Position in INSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$647,875,043
+$341,630,864 QoQ
Shares Held
6,076,487
+224.5% QoQ
Ownership
2.78%
of shares outstanding
% of Portfolio
2.23%
of 13F equity value
Holder Rank
#10
of 663 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INSM Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Orbis Allan Gray Ltd holds $2,908,969,206 across 8 Biotechnology names. INSM ranks #1 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INSM |
INSMED Inc
This page
|
6,076,487 | $647,875,043 | |
| 2 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
1,987,407 | $598,269,128 | |
| 3 | PRAX |
Praxis Precision Medicines, Inc.
|
1,529,788 | $512,157,724 | |
| 4 | SRRK |
Scholar Rock Holding Corp
|
5,933,533 | $326,344,315 | |
| 5 | GMAB |
Genmab A/S
|
11,368,161 | $312,283,381 | |
| 6 | CRSP |
CRISPR Therapeutics AG
|
5,449,161 | $297,197,240 | |
| 7 | DYN |
Dyne Therapeutics, Inc.
|
7,006,542 | $155,615,297 | |
| 8 | NAMS |
NewAmsterdam Pharma Co N.V.
|
1,747,627 | $59,227,078 |
All Filings in INSM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $647,875,043 | 6,076,487 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||