Position in INSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$151,900,447
-$36,816,349 QoQ
Shares Held
1,424,690
+23.4% QoQ
Ownership
0.652%
of shares outstanding
% of Portfolio
3.63%
of 13F equity value
Holder Rank
#28
of 663 holders
Holding Since
Jun 2020
10 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
$143,937,000
CallShares
1,350,000
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, 2026Duquesne Family Office LLC holds $548,000,096 across 17 Biotechnology names. INSM ranks #1 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INSM |
INSMED Inc
This page
|
1,424,690 | $151,900,447 | |
| 2 | NAMS |
NewAmsterdam Pharma Co N.V.
|
3,070,146 | $104,047,247 | |
| 3 | RVMD |
Revolution Medicines, Inc.
|
399,587 | $74,834,653 | |
| 4 | CAI |
Caris Life Sciences, Inc.
|
1,894,450 | $33,759,099 | |
| 5 | NUVB |
Nuvation Bio Inc.
|
4,539,800 | $25,786,064 | |
| 6 | PTGX |
Protagonist Therapeutics, Inc
|
208,900 | $25,606,962 | |
| 7 | ADMA |
Adma Biologics, Inc.
|
2,784,110 | $23,303,000 | |
| 8 | RYTM |
Rhythm Pharmaceuticals, Inc.
|
203,618 | $22,607,706 |
All Filings in INSM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,900,447 | 1,424,690 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $143,937,000 | 1,350,000 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $188,716,796 | 1,154,090 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $257,884,118 | 1,481,752 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $348,998,874 | 2,423,435 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $226,785,698 | 2,253,435 | Shares | Defined | 2025-08-15 | |
| 2025-06-30 | $10,064,000 | 100,000 | Call | Defined | 2025-08-15 | |
| 2025-03-31 | $104,444,824 | 1,369,050 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $40,973,168 | 593,470 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,460,000 | 20,000 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,340,000 | 20,000 | Shares | Defined | 2024-08-14 | |
| 2020-06-30 | $33,802,596 | 1,227,400 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||