Palo Alto Investors LP

Position in INSM — INSMED Inc

CIK 1306923 PALO ALTO, CA

Position in INSM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$67,904,786

-$17,284,661 QoQ

Shares Held

415,269

-15.2% QoQ

Ownership

0.192%

of shares outstanding

% of Portfolio

10.39%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Healthcare · as of Mar 31, 2026

Palo Alto Investors LP holds $542,554,052 across 38 Biotechnology names. INSM ranks #1 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INSM	INSMED Inc This page	415,269	$67,904,786
2	ACAD	Acadia Pharmaceuticals Inc	2,872,695	$63,946,190
3	PTCT	Ptc Therapeutics, Inc.	921,607	$62,789,084
4	BMRN	Biomarin Pharmaceutical Inc	685,182	$38,705,931
5	ANAB	Anaptysbio, Inc	638,161	$35,392,409
6	MIRM	Mirum Pharmaceuticals, Inc.	325,175	$30,039,666
7	DYN	Dyne Therapeutics, Inc.	1,652,972	$29,968,382
8	IRON	Disc Medicine, Inc.	401,719	$25,685,912

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$67,904,786	415,269	-15.2%	Shares	Sole	2026-05-15
2025-12-31	$85,189,447	489,482	-0.5%	Shares	Sole	2026-02-17
2025-09-30	$70,824,838	491,805	-43.2%	Shares	Sole	2025-11-14
2025-06-30	$87,064,972	865,113	-12.4%	Shares	Sole	2025-08-14
2025-03-31	$75,309,902	987,153	-38.4%	Shares	Sole	2025-05-15
2024-12-31	$110,703,223	1,603,465	-17.4%	Shares	Sole	2025-02-14
2024-09-30	$141,692,489	1,940,993	-9.3%	Shares	Sole	2024-11-14
2024-06-30	$143,310,521	2,138,963	-51.6%	Shares	Sole	2024-08-14
2024-03-31	$120,006,000	4,423,369	-19.7%	Shares	Sole	2024-05-15
2023-12-31	$170,808,233	5,511,721	-6.4%	Shares	Sole	2024-02-15
2023-09-30	$148,709,647	5,889,491	0.0%	Shares	Sole	2023-11-14
2023-06-30	$124,268,260	5,889,491	0.0%	Shares	Sole	2023-08-14
2023-03-31	$100,415,821	5,889,491	+0.3%	Shares	Sole	2023-05-15
2022-12-31	$117,308,394	5,871,291	+0.5%	Shares	Sole	2023-02-14
2022-09-30	$125,802,172	5,840,398	0.0%	Shares	Sole	2022-11-14
2022-06-30	$115,172,648	5,840,398	-0.7%	Shares	Sole	2022-08-15
2022-03-31	$138,210,526	5,881,299	-2.4%	Shares	Sole	2022-05-16
2021-12-31	$164,140,231	6,025,706	+0.1%	Shares	Sole	2022-02-14
2021-09-30	$165,766,179	6,019,106	0.0%	Shares	Sole	2021-11-15
2021-06-30	$171,303,756	6,019,106	+3.3%	Shares	Sole	2021-08-16
2021-03-31	$198,382,708	5,824,507	-4.6%	Shares	Sole	2021-05-17
2020-12-31	$203,268,074	6,105,980	+1.2%	Shares	Sole	2021-02-16
2020-09-30	$193,899,205	6,032,956	+0.5%	Shares	Sole	2020-11-16
2020-06-30	$165,303,039	6,002,289	-0.9%	Shares	Sole	2020-08-14
2020-03-31	$97,071,636	6,055,623	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.