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INSMINSM
5 quarters

Position history for Orbis Allan Gray LtdOrbis Allan Gray Ltd's holdings in INSMED INC

Orbis Allan Gray Ltd holds 6.1M shares of INSM (INSMED INC), worth $647.9M as of 2026-Q2. The position was increased (+224.5% shares). INSM represents 2.2% of Orbis Allan Gray Ltd's portfolio.

Current Value

$647.9M

Current Shares

6.1M

Total Value Change

+$494.5M

Total Shares Change

+4.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6.1M
+224.5%
$647.9M2.2%$106.62
87
2026-Q1
Decreased
1.9M
-55.2%
$306.2M1.3%$147.00
0
2025-Q4
Increased
4.2M
+28.6%
$727.5M3.0%$174.09
73
2025-Q3
Increased
3.3M
+113.3%
$468.2M2.0%$141.65
87
2025-Q2
New
1.5M
-
$153.4M0.7%$99.49
59

Other major holders of INSM: JPMORGAN CHASE & CO, VANGUARD GROUP INC

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