OAG
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Orbis Allan Gray’s Insmed INSM Stock Holding History

Orbis Allan Gray’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 		$306M Sell
1,872,824
-2,307,133
-55% -$355M 1.29% 31
2025
Q4 		$727M Buy
4,179,957
+929,089
+29% +$170M 3.05% 6
2025
Q3 		$468M Buy
3,250,868
+1,726,734
+113% +$212M 2.01% 18
2025
Q2 		$153M Buy
+1,524,134
New +$117M 0.75% 40

Other funds holding INSM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
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
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
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Orbis Allan Gray's INSM Position: Q1 2026 in Review

Orbis Allan Gray reduced its Insmed (INSM) stake by 55% in Q1 2026, selling an estimated $355M and leaving 1,872,824 shares worth $306M. The position accounts for 1.29% of the portfolio, ranked #31.

Orbis Allan Gray first reported a position in INSM in Q2 2025 and has held it in 4 quarters since. The position peaked at $727M in Q4 2025. 669 funds tracked by Wall St. Rank hold INSM as of Q1 2026.

  • Orbis Allan Gray held 1,872,824 shares of Insmed worth $306M as of Q1 2026.
  • Orbis Allan Gray sold 2,307,133 Insmed shares in Q1 2026, an estimated $355M.
  • Insmed made up 1.29% of Orbis Allan Gray's portfolio in Q1 2026, its #31 holding.
  • Orbis Allan Gray first reported a position in Insmed in Q2 2025 and has held it in 4 quarters since.
  • Orbis Allan Gray's Insmed position peaked at $727M in Q4 2025.
  • 669 funds tracked by Wall St. Rank held Insmed as of Q1 2026.

Based on Orbis Allan Gray's 13F filing for Q1 2026, filed 15 May 2026.