Balyasny Asset Management (NGNE) discloses 5.18% Neurogene stake via Atlas fund
Rhea-AI Filing Summary
Balyasny Asset Management and affiliated entities report a significant ownership position in Neurogene Inc. They may be deemed to beneficially own 818,706 shares of Neurogene common stock, representing 5.18% of the class based on 15,801,901 shares outstanding as of May 8, 2026. The shares are held directly by Atlas Diversified Master Fund, Ltd., for which Balyasny Asset Management L.P. acts as investment manager. Through their control relationships, BAM GP LLC, Balyasny Asset Management Holdings LP, Dames GP LLC, and Dmitry Balyasny may each be deemed to share this beneficial ownership, with sole voting and dispositive power over the 818,706 shares.
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Key Figures
Shares beneficially owned: 818,706 shares
Percent of class: 5.18%
Shares outstanding: 15,801,901 shares
+3 more
6 metrics
Shares beneficially owned
818,706 shares
Neurogene common stock beneficially owned by the reporting persons
Percent of class
5.18%
Portion of Neurogene common stock represented by 818,706 shares
Shares outstanding
15,801,901 shares
Neurogene common shares outstanding as of May 8, 2026
Sole voting power
818,706 shares
Shares over which each reporting person has sole power to vote
Sole dispositive power
818,706 shares
Shares over which each reporting person has sole power to dispose
Ownership report date
08/14/2026
Date the Schedule 13G was signed by the reporting persons
Key Terms
beneficial owner, sole voting power, dispositive power, investment manager, +1 more
5 terms
beneficial owner financial
"Each of the Reporting Persons may be deemed to be the beneficial owner of approximately 5.18%"
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.
sole voting power financial
"Each of the Reporting Persons has the sole power to vote or to direct the vote of 818706 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.
dispositive power financial
"sole power to dispose or to direct the disposition of 818706 shares."
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
investment manager financial
"BAM, the direct holder of 818,706 shares... BAM may be deemed to exercise voting and investment power"
exempted company financial
"ADMF, a Cayman Islands exempted company that is an investment management client of BAM"
FAQ
What stake in Neurogene Inc. (NGNE) does Balyasny Asset Management report?
Balyasny-related entities may be deemed to beneficially own 818,706 shares of Neurogene common stock, representing 5.18% of the class, based on 15,801,901 shares outstanding as of May 8, 2026.
Which entities are the reporting persons in this Neurogene (NGNE) Schedule 13G?
The reporting persons are Balyasny Asset Management L.P., BAM GP LLC, Balyasny Asset Management Holdings LP, Dames GP LLC, and Dmitry Balyasny, who may each be deemed to beneficially own the same 818,706 shares.
AI-generated analysis. How Rhea-AI works. Not financial advice.