DGM
INSM icon

Darwin Global Management’s Insmed INSM Stock Holding History

Darwin Global 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 		$2.58B Sell
16,805,184
-4,128,093
-20% -$635M 68.33% 1
2025
Q4 		$3.64B Buy
20,933,277
+475,832
+2% +$86.8M 73.78% 1
2025
Q3 		$2.9B Buy
20,457,445
+1,112,824
+6% +$136M 80.54% 1
2025
Q2 		$1.92B Buy
19,344,621
+3,946,646
+26% +$302M 80.75% 1
2025
Q1 		$1.2B Buy
15,397,975
+2,437,437
+19% +$186M 82.08% 1
2024
Q4 		$895M Buy
12,960,538
+2,463,261
+23% +$177M 84.75% 1
2024
Q3 		$766M Buy
10,497,277
+6,956,182
+196% +$513M 62.31% 1
2024
Q2 		$237M Buy
+3,541,095
New +$137M 27.58% 2

Other funds holding INSM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Darwin Global Management's INSM Position: Q1 2026 in Review

Darwin Global Management reduced its Insmed (INSM) stake by 20% in Q1 2026, selling an estimated $635M and leaving 16,805,184 shares worth $2.58B. The position accounts for 68.33% of the portfolio, ranked #1.

Darwin Global Management first reported a position in INSM in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.64B in Q4 2025. 669 funds tracked by Wall St. Rank hold INSM as of Q1 2026.

  • Darwin Global Management held 16,805,184 shares of Insmed worth $2.58B as of Q1 2026.
  • Darwin Global Management sold 4,128,093 Insmed shares in Q1 2026, an estimated $635M.
  • Insmed made up 68.33% of Darwin Global Management's portfolio in Q1 2026, its #1 holding.
  • Darwin Global Management first reported a position in Insmed in Q2 2024 and has held it in 8 quarters since.
  • Darwin Global Management's Insmed position peaked at $3.64B in Q4 2025.
  • 669 funds tracked by Wall St. Rank held Insmed as of Q1 2026.

Based on Darwin Global Management's 13F filing for Q1 2026, filed 15 May 2026.