Balyasny group discloses 4.99% Camp4 Therapeutics (CAMP) position with warrant blocker

Rhea-AI Filing Summary

Balyasny Asset Management and related entities reported beneficial ownership of Camp4 Therapeutics Corp. common stock. Through Atlas Diversified Master Fund, Ltd. and Atlas Private Holdings (Cayman) Ltd., the reporting group may be deemed to beneficially own 2,591,097 shares of common stock. This represents approximately 4.99% of the outstanding shares, based on 51,925,800 shares outstanding as of May 6, 2026. The position includes common shares and shares issuable upon exercise of warrants that are subject to a 4.99% Beneficial Ownership Limitation, which blocks warrant exercises that would push ownership above that level. The reporting persons have sole voting and dispositive power over the reported shares and disclose that the underlying funds, ADMF and APHC, are entitled to dividends and sale proceeds.

Key Figures

Beneficially owned shares: 2,591,097 shares Ownership percentage: 4.99% Shares outstanding: 51,925,800 shares +5 more

8 metrics

Beneficially owned shares 2,591,097 shares Shares of Camp4 common stock that may be deemed beneficially owned by the reporting persons

Ownership percentage 4.99% Approximate percentage of Camp4 common stock beneficially owned

Shares outstanding 51,925,800 shares Camp4 common shares outstanding as of May 6, 2026

ADMF holdings 332,604 shares Camp4 common shares held by Atlas Diversified Master Fund, Ltd.

APHC holdings 2,243,120 shares Camp4 common shares, including warrant-exercise shares, held by Atlas Private Holdings (Cayman) Ltd.

Warrants subject to limitation 1,624,523 warrants Warrants whose exercise is limited by the 4.99% Beneficial Ownership Limitation

Shares directly reported 2,575,724 shares Portion of reported amount consisting of common shares, excluding 15,373 issuable shares

Shares issuable from warrants 15,373 shares Shares issuable upon exercise of warrants within the Beneficial Ownership Limitation

Key Terms

Beneficial Ownership Limitation, sole voting power, sole dispositive power, CUSIP No., +1 more

5 terms

Beneficial Ownership Limitation regulatory

"The Warrants are subject to a blocker which prevents the holder from exercising the Warrants to the extent..."

A beneficial ownership limitation is a rule that caps the percentage of a company’s shares an investor can be treated as owning or controlling for voting, regulatory or tax purposes. It matters to investors because it can restrict how many shares a person or group can buy or vote, affect takeover chances, and influence share liquidity and value — like a speed limit that prevents any single driver from taking over the whole road.

sole voting power regulatory

"Each of the Reporting Persons has the sole power to vote or to direct the vote of 2591097 shares."

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

sole dispositive power regulatory

"Each of the Reporting Persons has the sole power to dispose or to direct the disposition of 2591097 shares."

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

CUSIP No. financial

"Title of class of securities: Common Stock (e) | CUSIP No.: 13463J101"

beneficial owner regulatory

"Each of the Reporting Persons may be deemed to be the beneficial owner of approximately 4.99% of the Shares..."

A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.

FAQ

What percentage of Camp4 Therapeutics Corp. (CAMP) shares does Balyasny report owning?

Balyasny and related entities report beneficial ownership of approximately 4.99% of Camp4 Therapeutics Corp. common stock, based on 51,925,800 shares outstanding as of May 6, 2026.

How many Camp4 (CAMP) shares are beneficially owned by the Balyasny reporting group?

The reporting group may be deemed to beneficially own 2,591,097 shares of Camp4 common stock, including shares issuable under warrants, subject to a 4.99% ownership cap.

Which entities hold the Camp4 (CAMP) shares reported by Balyasny?

The shares are held by Atlas Diversified Master Fund, Ltd., with 332,604 shares, and Atlas Private Holdings (Cayman) Ltd., with 2,243,120 shares including warrant-exercise shares, all managed by Balyasny Asset Management.

What is the Beneficial Ownership Limitation mentioned in the Camp4 (CAMP) filing?

The warrants are subject to a 4.99% Beneficial Ownership Limitation, preventing exercises that would cause the holder to beneficially own more than 4.99% of Camp4’s outstanding common stock.

Who has voting and dispositive power over the Camp4 (CAMP) shares in the Balyasny filing?

Each reporting person is disclosed as having sole voting and sole dispositive power over 2,591,097 shares, with no shared voting or dispositive power reported.

Which Balyasny-related parties are named as reporting persons in the Camp4 (CAMP) stake?

Reporting persons are Balyasny Asset Management L.P., BAM GP LLC, Balyasny Asset Management Holdings LP, Dames GP LLC, and Dmitry Balyasny, linked through general partner and managing member relationships.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/14/2026 - 06:08 AM Accepted by SEC EDGAR 08/14/2026 - 06:00 AM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Camp4 Therapeutics Corp.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

13463J101

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 13463J101

1

Names of Reporting Persons

BALYASNY ASSET MANAGEMENT L.P.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 2,591,097.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 2,591,097.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,591,097.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.99 %

12

Type of Reporting Person (See Instructions)

IA, PN

SCHEDULE 13G

CUSIP Number(s): 13463J101

1

Names of Reporting Persons

BAM GP LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 2,591,097.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 2,591,097.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,591,097.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.99 %

12

Type of Reporting Person (See Instructions)

