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
2026
Q2 		$144M Buy
+1,350,000
New +$163M 2.76% 7
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

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

Stanley Druckenmiller's INSM Position: Q2 2026 in Review

Stanley Druckenmiller increased its Insmed (INSM) stake by 23% in Q2 2026, buying an estimated $32.8M and bringing the position to 1,424,690 shares worth $152M. The position accounts for 2.92% of the portfolio, ranked #5.

Stanley Druckenmiller first reported a position in INSM in Q2 2020 and has held it in 10 quarters since. The position peaked at $349M in Q3 2025. 666 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

  • Stanley Druckenmiller held 1,424,690 shares of Insmed worth $152M as of Q2 2026.
  • Stanley Druckenmiller bought 270,600 Insmed shares in Q2 2026, an estimated $32.8M.
  • Insmed made up 2.92% of Stanley Druckenmiller's portfolio in Q2 2026, its #5 holding.
  • Stanley Druckenmiller first reported a position in Insmed in Q2 2020 and has held it in 10 quarters since.
  • Stanley Druckenmiller's Insmed position peaked at $349M in Q3 2025.
  • 666 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Duquesne Family Office's 13F filing for Q2 2026, filed 14 Aug 2026.