SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC

Position in INSM — INSMED Inc

CIK 1638555 Boston, MA

Back to INSM Full portfolio

Position in INSM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$106,851,326

-$51,364,957 QoQ

Shares Held

653,445

-28.1% QoQ

Ownership

0.299%

of shares outstanding

% of Portfolio

4.94%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Common Shares in INSM Over Time

Shares Held

Position Value (USD)

Derivatives in INSM

reported options exposure · as of Dec 31, 2025

CallValue

CallShares

PutValue

$93,981,600

PutShares

540,000

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, 2026

SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC holds $293,644,011 across 5 Biotechnology names.

#	Ticker	Company	Shares	Value (USD)
1	ARWR	Arrowhead Pharmaceuticals, Inc.	830,247	$67,673,432
2	ORKA	Oruka Therapeutics, Inc.	658,301	$62,650,506
3	IONS	Ionis Pharmaceuticals Inc	787,263	$62,422,083
4	ABVX	Abivax S.A.	410,000	$54,636,600
5	BBIO	BridgeBio Pharma, Inc.	621,125	$46,261,390

All Filings in INSM

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17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$106,851,326	653,445	-28.1%	Shares	Sole	2026-05-15
2025-12-31	$93,981,600	540,000	+8.0%	Put	Sole	2026-02-17
2025-12-31	$158,216,283	909,080	-12.7%	Shares	Sole	2026-02-17
2025-09-30	$72,005,000	500,000	+151.8%	Put	Sole	2025-11-14
2025-09-30	$150,036,098	1,041,845	+3.3%	Shares	Sole	2025-11-14
2025-09-30	$14,401,000	100,000	+100.0%	Call	Sole	2025-11-14
2025-06-30	$5,032,000	50,000	-75.1%	Call	Sole	2025-08-14
2025-06-30	$101,539,419	1,008,937	+43.2%	Shares	Sole	2025-08-14
2025-03-31	$53,736,082	704,366	+10.3%	Shares	Sole	2025-05-15
2024-12-31	$44,106,065	638,848	+10.5%	Shares	Sole	2025-02-14
2024-12-31	$13,711,344	198,600	+32.4%	Put	Sole	2025-02-14
2024-09-30	$42,219,988	578,356	+113.0%	Shares	Sole	2024-11-14
2024-09-30	$10,950,000	150,000	—	Put	Sole	2024-11-14
2024-06-30	$18,192,845	271,535	-19.8%	Shares	Sole	2024-08-14
2024-06-30	$13,460,300	200,900	+100.7%	Call	Sole	2024-08-14
2024-03-31	$2,715,713	100,100	—	Call	Sole	2024-05-15
2023-12-31	$10,489,836	338,491	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.