TwinBeech Capital’s Insmed INSM Stock Holding History

TwinBeech Capital’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	$1.45M	Buy	+13,646	New	+$1.65M	0.26%	117
2026 Q1	–	Sell	-44,009	Closed	-$7.66M	–	694
2025 Q4	$7.66M	Buy	+44,009	New	+$8.03M	0.54%	52
2023 Q2	–	Sell	-248,667	Closed	-$4.24M	–	727
2023 Q1	$4.24M	Buy	+248,667	New	+$4.83M	0.09%	257
2022 Q4	–	Sell	-106,031	Closed	-$2.28M	–	796
2022 Q3	$2.28M	Buy	+106,031	New	+$2.54M	0.06%	313
2022 Q2	–	Sell	-34,026	Closed	-$800K	–	604
2022 Q1	$800K	Buy	+34,026	New	+$791K	0.04%	348
2021 Q1	–	Sell	-15,811	Closed	-$526K	–	548
2020 Q4	$526K	Buy	+15,811	New	+$578K	0.09%	276
2020 Q1	–	Sell	-14,509	Closed	-$346K	–	379
2019 Q4	$346K	Buy	+14,509	New	+$295K	0.1%	271

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

TwinBeech Capital's INSM Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Insmed (INSM) in Q2 2026: 13,646 shares worth $1.45M. The stake represents 0.26% of the portfolio and ranks #117 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in INSM as recently as Q4 2025.

TwinBeech Capital first reported a position in INSM in Q4 2019 and has held it in 7 quarters since. The position peaked at $7.66M in Q4 2025. 666 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

TwinBeech Capital held 13,646 shares of Insmed worth $1.45M as of Q2 2026.
Insmed was a new TwinBeech Capital position in Q2 2026.
Insmed made up 0.26% of TwinBeech Capital's portfolio in Q2 2026, its #117 holding.
TwinBeech Capital first reported a position in Insmed in Q4 2019 and has held it in 7 quarters since.
TwinBeech Capital's Insmed position peaked at $7.66M in Q4 2025.
666 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

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