Balyasny Asset Management Discloses New 9.99% Stake in Nasus Pharma Ltd (NSRX)

On May 15, 2026, Balyasny Asset Management L.P. (BAM) and its affiliated entities, including Dmitry Balyasny, filed a Schedule 13G reporting a new 9.99% stake in Nasus Pharma Ltd (NSRX). The reporting persons collectively beneficially own 1,169,910 shares of common stock, which includes 898,473 shares held directly by Atlas Private Holdings (Cayman) Ltd. (APHC) and 271,437 shares issuable upon the exercise of warrants. While BAM holds warrants for 898,473 shares, the actual reported ownership is limited by a 'Beneficial Ownership Limitation' blocker, which prevents exercise if it would result in owning more than 9.99% of the outstanding shares. BAM serves as the investment manager for APHC, granting it voting and dispositive power over the securities. The filing indicates that the shares were acquired in the ordinary course of business and not for the purpose of influencing or changing the control of the issuer. This filing marks a significant new position for Balyasny Asset Management in the Israel-based pharmaceutical company.