First Turn Management’s Insmed INSM Stock Holding History

First Turn 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 Q1	$40.6M	Sell	248,475 -15,818	-6%	-$2.43M	4.54%	7
2025 Q4	$46M	Sell	264,293 -55,480	-17%	-$10.1M	5.26%	3
2025 Q3	$46.1M	Sell	319,773 -52,899	-14%	-$6.48M	6.91%	1
2025 Q2	$37.5M	Sell	372,672 -28,957	-7%	-$2.21M	7%	1
2025 Q1	$30.6M	Sell	401,629 -45,351	-10%	-$3.47M	6.18%	1
2024 Q4	$30.9M	Buy	446,980 +90,529	+25%	+$6.52M	5.53%	1
2024 Q3	$26M	Buy	356,451 +33,091	+10%	+$2.44M	4.12%	3
2024 Q2	$21.7M	Buy	+323,360	New	+$12.5M	3.52%	8

Other funds holding INSM

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

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

DGM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BBA

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

First Turn Management's INSM Position: Q1 2026 in Review

First Turn Management reduced its Insmed (INSM) stake by 6% in Q1 2026, selling an estimated $2.43M and leaving 248,475 shares worth $40.6M. The position accounts for 4.54% of the portfolio, ranked #7.

First Turn Management first reported a position in INSM in Q2 2024 and has held it in 8 quarters since. The position peaked at $46.1M in Q3 2025. 669 funds tracked by Wall St. Rank hold INSM as of Q1 2026.

First Turn Management held 248,475 shares of Insmed worth $40.6M as of Q1 2026.
First Turn Management sold 15,818 Insmed shares in Q1 2026, an estimated $2.43M.
Insmed made up 4.54% of First Turn Management's portfolio in Q1 2026, its #7 holding.
First Turn Management first reported a position in Insmed in Q2 2024 and has held it in 8 quarters since.
First Turn Management's Insmed position peaked at $46.1M in Q3 2025.
669 funds tracked by Wall St. Rank held Insmed as of Q1 2026.

Based on First Turn Management's 13F filing for Q1 2026, filed 15 May 2026.