Dmitry Balyasny’s Insmed INSM Stock Holding History

Dmitry Balyasny’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	$1.78M	Buy	16,700 +5,800	+53%	+$702K	﹤0.01%	1884
2026 Q1	$1.78M	Sell	10,900 -800	-7%	-$123K	﹤0.01%	1834
2025 Q4	$2.04M	Sell	11,700 -14,200	-55%	-$2.59M	﹤0.01%	1855
2025 Q3	$3.73M	Buy	+25,900	New	+$3.17M	﹤0.01%	1516
2025 Q1	–	Sell	-125,000	Closed	-$8.63M	–	3028
2024 Q4	$8.63M	Buy	+125,000	New	+$9M	0.01%	1027

Other funds holding INSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 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 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

Dmitry Balyasny's INSM Position: Q2 2026 in Review

Dmitry Balyasny increased its Insmed (INSM) stake by 498% in Q2 2026, buying an estimated $134M and bringing the position to 1,326,430 shares worth $141M. The position accounts for 0.18% of the portfolio, ranked #128.

Dmitry Balyasny first reported a position in INSM in Q3 2018 and has held it in 16 quarters since. 663 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

Dmitry Balyasny held 1,326,430 shares of Insmed worth $141M as of Q2 2026.
Dmitry Balyasny bought 1,104,723 Insmed shares in Q2 2026, an estimated $134M.
Insmed made up 0.18% of Dmitry Balyasny's portfolio in Q2 2026, its #128 holding.
Dmitry Balyasny first reported a position in Insmed in Q3 2018 and has held it in 16 quarters since.
663 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

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