Lee Ainslie's INSM Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 656,539 shares of Insmed Incorporated (INSM) worth $94.55 M, representing 1.26% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 3 quarters.
Based on 13F filings, Lee Ainslie has maintained this position in INSM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 379,008 shares. Largest reduction occurred in Q3 2025, reducing 147,594 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Insmed Incorporated (INSM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Insmed Incorporated (INSM) Trades by Lee Ainslie
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2025 | +425,125 | New Buy | 425,125 | $76.29 |
| Q2 2025 | +379,008 | Add 89.15% | 804,133 | $100.64 |
| Q3 2025 | -147,594 | Reduce 18.35% | 656,539 | $144.01 |
Lee Ainslie's Insmed Incorporated Investment FAQs
Lee Ainslie first purchased Insmed Incorporated (INSM) in Q1 2025, acquiring 425,125 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held Insmed Incorporated (INSM) for 3 quarters since Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's largest addition to Insmed Incorporated (INSM) was in Q1 2025, adding 425,125 shares worth $32.43 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 656,539 shares of Insmed Incorporated (INSM), valued at approximately $94.55 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Insmed Incorporated (INSM) represents approximately 1.26% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's peak holding in Insmed Incorporated (INSM) was 804,133 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.