Duquesne Family Office LLC: INSMED INC (INSM): Quarterly 13F Position History
As of Q1 2026, Duquesne Family Office LLC reported 1,154,090 shares of INSMED INC (INSM), worth $188.7M and representing 6.4% of its 13F equity book. Quarter-over-quarter share count change: 327,662 (-22.1%) . The position first appeared in Q2 2020 and has been disclosed across 24 13F-HR filings in Pactolio's tracked window.
- 1,154,090Shares Held (Latest Filing)
- $188.7MReported Market Value (Latest Filing)
- 6.4%Portfolio Weight (% of 13F Equity Book)
- 327,662Quarter-over-Quarter Share Change
- -$69.2MQuarter-over-Quarter Value Change
- 2,423,435Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 24 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,154,090 | 327,662 | -22.1% | $188.7M | 6.4% | $163.5 |
| Q4 2025 | 1,481,752 | 941,683 | -38.9% | $257.9M | 6.1% | $174.0 |
| Q3 2025 | 2,423,435 | +170,000 | +7.5% | $349.0M | 8.9% | $144.0 |
| Q2 2025 | 2,253,435 | +884,385 | +64.6% | $226.8M | 5.8% | $100.6 |
| Q1 2025 | 1,369,050 | +775,580 | +130.7% | $104.4M | 3.5% | $76.3 |
| Q4 2024 | 593,470 | +573,470 | +2867.3% | $41.0M | 1.2% | $69.0 |
| Q3 2024 | 20,000 | 0 | — | $1.5M | 0.1% | $73.0 |
| Q2 2024 | 20,000 | +20,000 | — | $1.3M | 0.0% | $67.0 |
| Q1 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2020 | 0 | 1,227,400 | -100.0% | $0 | 0.0% | — |
| Q2 2020 | 1,227,400 | — | — | $33.8M | 1.0% | $27.5 |
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 Duquesne Family Office LLC first disclose a INSM position in 13F-HR filings?
Duquesne Family Office LLC first reported INSMED INC (INSM) on its 13F-HR filing for the period ending 2020-06-30 (Q2 2020). The position has appeared on 24 reported quarters within Pactolio's tracked window.
What was Duquesne Family Office LLC's most recent quarter-over-quarter share-count change in INSM?
Between Q4 2025 and Q1 2026, Duquesne Family Office LLC reduced its INSM position by 327,662 shares (-22.1%), leaving 1,154,090 shares at a market value of $188.7M.
Does the implied price-per-share represent Duquesne Family Office LLC'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.