INSM
Insmed Inc
2 super-investors hold INSM worth a combined $546M. The largest position: Stanley Druckenmiller at 6.4% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 44 — ranked #79 of 724 scored stocks.
Why super-investors own INSM
Druckenmiller remains the highest-conviction holder of INSM, carrying a 6.4% portfolio weighting worth $189M — a meaningful allocation for any macro-oriented fund. Greenblatt also holds a larger dollar position at $357M, though at just 0.3% of his portfolio it functions more as a diversified bet than a high-conviction call. Activity in 2026Q1 was limited to Druckenmiller trimming his stake, suggesting modest de-risking rather than a directional exit. Cohort breadth has been flat at one or two owners across eight consecutive quarters, indicating this remains a specialist position rather than a consensus super-investor holding, and there is no sign of broadening interest from the wider cohort.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.3% | 37q | $357M | 2,182,571 |
| 2 | Stanley Druckenmiller | 6.4% | 9q | $189M | 1,154,090 |
Owners of INSM also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | TRIM | 6.4% | -22% | $189M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 457669307. Not investment advice.