Y-Intercept (HK)’s Insmed INSM Stock Holding History

Y-Intercept (HK)’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	$10.9M	Buy	+101,908	New	+$12.3M	0.22%	77
2025 Q4	–	Sell	-5,884	Closed	-$847K	–	1756
2025 Q3	$847K	Sell	5,884 -218,418	-97%	-$26.8M	0.02%	1054
2025 Q2	$22.6M	Buy	+224,302	New	+$17.2M	0.55%	7
2024 Q3	–	Sell	-22,992	Closed	-$1.54M	–	1544
2024 Q2	$1.54M	Buy	22,992 +15,480	+206%	+$600K	0.08%	331
2024 Q1	$204K	Sell	7,512 -17,758	-70%	-$497K	0.02%	1148
2023 Q4	$783K	Buy	25,270 +8,987	+55%	+$233K	0.07%	414
2023 Q3	$411K	Buy	16,283 +6,589	+68%	+$151K	0.04%	639
2023 Q2	$205K	Buy	+9,694	New	+$184K	0.02%	933

Other funds holding INSM

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HealthInvest Partners Stockholm, Sweden $372M AUM 59.89% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

Y-Intercept (HK)'s INSM Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Insmed (INSM) in Q2 2026: 101,908 shares worth $10.9M. The stake represents 0.22% of the portfolio and ranks #77 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in INSM as recently as Q3 2025.

Y-Intercept (HK) first reported a position in INSM in Q2 2023 and has held it in 8 quarters since. The position peaked at $22.6M in Q2 2025. 126 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

Y-Intercept (HK) held 101,908 shares of Insmed worth $10.9M as of Q2 2026.
Insmed was a new Y-Intercept (HK) position in Q2 2026.
Insmed made up 0.22% of Y-Intercept (HK)'s portfolio in Q2 2026, its #77 holding.
Y-Intercept (HK) first reported a position in Insmed in Q2 2023 and has held it in 8 quarters since.
Y-Intercept (HK)'s Insmed position peaked at $22.6M in Q2 2025.
126 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.