Position in INSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$150,321,937
-$3,819,534 QoQ
Shares Held
1,409,885
+49.6% QoQ
Ownership
0.646%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#29
of 665 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in INSM Over Time
Shares Held
Position Value (USD)
Derivatives in INSM
reported options exposure · as of Jun 30, 2026CallValue
$8,934,756
CallShares
83,800
PutValue
$81,873,498
PutShares
767,900
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 Jun 30, 2026GOLDMAN SACHS GROUP INC holds $13,040,380,016 across 360 Biotechnology names. INSM ranks #16 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
2,481,761 | $1,232,765,138 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
1,163,191 | $725,296,113 | |
| 3 | ROIV |
Roivant Sciences Ltd.
|
18,556,458 | $656,713,046 | |
| 4 | TECH |
BIO-TECHNE Corp
|
7,343,324 | $518,805,838 | |
| 5 | RVMD |
Revolution Medicines, Inc.
|
2,133,101 | $399,487,154 | |
| 6 | MRNA |
Moderna, Inc.
|
4,671,950 | $327,176,656 | |
| 7 | TNGX |
Tango Therapeutics, Inc.
|
9,980,620 | $311,994,180 | |
| 8 | INCY |
Incyte Corp
|
2,305,782 | $261,383,446 |
All Filings in INSM
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,934,756 | 83,800 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $81,873,498 | 767,900 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $150,321,937 | 1,409,885 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $154,141,471 | 942,646 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $216,664,656 | 1,244,913 | Shares | Defined | 2026-03-25 | |
| 2025-12-31 | $10,181,340 | 58,500 | Call | Defined | 2026-03-25 | |
| 2025-09-30 | $119,429,939 | 829,317 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $18,721,300 | 130,000 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $24,153,600 | 240,000 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $182,248,471 | 1,810,895 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $10,064,000 | 100,000 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $107,005,954 | 1,402,621 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $118,752,181 | 1,720,049 | Shares | Defined | 2025-02-11 | |
| 2024-12-31 | $2,437,112 | 35,300 | Call | Defined | 2025-02-11 | |
| 2024-09-30 | $101,692,577 | 1,393,049 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $79,723,367 | 1,189,901 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $20,445,437 | 753,610 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $23,607,314 | 761,772 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $21,803,828 | 863,518 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $16,746,732 | 793,684 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $9,578,621 | 561,796 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $20,597,301 | 1,030,896 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $18,765,152 | 871,177 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $9,238,819 | 468,500 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $13,088,982 | 556,978 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $12,621,000 | 463,326 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $6,669,856 | 242,188 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $21,076,308 | 740,559 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $33,369,466 | 979,726 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $43,094,836 | 1,294,528 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $32,376,164 | 1,007,348 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $25,656,759 | 931,618 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $12,276,462 | 765,843 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||