking Global Opportunities funds, including Viking Global Opportunities Illiquid Investments Sub-Master LP (VGOP) with 4,675,619 shares (4.4%) and Viking Global Opportunities Drawdown (Aggregator) LP (VGOD) with 2,302,915 shares (2.2%).
- All reporting persons, including the individual executive committee members, hold shared voting and shared dispositive power over their respective beneficially owned shares, with no sole voting or dispositive power reported.
Sentiment
Score: 6
Explanation: The document is a factual disclosure of beneficial ownership, which is neutral in tone. However, the presence of a significant stake by a reputable institutional investor like Viking Global can be perceived as a moderately positive signal of confidence in the company.
Positives
- The disclosure of a significant stake by a prominent institutional investor like Viking Global Investors may signal confidence in NewAmsterdam Pharma Co N.V.'s long-term prospects to other market participants.
Risks
- The filing explicitly states that the securities were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer, nor in connection with any transaction having that purpose or effect, other than activities solely in connection with a nomination under Rule 14a-11.
Future Outlook
NA
Management Comments
- O. Andreas Halvorsen, David C. Ott, and Rose S. Shabet, as Executive Committee Members of Viking Global Partners LLC (general partner of VGI) and Opportunities Parent, have shared authority to dispose of and vote the Ordinary Shares beneficially owned by VGI and Opportunities Parent.
Industry Context
NA
Stakeholder Impact
- Shareholders: The disclosure of a significant institutional stake by Viking Global Investors may be viewed positively, potentially increasing investor confidence and attracting further institutional interest.
Key Dates
| Date | Description |
|---|---|
| 2024-12-13 | Date of the issuer's underwritten public offering closing and the full exercise of underwriters' option to purchase additional Ordinary Shares, which established the total outstanding share count. |
| 2024-12-31 | Date of event which requires the filing of this statement (beneficial ownership calculation date). |
| 2025-02-14 | Date of filing of this Schedule 13G Amendment No. 2. |
Keywords
NewAmsterdam Pharma Co N.V., Viking Global Investors, Schedule 13G, Beneficial Ownership, Institutional Investor, Ordinary Shares, SEC Filing, Equity Stake
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