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Samlyn Capital’s Insmed INSM Stock Holding History

Samlyn Capital’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 		$78.1M Buy
732,568
+315,363
+76% +$38.2M 1.27% 25
2026
Q1 		$68.2M Buy
417,205
+47,630
+13% +$7.32M 1.16% 29
2025
Q4 		$64.3M Buy
369,575
+76,932
+26% +$14M 1.02% 28
2025
Q3 		$42.1M Buy
+292,643
New +$35.9M 0.58% 51
2025
Q1 		– Sell
-159,064
Closed -$11M – 99
2024
Q4 		$11M Sell
159,064
-52,434
-25% -$3.78M 0.17% 86
2024
Q3 		$15.4M Sell
211,498
-147,756
-41% -$10.9M 0.23% 77
2024
Q2 		$24.1M Sell
359,254
-228,380
-39% -$8.86M 0.4% 68
2024
Q1 		$15.9M Sell
587,634
-699,234
-54% -$19.6M 0.27% 82
2023
Q4 		$39.9M Sell
1,286,868
-94,189
-7% -$2.44M 0.79% 40
2023
Q3 		$34.9M Sell
1,381,057
-596,233
-30% -$13.6M 0.57% 58
2023
Q2 		$41.7M Sell
1,977,290
-266
-0% -$5.05K 0.71% 47
2023
Q1 		$33.7M Buy
1,977,556
+39,261
+2% +$763K 0.61% 49
2022
Q4 		$38.7M Buy
1,938,295
+751,428
+63% +$14.5M 0.76% 46
2022
Q3 		$25.6M Buy
1,186,867
+68,194
+6% +$1.64M 0.48% 56
2022
Q2 		$22.1M Buy
1,118,673
+51,912
+5% +$1.09M 0.44% 56
2022
Q1 		$25.1M Sell
1,066,761
-240,231
-18% -$5.58M 0.36% 67
2021
Q4 		$35.6M Buy
1,306,992
+43,589
+3% +$1.25M 0.49% 53
2021
Q3 		$34.8M Buy
1,263,403
+52,689
+4% +$1.38M 0.47% 60
2021
Q2 		$34.5M Buy
1,210,714
+652,579
+117% +$19.4M 0.51% 54
2021
Q1 		$19M Sell
558,135
-132,276
-19% -$5.06M 0.26% 76
2020
Q4 		$23M Buy
+690,411
New +$25.2M 0.33% 71

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

Samlyn Capital's INSM Position: Q2 2026 in Review

Samlyn Capital increased its Insmed (INSM) stake by 76% in Q2 2026, buying an estimated $38.2M and bringing the position to 732,568 shares worth $78.1M. The position accounts for 1.27% of the portfolio, ranked #25.

Samlyn Capital first reported a position in INSM in Q4 2020 and has held it in 21 quarters since. 665 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

  • Samlyn Capital held 732,568 shares of Insmed worth $78.1M as of Q2 2026.
  • Samlyn Capital bought 315,363 Insmed shares in Q2 2026, an estimated $38.2M.
  • Insmed made up 1.27% of Samlyn Capital's portfolio in Q2 2026, its #25 holding.
  • Samlyn Capital first reported a position in Insmed in Q4 2020 and has held it in 21 quarters since.
  • 665 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Samlyn Capital's 13F filing for Q2 2026, filed 14 Aug 2026.