INSM position history
The shares of Insmed (INSM) that Palo Alto Investors LP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 6,019,106 shares, $166M, 10.0% of portfolio
- 2021 Q4: 6,025,706 shares, $164M, 10.5% of portfolio, Add +0.1%
- 2022 Q1: 5,881,299 shares, $138M, 10.7% of portfolio, Reduce −2.4%
- 2022 Q2: 5,840,398 shares, $115M, 10.0% of portfolio, Reduce −0.7%
- 2022 Q3: 5,840,398 shares, $126M, 9.9% of portfolio
- 2022 Q4: 5,871,291 shares, $117M, 10.0% of portfolio, Add +0.5%
- 2023 Q1: 5,889,491 shares, $100M, 8.3% of portfolio, Add +0.3%
- 2023 Q2: 5,889,491 shares, $124M, 10.0% of portfolio
- 2023 Q3: 5,889,491 shares, $149M, 14.1% of portfolio
- 2023 Q4: 11,023,442 shares, $342M, 30.8% of portfolio, Add +87.2%
- 2024 Q1: 4,423,369 shares, $120M, 13.5% of portfolio, Reduce −59.9%
- 2024 Q2: 2,138,963 shares, $143M, 16.6% of portfolio, Reduce −51.6%
- 2024 Q3: 1,940,993 shares, $142M, 18.4% of portfolio, Reduce −9.3%
- 2024 Q4: 1,603,465 shares, $111M, 17.2% of portfolio, Reduce −17.4%
- 2025 Q1: 987,153 shares, $75M, 14.3% of portfolio, Reduce −38.4%
- 2025 Q2: 865,113 shares, $87M, 18.5% of portfolio, Reduce −12.4%
- 2025 Q3: 491,805 shares, $71M, 13.1% of portfolio, Reduce −43.2%
- 2025 Q4: 489,482 shares, $85M, 11.9% of portfolio, Reduce −0.5%
- 2026 Q1: 415,269 shares, $68M, 10.4% of portfolio, Reduce −15.2%
- 2026 Q2: 413,980 shares, $44M, 6.1% of portfolio, Reduce −0.3%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
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