Duquesne Family Office’s Insmed INSM Stock Holding History

Duquesne Family Office’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	$152M	Buy	1,424,690 +270,600	+23%	+$32.8M	2.92%	5
2026 Q1	$189M	Sell	1,154,090 -327,662	-22%	-$50.4M	5.59%	2
2025 Q4	$258M	Sell	1,481,752 -941,683	-39%	-$172M	5.74%	3
2025 Q3	$349M	Buy	2,423,435 +170,000	+8%	+$20.8M	8.59%	2
2025 Q2	$227M	Buy	2,253,435 +884,385	+65%	+$67.6M	5.57%	3
2025 Q1	$104M	Buy	1,369,050 +775,580	+131%	+$59.3M	3.41%	8
2024 Q4	$41M	Buy	593,470 +573,470	+2,867%	+$41.3M	1.1%	28
2024 Q3	$1.46M	Hold	20,000	–	–	0.05%	72
2024 Q2	$1.34M	Buy	+20,000	New	+$776K	0.05%	60
2020 Q3	–	Sell	-1,227,400	Closed	-$33.8M	–	73
2020 Q2	$33.8M	Buy	+1,227,400	New	+$29.1M	1.03%	27

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

Duquesne Family Office's INSM Position: Q2 2026 in Review

Duquesne Family Office increased its Insmed (INSM) stake by 23% in Q2 2026, buying an estimated $32.8M and bringing the position to 1,424,690 shares worth $152M. The position accounts for 2.92% of the portfolio, ranked #5.

Duquesne Family Office first reported a position in INSM in Q2 2020 and has held it in 10 quarters since. The position peaked at $349M in Q3 2025. 665 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

Duquesne Family Office held 1,424,690 shares of Insmed worth $152M as of Q2 2026.
Duquesne Family Office bought 270,600 Insmed shares in Q2 2026, an estimated $32.8M.
Insmed made up 2.92% of Duquesne Family Office's portfolio in Q2 2026, its #5 holding.
Duquesne Family Office first reported a position in Insmed in Q2 2020 and has held it in 10 quarters since.
Duquesne Family Office's Insmed position peaked at $349M in Q3 2025.
665 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Duquesne Family Office's 13F filing for Q2 2026, filed 14 Aug 2026.