Position in INSM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$245,280,000
+$27,730,000 QoQ
Shares Held
1,500,000
+20.0% QoQ
Ownership
0.692%
of shares outstanding
% of Portfolio
12.98%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
17 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 Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$14,401,000
PutShares
100,000
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, 2026Integral Health Asset Management, LLC holds $1,255,592,830 across 56 Biotechnology names. INSM ranks #1 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INSM |
INSMED Inc
This page
|
1,500,000 | $245,280,000 | |
| 2 | RVMD |
Revolution Medicines, Inc.
|
1,500,000 | $145,875,000 | |
| 3 | CYTK |
Cytokinetics Inc
|
1,600,000 | $105,456,000 | |
| 4 | REGN |
Regeneron Pharmaceuticals, Inc.
|
85,000 | $65,674,400 | |
| 5 | VERA |
Vera Therapeutics, Inc.
|
1,600,000 | $64,368,000 | |
| 6 | ROIV |
Roivant Sciences Ltd.
|
2,000,000 | $55,400,000 | |
| 7 | RYTM |
Rhythm Pharmaceuticals, Inc.
|
600,000 | $52,182,000 | |
| 8 | EWTX |
Edgewise Therapeutics, Inc.
|
1,600,000 | $50,400,000 |
All Filings in INSM
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $245,280,000 | 1,500,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $217,550,000 | 1,250,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,401,000 | 100,000 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $230,416,000 | 1,600,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $161,024,000 | 1,600,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $118,249,500 | 1,550,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $107,012,000 | 1,550,000 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $34,520,000 | 500,000 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $105,850,000 | 1,450,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $103,850,000 | 1,550,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $35,269,000 | 1,300,000 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $13,565,000 | 500,000 | Call | Sole | 2024-05-15 | |
| 2023-12-31 | $10,846,500 | 350,000 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $2,058,156 | 104,369 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,525,000 | 150,000 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,179,200 | 80,000 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,754,000 | 100,000 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $2,384,200 | 70,000 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,664,500 | 50,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $803,500 | 25,000 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||