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 Q2	$10.7M	Sell	100,000 -160,000	-62%	-$19.4M	0.48%	31
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 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 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

Tang Capital Management's INSM Position: Q2 2026 in Review

Tang Capital Management reduced its Insmed (INSM) stake by 62% in Q2 2026, selling an estimated $19.4M and leaving 100,000 shares worth $10.7M. The position accounts for 0.48% of the portfolio, ranked #31.

Tang Capital Management first reported a position in INSM in Q3 2022 and has held it in 15 quarters since. The position peaked at $42.5M in Q1 2026. 665 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

Tang Capital Management held 100,000 shares of Insmed worth $10.7M as of Q2 2026.
Tang Capital Management sold 160,000 Insmed shares in Q2 2026, an estimated $19.4M.
Insmed made up 0.48% of Tang Capital Management's portfolio in Q2 2026, its #31 holding.
Tang Capital Management first reported a position in Insmed in Q3 2022 and has held it in 15 quarters since.
Tang Capital Management's Insmed position peaked at $42.5M in Q1 2026.
665 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Tang Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.