Artia Global Partners LP INSM — INSMED INC

Ownership history in Artia Global Partners LP  ·  12 quarters on record

AI Ownership Summary

Artia Global Partners LP reported INSMED INC (INSM) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 18.23% in 2025 Q2. The latest visible filing shows INSM at 10.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this INSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Artia Global Partners LP's position in INSMED INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

INSM was reported at 10.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
18.23% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

INSM stock page Artia Global Partners LP fund profile Artia Global Partners LP full holdings
How Artia Global Partners LP held INSM — position size vs. price
% of Fund (quarterly)    INSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 12 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 38.4% -6.0% ✅ 420,000 -262,212 -38.4% 10.36% $73.1M 2026-02-14 (Est.) $148.75
2025 Q4 ADDED — — — 682,212 +282,212 +70.6% 16.82% $118.7M 2026-02-14 (Est.) $148.75
2025 Q3 REDUCED 45.4% +22.4% ❌ 400,000 -332,212 -45.4% 9.13% $57.6M 2025-11-14 $193.22
2025 Q3 ADDED — — — 732,212 +692,212 +1730.5% 16.71% $105.4M 2025-11-14 $193.22
2025 Q2 REDUCED 94.7% +40.8% ❌ 40,000 -712,712 -94.7% 0.97% $4.0M 2025-08-14 $127.75
2025 Q2 ADDED — — — 752,712 +434,473 +136.5% 18.23% $75.8M 2025-08-14 $127.75
2025 Q1 ADDED — — — 318,239 +150,300 +89.5% 6.14% $24.3M 2025-05-15 $67.22
2024 Q4 ADDED — — — 167,939 +115,000 +217.2% 4.14% $11.6M 2025-02-14 $79.31
2024 Q3 REDUCED — — — 52,939 -497 -0.9% 1.05% $3.9M 2024-11-14 $71.26
2024 Q2 REDUCED 54.8% +9.0% ❌ 53,436 -64,800 -54.8% 0.69% $3.6M 2024-08-14 $74.87
2024 Q1 ADDED — — — 118,236 +43,300 +57.8% 0.64% $3.2M 2024-05-15 $24.93
2023 Q4 INITIATED — — — 74,936 — — 0.68% $2.3M 2024-02-14 $27.44

🏢 Other funds also holding INSM

As of 2026 Q1 — sorted by position size

Yorktown Management & Research Co Inc 3Y 7Y 1.08% Draper Asset Management, LLC 3Y 1.05% GATEWAY INVESTMENT ADVISERS LLC 3Y 7Y 0.67% China Universal Asset Management Co., Ltd. 3Y 0.58% GraniteShares Advisors LLC 3Y 0.46% Perpetual Ltd 3Y 7Y 0.36% Keenan, LLC 0.29% Whalen Wealth Management Inc. 0.26% Pictet Asset Management Holding SA 0.19% Values First Advisors, Inc. 3Y 0.19%

FAQ About Artia Global Partners LP and INSM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Artia Global Partners LP reported owning INSM?

Artia Global Partners LP reported INSM across 12 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported INSM position in Artia Global Partners LP's portfolio?

The largest reported portfolio weight for INSM was 18.23% in 2025 Q2.

What is the latest reported INSM position on this page?

The most recent filing on this page is 2025 Q4, when Artia Global Partners LP reported 420,000 shares, equal to 10.36% of portfolio, with an estimated market value of $73.1M.

What does the chart on this INSM ownership page compare?

The chart compares Artia Global Partners LP's quarterly INSM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Artia Global Partners LP time their INSM position?

Based on 13F filing dates vs. subsequent INSM price moves, Artia Global Partners LP correctly timed 4 out of 11 reported position changes (36%). The annualised alpha on INSM relative to SPY over the holding period was +96.6%.

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