Alkeon Capital Management
INSM icon

Alkeon Capital Management’s Insmed INSM Stock Holding History

Alkeon Capital Management’s Portfolio INSM Stock Details INSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-500,000
Closed -$72M – 117
2025
Q3 		$72M Hold
500,000
– – 0.11% 71
2025
Q2 		$50.3M Buy
+500,000
New +$38.2M 0.08% 77

Other funds holding INSM

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Alkeon Capital Management's INSM Position: Q4 2025 in Review

Alkeon Capital Management sold out of Insmed (INSM) in Q4 2025, closing a stake of 500,000 shares — an estimated $72M sold.

Alkeon Capital Management first reported a position in INSM in Q2 2025 and held it in 2 quarters. The position peaked at $72M in Q3 2025. 677 funds tracked by Wall St. Rank hold INSM as of Q4 2025.

  • Alkeon Capital Management reported no remaining Insmed position as of Q4 2025 after selling out during the quarter.
  • Alkeon Capital Management sold 500,000 Insmed shares in Q4 2025, an estimated $72M.
  • Alkeon Capital Management first reported a position in Insmed in Q2 2025 and held it in 2 quarters.
  • Alkeon Capital Management's Insmed position peaked at $72M in Q3 2025.
  • 677 funds tracked by Wall St. Rank held Insmed as of Q4 2025.

Based on Alkeon Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.