Long Focus Capital Management’s Insmed INSM Stock Holding History

Long Focus 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
2026 Q1	$23.7M	Buy	145,000 +20,000	+16%	+$3.07M	0.62%	44
2025 Q4	$21.8M	Sell	125,000 -213,000	-63%	-$38.9M	0.57%	48
2025 Q3	$48.7M	Sell	338,000 -182,200	-35%	-$22.3M	1.61%	15
2025 Q2	$52.4M	Sell	520,200 -110,600	-18%	-$8.46M	1.98%	13
2025 Q1	$48.1M	Sell	630,800 -20,000	-3%	-$1.53M	1.61%	14
2024 Q4	$44.9M	Buy	650,800 +21,900	+3%	+$1.58M	1.46%	16
2024 Q3	$45.9M	Sell	628,900 -112,000	-15%	-$8.27M	1.61%	14
2024 Q2	$49.6M	Buy	740,900 +309,251	+72%	+$12M	1.9%	12
2024 Q1	$11.7M	Buy	431,649 +60,000	+16%	+$1.68M	0.6%	36
2023 Q4	$11.5M	Hold	371,649	–	–	0.38%	34
2023 Q3	$9.38M	Hold	371,649	–	–	0.34%	36
2023 Q2	$7.84M	Buy	371,649 +10,000	+3%	+$190K	0.36%	41
2023 Q1	$6.17M	Buy	361,649 +36,649	+11%	+$712K	0.35%	47
2022 Q4	$6.49M	Buy	325,000 +55,000	+20%	+$1.06M	0.45%	45
2022 Q3	$5.82M	Buy	270,000 +20,000	+8%	+$480K	0.57%	37
2022 Q2	$4.93M	Buy	250,000 +90,000	+56%	+$1.89M	0.52%	43
2022 Q1	$3.76M	Buy	160,000 +80,000	+100%	+$1.86M	0.48%	48
2021 Q4	$2.18M	Buy	+80,000	New	+$2.29M	0.29%	52

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

Long Focus Capital Management's INSM Position: Q1 2026 in Review

Long Focus Capital Management increased its Insmed (INSM) stake by 16% in Q1 2026, buying an estimated $3.07M and bringing the position to 145,000 shares worth $23.7M. The position accounts for 0.62% of the portfolio, ranked #44.

Long Focus Capital Management first reported a position in INSM in Q4 2021 and has held it in 18 quarters since. The position peaked at $52.4M in Q2 2025. 669 funds tracked by Wall St. Rank hold INSM as of Q1 2026.

Long Focus Capital Management held 145,000 shares of Insmed worth $23.7M as of Q1 2026.
Long Focus Capital Management bought 20,000 Insmed shares in Q1 2026, an estimated $3.07M.
Insmed made up 0.62% of Long Focus Capital Management's portfolio in Q1 2026, its #44 holding.
Long Focus Capital Management first reported a position in Insmed in Q4 2021 and has held it in 18 quarters since.
Long Focus Capital Management's Insmed position peaked at $52.4M in Q2 2025.
669 funds tracked by Wall St. Rank held Insmed as of Q1 2026.

Based on Long Focus Capital Management's 13F filing for Q1 2026, filed 15 May 2026.