Eagle Health Investments LP: INSMED INC (INSM): Quarterly 13F Position History
As of Q1 2026, Eagle Health Investments LP reported 224,271 shares of INSMED INC (INSM), worth $36.7M and representing 7.7% of its 13F equity book. Quarter-over-quarter share count change: + 13,371 (+6.3%) . The position first appeared in Q2 2024 and has been disclosed across 8 13F-HR filings in Pactolio's tracked window.
- 224,271Shares Held (Latest Filing)
- $36.7MReported Market Value (Latest Filing)
- 7.7%Portfolio Weight (% of 13F Equity Book)
- +13,371Quarter-over-Quarter Share Change
- -$32.2KQuarter-over-Quarter Value Change
- 513,700Peak 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 | 224,271 | +13,371 | +6.3% | $36.7M | 7.7% | $163.5 |
| Q4 2025 | 210,900 | 60,700 | -22.3% | $36.7M | 8.1% | $174.0 |
| Q3 2025 | 271,600 | 157,000 | -36.6% | $39.1M | 10.3% | $144.0 |
| Q2 2025 | 428,600 | 14,700 | -3.3% | $43.1M | 10.6% | $100.6 |
| Q1 2025 | 443,300 | 70,400 | -13.7% | $33.8M | 8.8% | $76.3 |
| Q4 2024 | 513,700 | 0 | — | $35.5M | 8.7% | $69.0 |
| Q3 2024 | 513,700 | 0 | — | $37.5M | 7.2% | $73.0 |
| Q2 2024 | 513,700 | — | — | $34.4M | 6.2% | $67.0 |
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 Eagle Health Investments LP first disclose a INSM position in 13F-HR filings?
Eagle Health Investments LP first reported INSMED INC (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 Eagle Health Investments LP's most recent quarter-over-quarter share-count change in INSM?
Between Q4 2025 and Q1 2026, Eagle Health Investments LP added 13,371 shares of INSM (+6.3%), bringing the total reported position to 224,271 shares at a market value of $36.7M.
Does the implied price-per-share represent Eagle Health Investments LP'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.