2 tracked superinvestors hold Insmed Inc (INSM), worth $1.1B combined, led by David Shaw. Smart money is holding INSM as of the latest 13F filings.
Current price
$118.26
+19.6%
1Y
Insmed Incorporated, a biopharmaceutical company, develops and commercializes therapies for patients with serious and rare diseases. The company offers ARIKAYCE for the treatment of Mycobacterium avium complex lung disease as part of a combination antibacterial drug regimen for adult patients. It is also developing Brensocatib, an oral reversible inhibitor of dipeptidyl peptidase 1 for the…
Market cap
$28.8B
P/E
-20.76
Div yield
0.0%
Revenue YoY
66.7%
Analyst target
$204
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$1.1B
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
0
1 buying · 1 selling
Smart money is holding INSM steady this quarter — buys and sells are balanced.
Insmed Inc (INSM) is held by 2 tracked funds worth $1.1B combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The highest-conviction holder is Stanley Druckenmiller, who has committed 5.6% of their portfolio to it, while David Shaw holds the largest dollar position.
No tracked fund opened a new position this quarter; 1 added and 1 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 0.6% | $923M | |
| Trimmed | 5.6% | $189M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own INSM?
2 tracked funds hold Insmed Inc (INSM), the largest being David Shaw (D.E. Shaw) at 0.6% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling INSM?
In the most recent 13F quarter, 1 tracked fund added or opened INSM and 1 trimmed it.
How much INSM do tracked funds hold?
Combined disclosed long exposure to INSM across tracked superinvestors is $1.1B as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.