SCM
Suvretta Capital Management’s Insmed INSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24M | Sell |
238,783
-1,253,600
| -84% | -$126M | 0.72% | 35 |
|
|
2025
Q1 | $114M | Sell |
1,492,383
-119,178
| -7% | -$9.09M | 4.22% | 5 |
|
|
2024
Q4 | $111M | Sell |
1,611,561
-24,148
| -1% | -$1.67M | 3.79% | 6 |
|
|
2024
Q3 | $119M | Sell |
1,635,709
-886,091
| -35% | -$64.7M | 3.82% | 3 |
|
|
2024
Q2 | $169M | Buy |
2,521,800
+498,800
| +25% | +$33.4M | 6.21% | 2 |
|
|
2024
Q1 | $54.9M | Sell |
2,023,000
-661,487
| -25% | -$17.9M | 2.04% | 13 |
|
|
2023
Q4 | $83.2M | Sell |
2,684,487
-761,847
| -22% | -$23.6M | 3.76% | 8 |
|
|
2023
Q3 | $87M | Buy |
3,446,334
+337,000
| +11% | +$8.51M | 4.7% | 5 |
|
|
2023
Q2 | $65.6M | Buy |
3,109,334
+177,196
| +6% | +$3.74M | 3.51% | 9 |
|
|
2023
Q1 | $50M | Buy |
2,932,138
+411,237
| +16% | +$7.01M | 2.11% | 18 |
|
|
2022
Q4 | $50.4M | Buy |
2,520,901
+1,290,101
| +105% | +$25.8M | 2.12% | 20 |
|
|
2022
Q3 | $26.5M | Sell |
1,230,800
-847,880
| -41% | -$18.3M | 1.1% | 37 |
|
|
2022
Q2 | $41M | Buy |
2,078,680
+760,248
| +58% | +$15M | 1.56% | 24 |
|
|
2022
Q1 | $31M | Buy |
1,318,432
+236,900
| +22% | +$5.57M | 0.95% | 36 |
|
|
2021
Q4 | $29.5M | Buy |
1,081,532
+82,800
| +8% | +$2.26M | 0.57% | 43 |
|
|
2021
Q3 | $27.5M | Buy |
998,732
+557,667
| +126% | +$15.4M | 0.46% | 43 |
|
|
2021
Q2 | $12.6M | Buy |
+441,065
| New | +$12.6M | 0.19% | 74 |
|
|
2021
Q1 | – | Sell |
-337,145
| Closed | -$11.2M | – | 118 |
|
|
2020
Q4 | $11.2M | Hold |
337,145
| – | – | 0.16% | 59 |
|
|
2020
Q3 | $10.8M | Sell |
337,145
-558,415
| -62% | -$17.9M | 0.2% | 50 |
|
|
2020
Q2 | $24.7M | Buy |
895,560
+828,960
| +1,245% | +$22.8M | 0.53% | 44 |
|
|
2020
Q1 | $1.07M | Buy |
+66,600
| New | +$1.07M | 0.03% | 51 |
|