Lee Ainslie's INSM Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 2.15 M shares of Insmed Incorporated (INSM) worth $229.31 M, representing 2.03% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 5 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 2026, adding 2.15 M shares. Largest reduction occurred in Q4 2025, reducing 656,539 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +2.15 M | New Buy | 2.15 M | $106.62 |
| Q4 2025 | -656,539 | Sold Out | 0 | $0.00 |
| Q3 2025 | -147,594 | Reduce 18.35% | 656,539 | $144.01 |
| Q2 2025 | +379,008 | Add 89.15% | 804,133 | $100.64 |
| Q1 2025 | +425,125 | New Buy | 425,125 | $76.29 |
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 5 quarters since Q1 2025.
Lee Ainslie's largest addition to Insmed Incorporated (INSM) was in Q2 2026, adding 2,150,762 shares worth $229.31 M.
According to the latest 13F filing for Q2 2026, Lee Ainslie's firm, Maverick Capital LTD, owns 2,150,762 shares of Insmed Incorporated (INSM), valued at approximately $229.31 M.
As of the Q2 2026 filing, Insmed Incorporated (INSM) represents approximately 2.03% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Insmed Incorporated (INSM) was 2,150,762 shares, as reported at the end of Q2 2026.