Logos Global Management’s Insmed INSM Stock Holding History

Logos Global 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 Q1	–	Sell	-450,000	Closed	-$31.1M	–	48
2024 Q4	$31.1M	Buy	+450,000	New	+$32.4M	3.64%	9

Other funds holding INSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BBA

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Logos Global Management's INSM Position: Q1 2025 in Review

Logos Global Management sold out of Insmed (INSM) in Q1 2025, closing a stake of 450,000 shares — an estimated $31.1M sold.

Logos Global Management first reported a position in INSM in Q4 2024 and held it in 1 quarter. The position peaked at $31.1M in Q4 2024. 441 funds tracked by Wall St. Rank hold INSM as of Q1 2025.

Logos Global Management reported no remaining Insmed position as of Q1 2025 after selling out during the quarter.
Logos Global Management sold 450,000 Insmed shares in Q1 2025, an estimated $31.1M.
Logos Global Management first reported a position in Insmed in Q4 2024 and held it in 1 quarter.
Logos Global Management's Insmed position peaked at $31.1M in Q4 2024.
441 funds tracked by Wall St. Rank held Insmed as of Q1 2025.

Based on Logos Global Management's 13F filing for Q1 2025, filed 15 May 2025.