Rheos Capital Works’s Inspire Medical Systems INSP Stock Holding History

Rheos Capital Works’s Portfolio INSP Stock Details INSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.24M	Hold	117,400	–	–	0.3%	78
2026 Q1	$6.05M	Hold	117,400	–	–	0.4%	66
2025 Q4	$10.8M	Buy	117,400 +65,000	+124%	+$6.22M	0.69%	47
2025 Q3	$3.89M	Hold	52,400	–	–	0.22%	61
2025 Q2	$6.8M	Hold	52,400	–	–	0.39%	58
2025 Q1	$8.35M	Hold	52,400	–	–	0.68%	53
2024 Q4	$9.71M	Hold	52,400	–	–	0.54%	66
2024 Q3	$11.1M	Sell	52,400 -27,000	-34%	-$4.69M	0.58%	59
2024 Q2	$10.6M	Hold	79,400	–	–	0.56%	56
2024 Q1	$17.1M	Buy	79,400 +16,300	+26%	+$3.2M	0.82%	35
2023 Q4	$12.8M	Hold	63,100	–	–	0.71%	46
2023 Q3	$12.5M	Buy	63,100 +43,100	+216%	+$10.9M	0.75%	43
2023 Q2	$6.49M	Buy	+20,000	New	+$5.71M	0.35%	78

Other funds holding INSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SCM

Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Rheos Capital Works's INSP Position: Q2 2026 in Review

Rheos Capital Works held its Inspire Medical Systems (INSP) position steady in Q2 2026 at 117,400 shares worth $5.24M. The position accounts for 0.3% of the portfolio, ranked #78.

Rheos Capital Works first reported a position in INSP in Q2 2023 and has held it in 13 quarters since. The position peaked at $17.1M in Q1 2024. 276 funds tracked by Wall St. Rank hold INSP as of Q2 2026.

Rheos Capital Works held 117,400 shares of Inspire Medical Systems worth $5.24M as of Q2 2026.
Rheos Capital Works left its Inspire Medical Systems share count unchanged in Q2 2026.
Inspire Medical Systems made up 0.3% of Rheos Capital Works's portfolio in Q2 2026, its #78 holding.
Rheos Capital Works first reported a position in Inspire Medical Systems in Q2 2023 and has held it in 13 quarters since.
Rheos Capital Works's Inspire Medical Systems position peaked at $17.1M in Q1 2024.
276 funds tracked by Wall St. Rank held Inspire Medical Systems as of Q2 2026.

Based on Rheos Capital Works's 13F filing for Q2 2026, filed 7 Aug 2026.