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Defilade Capital Management’s Insmed INSM Stock Holding History

Defilade Capital 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 		$30M Buy
281,838
+86,929
+45% +$10.5M 4.02% 7
2026
Q1 		$31.9M Buy
194,909
+144,909
+290% +$22.3M 4.48% 7
2025
Q4 		$8.7M Buy
+50,000
New +$9.12M 1.18% 28

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
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 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

Defilade Capital Management's INSM Position: Q2 2026 in Review

Defilade Capital Management increased its Insmed (INSM) stake by 45% in Q2 2026, buying an estimated $10.5M and bringing the position to 281,838 shares worth $30M. The position accounts for 4.02% of the portfolio, ranked #7.

Defilade Capital Management first reported a position in INSM in Q4 2025 and has held it in 3 quarters since. The position peaked at $31.9M in Q1 2026. 665 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

  • Defilade Capital Management held 281,838 shares of Insmed worth $30M as of Q2 2026.
  • Defilade Capital Management bought 86,929 Insmed shares in Q2 2026, an estimated $10.5M.
  • Insmed made up 4.02% of Defilade Capital Management's portfolio in Q2 2026, its #7 holding.
  • Defilade Capital Management first reported a position in Insmed in Q4 2025 and has held it in 3 quarters since.
  • Defilade Capital Management's Insmed position peaked at $31.9M in Q1 2026.
  • 665 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

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