Position in INSM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$29,848,940
-$1,549,616 QoQ
Shares Held
182,540
+1.2% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
2.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in INSM Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Nicholas Investment Partners, LP holds $224,688,311 across 27 Biotechnology names. INSM ranks #1 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INSM |
INSMED Inc
This page
|
182,540 | $29,848,940 | |
| 2 | RVMD |
Revolution Medicines, Inc.
|
261,166 | $25,398,393 | |
| 3 | BBIO |
BridgeBio Pharma, Inc.
|
298,909 | $22,196,982 | |
| 4 | NUVL |
Nuvalent, Inc.
|
159,721 | $16,363,416 | |
| 5 | XENE |
Xenon Pharmaceuticals Inc.
|
247,101 | $14,368,923 | |
| 6 | AXSM |
Axsome Therapeutics, Inc.
|
81,478 | $13,771,411 | |
| 7 | MIRM |
Mirum Pharmaceuticals, Inc.
|
131,303 | $12,129,771 | |
| 8 | APGE |
Apogee Therapeutics, Inc.
|
130,992 | $11,025,596 |
All Filings in INSM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,848,940 | 182,540 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,398,556 | 180,410 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,986,748 | 180,451 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,664,452 | 195,394 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,083,695 | 223,931 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,616,576 | 182,743 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,383,585 | 101,145 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,016,357 | 74,871 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||