John Overdeck’s Insmed INSM Stock Holding History

John Overdeck’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	$586K	Buy	+5,500	New	+$666K	﹤0.01%	4042

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

John Overdeck's INSM Position: Q2 2026 in Review

John Overdeck increased its Insmed (INSM) stake by 424% in Q2 2026, buying an estimated $122M and bringing the position to 1,242,222 shares worth $132M. The position accounts for 0.1% of the portfolio, ranked #234.

John Overdeck first reported a position in INSM in Q2 2013 and has held it in 38 quarters since. The position peaked at $167M in Q4 2025. 663 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

John Overdeck held 1,242,222 shares of Insmed worth $132M as of Q2 2026.
John Overdeck bought 1,005,205 Insmed shares in Q2 2026, an estimated $122M.
Insmed made up 0.1% of John Overdeck's portfolio in Q2 2026, its #234 holding.
John Overdeck first reported a position in Insmed in Q2 2013 and has held it in 38 quarters since.
John Overdeck's Insmed position peaked at $167M in Q4 2025.
663 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.