TCG
INSM icon

Tremblant Capital Group’s Insmed INSM Stock Holding History

Tremblant Capital Group’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 		$28.4M Sell
173,637
-2,013
-1% -$309K 0.91% 41
2025
Q4 		$30.6M Buy
+175,650
New +$32.1M 0.78% 50

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

Tremblant Capital Group's INSM Position: Q1 2026 in Review

Tremblant Capital Group reduced its Insmed (INSM) stake by 1.1% in Q1 2026, selling an estimated $309K and leaving 173,637 shares worth $28.4M. The position accounts for 0.91% of the portfolio, ranked #41.

Tremblant Capital Group first reported a position in INSM in Q4 2025 and has held it in 2 quarters since. The position peaked at $30.6M in Q4 2025. 670 funds tracked by Wall St. Rank hold INSM as of Q1 2026.

  • Tremblant Capital Group held 173,637 shares of Insmed worth $28.4M as of Q1 2026.
  • Tremblant Capital Group sold 2,013 Insmed shares in Q1 2026, an estimated $309K.
  • Insmed made up 0.91% of Tremblant Capital Group's portfolio in Q1 2026, its #41 holding.
  • Tremblant Capital Group first reported a position in Insmed in Q4 2025 and has held it in 2 quarters since.
  • Tremblant Capital Group's Insmed position peaked at $30.6M in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Insmed as of Q1 2026.

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