Avidity Partners Management’s Insmed INSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-17,700	Closed	-$3.08M	–	60
2025 Q4	$3.08M	Buy	17,700 +6,100	+53%	+$1.11M	0.89%	25
2025 Q3	$1.67M	Sell	11,600 -47,400	-80%	-$5.81M	0.38%	41
2025 Q2	$5.94M	Sell	59,000 -48,000	-45%	-$3.67M	1.19%	31
2025 Q1	$8.16M	Sell	107,000 -125,800	-54%	-$9.62M	1.68%	22
2024 Q4	$16.1M	Sell	232,800 -359,200	-61%	-$25.9M	1.6%	26
2024 Q3	$43.2M	Buy	592,000 +162,000	+38%	+$12M	2.2%	14
2024 Q2	$28.8M	Buy	+430,000	New	+$16.7M	1.22%	34
2022 Q2	–	Sell	-1,354,539	Closed	-$31.8M	–	90
2022 Q1	$31.8M	Sell	1,354,539 -95,461	-7%	-$2.22M	0.71%	39
2021 Q4	$39.5M	Buy	1,450,000 +158,000	+12%	+$4.52M	0.84%	40
2021 Q3	$35.6M	Buy	1,292,000 +141,950	+12%	+$3.72M	0.91%	41
2021 Q2	$32.7M	Buy	+1,150,050	New	+$34.1M	0.88%	42