JGP Global Gestao de Recursos Ltda. INSM — INSMED INC

Ownership history in JGP Global Gestao de Recursos Ltda.  ·  7 quarters on record

AI Ownership Summary

JGP Global Gestao de Recursos Ltda. reported INSMED INC (INSM) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.96% in 2024 Q4. The latest visible filing shows INSM at 0.92% 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 JGP Global Gestao de Recursos Ltda.'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
2026 Q1

INSM was reported at 0.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.96% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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 JGP Global Gestao de Recursos Ltda. fund profile JGP Global Gestao de Recursos Ltda. full holdings
How JGP Global Gestao de Recursos Ltda. 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,296 -1,203 -48.1% 0.92% $212K 2026-05-08 $101.35
2025 Q4 REDUCED 7.3% -6.0% ✅ 2,499 -198 -7.3% 0.26% $435K 2026-01-26 $159.72
2025 Q3 REDUCED 14.3% +22.4% ❌ 2,697 -450 -14.3% 0.23% $388K 2025-10-24 $159.66
2025 Q2 UNCHANGED — — — 3,147 — 0% 0.15% $317K 2025-07-22 $102.92
2025 Q1 REDUCED 48.6% +31.9% ❌ 3,147 -2,973 -48.6% 0.18% $240K 2025-05-09 $65.08
2024 Q4 REDUCED — — — 6,120 -3 -0.0% 0.96% $423K 2025-01-24 $78.48
2024 Q3 INITIATED — — — 6,123 — — 0.87% $447K 2024-11-01 $68.32

🏢 Other funds also holding INSM

As of 2026 Q1 — sorted by position size

Darwin Global Management, Ltd. 3Y 68.33% Artia Global Partners LP 3Y 20.59% Integral Health Asset Management, LLC 3Y 11.73% Palo Alto Investors LP 3Y 7Y 10.39% NWI MANAGEMENT LP 3Y 7Y 9.43% Artia Global Partners LP 3Y 9.16% Davern Capital Partners, LP 8.19% RTW INVESTMENTS, LP 3Y 7Y 7.88% BAKER BROS. ADVISORS LP 3Y 7Y 6.97% Eagle Health Investments LP 3Y 6.41%

FAQ About JGP Global Gestao de Recursos Ltda. and INSM

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

How long has JGP Global Gestao de Recursos Ltda. reported owning INSM?

JGP Global Gestao de Recursos Ltda. reported INSM across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported INSM position in JGP Global Gestao de Recursos Ltda.'s portfolio?

The largest reported portfolio weight for INSM was 0.96% in 2024 Q4.

What is the latest reported INSM position on this page?

The most recent filing on this page is 2026 Q1, when JGP Global Gestao de Recursos Ltda. reported 1,296 shares, equal to 0.92% of portfolio, with an estimated market value of $212K.

What does the chart on this INSM ownership page compare?

The chart compares JGP Global Gestao de Recursos Ltda.'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 JGP Global Gestao de Recursos Ltda. time their INSM position?

Based on 13F filing dates vs. subsequent INSM price moves, JGP Global Gestao de Recursos Ltda. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on INSM relative to SPY over the holding period was +8.3%.

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