RA Capital Management’s Insmed INSM Stock Holding History

RA 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
2025 Q2	–	Sell	-200,000	Closed	-$15.3M	–	76
2025 Q1	$15.3M	Hold	200,000	–	–	0.25%	54
2024 Q4	$13.8M	Hold	200,000	–	–	0.18%	68
2024 Q3	$14.6M	Hold	200,000	–	–	0.17%	59
2024 Q2	$13.4M	Buy	+200,000	New	+$7.76M	0.18%	60
2020 Q3	–	Sell	-87,405	Closed	-$2.41M	–	72
2020 Q2	$2.41M	Hold	87,405	–	–	0.05%	55
2020 Q1	$1.4M	Buy	+87,405	New	+$2.07M	0.04%	47
2017 Q4	–	Sell	-722,714	Closed	-$22.6M	–	28
2017 Q3	$22.6M	Buy	+722,714	New	+$13.8M	2.04%	13
2013 Q4	–	Sell	-2,983,319	Closed	-$46.6M	–	34
2013 Q3	$46.6M	Buy	2,983,319 +550,000	+23%	+$6.99M	4.86%	6
2013 Q2	$29.1M	Buy	+2,433,319	New	+$24.9M	3.86%	10

Other funds holding INSM

DGM

Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

RA Capital Management's INSM Position: Q2 2025 in Review

RA Capital Management sold out of Insmed (INSM) in Q2 2025, closing a stake of 200,000 shares — an estimated $15.3M sold.

RA Capital Management first reported a position in INSM in Q2 2013 and held it in 9 quarters. The position peaked at $46.6M in Q3 2013. 516 funds tracked by Wall St. Rank hold INSM as of Q2 2025.

RA Capital Management reported no remaining Insmed position as of Q2 2025 after selling out during the quarter.
RA Capital Management sold 200,000 Insmed shares in Q2 2025, an estimated $15.3M.
RA Capital Management first reported a position in Insmed in Q2 2013 and held it in 9 quarters.
RA Capital Management's Insmed position peaked at $46.6M in Q3 2013.
516 funds tracked by Wall St. Rank held Insmed as of Q2 2025.

Based on RA Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.