Stanley Druckenmiller
INSM icon

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
2025
Q3 		– Sell
-100,000
Closed -$10.1M – 87
2025
Q2 		$10.1M Buy
+100,000
New +$7.65M 0.25% 57

Other funds holding INSM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
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
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
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
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.