1 tracked superinvestor hold Insmed Inc (INSM), worth $296M combined, led by Stanley Druckenmiller. Smart money is accumulating INSM as of the latest 13F filings.
Current price
$126.29
-11.4%
1Y
Insmed Incorporated operates as a biopharmaceutical enterprise focused on creating and introducing medical solutions for individuals facing severe and uncommon health conditions. The company's marketed treatment, ARIKAYCE, is administered to adult patients suffering from Mycobacterium avium complex (MAC) lung disease, serving as a component of a broader antibacterial drug regimen. In its…
Market cap
$28.8B
P/E
-20.76
Div yield
0.0%
Revenue YoY
66.7%
Analyst target
$197
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$296M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating INSM: 1 funds added or opened versus 0 trimming.
Insmed Inc (INSM) is held by 1 tracked funds worth $296M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The highest-conviction holder is Stanley Druckenmiller, who has committed 5.7% of their portfolio to it.
No tracked fund opened a new position this quarter; 1 added and 0 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 5.7% | $296M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
1 insider filed SEC Form 144 for $3M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Brennan David R | Director | 25,000 | $3M | 2026-09-10 |
Which superinvestors own INSM?
1 tracked funds hold Insmed Inc (INSM), the largest being Stanley Druckenmiller (Duquesne Family Office) at 5.7% 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 0 trimmed it.
How much INSM do tracked funds hold?
Combined disclosed long exposure to INSM across tracked superinvestors is $296M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 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.