Tang Capital Management’s Insmed INSM Stock Holding History

Tang Capital Management’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	$42.5M	Buy	260,000 +200,000	+333%	+$30.7M	2.16%	17
2025 Q4	$10.4M	Sell	60,000 -140,000	-70%	-$25.5M	0.52%	38
2025 Q3	$28.8M	Hold	200,000	–	–	1.11%	27
2025 Q2	$20.1M	Buy	200,000 +100,000	+100%	+$7.65M	1.02%	29
2025 Q1	$7.63M	Hold	100,000	–	–	0.42%	56
2024 Q4	$6.9M	Hold	100,000	–	–	0.46%	59
2024 Q3	$7.3M	Hold	100,000	–	–	0.52%	56
2024 Q2	$6.7M	Buy	+100,000	New	+$3.88M	0.68%	46
2024 Q1	–	Sell	-166,203	Closed	-$5.15M	–	116
2023 Q4	$5.15M	Hold	166,203	–	–	0.48%	54
2023 Q3	$4.2M	Hold	166,203	–	–	0.59%	46
2023 Q2	$3.51M	Hold	166,203	–	–	0.52%	54
2023 Q1	$2.83M	Hold	166,203	–	–	0.42%	58
2022 Q4	$3.32M	Sell	166,203 -333,797	-67%	-$6.45M	0.48%	49
2022 Q3	$10.8M	Buy	+500,000	New	+$12M	1.32%	23

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

Tang Capital Management's INSM Position: Q1 2026 in Review

Tang Capital Management increased its Insmed (INSM) stake by 333% in Q1 2026, buying an estimated $30.7M and bringing the position to 260,000 shares worth $42.5M. The position accounts for 2.16% of the portfolio, ranked #17.

Tang Capital Management first reported a position in INSM in Q3 2022 and has held it in 14 quarters since. 669 funds tracked by Wall St. Rank hold INSM as of Q1 2026.

Tang Capital Management held 260,000 shares of Insmed worth $42.5M as of Q1 2026.
Tang Capital Management bought 200,000 Insmed shares in Q1 2026, an estimated $30.7M.
Insmed made up 2.16% of Tang Capital Management's portfolio in Q1 2026, its #17 holding.
Tang Capital Management first reported a position in Insmed in Q3 2022 and has held it in 14 quarters since.
669 funds tracked by Wall St. Rank held Insmed as of Q1 2026.

Based on Tang Capital Management's 13F filing for Q1 2026, filed 15 May 2026.