Portfolio changes · featured 13Fs
Activity
Moves in INSM across featured managers — New / Exit / Add / Reduce.
INSM
3 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 19 Aug 1 | |||||
| INSM | Reduce | Palo Alto Investors | −4.29% | −0.3% sh | Q1→Q2 |
| 14 Aug 2 | |||||
| INSM | New | Lee Ainslie - Maverick Capital | +2.03% | opened 2.0% | Q1→Q2 |
| INSM | Add | Stanley Druckenmiller - Duquesne Family Office | −2.67% | +23.4% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home