Kingdon Capital Management’s Insmed INSM Stock Holding History

Kingdon 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
2025 Q2	–	Sell	-215,000	Closed	-$16.4M	–	78
2025 Q1	$16.4M	Sell	215,000 -10,000	-4%	-$765K	1.74%	9
2024 Q4	$15.5M	Sell	225,000 -175,000	-44%	-$12.6M	2.21%	10
2024 Q3	$29.2M	Sell	400,000 -225,000	-36%	-$16.6M	3.24%	3
2024 Q2	$41.9M	Buy	625,000 +170,000	+37%	+$6.59M	4.49%	2
2024 Q1	$12.3M	Buy	455,000 +50,000	+12%	+$1.4M	1.35%	26
2023 Q4	$12.6M	Buy	+405,000	New	+$10.5M	1.57%	24
2014 Q4	–	Sell	-400,000	Closed	-$5.22M	–	162
2014 Q3	$5.22M	Buy	+400,000	New	+$6.03M	0.23%	104

Other funds holding INSM

DGM

Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Kingdon Capital Management's INSM Position: Q2 2025 in Review

Kingdon Capital Management sold out of Insmed (INSM) in Q2 2025, closing a stake of 215,000 shares — an estimated $16.4M sold.

Kingdon Capital Management first reported a position in INSM in Q3 2014 and held it in 7 quarters. The position peaked at $41.9M in Q2 2024. 516 funds tracked by Wall St. Rank hold INSM as of Q2 2025.

Kingdon Capital Management reported no remaining Insmed position as of Q2 2025 after selling out during the quarter.
Kingdon Capital Management sold 215,000 Insmed shares in Q2 2025, an estimated $16.4M.
Kingdon Capital Management first reported a position in Insmed in Q3 2014 and held it in 7 quarters.
Kingdon Capital Management's Insmed position peaked at $41.9M in Q2 2024.
516 funds tracked by Wall St. Rank held Insmed as of Q2 2025.

Based on Kingdon Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.