CAM
Cormorant Asset Management’s Insmed INSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.3M | Buy |
540,000
+15,000
| +3% | +$1.51M | 4.05% | 7 |
|
|
2025
Q1 | $40.1M | Sell |
525,000
-125,000
| -19% | -$9.54M | 3.01% | 9 |
|
|
2024
Q4 | $44.9M | Buy |
650,000
+150,000
| +30% | +$10.4M | 2.46% | 10 |
|
|
2024
Q3 | $36.5M | Sell |
500,000
-175,000
| -26% | -$12.8M | 1.94% | 18 |
|
|
2024
Q2 | $45.2M | Buy |
675,000
+100,000
| +17% | +$6.7M | 2.61% | 12 |
|
|
2024
Q1 | $15.6M | Hold |
575,000
| – | – | 0.68% | 37 |
|
|
2023
Q4 | $17.8M | Hold |
575,000
| – | – | 0.85% | 30 |
|
|
2023
Q3 | $14.5M | Buy |
+575,000
| New | +$14.5M | 0.85% | 29 |
|
|
2021
Q3 | – | Sell |
-250,000
| Closed | -$7.12M | – | 93 |
|
|
2021
Q2 | $7.12M | Sell |
250,000
-50,000
| -17% | -$1.42M | 0.24% | 70 |
|
|
2021
Q1 | $10.2M | Hold |
300,000
| – | – | 0.23% | 68 |
|
|
2020
Q4 | $9.99M | Sell |
300,000
-50,000
| -14% | -$1.66M | 0.24% | 59 |
|
|
2020
Q3 | $11.2M | Sell |
350,000
-100,000
| -22% | -$3.21M | 0.43% | 49 |
|
|
2020
Q2 | $12.4M | Buy |
450,000
+87,727
| +24% | +$2.42M | 0.47% | 49 |
|
|
2020
Q1 | $5.81M | Buy |
+362,273
| New | +$5.81M | 0.27% | 51 |
|