Q2 2026 13F · SEC CIK 2013410
Fcpm III Services B.v.
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $750.4M
- Reported positions
- 11
- Top holdings a year, 3 yrs
- -5.3%
- Average holding period
- 1.9 yrs
Fcpm III Services B.v. is a hedge fund that reported 11 positions worth $750.4M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Newamsterdam Pharma Company Ordinary (NAMS, 38.3%), Maplight Therapeutics Inc (MPLT, 15.4%), Dyne Therapeutics Inc (DYN, 11.4%). A portfolio copying its top holdings returned -5.3% a year over the last 3 years, against 16.1% for the S&P 500.
Fcpm III Services B.v. holdings all 11 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| NAMSNewamsterdam Pharma Company Ordinary | 38.3% | -7.7% | $287.7M |
| MPLTMaplight Therapeutics Inc | 15.4% | +0.0% | $115.6M |
| DYNDyne Therapeutics Inc | 11.4% | -17.1% | $85.5M |
| VORVor Biopharma Inc | 10.1% | +0.0% | $75.8M |
| GLTODamora Therapeutics Inc | 8.5% | +0.0% | $63.5M |
| REPLReplimune Group Inc | 4.1% | +0.0% | $31.1M |
| CBIOCrescent Biopharma Inc | 4.0% | +0.0% | $30.2M |
| AURAAura Biosciences Inc | 3.8% | — | $28.8M |
| ENGNenGene Holdings Inc. | 2.2% | +0.0% | $16.7M |
| BCYCBicycle Therapeutics PLC | 2.0% | +0.0% | $14.7M |
| 29286M113Engene Holdings Inc | 0.1% | +0.0% | $834K |
What Fcpm III Services B.v. bought and sold in Q2 2026, against Q1 2026.
New positions
- AURA Aura Biosciences Inc3.8% of 13F
Added to
No position grew by more than 5%.
Reduced
- DYN Dyne Therapeutics Inc-17.1% shares
- NAMS Newamsterdam Pharma Company Ordinary-7.7% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -27.7% /yr
- S&P 500 +11.7%
- 3 years
- -5.3% /yr
- S&P 500 +16.1%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $750.4M | 11 |
| Q1 2026 | $722.2M | 10 |
| Q4 2025 | $762.9M | 10 |
| Q3 2025 | $500.4M | 9 |
| Q2 2025 | $369.2M | 8 |
| Q1 2025 | $413.7M | 7 |
| Q4 2024 | $592.4M | 8 |
| Q3 2024 | $582.3M | 7 |
| Q2 2024 | $678.1M | 7 |
| Q1 2024 | $707.3M | 6 |
| Q4 2023 | $339.4M | 6 |
Questions about Fcpm III Services B.v.'s portfolio
What stocks does Fcpm III Services B.v. own?
Fcpm III Services B.v.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 11 positions worth $750.4M. The largest are Newamsterdam Pharma Company Ordinary (NAMS) at 38.3%, Maplight Therapeutics Inc (MPLT) at 15.4%, Dyne Therapeutics Inc (DYN) at 11.4%, Vor Biopharma Inc (VOR) at 10.1% and Damora Therapeutics Inc (GLTO) at 8.5%.
What did Fcpm III Services B.v. buy last quarter?
In Q2 2026, Fcpm III Services B.v. added a new position in Aura Biosciences Inc (AURA), compared with its Q1 2026 filing.
What did Fcpm III Services B.v. sell last quarter?
In Q2 2026, Fcpm III Services B.v. Dyne Therapeutics Inc (DYN) (-17.1% shares) and Newamsterdam Pharma Company Ordinary (NAMS) (-7.7% shares), compared with its Q1 2026 filing.
How has Fcpm III Services B.v.'s portfolio performed?
A portfolio copying Fcpm III Services B.v.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned -5.3% a year over the last 3 years, against +16.1% for the S&P 500. Over 1 year: -27.7% against +11.7%.
When is Fcpm III Services B.v.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Fcpm III Services B.v.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.