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
Q2 		$674M Sell
6,431,163
-10,374,021
-62% -$1.26B 17.91% 2
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Darwin Global Management's INSM Position: Q2 2026 in Review

Darwin Global Management reduced its Insmed (INSM) stake by 62% in Q2 2026, selling an estimated $1.26B and leaving 6,431,163 shares worth $674M. The position accounts for 17.91% of the portfolio, ranked #2.

Darwin Global Management first reported a position in INSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.64B in Q4 2025. 665 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

  • Darwin Global Management held 6,431,163 shares of Insmed worth $674M as of Q2 2026.
  • Darwin Global Management sold 10,374,021 Insmed shares in Q2 2026, an estimated $1.26B.
  • Insmed made up 17.91% of Darwin Global Management's portfolio in Q2 2026, its #2 holding.
  • Darwin Global Management first reported a position in Insmed in Q2 2024 and has held it in 9 quarters since.
  • Darwin Global Management's Insmed position peaked at $3.64B in Q4 2025.
  • 665 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Darwin Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.