Darwin Global Management, Ltd. — INSMED INCORPORATED INSM: Quarterly 13F Position History
Darwin Global Management, Ltd. has reported INSMED INCORPORATED (INSM) on 8 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2024. As of Q1 2026, the position is sized at 16,805,184 shares ($2.58B market value, 68.33% of the equity book). Quarter-over-quarter share count change: 4,128,093 (-19.7%) .
- 16,805,184Shares Held (Latest Filing)
- $2.58BReported Market Value (Latest Filing)
- 68.33%Portfolio Weight (% of 13F Equity Book)
- 4,128,093Quarter-over-Quarter Share Change
- -$1.07BQuarter-over-Quarter Value Change
- 20,933,277Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 16,805,184 | 4,128,093 | -19.7% | $2.58B | 68.33% | $153.32 |
| Q4 2025 | 20,933,277 | +475,832 | +2.3% | $3.64B | 73.78% | $174.09 |
| Q3 2025 | 20,457,445 | +1,112,824 | +5.8% | $2.90B | 80.54% | $141.65 |
| Q2 2025 | 19,344,621 | +3,946,646 | +25.6% | $1.92B | 80.75% | $99.49 |
| Q1 2025 | 15,397,975 | +2,437,437 | +18.8% | $1.20B | 82.08% | $77.99 |
| Q4 2024 | 12,960,538 | +2,463,261 | +23.5% | $894.8M | 84.75% | $69.04 |
| Q3 2024 | 10,497,277 | +6,956,182 | +196.4% | $766.3M | 62.31% | $73.00 |
| Q2 2024 | 3,541,095 | — | — | $237.1M | 27.58% | $66.95 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Darwin Global Management, Ltd. first disclose a INSM position in 13F-HR filings?
Darwin Global Management, Ltd. first reported INSMED INCORPORATED (INSM) on its 13F-HR filing for the period ending 2024-06-30 (Q2 2024). The position has appeared on 8 reported quarters within Pactolio's tracked window.
What was Darwin Global Management, Ltd.'s most recent quarter-over-quarter share-count change in INSM?
Between Q4 2025 and Q1 2026, Darwin Global Management, Ltd. reduced its INSM position by 4,128,093 shares (-19.7%), leaving 16,805,184 shares at a market value of $2.58B.
Does the implied price-per-share represent Darwin Global Management, Ltd.'s cost basis in INSM?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.