Position in INSM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$306,244,179
-$421,235,537 QoQ
Shares Held
1,872,824
-55.2% QoQ
Ownership
0.864%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026Orbis Allan Gray Ltd holds $2,509,849,465 across 7 Biotechnology names. INSM ranks #4 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRAX |
Praxis Precision Medicines, Inc.
|
2,472,480 | $796,608,330 | |
| 2 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
1,334,825 | $441,653,547 | |
| 3 | GMAB |
Genmab A/S
|
12,925,578 | $346,793,257 | |
| 4 | INSM |
INSMED Inc
This page
|
1,872,824 | $306,244,179 | |
| 5 | CRSP |
CRISPR Therapeutics AG
|
6,106,011 | $290,462,942 | |
| 6 | SRRK |
Scholar Rock Holding Corp
|
4,179,983 | $205,487,963 | |
| 7 | DYN |
Dyne Therapeutics, Inc.
|
6,762,231 | $122,599,247 |
All Filings in INSM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $306,244,179 | 1,872,824 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $727,479,716 | 4,179,957 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $468,157,500 | 3,250,868 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $153,388,845 | 1,524,134 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||