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 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

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

TwinBeech Capital's INSM Position: Q1 2026 in Review

TwinBeech Capital sold out of Insmed (INSM) in Q1 2026, closing a stake of 44,009 shares — an estimated $7.66M sold.

TwinBeech Capital first reported a position in INSM in Q4 2019 and held it in 6 quarters. The position peaked at $7.66M in Q4 2025. 669 funds tracked by Wall St. Rank hold INSM as of Q1 2026.

TwinBeech Capital reported no remaining Insmed position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 44,009 Insmed shares in Q1 2026, an estimated $7.66M.
TwinBeech Capital first reported a position in Insmed in Q4 2019 and held it in 6 quarters.
TwinBeech Capital's Insmed position peaked at $7.66M in Q4 2025.
669 funds tracked by Wall St. Rank held Insmed as of Q1 2026.

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