Deep Track Capital’s Insmed INSM Stock Holding History

Deep Track Capital’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
2025 Q3	–	Sell	-1,750,000	Closed	-$176M	–	62
2025 Q2	$176M	Buy	1,750,000 +1,495,249	+587%	+$114M	5.65%	5
2025 Q1	$19.4M	Buy	+254,751	New	+$19.5M	0.63%	39
2024 Q3	–	Sell	-2,000,000	Closed	-$134M	–	77
2024 Q2	$134M	Sell	2,000,000 -2,783,679	-58%	-$108M	4%	6
2024 Q1	$130M	Sell	4,783,679 -566,321	-11%	-$15.8M	3.72%	4
2023 Q4	$166M	Sell	5,350,000 -650,000	-11%	-$16.9M	5.54%	1
2023 Q3	$152M	Sell	6,000,000 -500,000	-8%	-$11.4M	5.85%	1
2023 Q2	$137M	Hold	6,500,000	–	–	6.35%	2
2023 Q1	$111M	Buy	6,500,000 +2,235,708	+52%	+$43.4M	4.55%	5
2022 Q4	$85.2M	Buy	+4,264,292	New	+$82.4M	3.58%	6

Other funds holding INSM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DGM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BBA

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Deep Track Capital's INSM Position: Q3 2025 in Review

Deep Track Capital sold out of Insmed (INSM) in Q3 2025, closing a stake of 1,750,000 shares — an estimated $176M sold.

Deep Track Capital first reported a position in INSM in Q4 2022 and held it in 9 quarters. The position peaked at $176M in Q2 2025. 566 funds tracked by Wall St. Rank hold INSM as of Q3 2025.

Deep Track Capital reported no remaining Insmed position as of Q3 2025 after selling out during the quarter.
Deep Track Capital sold 1,750,000 Insmed shares in Q3 2025, an estimated $176M.
Deep Track Capital first reported a position in Insmed in Q4 2022 and held it in 9 quarters.
Deep Track Capital's Insmed position peaked at $176M in Q2 2025.
566 funds tracked by Wall St. Rank held Insmed as of Q3 2025.

Based on Deep Track Capital's 13F filing for Q3 2025, filed 14 Nov 2025.