Stanley Druckenmiller's INSM Position Overview
Stanley Druckenmiller (via Duquesne Family Office LLC) currently holds 2.42 M shares of Insmed Incorporated (INSM) worth $349 M, representing 8.59% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 22 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 Q2 2024, reducing 1.21 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2020 | +1.23 M | New Buy | 1.23 M | $27.54 |
| Q3 2020 | -1.23 M | Sold Out | 1.23 M | $0.00 |
| Q2 2024 | +20,000 | New Buy | 20,000 | $67.00 |
| Q4 2024 | +573,470 | Add 2867.35% | 593,470 | $69.04 |
| Q1 2025 | +775,580 | Add 130.69% | 1.37 M | $76.29 |
| Q2 2025 | +884,385 | Add 64.60% | 2.25 M | $100.64 |
| Q3 2025 | +170,000 | Add 7.54% | 2.42 M | $144.01 |
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 22 quarters since Q2 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Stanley Druckenmiller's largest addition to Insmed Incorporated (INSM) was in Q2 2020, adding 1,227,400 shares worth $33.8 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Stanley Druckenmiller's firm, Duquesne Family Office LLC, owns 2,423,435 shares of Insmed Incorporated (INSM), valued at approximately $349 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 8.59% of Stanley Druckenmiller'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.
Stanley Druckenmiller's peak holding in Insmed Incorporated (INSM) was 2,423,435 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.