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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
Q2 		$648M Buy
6,076,487
+4,203,663
+224% +$509M 2.23% 14
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

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Orbis Allan Gray's INSM Position: Q2 2026 in Review

Orbis Allan Gray increased its Insmed (INSM) stake by 224% in Q2 2026, buying an estimated $509M and bringing the position to 6,076,487 shares worth $648M. The position accounts for 2.23% of the portfolio, ranked #14.

Orbis Allan Gray first reported a position in INSM in Q2 2025 and has held it in 5 quarters since. The position peaked at $727M in Q4 2025. 665 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

  • Orbis Allan Gray held 6,076,487 shares of Insmed worth $648M as of Q2 2026.
  • Orbis Allan Gray bought 4,203,663 Insmed shares in Q2 2026, an estimated $509M.
  • Insmed made up 2.23% of Orbis Allan Gray's portfolio in Q2 2026, its #14 holding.
  • Orbis Allan Gray first reported a position in Insmed in Q2 2025 and has held it in 5 quarters since.
  • Orbis Allan Gray's Insmed position peaked at $727M in Q4 2025.
  • 665 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Orbis Allan Gray's 13F filing for Q2 2026, filed 14 Aug 2026.