Position in INSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$108,112,680
-$57,696,600 QoQ
Shares Held
1,014,000
0.0% QoQ
Ownership
0.464%
of shares outstanding
% of Portfolio
7.47%
of 13F equity value
Holder Rank
#44
of 665 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INSM Over Time
Shares Held
Position Value (USD)
Derivatives in INSM
reported options exposure · as of Jun 30, 2025CallValue
$30,292,640
CallShares
301,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Biotechnology
Healthcare · as of Jun 30, 2026NWI MANAGEMENT LP holds $184,769,247 across 6 Biotechnology names. INSM ranks #1 (58.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INSM |
INSMED Inc
This page
|
1,014,000 | $108,112,680 | |
| 2 | RVMD |
Revolution Medicines, Inc.
|
180,000 | $33,710,400 | |
| 3 | NAMS |
NewAmsterdam Pharma Co N.V.
|
702,000 | $23,790,780 | |
| 4 | ABVX |
Abivax S.A.
|
72,000 | $9,594,720 | |
| 5 | COGT |
Cogent Biosciences, Inc.
|
241,671 | $9,352,667 | |
| 6 | ALLO |
Allogene Therapeutics, Inc.
|
100,000 | $208,000 |
All Filings in INSM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,112,680 | 1,014,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $165,809,280 | 1,014,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $172,031,578 | 988,460 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $147,034,210 | 1,021,000 | Shares | Sole | 2025-12-05 | |
| 2025-06-30 | $30,292,640 | 301,000 | Call | Sole | 2025-12-05 | |
| 2025-06-30 | $72,460,800 | 720,000 | Shares | Sole | 2025-12-05 | |
| 2025-03-31 | $34,330,500 | 450,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $19,262,160 | 279,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,120,420 | 97,540 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||