4 hedge funds and family offices disclose a NAMS position in their latest SEC 13F filing — combined $299.7M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Viking Global | Viking Global Investors LP | 4,203,567 | $134.6M | 0.38% | 2026-03-31 |
| 2 | Stanley Druckenmiller | Duquesne Family Office LLC | 3,070,146 | $98.3M | 3.35% | 2026-03-31 |
| 3 | Lee Ainslie | Maverick Capital Ltd | 1,894,226 | $66.4M | 0.71% | 2025-12-31 |
| 4 | Polen Capital | Polen Capital Management LLC | 11,239 | $394K | 0.00% | 2025-12-31 |
As of the latest 13F window, 4 tracked superinvestors hold NAMS. The largest disclosed position is Viking Global at $134.6M (0.4% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying NAMS, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
4 hedge funds and family offices disclose a NAMS position in their latest SEC 13F filing — combined $299.7M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Viking Global | Viking Global Investors LP | 4,203,567 | $134.6M | 0.38% | 2026-03-31 |
| 2 | Stanley Druckenmiller | Duquesne Family Office LLC | 3,070,146 | $98.3M | 3.35% | 2026-03-31 |
| 3 | Lee Ainslie | Maverick Capital Ltd | 1,894,226 | $66.4M | 0.71% | 2025-12-31 |
| 4 | Polen Capital | Polen Capital Management LLC | 11,239 | $394K | 0.00% | 2025-12-31 |
As of the latest 13F window, 4 tracked superinvestors hold NAMS. The largest disclosed position is Viking Global at $134.6M (0.4% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying NAMS, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
