← Top Holdings
INSMInsmed Inc
CUSIP: 457669307
1
Guru Owners
$257.9M
Total Value Held
1.5M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Duquesne Family Office | 1481752 | $257.9M | 5.74% | $174.04 | Q4 2025 |
📊 Fundamentals
Market Cap$30.6B
Forward P/E189.0x
EPS (TTM)$-6.43
Revenue (TTM)$606.4M
Profit Margin-210.54%
Beta1.10
52-Week Range
$63.81
$212.75
Current: $141.59
Data from Yahoo Finance · refreshed every 4 hours
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '251 owners · $257.9M
SOLDLee Ainslie
Q3 '252 owners · $443.5M
Q2 '253 owners · $317.8M
Q1 '252 owners · $136.9M
Q4 '241 owners · $41.0M
Q3 '241 owners · $1.5M
💰 DCF Calculator
DCF model · 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
66%analyst est. 66.0%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: -88.1%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%
Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data
🏛️ Congressional Trades
INSM: Held by 1 superinvestors · 5 congress member trades
$1,001 - $15,0002025-10-03
$1,001 - $15,0002025-08-08
$1,001 - $15,0002025-07-07
$1,001 - $15,0002025-06-16
$1,001 - $15,0002025-04-09