Here’s Why TimesSquare Mid Cap Growth Strategy Added Insmed (INSM)

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Soumya Eswaran

Wed, July 1, 2026 astatine 8:51 AM CDT 3 min read

TimesSquare Capital Management, an equity concern absorption company, released its "U.S. Mid Cap Growth Strategy" first-quarter 2026 capitalist letter. A transcript of the missive tin be downloaded here. The Strategy fell 7.72% (net) successful the 4th compared to -6.35% for the Russell Midcap Growth Index. In the archetypal quarter, markets navigated geopolitical tensions and economical resilience alongside impermanent planetary tariffs. High lipid prices and proviso concatenation disruptions followed U.S. and Israeli engagement successful Iran, prompting a displacement to safer assets and a reevaluation of proviso chains and vigor dependencies. Central banks maintained dependable policies contempt energy-driven inflation. In this environment, the Strategy remains focused connected disciplined absorption teams with durable competitory advantages. Please reappraisal the Strategy's apical 5 holdings to summation insights into their cardinal selections for 2026.

In its first-quarter 2026 capitalist letter, TimesSquare Capital U.S. Mid Cap Growth Strategy highlighted Insmed Incorporated (NASDAQ:INSM). Insmed Incorporated (NASDAQ:INSM) is simply a biopharmaceutical institution focusing connected processing therapies for patients with superior and uncommon diseases. On June 30, 2026, Insmed Incorporated (NASDAQ:INSM) closed astatine $106.62 per share, reflecting a marketplace capitalization of $23.11 billion. Insmed Incorporated (NASDAQ:INSM) posted a one-month instrumentality of 2.66%, and its shares gained 8.53% implicit the past 52 weeks.

TimesSquare Capital U.S. Mid Cap Growth Strategy stated the pursuing regarding Insmed Incorporated (NASDAQ:INSM) successful its Q1 2026 capitalist letter:

"Our preferences among Health Care stocks are those companies providing caller therapies for unmet needs that bid premium pricing, oregon specialized work providers. Insmed Incorporated (NASDAQ:INSM), a developer of therapies for patients with superior and uncommon diseases, dropped -6%. The motorboat of Brinsupri is good up of expectations. That medicine received FDA support past summertime arsenic the archetypal attraction for non-cystic fibrosis bronchiectasis, a chronic lung disease. Management besides noted that Arikayce income were beneath the Street. That medicine antibiotic is utilized to dainty refractory Mycobacterium avium analyzable lung disease. In our view, Brunsupri is their superior driver, with expectations of $1 cardinal successful income for 2026. We added to the position."

Competitive Pressures Prompt Truist to Cut Target connected Insmed (INSM)

Insmed Incorporated (NASDAQ:INSM) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 67 hedge money portfolios held Insmed Incorporated (NASDAQ:INSM) astatine the extremity of the archetypal quarter, compared to 75 successful the erstwhile quarter. While we admit the imaginable of Insmed Incorporated (NASDAQ:INSM) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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