Position in INSM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,674,546
-$300,735 QoQ
Shares Held
28,587
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
2.98%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026GordonMD Global Investments LP holds $102,823,764 across 13 Biotechnology names. INSM ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KYTX |
Kyverna Therapeutics, Inc.
|
4,244,818 | $36,632,779 | |
| 2 | VIR |
Vir Biotechnology, Inc.
|
1,518,552 | $13,606,225 | |
| 3 | SRRK |
Scholar Rock Holding Corp
|
132,500 | $6,513,700 | |
| 4 | RARE |
Ultragenyx Pharmaceutical Inc.
|
289,101 | $6,056,665 | |
| 5 | PYXS |
Pyxis Oncology, Inc.
|
4,121,870 | $6,017,930 | |
| 6 | SION |
Sionna Therapeutics, Inc.
|
136,000 | $5,452,240 | |
| 7 | CLDX |
Celldex Therapeutics, Inc.
|
170,307 | $5,402,138 | |
| 8 | INSM |
INSMED Inc
This page
|
28,587 | $4,674,546 |
All Filings in INSM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,674,546 | 28,587 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,975,281 | 28,587 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||