TEMA ETFS LLC INSM INSMED INC

Ownership history in TEMA ETFS LLC  ·  7 quarters on record

AI Ownership Summary

TEMA ETFS LLC reported INSMED INC (INSM) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.3% in 2024 Q4. The latest visible filing shows INSM at 0.01% 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 TEMA ETFS LLC'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 Q2

INSM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% 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 Q4 to 2026 Q2

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.

How TEMA ETFS LLC 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 Q2 REDUCED 3,405 -1,012 -22.9% 0.01% $363K 2026-07-10 $115.61
2026 Q1 ADDED 4,417 +1,022 +30.1% 0.05% $722K 2026-04-15 $146.74
2025 Q4 REDUCED 21.0% -6.0% 3,395 -902 -21.0% 0.05% $591K 2026-01-16 $161.42
2025 Q3 REDUCED 9.8% +22.4% 4,297 -468 -9.8% 0.05% $619K 2025-10-24 $159.66
2025 Q2 REDUCED 48.1% +40.8% 4,765 -4,416 -48.1% 0.13% $480K 2025-08-13 $122.87
2025 Q1 REDUCED 13.6% +31.9% 9,181 -1,445 -13.6% 0.21% $700K 2025-05-14 $65.61
2024 Q4 INITIATED 10,626 0.30% $734K 2025-02-14 $79.31

FAQ About TEMA ETFS LLC and INSM

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

How long has TEMA ETFS LLC reported owning INSM?

TEMA ETFS LLC reported INSM across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported INSM position in TEMA ETFS LLC's portfolio?

The largest reported portfolio weight for INSM was 0.30% in 2024 Q4.

What is the latest reported INSM position on this page?

The most recent filing on this page is 2026 Q2, when TEMA ETFS LLC reported 3,405 shares, equal to 0.01% of portfolio, with an estimated market value of $363K.

What does the chart on this INSM ownership page compare?

The chart compares TEMA ETFS LLC'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 TEMA ETFS LLC time their INSM position?

Based on 13F filing dates vs. subsequent INSM price moves, TEMA ETFS LLC correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on INSM relative to SPY over the holding period was +415.4%.

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