INSM — INSMED INC

Ownership history in Orbis Allan Gray Ltd  ·  3 quarters on record

This page tracks every 13F SEC filing in which Orbis Allan Gray Ltd reported a position in INSMED INC (INSM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.05% (2025 Q4)
Avg. % of fund
1.93%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 4,179,957 +929,089 +28.6% 3.05% $727.5M $174.04
2025 Q3 ADDED 3,250,868 +1,726,734 +113.3% 2.01% $468.2M $144.01
2025 Q2 INITIATED 1,524,134 — — 0.75% $153.4M $100.64
% of Fund (quarterly)    INSM price (monthly, adj. close)

Other funds also holding INSM

As of 2025 Q4 — sorted by position size

Darwin Global Management, Ltd. 3Y 73.78% Artia Global Partners LP 3Y 16.82% Palo Alto Investors LP 3Y 7Y 11.86% Integral Health Asset Management, LLC 3Y 10.8% Artia Global Partners LP 3Y 10.36% Patient Square Capital LP 3Y 9.95% RTW INVESTMENTS, LP 3Y 7Y 8.44% Eagle Health Investments LP 3Y 8.07% NWI MANAGEMENT LP 3Y 7Y 7.92% BAKER BROS. ADVISORS LP 3Y 7Y 6.72%
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