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Redmile Group’s Insmed INSM Stock Holding History

Redmile Group’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 		$5.46M Buy
+51,234
New +$6.2M 0.37% 32
2018
Q3 		– Sell
-2,033,492
Closed -$48.1M – 89
2018
Q2 		$48.1M Sell
2,033,492
-132,870
-6% -$3.42M 1.63% 22
2018
Q1 		$48.8M Sell
2,166,362
-82,900
-4% -$2.18M 1.88% 19
2017
Q4 		$70.1M Buy
2,249,262
+257,616
+13% +$7.61M 3.05% 8
2017
Q3 		$62.2M Buy
1,991,646
+1,979,266
+15,988% +$37.7M 3.07% 8
2017
Q2 		$212K Buy
+12,380
New +$211K 0.01% 60
2016
Q1 		– Sell
-1,391,813
Closed -$25.3M – 52
2015
Q4 		$25.3M Buy
1,391,813
+443,847
+47% +$7.82M 1.89% 21
2015
Q3 		$17.6M Buy
947,966
+80,620
+9% +$2.01M 1.33% 24
2015
Q2 		$21.2M Sell
867,346
-514,482
-37% -$11.7M 1.74% 23
2015
Q1 		$28.7M Buy
1,381,828
+369,457
+36% +$6.51M 2.58% 12
2014
Q4 		$15.7M Sell
1,012,371
-78,253
-7% -$1.11M 1.71% 25
2014
Q3 		$14.2M Buy
+1,090,624
New +$16.4M 1.64% 26

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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Redmile Group's INSM Position: Q2 2026 in Review

Redmile Group opened a new position in Insmed (INSM) in Q2 2026: 51,234 shares worth $5.46M. The stake represents 0.37% of the portfolio and ranks #32 among its holdings. This is a return to the name: Redmile Group previously reported a position in INSM as recently as Q2 2018.

Redmile Group first reported a position in INSM in Q3 2014 and has held it in 12 quarters since. The position peaked at $70.1M in Q4 2017. 666 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

  • Redmile Group held 51,234 shares of Insmed worth $5.46M as of Q2 2026.
  • Insmed was a new Redmile Group position in Q2 2026.
  • Insmed made up 0.37% of Redmile Group's portfolio in Q2 2026, its #32 holding.
  • Redmile Group first reported a position in Insmed in Q3 2014 and has held it in 12 quarters since.
  • Redmile Group's Insmed position peaked at $70.1M in Q4 2017.
  • 666 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Redmile Group's 13F filing for Q2 2026, filed 14 Aug 2026.