Darwin Global Management, Ltd.

Position in INSM — INSMED Inc

CIK 1839209 ST. HELIER, Y9

Position in INSM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,747,983,687

-$895,243,842 QoQ

Shares Held

16,805,184

-19.7% QoQ

Ownership

7.75%

of shares outstanding

% of Portfolio

68.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Healthcare · as of Mar 31, 2026

Darwin Global Management, Ltd. holds $4,026,455,721 across 6 Biotechnology names. INSM ranks #1 (68.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INSM	INSMED Inc This page	16,805,184	$2,747,983,687
2	BLTE	Belite Bio, Inc	3,057,412	$487,473,769
3	ABVX	Abivax S.A.	3,468,657	$386,234,956
4	RVMD	Revolution Medicines, Inc.	2,211,018	$215,021,500
5	ROIV	Roivant Sciences Ltd.	6,797,300	$188,285,210
6	DNTH	Dianthus Therapeutics, Inc. /DE/	17,357	$1,456,599

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,747,983,687	16,805,184	0.0%	Shares	Sole	2026-05-15
2026-03-31	$2,747,983,687	16,805,184	-19.7%	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	0.0%	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	0.0%	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	0.0%	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.