Position in INSM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$23,710,400
+$1,955,400 QoQ
Shares Held
145,000
+16.0% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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, 2026Long Focus Capital Management, LLC holds $146,052,191 across 7 Biotechnology names. INSM ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNTX |
BioNTech SE
|
624,000 | $55,461,120 | |
| 2 | AURA |
Aura Biosciences, Inc.
|
4,619,582 | $30,905,003 | |
| 3 | INSM |
INSMED Inc
This page
|
145,000 | $23,710,400 | |
| 4 | BCYC |
Bicycle Therapeutics PLC
|
3,310,687 | $15,361,587 | |
| 5 | CLLS |
Cellectis S.A.
|
2,744,098 | $8,698,790 | |
| 6 | IOVA |
Iovance Biotherapeutics, Inc.
|
2,100,000 | $7,371,000 | |
| 7 | MGTX |
MeiraGTx Holdings plc
|
524,745 | $4,544,291 |
All Filings in INSM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,710,400 | 145,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,755,000 | 125,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $48,675,380 | 338,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $52,352,928 | 520,200 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $48,123,732 | 630,800 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $44,931,232 | 650,800 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $45,909,700 | 628,900 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $49,640,300 | 740,900 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,710,637 | 431,649 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,517,402 | 371,649 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,384,137 | 371,649 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,841,793 | 371,649 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,166,115 | 361,649 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $6,493,500 | 325,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,815,800 | 270,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,930,000 | 250,000 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,760,000 | 160,000 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,179,200 | 80,000 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||