Stanley Druckenmiller’s Insmed INSM Stock Holding History

Stanley Druckenmiller’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 Q1	$189M	Sell	1,154,090 -327,662	-22%	-$50.4M	5.59%	2
2025 Q4	$258M	Sell	1,481,752 -941,683	-39%	-$172M	5.74%	3
2025 Q3	$349M	Buy	2,423,435 +170,000	+8%	+$20.8M	8.59%	2
2025 Q2	$227M	Buy	2,253,435 +884,385	+65%	+$67.6M	5.57%	3
2025 Q1	$104M	Buy	1,369,050 +775,580	+131%	+$59.3M	3.41%	8
2024 Q4	$41M	Buy	593,470 +573,470	+2,867%	+$41.3M	1.1%	28
2024 Q3	$1.46M	Hold	20,000	–	–	0.05%	72
2024 Q2	$1.34M	Buy	+20,000	New	+$776K	0.05%	60
2020 Q3	–	Sell	-1,227,400	Closed	-$33.8M	–	73
2020 Q2	$33.8M	Buy	+1,227,400	New	+$29.1M	1.03%	27

Other funds holding INSM

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

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

DGM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BBA

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Stanley Druckenmiller's INSM Position: Q1 2026 in Review

Stanley Druckenmiller reduced its Insmed (INSM) stake by 22% in Q1 2026, selling an estimated $50.4M and leaving 1,154,090 shares worth $189M. The position accounts for 5.59% of the portfolio, ranked #2.

Stanley Druckenmiller first reported a position in INSM in Q2 2020 and has held it in 9 quarters since. The position peaked at $349M in Q3 2025. 670 funds tracked by Wall St. Rank hold INSM as of Q1 2026.

Stanley Druckenmiller held 1,154,090 shares of Insmed worth $189M as of Q1 2026.
Stanley Druckenmiller sold 327,662 Insmed shares in Q1 2026, an estimated $50.4M.
Insmed made up 5.59% of Stanley Druckenmiller's portfolio in Q1 2026, its #2 holding.
Stanley Druckenmiller first reported a position in Insmed in Q2 2020 and has held it in 9 quarters since.
Stanley Druckenmiller's Insmed position peaked at $349M in Q3 2025.
670 funds tracked by Wall St. Rank held Insmed as of Q1 2026.

Based on Duquesne Family Office's 13F filing for Q1 2026, filed 15 May 2026.