INSM (INSMED INC) is held by 2 tracked superinvestors with an aggregate position value of $49M based on the most recent SEC 13F filings. Top institutional holders include: Ray Dalio, Stanley Druckenmiller.

How much INSM do superinvestors hold in aggregate?

Across 2 tracked managers, superinvestors collectively report $49M in INSM positions worth 1,449,669 shares.

What is the largest holder of INSM?

The largest tracked holder of INSM is Ray Dalio (Bridgewater Associates) with 295,579 shares worth $48M, representing 0.22% of their portfolio.

← Top Holdings

INSMINSMED INC

CUSIP: 457669307

Guru Owners

$48.5M

Total Value Held

1.4M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Ray Dalio	Bridgewater Associates	295579	$48.3M	0.22%	$163.52	Q1 2026
Stanley Druckenmiller	Duquesne Family Office	1154090	$189K	5.59%	$0.16	Q1 2026

Ray Dalio

$48.3M

0.22%

Stanley Druckenmiller

$189K

5.59%

📊 Fundamentals

Market Cap$24.5B

Forward P/E935.0x

EPS (TTM)$-5.82

Revenue (TTM)$819.6M

Profit Margin-144.44%

Beta0.78

52-Week Range

$90.39

$212.75

Current: $112.84

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '262 owners · $48.5M

NEWRay Dalio$48.3M

REDUCEDStanley Druckenmiller$189K

Q4 '251 owners · $257.9M

REDUCEDStanley Druckenmiller$257.9M

SOLDLee Ainslie

Q3 '252 owners · $443.5M

INCREASEDStanley Druckenmiller$349.0M

REDUCEDLee Ainslie$94.5M

Q2 '253 owners · $317.8M

INCREASEDStanley Druckenmiller$226.8M

INCREASEDLee Ainslie$80.9M

REDUCEDStanley Druckenmiller$10.1M

Q1 '252 owners · $32.5M

NEWLee Ainslie$32.4M

REDUCEDStanley Druckenmiller$104K

Q4 '241 owners · $41K

INCREASEDStanley Druckenmiller$41K

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates 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

62%analyst est. 62.2%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

5.0%current: -74.0%

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 2 superinvestors · 5 congress member trades

SELLGil CisnerosD

$1,001 - $15,0002025-10-03

SELLGil CisnerosD

$1,001 - $15,0002025-08-08

SELLGil CisnerosD

$1,001 - $15,0002025-07-07

BUYJosh GottheimerD

$1,001 - $15,0002025-06-16

SELLJosh GottheimerD

$1,001 - $15,0002025-04-09