Nvp Associates, LLC 13F Holdings · Q2 2026
Nvp Associates, LLC reported 7 securities worth $328.19M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MBX (35.93%), AVLN (22.75%), OMDA (16.93%). Among its top 25 positions this quarter: 3 new, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MBX | MBX BIOSCIENCES INC | $117.9M | 35.93% | 2.1M | Hold |
| 2 | AVLN | AVALYN PHARMACEUTICALS INC | $74.7M | 22.75% | 2.3M | New |
| 3 | OMDA | OMADA HEALTH INC | $55.6M | 16.93% | 2.5M | Hold |
| 4 | ZBIO | ZENAS BIOPHARMA INC | $46.7M | 14.22% | 1.8M | Hold |
| 5 | SNOW | SNOWFLAKE INC | $29.2M | 8.90% | 114,786 | New |
| 6 | GROV | GROVE COLLABORATIVE HOLD INC | $4.0M | 1.23% | 3.2M | Hold |
| 7 | ONDS | ONDAS INC | $128,560 | 0.04% | 15,602 | New |
| 8 | BLLN | BILLIONTOONE INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR