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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
Q2 		$56.3M Buy
528,000
+383,000
+264% +$46.4M 1.44% 20
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

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

Long Focus Capital Management's INSM Position: Q2 2026 in Review

Long Focus Capital Management increased its Insmed (INSM) stake by 264% in Q2 2026, buying an estimated $46.4M and bringing the position to 528,000 shares worth $56.3M. The position accounts for 1.44% of the portfolio, ranked #20.

Long Focus Capital Management first reported a position in INSM in Q4 2021 and has held it in 19 quarters since. 665 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

  • Long Focus Capital Management held 528,000 shares of Insmed worth $56.3M as of Q2 2026.
  • Long Focus Capital Management bought 383,000 Insmed shares in Q2 2026, an estimated $46.4M.
  • Insmed made up 1.44% of Long Focus Capital Management's portfolio in Q2 2026, its #20 holding.
  • Long Focus Capital Management first reported a position in Insmed in Q4 2021 and has held it in 19 quarters since.
  • 665 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

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