TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. During the quarter, the fund returned 2.26% (gross) and 2.01% (net), compared to the Russell 2000 Growth Index’s 12.19% return. During the quarter, all asset classes except fixed income outside the U.S. posted positive returns. In addition, please check the fund’s top five holdings to know its best picks in 2025.
In its third-quarter 2025 investor letter, TimesSquare Capital U.S. Small Cap Growth Strategy highlighted stocks such as NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS). NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) is a late-stage biopharmaceutical company. The one-month return for NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) was -3.79%, and its shares gained 28.57% over the last 52 weeks. On January 5, 2026, NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) stock closed at $33.48 per share, with a market capitalization of $3.796 billion.
TimesSquare Capital U.S. Small Cap Growth Strategy stated the following regarding NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) in its third quarter 2025 investor letter:
"Our preferences among Health Care stocks are those companies providing novel therapies for unmet needs that command premium pricing, or specialized service providers. One example was NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS), a biopharma developer of cholesterol inhibitors for cardiovascular diseases. The company announced that several of its late-stage clinical trials were on track with additional positive data points reported. Its lead candidate, a CETP inhibitor, showed significant reductions in LDL levels without the adverse side effects seen with competing treatments. Combined, that elevated NewAmsterdam’s shares by 57%."
NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 28 hedge fund portfolios held NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) at the end of the third quarter, compared to 31 in the previous quarter. While we acknowledge the potential of NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In another article, we covered NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) and shared the list of oversold NASDAQ stocks to buy. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.