Cormorant Asset Management’s Insmed INSM Stock Holding History

Cormorant Asset 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
2026 Q1	$31.1M	Sell	190,000 -85,000	-31%	-$13.1M	1.57%	18
2025 Q4	$47.9M	Sell	275,000 -155,000	-36%	-$28.3M	2.71%	14
2025 Q3	$61.9M	Sell	430,000 -110,000	-20%	-$13.5M	4.27%	9
2025 Q2	$54.3M	Buy	540,000 +15,000	+3%	+$1.15M	4.05%	7
2025 Q1	$40.1M	Sell	525,000 -125,000	-19%	-$9.56M	3.03%	9
2024 Q4	$44.9M	Buy	650,000 +150,000	+30%	+$10.8M	2.46%	10
2024 Q3	$36.5M	Sell	500,000 -175,000	-26%	-$12.9M	1.94%	18
2024 Q2	$45.2M	Buy	675,000 +100,000	+17%	+$3.88M	2.63%	12
2024 Q1	$15.6M	Hold	575,000	–	–	0.69%	37
2023 Q4	$17.8M	Hold	575,000	–	–	0.85%	30
2023 Q3	$14.5M	Buy	+575,000	New	+$13.2M	0.85%	29
2021 Q3	–	Sell	-250,000	Closed	-$7.12M	–	95
2021 Q2	$7.12M	Sell	250,000 -50,000	-17%	-$1.48M	0.28%	74
2021 Q1	$10.2M	Hold	300,000	–	–	0.29%	73
2020 Q4	$9.99M	Sell	300,000 -50,000	-14%	-$1.83M	0.29%	65
2020 Q3	$11.2M	Sell	350,000 -100,000	-22%	-$2.87M	0.49%	53
2020 Q2	$12.4M	Buy	450,000 +87,727	+24%	+$2.08M	0.54%	53
2020 Q1	$5.81M	Buy	+362,273	New	+$8.59M	0.33%	56

Other funds holding INSM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return