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Disclosery

Darwin Global Management, Ltd.: INSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Darwin Global Management, Ltd. on INSM, newest first. How the timeline and the estimate are built.

Darwin Global Management, Ltd. held 6,431,163 INSM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,431,163 shares
    Change vs previous 13F -10,374,021 shares

    17.91% of the 13F portfolio, value $673,600,013.

    13F-HR 0001892688-26-000126 filed by Darwin Global Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,805,184 shares
    Change vs previous 13F -4,128,093 shares

    68.33% of the 13F portfolio, value $2,576,570,811.

    13F-HR 0001892688-26-000087 filed by Darwin Global Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,933,277 shares
    Change vs previous 13F +475,832 shares

    73.78% of the 13F portfolio, value $3,644,274,193.

    13F-HR 0001892688-26-000041 filed by Darwin Global Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,457,445 shares
    Change vs previous 13F +1,112,824 shares

    80.54% of the 13F portfolio, value $2,897,797,084.

    13F-HR 0001892688-25-000196 filed by Darwin Global Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,344,621 shares
    Change vs previous 13F +3,946,646 shares

    80.75% of the 13F portfolio, value $1,924,596,343.

    13F-HR 0001892688-25-000159 filed by Darwin Global Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,397,975 shares
    Change vs previous 13F +2,437,437 shares

    82.08% of the 13F portfolio, value $1,200,888,070.

    13F-HR 0001892688-25-000122 filed by Darwin Global Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,960,538 shares
    Change vs previous 13F +2,463,261 shares

    84.75% of the 13F portfolio, value $894,795,544.

    13F-HR 0001892688-25-000094 filed by Darwin Global Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,497,277 shares
    Change vs previous 13F not available

    62.31% of the 13F portfolio, value $766,301,221.

    13F-HR 0001892688-24-000146 filed by Darwin Global Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).