HC, OO

SCHEDULE 13G

CUSIP Number(s): 13463J101

1

Names of Reporting Persons

Balyasny Asset Management Holdings LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 2,591,097.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 2,591,097.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,591,097.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.99 %

12

Type of Reporting Person (See Instructions)

HC, PN

SCHEDULE 13G

CUSIP Number(s): 13463J101

1

Names of Reporting Persons

Dames GP LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 2,591,097.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 2,591,097.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,591,097.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.99 %

12

Type of Reporting Person (See Instructions)

HC, OO

SCHEDULE 13G

CUSIP Number(s): 13463J101

1

Names of Reporting Persons

Dmitry Balyasny

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 2,591,097.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 2,591,097.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,591,097.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.99 %

12

Type of Reporting Person (See Instructions)

HC, IN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Camp4 Therapeutics Corp.
(b)	Address of issuer's principal executive offices: One Kendall Square, Building 1400 West, 3rd Floor, Cambridge, MA 02139
Item 2.
(a)	Name of person filing: This statement is being filed by (1) Balyasny Asset Management L.P., a Delaware limited partnership ("BAM"), (2) BAM GP LLC, a Delaware limited liability company ("BAM GP"), (3) Balyasny Asset Management Holdings LP, a Delaware limited partnership ("BAM Holdings"), (4) Dames GP LLC, a Delaware limited liability company ("Dames"), and (5) Dmitry Balyasny, a United States citizen (collectively, the "Reporting Persons"). BAM GP is the General Partner of BAM. BAM Holdings is the Sole Member of BAM GP. Dames is the General Partner of BAM Holdings. Dmitry Balyasny is the Managing Member of Dames.
(b)	Address or principal business office or, if none, residence: The principal business address of each of BAM, BAM GP, BAM Holdings, Dames, and Mr. Balyasny is located at 444 West Lake Street, 50th Floor, Chicago, IL 60606.
(c)	Citizenship: (1) BAM is a Delaware limited partnership, (2) BAM GP is a Delaware limited liability company, (3) BAM Holdings is a Delaware limited partnership, (4) Dames is a Delaware limited liability company, and (5) Mr. Balyasny is a United States citizen.
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 13463J101
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: By virtue of its position as the investment manager of Atlas Diversified Master Fund, Ltd ("ADMF"), the direct holder of 332,604 shares of common stock, par value $0.0001 per share ("Shares"), reported herein, and by virtue of its position as the investment manager of Atlas Private Holdings (Cayman) Ltd. ("APHC"), is the direct holder of the 2,243,120 shares of common stock (including an additional 1,624,523 shares issued upon the exercise of warrants), par value $0.0001 per share, reported herein, BAM may be deemed to exercise voting and investment power over such Shares held by ADMF and APHC and thus may be deemed to beneficially own such Shares. The warrants carry a 4.99% exericse blocker. By virtue of its position as the General Partner of BAM, BAM GP may be deemed to exercise voting and investment power over the Shares held directly by ADMF and APHC and thus may be deemed to beneficially own such Shares. By virtue of its position as the Sole Member of BAM GP, BAM Holdings may be deemed to exercise voting and investment power over the Shares held directly by ADMF and APHC and thus may be deemed to beneficially own such Shares. By virtue of its position as the General Partner of BAM Holdings, Dames may be deemed to exercise voting and investment power over the Shares held directly by ADMF and APHC and thus may be deemed to beneficially own such Shares. By virtue of his position as the Managing Member of Dames, Mr. Balyasny may be deemed to exercise voting and investment power over the Shares held directly by ADMF and APHC and thus may be deemed to beneficially own such Shares.
(b)	Percent of class: Each of the Reporting Persons may be deemed to be the beneficial owner of approximately 4.99% of the Shares, based on the 51,925,800 Shares outstanding as of May 6, 2026, as reported in the Issuer's report filed on form 10-Q with the Securities and Exchange Commission on May 7, 2026. The reported amount consists of 2,575,724 shares and 15,373 shares issuable upon the exercise of 1,624,523 warrants subject to the Beneficial Ownership Limitation (as defined herein). The Warrants are subject to a blocker which prevents the holder from exercising the Warrants to the extent that, upon such exercise, the holder would beneficially own in excess of 4.99% of the Shares outstanding as a result of the exercise (the "Beneficial Ownership Limitation").
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: Each of the Reporting Persons has the sole power to vote or to direct the vote of 2591097 shares.
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: Each of the Reporting Persons has the sole power to dispose or to direct the disposition of 2591097 shares.
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. ADMF and APHC, are both Cayman Islands exempted companies that are investment management clients of BAM, have the right to receive dividends from, or the proceeds from the sale of, the reported securities.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

BALYASNY ASSET MANAGEMENT L.P.

Signature:	/s/ Scott Schroeder
Name/Title:	Scott Schroeder / Authorized Signatory
Date:	08/14/2026

BAM GP LLC

Signature:	/s/ Scott Schroeder
Name/Title:	Scott Schroeder / Authorized Signatory
Date:	08/14/2026

Balyasny Asset Management Holdings LP

Signature:	/s/ Scott Schroeder
Name/Title:	Scott Schroeder / Authorized Signatory
Date:	08/14/2026

Dames GP LLC

Signature:	/s/ Scott Schroeder
Name/Title:	Scott Schroeder / Authorized Signatory
Date:	08/14/2026

Dmitry Balyasny

Signature:	/s/ Dmitry Balyasny
Name/Title:	Dmitry Balyasny / Self
Date:	08/14/2026