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Lee Ainslie’s Insmed INSM Stock Holding History

Lee Ainslie’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 		$229M Buy
+2,150,762
New +$260M 2.03% 23
2025
Q4 		– Sell
-656,539
Closed -$94.5M – 224
2025
Q3 		$94.5M Sell
656,539
-147,594
-18% -$18.1M 1.26% 25
2025
Q2 		$80.9M Buy
804,133
+379,008
+89% +$29M 1.22% 25
2025
Q1 		$32.4M Buy
+425,125
New +$32.5M 0.57% 47

Other funds holding INSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
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
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
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

Lee Ainslie's INSM Position: Q2 2026 in Review

Lee Ainslie opened a new position in Insmed (INSM) in Q2 2026: 2,150,762 shares worth $229M. The stake represents 2.03% of the portfolio and ranks #23 among its holdings. This is a return to the name: Lee Ainslie previously reported a position in INSM as recently as Q3 2025.

Lee Ainslie first reported a position in INSM in Q1 2025 and has held it in 4 quarters since. 663 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

  • Lee Ainslie held 2,150,762 shares of Insmed worth $229M as of Q2 2026.
  • Insmed was a new Lee Ainslie position in Q2 2026.
  • Insmed made up 2.03% of Lee Ainslie's portfolio in Q2 2026, its #23 holding.
  • Lee Ainslie first reported a position in Insmed in Q1 2025 and has held it in 4 quarters since.
  • 663 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Maverick Capital's 13F filing for Q2 2026, filed 14 Aug 2026.