Nasus Pharma
NSRX on NYSEAmerican. Market value $46m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 10 funds in all.
Largest holders overall
- Balyasny Asset Management L.P.$3m
- Cable Car Capital, LP$2mAdded
- Velan Capital Investment Management LP$1m
- Hudson Bay Capital Management LP$471,699
- Bleichroeder LP$314,468
- Citadel Advisors$77,014New
- XTX Topco$58,240New
- Renaissance Technologies$42,700New
- Morgan Stanley$3,500Cut
- Caitong International Asset Management$14New
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
6 investors own more than 5%.
- Udi GilboaPassive investor21.1%Since 30 September 2025
- Dr. Dalia MegiddoPassive investor20.9%Since 30 September 2025
- Dr. Ronnie HershmanPassive investorat least 15.3%(filed with 1 related holder)Since 30 September 2025
- BALYASNY ASSET MANAGEMENT L.P.Passive investorat least 10.0%0.0 pts(filed with 4 related holders)Since 30 June 2026
- Capital Point Ltd.Passive investor6.3%Since 14 August 2025
- Funicular Funds, LPPassive investorat least 5.2%(filed with 2 related holders)Since 31 March 2026
| Holder | Stake | Since | |
|---|---|---|---|
Udi Gilboa Passive investor | 21.1% | 30 September 2025 | |
Dr. Dalia Megiddo Passive investor | 20.9% | 30 September 2025 | |
Dr. Ronnie Hershman Passive investor | at least 15.3% (filed with 1 related holder) | 30 September 2025 | |
BALYASNY ASSET MANAGEMENT L.P. Passive investor | at least 10.0%0.0 pts (filed with 4 related holders) | 30 June 2026 | |
Capital Point Ltd. Passive investor | 6.3% | 14 August 2025 | |
Funicular Funds, LP Passive investor | at least 5.2% (filed with 2 related holders) | 31 March 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 1 insider bought $61,809 of shares on the open market.
- Teleman Dan BenjaminChief Executive Officer, DirectorBought
- Date
- 17 June 2026
- Shares
- 6,550
- Price
- $3.10
- Value
- $20,305
- Teleman Dan BenjaminChief Executive Officer, DirectorBought
- Date
- 22 April 2026
- Shares
- 2,900
- Price
- $3.76
- Value
- $10,904
- Teleman Dan BenjaminChief Executive Officer, DirectorBought
- Date
- 31 March 2026
- Shares
- 15,000
- Price
- $2.04
- Value
- $30,600
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 17 June 2026 | Teleman Dan Benjamin Chief Executive Officer, Director | Bought | 6,550 | $3.10 | $20,305 |
| 22 April 2026 | Teleman Dan Benjamin Chief Executive Officer, Director | Bought | 2,900 | $3.76 | $10,904 |
| 31 March 2026 | Teleman Dan Benjamin Chief Executive Officer, Director | Bought | 15,000 | $2.04 | $30,600 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
Nasus Pharma doesn’t file a US annual report (10-K), so we haven’t checked it.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.