Position in INSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$141,423,966
+$105,170,438 QoQ
Shares Held
1,326,430
+498.3% QoQ
Ownership
0.607%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#33
of 652 holders
Holding Since
Jun 2022
15 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, 2026CallValue
$1,780,554
CallShares
16,700
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, 2026Balyasny Asset Management L.P. holds $2,350,910,046 across 177 Biotechnology names. INSM ranks #2 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APGE |
Apogee Therapeutics, Inc.
|
1,665,102 | $221,008,988 | |
| 2 | INSM |
INSMED Inc
This page
|
1,326,430 | $141,423,966 | |
| 3 | BBIO |
BridgeBio Pharma, Inc.
|
1,230,052 | $91,614,272 | |
| 4 | ABVX |
Abivax S.A.
|
603,840 | $80,467,718 | |
| 5 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
145,005 | $72,028,333 | |
| 6 | TNGX |
Tango Therapeutics, Inc.
|
2,016,379 | $63,032,007 | |
| 7 | CYTK |
Cytokinetics Inc
|
711,676 | $60,627,678 | |
| 8 | BMRN |
Biomarin Pharmaceutical Inc
|
1,054,613 | $60,344,955 |
All Filings in INSM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,780,554 | 16,700 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $141,423,966 | 1,326,430 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $36,253,528 | 221,707 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $1,782,368 | 10,900 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $66,232,836 | 380,561 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $2,036,268 | 11,700 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $3,729,859 | 25,900 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $5,397,638 | 37,481 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,096,000 | 150,000 | Put | Sole | 2025-08-14 | |
| 2024-12-31 | $4,071,288 | 58,970 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $8,630,000 | 125,000 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $1,519,495 | 20,815 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,770,049 | 160,747 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,463,003 | 533,100 | Put | Sole | 2024-05-13 | |
| 2024-03-31 | $12,219,189 | 450,394 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $29,236,926 | 943,431 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $16,784,184 | 541,600 | Put | Sole | 2024-02-14 | |
| 2023-09-30 | $2,054,744 | 81,376 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $13,433,000 | 532,000 | Put | Sole | 2023-11-14 | |
| 2023-06-30 | $20,974,623 | 994,058 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $7,645,366 | 382,651 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $4,502,570 | 209,033 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $9,728,486 | 493,331 | Shares | Other | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||