Orbis Allan Gray Ltd: INSM position timeline

Orbis Allan Gray Ltd held 6,076,487 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 6,076,487 shares

   Change vs previous 13F +4,203,663 shares

   2.23% of the 13F portfolio, value $647,875,044.

   13F-HR 0001663865-26-000004 filed by Orbis Allan Gray Ltd
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,872,824 shares

   Change vs previous 13F -2,307,133 shares

   1.29% of the 13F portfolio, value $306,244,181.

   13F-HR 0001663865-26-000003 filed by Orbis Allan Gray Ltd
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 4,179,957 shares

   Change vs previous 13F +929,089 shares

   3.05% of the 13F portfolio, value $727,479,716.

   13F-HR 0001663865-26-000002 filed by Orbis Allan Gray Ltd
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,250,868 shares

   Change vs previous 13F +1,726,734 shares

   2.01% of the 13F portfolio, value $468,157,501.

   13F-HR 0001663865-25-000002 filed by Orbis Allan Gray Ltd
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,524,134 shares

   Change vs previous 13F not available

   0.75% of the 13F portfolio, value $153,388,846.

   13F-HR 0001085146-25-005183 filed by Orbis Allan Gray Ltd
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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