Novo Holdings A/S’s Insmed INSM Stock Holding History

Novo Holdings A/S’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	$12.9M	Buy	+120,723	New	+$14.6M	0.75%	23
2026 Q1	–	Sell	-200,000	Closed	-$34.8M	–	23
2025 Q4	$34.8M	Hold	200,000	–	–	2.7%	16
2025 Q3	$28.8M	Sell	200,000 -480,000	-71%	-$58.8M	1.86%	19
2025 Q2	$68.4M	Sell	680,000 -44,666	-6%	-$3.42M	4.83%	7
2025 Q1	$55.3M	Hold	724,666	–	–	4.21%	7
2024 Q4	$50M	Hold	724,666	–	–	3.03%	10
2024 Q3	$52.9M	Sell	724,666 -75,334	-9%	-$5.56M	2.63%	12
2024 Q2	$53.6M	Sell	800,000 -539,304	-40%	-$20.9M	2.89%	9
2024 Q1	$36.3M	Hold	1,339,304	–	–	2.51%	13
2023 Q4	$41.5M	Hold	1,339,304	–	–	2.56%	15
2023 Q3	$33.8M	Hold	1,339,304	–	–	2.5%	17
2023 Q2	$28.3M	Hold	1,339,304	–	–	2.18%	17
2023 Q1	$22.8M	Buy	1,339,304 +499,304	+59%	+$9.7M	1.51%	22
2022 Q4	$16.8M	Buy	840,000 +70,000	+9%	+$1.35M	1.05%	24
2022 Q3	$16.6M	Hold	770,000	–	–	0.79%	26
2022 Q2	$15.2M	Buy	770,000 +64,162	+9%	+$1.34M	0.75%	25
2022 Q1	$16.6M	Buy	705,838 +9,998	+1%	+$232K	0.88%	21
2021 Q4	$19M	Hold	695,840	–	–	0.9%	22
2021 Q3	$19.2M	Hold	695,840	–	–	0.99%	24
2021 Q2	$19.8M	Buy	695,840 +239,209	+52%	+$7.1M	0.88%	24
2021 Q1	$15.6M	Buy	456,631 +26,524	+6%	+$1.01M	0.64%	27
2020 Q4	$14.3M	Hold	430,107	–	–	0.61%	29
2020 Q3	$13.8M	Hold	430,107	–	–	0.69%	23
2020 Q2	$11.8M	Buy	+430,107	New	+$10.2M	0.76%	22

Other funds holding INSM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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 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 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

Novo Holdings A/S's INSM Position: Q2 2026 in Review

Novo Holdings A/S opened a new position in Insmed (INSM) in Q2 2026: 120,723 shares worth $12.9M. The stake represents 0.75% of the portfolio and ranks #23 among its holdings. This is a return to the name: Novo Holdings A/S previously reported a position in INSM as recently as Q4 2025.

Novo Holdings A/S first reported a position in INSM in Q2 2020 and has held it in 24 quarters since. The position peaked at $68.4M in Q2 2025. 666 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

Novo Holdings A/S held 120,723 shares of Insmed worth $12.9M as of Q2 2026.
Insmed was a new Novo Holdings A/S position in Q2 2026.
Insmed made up 0.75% of Novo Holdings A/S's portfolio in Q2 2026, its #23 holding.
Novo Holdings A/S first reported a position in Insmed in Q2 2020 and has held it in 24 quarters since.
Novo Holdings A/S's Insmed position peaked at $68.4M in Q2 2025.
666 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Novo Holdings A/S's 13F filing for Q2 2026, filed 14 Aug 2026.