Stanley Druckenmiller's INSM Position Overview
Stanley Druckenmiller (via Duquesne Family Office LLC) currently holds 1.48 M shares of Insmed Incorporated (INSM) worth $257.88 M, representing 5.74% of the portfolio. First purchased in 2020-Q2, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Stanley Druckenmiller has maintained a strategic position in INSM, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 884,385 shares. Largest reduction occurred in Q3 2020, reducing 1.23 M shares.
Analysis based on 13F filings available since 2013 Q2
Stanley Druckenmiller's Insmed Incorporated (INSM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Insmed Incorporated (INSM) Trades by Stanley Druckenmiller
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -941,683 | Reduce 38.86% | 1.48 M | $174.04 |
| Q3 2025 | +170,000 | Add 7.54% | 2.42 M | $144.01 |
| Q2 2025 | +884,385 | Add 64.60% | 2.25 M | $100.64 |
| Q1 2025 | +775,580 | Add 130.69% | 1.37 M | $76.29 |
| Q4 2024 | +573,470 | Add 2867.35% | 593,470 | $69.04 |
| Q2 2024 | +20,000 | New Buy | 20,000 | $67.00 |
| Q3 2020 | -1.23 M | Sold Out | 0 | $0.00 |
| Q2 2020 | +1.23 M | New Buy | 1.23 M | $27.54 |
Stanley Druckenmiller's Insmed Incorporated Investment FAQs
Stanley Druckenmiller first purchased Insmed Incorporated (INSM) in Q2 2020, acquiring 1,227,400 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Stanley Druckenmiller has held Insmed Incorporated (INSM) for 9 quarters since Q2 2020.
Stanley Druckenmiller's largest addition to Insmed Incorporated (INSM) was in Q2 2020, adding 1,227,400 shares worth $33.8 M.
According to the latest 13F filing for Q4 2025, Stanley Druckenmiller's firm, Duquesne Family Office LLC, owns 1,481,752 shares of Insmed Incorporated (INSM), valued at approximately $257.88 M.
As of the Q4 2025 filing, Insmed Incorporated (INSM) represents approximately 5.74% of Stanley Druckenmiller's publicly disclosed stock portfolio, making it one of their key holdings.
Stanley Druckenmiller's peak holding in Insmed Incorporated (INSM) was 2,423,435 shares, as reported at the end of Q3 2025.