Position in INSM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$188,716,796
-$69,167,322 QoQ
Shares Held
1,154,090
-22.1% QoQ
Ownership
0.532%
of shares outstanding
% of Portfolio
6.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
9 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)
Derivatives in INSM
reported options exposure · as of Jun 30, 2025CallValue
$10,064,000
CallShares
100,000
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 Mar 31, 2026Duquesne Family Office LLC holds $456,583,855 across 12 Biotechnology names. INSM ranks #1 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INSM |
INSMED Inc
This page
|
1,154,090 | $188,716,796 | |
| 2 | NAMS |
NewAmsterdam Pharma Co N.V.
|
3,070,146 | $98,275,373 | |
| 3 | CAI |
Caris Life Sciences, Inc.
|
1,894,450 | $33,872,766 | |
| 4 | RVMD |
Revolution Medicines, Inc.
|
315,860 | $30,717,385 | |
| 5 | NUVB |
Nuvation Bio Inc.
|
4,539,800 | $19,475,742 | |
| 6 | BLTE |
Belite Bio, Inc
|
106,100 | $16,916,584 | |
| 7 | PTGX |
Protagonist Therapeutics, Inc
|
159,700 | $16,832,380 | |
| 8 | OLMA |
Olema Pharmaceuticals, Inc.
|
986,827 | $14,713,590 |
All Filings in INSM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||