Darwin Global Management, Ltd.

Position in INSM — INSMED Inc

CIK 1839209 ST. HELIER, Y9

Position in INSM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$685,690,599

-$2,062,293,088 QoQ

Shares Held

6,431,163

-61.7% QoQ

Ownership

2.94%

of shares outstanding

% of Portfolio

17.71%

of 13F equity value

Holder Rank

of 665 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Darwin Global Management, Ltd. holds $3,871,688,327 across 5 Biotechnology names. INSM ranks #2 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RVMD	Revolution Medicines, Inc.	10,629,822	$1,990,753,064
2	INSM	INSMED Inc This page	6,431,163	$685,690,599
3	ABVX	Abivax S.A.	3,621,583	$482,612,150
4	BLTE	Belite Bio, Inc	3,077,219	$473,845,567
5	ROIV	Roivant Sciences Ltd.	6,747,300	$238,786,947

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$685,690,599	6,431,163	-61.7%	Shares	Sole	2026-08-14
2026-06-30	$685,690,599	6,431,163	-61.7%	Shares	Sole	2026-08-14
2026-03-31	$2,747,983,687	16,805,184	-19.7%	Shares	Sole	2026-05-15
2026-03-31	$2,747,983,687	16,805,184	-17.9%	Shares	Sole	2026-05-15
2025-12-31	$3,643,227,529	20,933,277	+2.3%	Shares	Sole	2026-02-17
2025-09-30	$2,946,076,654	20,457,445	+32.9%	Shares	Sole	2025-11-14
2025-09-30	$2,946,076,654	20,457,445	+5.8%	Shares	Sole	2025-11-14
2025-06-30	$1,946,842,657	19,344,621	+25.6%	Shares	Sole	2025-08-14
2025-03-31	$1,174,711,512	15,397,975	+18.8%	Shares	Sole	2025-05-15
2025-03-31	$1,174,711,512	15,397,975	+18.8%	Shares	Sole	2025-05-15
2024-12-31	$894,795,543	12,960,538	—	Shares	Sole	2025-02-14
2024-12-31	$894,795,543	12,960,538	+23.5%	Shares	Sole	2025-02-14
2024-09-30	$766,301,221	10,497,277	+196.4%	Shares	Sole	2024-11-14
2024-06-30	$237,253,365	3,541,095	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.