Position in INSM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$56,590,184
+$29,300,538 QoQ
Shares Held
346,075
+120.7% QoQ
Ownership
0.160%
of shares outstanding
% of Portfolio
2.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
19 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 Mar 31, 2024CallValue
$2,713,000
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, 2026Sofinnova Investments, Inc. holds $1,145,092,748 across 48 Biotechnology names. INSM ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JAZZ |
Jazz Pharmaceuticals plc
|
598,327 | $113,113,719 | |
| 2 | VERA |
Vera Therapeutics, Inc.
|
2,793,987 | $112,402,097 | |
| 3 | COGT |
Cogent Biosciences, Inc.
|
2,113,551 | $81,350,577 | |
| 4 | RARE |
Ultragenyx Pharmaceutical Inc.
|
3,145,888 | $65,906,353 | |
| 5 | RAPP |
Rapport Therapeutics, Inc.
|
1,904,408 | $59,588,926 | |
| 6 | INSM |
INSMED Inc
This page
|
346,075 | $56,590,184 | |
| 7 | BMRN |
Biomarin Pharmaceutical Inc
|
781,982 | $44,174,163 | |
| 8 | CELC |
Celcuity Inc.
|
366,175 | $41,795,214 |
All Filings in INSM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,590,184 | 346,075 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,289,646 | 156,801 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,025,859 | 104,339 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $31,593,210 | 313,923 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $23,211,537 | 304,254 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,693,640 | 256,281 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $20,900,411 | 286,307 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $15,259,049 | 227,747 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,713,000 | 100,000 | Call | Sole | 2024-08-14 | |
| 2022-09-30 | $4,753,124 | 220,665 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $145,336 | 7,370 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $126,148 | 5,368 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $12,033,896 | 441,773 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,737,204 | 535,120 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $24,025,049 | 844,169 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $21,081,437 | 618,950 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $10,308,647 | 309,662 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $19,770,694 | 615,143 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $13,328,450 | 483,967 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||