Nvp Associates, LLC 13F holdings
Nvp Associates, LLC reported 7 positions with a total reported value of $328.2M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-07. Top holdings by reported value: MBX MBX BIOSCIENCES INC (35.9%), AVLN AVALYN PHARMACEUTICALS INC (22.8%), OMDA OMADA HEALTH INC (16.9%), ZBIO ZENAS BIOPHARMA INC (14.2%), SNOW SNOWFLAKE INC (8.9%). Against 2026-03-31 it opened 3 new positions and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
7 largest of 7 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| MBX MBX BIOSCIENCES INC | 2,136,335 | $117.9M | 35.9% |
| AVLN AVALYN PHARMACEUTICALS INC | 2,268,404 | $74.7M | 22.8% |
| OMDA OMADA HEALTH INC | 2,531,000 | $55.6M | 16.9% |
| ZBIO ZENAS BIOPHARMA INC | 1,838,482 | $46.7M | 14.2% |
| SNOW SNOWFLAKE INC | 114,786 | $29.2M | 8.9% |
| GROV GROVE COLLABORATIVE HOLD INC | 3,225,097 | $4.0M | 1.2% |
| ONDS ONDAS INC | 15,602 | $128.6K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 3 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 1 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| BLLN BILLIONTOONE INC | 513,330 | $40.5M | 23.0% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
No position was increased.
Decreases
No position was decreased.
CIK 1545692 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
