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SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC

Position in INSM — INSMED Inc

CIK 1638555 Boston, MA

Position in INSM

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$106,851,326
-$51,364,957 QoQ
Shares Held
653,445
-28.1% QoQ
Ownership
0.301%
of shares outstanding
% of Portfolio
5.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority Sole 81.99144533969958.ToString("F0")% Shared 0.ToString("F0")% None 18.00855466030041.ToString("F0")%

Common Shares in INSM Over Time

Shares Held

Position Value (USD)

Derivatives in INSM

reported options exposure · as of Dec 31, 2025
CallValue
$0
CallShares
0
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 Mar 31, 2026

SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC holds $272,348,421 across 4 Biotechnology names. INSM ranks #1 (39.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 INSM
INSMED Inc
This page
653,445 $106,851,326

All Filings in INSM

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17 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $106,851,326 653,445
2025-12-31 $93,981,600 540,000
2025-12-31 $158,216,283 909,080
2025-09-30 $72,005,000 500,000
2025-09-30 $150,036,098 1,041,845
2025-09-30 $14,401,000 100,000
2025-06-30 $5,032,000 50,000
2025-06-30 $101,539,419 1,008,937
2025-03-31 $53,736,082 704,366
2024-12-31 $44,106,065 638,848
2024-12-31 $13,711,344 198,600
2024-09-30 $42,219,988 578,356
2024-09-30 $10,950,000 150,000
2024-06-30 $18,192,845 271,535
2024-06-30 $13,460,300 200,900
2024-03-31 $2,715,713 100,100
2023-12-31 $10,489,836 338,491