NWI Management’s Insmed INSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$72.5M	Buy	720,000 +270,000	+60%	+$27.2M	3.81%	4
2025 Q1	$34.3M	Buy	450,000 +171,000	+61%	+$13M	4.31%	6
2024 Q4	$19.3M	Buy	279,000 +181,460	+186%	+$12.5M	0.85%	17
2024 Q3	$7.12M	Buy	+97,540	New	+$7.12M	0.19%	21